SilverOak Capital

Amidst market meltdown, 👀 Insiders are buying these stocks: 1) $SOFI CEO Anthony Noto

@zerohedge Retail is sh*t scared right now

Retail Trading Plunges 43% Since The Start Of The Iran War zerohedge.com/markets/retail…

@zerohedge That's an interesting case 🤔

Why Is Australia Not Already Rationing Fuel? zerohedge.com/energy/why-aus…

@MrMikeInvesting $SPY will soon make reversal after finding bottom, VERY VERY SOON !

An intern bottom is coming for $SPY very soon around $645… Over the last few days of downside on the S&P 500 there has been new lows made, but $VIX has yet to make new highs. This is an indicator of a developing bottom, & the next confirmation will be a spike in volume profile. The -12% crash to $615 on $SPY from ATH will still occur just like intended in June. Be ready…

@investingwithac Q12027 is not that far, my friend 💪

@SilverOakFin That could only be achieved in Q1, so if not in Q1 2026, Q1 2027 :)

$OSCR Q1 2024: MLR 74.2% SG&A 18.4% Operating Margin 7.4% Q1 2026: MLR 74.2% (likely lower but for sake of exercise) SG&A 16% per guidance Operating margin 9.8% So yes, when I say 10% operating margin is possible and even likely… I mean it. 10%+ is quite likely. This is the tech stack - fixed cost infrastructure paying off.

@TheStockerMan That's why I love $ZETA more than before, I LOVE IGNORED BEAUTIES 😍

$ZETA is one of those stocks where the story keeps getting better, but the market still has not really priced it like a serious longterm winner. They just delivered their 18th straight beat-and-raise quarter, with Q4 revenue of 395M, up 25% YoY, full-year revenue of 1.305B, up 30%, free cash flow of 165M, up 78%, and they guided 2026 revenue to roughly 1.75B while also calling for positive GAAP net income. They finished 2025 with 184 super-scaled customers, up 24% YoY. Those are customers doing at least 1M of trailing-twelve-month revenue with $ZETA. The company also defines “scaled customers” as those doing at least 100K annually. What I really like is that this is not just a customer count story… spend per customer is rising too. $ZETA scaled customer ARPU reached about 625K in 4Q25, and the company’s chart shows super-scaled customer ARPU growth of 8% YoY in 4Q25 as well. That tells me existing customers are leaning in more, not less. That is what makes the setup interesting to me. A lot of companies can add customers. Fewer can add bigger customers and keep increasing wallet share over time. $ZETA also called out 19 consecutive quarters of sequential scaled customer expansion, which is exactly the kind of consistency I want to see in a longterm compounder. What really caught my attention though is the Athena piece. In January, $ZETA collaboration with OpenAI was not some random press release. They explicitly said OpenAI models will power the next phase of Athena, that early demand was strong enough to expand beta access, and that Athena is meant to move marketers from questions to actions inside workflows. That is the part I care about. If Athena actually becomes the operating layer on top of $ZETA data and marketing stack, then this starts looking like more than adtech. It starts looking like a scaled software platform with real AI leverage, real enterprise use cases, and improving profitability at the same time. That mix is rare.

@BourbonCap $DLO is so Underrated 🔥 Working on it's thesis, Will post soon.

Pedro Arnt $DLO in 2025 we processed in a single day what we processed in all of 2016 So much potential ahead

@zerohedge $AAAU $SLV get destroyed today

*NYSE ARCA GOLD MINERS INDEX DOWN 6.6%, TURNS NEGATIVE FOR YEAR

@KeithMcCullough @Hedgeye Nice work !

REPLAY: HAM for Lunch! The Pros’ Playbook for a Market Like This app.hedgeye.com/insights/17954… via @hedgeye

@zerohedge Interesting 🤨

US LNG Export Terminals "Running Near Maximum" As MidEast Energy Infra Descends Into Chaos zerohedge.com/energy/worlds-…

@zerohedge Damn !

*APOLLO COMMITS $1 BILLION FOR RETAIL VENTURE WITH REALTY INCOME

@zerohedge Damn !

@StockSavvyShay $GOOG 🤝 $AAPL something big is coming.

$GOOGL has reportedly started privately testing a Gemini app for $AAPL Mac moving closer to a dedicated desktop client. That would give Google a more direct answer to ChatGPT and Claude on the desktop.

@investingwithac Will watch $OSCR deep dive on your channel 🙌

$OSCR DEEP DIVE 2.0 TONIGHT ON YOUTUBE

@WheelieInvestor Mine is $UNH & $ZETA 💪

My current biggest position is CASH What is your biggest position?

$XYZ WHAT THE FCK😂

$SOFI CEO Anthony Noto bought another $500k worth of stock few days back. 🚨

@WheelieInvestor Nice returns on $QQQ, Mate!

I’M OFFICIALLY OUT OF MY $QQQ PUT CONTRACT I will likely reenter but I’m very happy with this trade Its been a lot of up and down and chop I basically bottom ticked this so I am very happy with this trade My biggest position is now cash

@QualityInvest5 Just kidding 😂 BTW, Dope hairs.😻

@SilverOakFin Wtf? Lol

WHY $UBER WON'T BE DISRUPTED BY AVs I have like 5-6 different arguments, but this is the MOST concrete of them all A clip from my recent video (link in bio)