Latest Plans
Read the latest insights into the S&P 500 and Stocks.
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ServiceNow (NOW)
Long term position Additional entries: Below $70-75, 56-60, ServiceNow is a top pick in the SaaS sector because it serves as the “AI Control Tower” for the modern enterprise, leveraging a unified “one platform, one architecture, one data model” approach to orchestrate complex, cross-departmental workflows that fragmented legacy tools cannot
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ES Weekend April 12
With the weekend failure of a “deal” some of this plan may be mute at first but will carry on as is. What matters most is where RTH opens and what RTH does. Apply Exhaustion Gap rules at the start if Sunday’s open starts with a large gap down. Markets
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QXO, Inc (QXO)
Long term position Additional entries: Below $20 QXO is positioning itself as a premier “serial consolidator” within the highly fragmented $800 billion building materials distribution market, leveraging a “buy-and-build” strategy led by Brad Jacobs to target $50 billion in annual revenue within the next decade. The company’s competitive moat is
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NuBank (NU)
Long term position Additional entries: $11-14 Nubank is a leading digital banking platform that has built a powerful competitive moat through its proprietary technology stack and a structural cost to serve that is approximately 85% lower than traditional incumbent banks. Its business model centers on high customer engagement and “principality,”