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UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Best-in-class (60%+) | $PLTR, $APP • Elite (50-59%) | $NOW, $CRWD, $PANW • Great (40-49%) | $SNOW, $DDOG, $ZS, $ADBE, $CRM, $NET, $RBRK, $TEAM • Good (30-39%) | $MNDY, $HUBS, $MDB, $FIG, $PATH, $ZETA

5 Undervalued Stocks Below are five companies that are undervalued relative to their long-term potential, each operating in industries and markets with durable growth tailwinds. $SOFI - SoFi Technologies Despite SoFi’s stock declining roughly 44% over the past six months, the company continues executing its transformation from a single-product lender into a diversified digital financial platform. In Q1 alone, product adoption accelerated significantly, with SoFi adding 1.8 million new products, bringing total products to 22.2 million (+39% YoY). Importantly, 43% of new product additions came from existing members, highlighting the growing strength of SoFi’s ecosystem strategy and cross-selling capabilities. Member growth also remains a major driver of long-term expansion. They added 1.1 million new members during the quarter, increasing total membership to 14.7 million (+35% YoY). Lending revenue increased 53% YoY to $629 million, supported by a record $12.2 billion in loan originations. Personal loans reached $8.3 billion (+51% YoY), while student loans climbed to $2.6 billion (+2.2× YoY) and home loans reached $1.2 billion (+2.4× YoY). The Financial Services segment continues scaling rapidly, with revenue increasing 41% YoY to $429 million, generating a strong 46% contribution margin. Fee-based revenue reached approximately $387 million (+23% YoY) and now represents roughly 50% of total revenue, reinforcing SoFi’s transition toward a more diversified and recurring revenue model. Despite weak stock performance throughout 2026, SoFi increasingly resembles a modern digital banking platform with substantial long-term upside potential. This view is reinforced by CEO Anthony Noto recently purchasing approximately $2.1 million worth of shares between the $15–$17 range over the past two months, signaling strong management confidence at current valuations.

@TridentTrue Turning it around is an understatement. He is elite right now

No one expected Cole Young to turn his defense around this quickly. He’s been awesome

@MarinerMenace And has been hurt

The Seattle Mariners bullpen has allowed the fewest runs in the American League.

@Ashton_1nvests @SoFi 💪 Now’s when we start dropping cause we posted this ya know.

Thanks @SoFi ! Got my April investment summary.

Considering $NOW is a beneficiary to AI this chart is immensely compelling

$NOW Monthly chart Buyzone $70 -$75

Been really tempted to buy $NOW but I just can't justify a 52x multiple on low 20s growth I heard a lot of talk about AI disruption fears being overblown, and I agree. But the real issue for me is the numbers: 1. Net income growth is slowing rapidly as they have harder comps coming out of recent profitability 2. SBC is still more than total net income and has been at a 1.25x for 2 years now looking at Q1 2024 to Q1 2026. Not converting nearly as fast as revenue, which has gone from 16% -> 13% over the same period 3. For 52x PE I would put fair value growth around 25-27%. That means they still have to accelerate growth for me to consider it fair value (Then I also want a nice 15-20% MoS on top of that) Overall a great company that I want to own, but the current valuation and growth makes the risk too high for me to enter

@VJNCapital Well written and logical concerns. Been feeling the same about it so started a small position this week. Main area I’ll really looking to buy more will be in that $65-$75 range if we get there. I believe more than fair price with their current POA on SBC.

$HIMS fell -20% since it reported earnings, Wall Street has done a great job at washing out retail once again.. In reality, $HIMS shares have just back tested support (0.618 FIB + 50 day MA) and has so far held… Textbook move, thank you for playing.

@Mindset4Money_X Started a small position this week but not full position. I think it can possibly drop a little lower yet but couldn’t pass up at least starting a position. 👍

If you won’t buy the stock here, they will.. $NOW

6 software companies that ramped up buybacks in Q1. 1. ServiceNow $NOW

$HIMS Q1 2026: The "Kitchen Sink" quarter. As CEO Andrew Dudum put it, they "traded a quarter for a decade." 📈 The surface numbers look messy, but the engine under the hood is s

The "Sandbag" Guidance: 😅 Raised FY26 Rev to $2.8B - $3.0B and Q2 2026 to $680M-$700M. BUT—this EXCLUDES the Eucalyptus acquisition ($200M+ projected) expected to close mid-year. When that layers on in H2, everybody will remember this quarter for different reasons. 🚀

$92M Net Loss. Over $60M of it is one-time loss: ❌ $33.5M Restructuring (GLP-1 pivot) ❌ $15M Legal (FTC settlement) ❌ $13.4M M&A fees Core biz still generated $89M in Operating Cash Flow. The cash machine is fine. 🏧

@JonahLupton @data168 Well put Jonah 👍 Hope you’re doing well

So many bad takes out there tonight… people overreacting to Q1 numbers when a 1/3 of their business was disrupted by the $NVO chaos which almost resulted in FDA/DOJ lawsuits… of course that was a big headwind… they’re also making investments into ai, labs, peptides, and other products that will become the next leg of growth. Too many people don’t have the patience to look through some short term noise and understand the bigger opportunity over the next few years as $HIMS doubles members and ARPU, perhaps with the help of more strategic acquisitions like YourBio, Eucalyptus and the peptide labs/pharmacies. Investors also not realizing the FDA is cracking down on the peptide grey market for GLPs and non-GLPs which creates a wonderful opportunity for $HIMS and others once they get the green light this summer. Companies will need to provide prescriptions for peptides and $HIMS should have an advantage there.

$HIMS it’s about peptide and July FDA meeting. This earnings is irrelevant. FYI I will be buying dips.