FX_Holden-Stock Trading Analyst【Nasdaq S&P500】

U.S. oil is entering a major decision point in the next week. A giant wedge has formed ending May 29, 2026 This is a neutral symmetrical wedge giving us no clue which direction it goes. A sudden war escalation again could send oil prices spiking, but with mid-terms quickly approaching the idea of $200 oil is unpalatable. A sudden peace deal with Iran, even if temporary, will push oil prices down to levels seen at the beginning of the year.

NEW IN: Crude Oil is now projected to drop to $80/barrel by the end of June.

We just finished a deep dive on every quality compounder we could find. We landed on 2 names NOBODY is talking about right now. Both are spin-offs of one of the most successful capital allocators of the last 30 years. Both are down ~50% from their highs. Here they are: TOI.V Topicus. Pan-European vertical software business. Mission-critical software for government, healthcare, education, and financial verticals across 26 countries. Q1 revenue up 23% year over year. Recurring revenue accelerating. Cash conversion still elite. Trading around CAD 96, down roughly 50% from the highs. LMN.V Lumine. Global communications and media software. BSS, OSS, billing, and network software for telcos and media companies. Sticky high-margin contracts. Massive consolidation runway in a fragmented industry. Trading around CAD 20 after a brutal pullback. The playbook is identical to Constellation Software. Decentralized. Buy and hold forever. Relentless M&A funded entirely by cash flow. Normalized multiples are now in the low to mid teens on cash flow. Well below their historical averages. Well below private market comps for the same kind of business. The software selloff created the setup, but the fundamentals never changed. We're a team of 8 with one goal. To help you spot truly great stocks at the earliest possible stage. Turn on notifications and follow us. It's absolutely crucial not to miss the alerts. There will be a lot of people who regret not following us.