NoahCrypto
151 posts



Portfolio update and and what I'm planning to buy: $UBER under $80: – 22x forward EV/EBIT for 25%+ earnings growth – AVs will be an even BIGGER growth trend, not a disrupter IMO $ADBE under $300 – remains stupidly undervalued for a wide moat biz – at just 12x EV/EBIT for 15%+ earnings growth $FICO under $1400 – somehow sold off alongside SaaS ?! – 40x EV/EBIT for 30%+ earnings growth – arguably widest moat in the world $NOW around $100 – 98% customer retention rate wide moat SaaS – 20%+ revenue growth for just ~7x EV/Sales – is rapidly expanding its AI offerings $SHOP around $100~ – been on the watchlist for nearly a year, – admittedly least compelling of the bunch – 12x EV/Sales for 25-30% revenue growth Bit of a macro prediction which I have no data to back but this is just my intuition, I suspect the SaaS selloff will continue to be an H1 2026 theme. Therefore, I think I have more time to accumulate names such as $ADBE $NOW $SHOP in the coming months. I am likely to buy $UBER hand over fist as I continue to add cash to my brokerage after today's INCREDIBLE report and try to bump it up to a 25%~ allocation $UBER is structurally sound as ever and will likely experience higher levels of growth from the addition of AVs, not the other way around To track my portfolio (for free) use the below link to sign up for Blossom and you can view my portfolio live Cheers getblossom.onelink.me/SOfu/aria








$UNH 🚨 TRUMP: WE COULD GET INSURANCE COMPANIES TO CUT PRICES TO STAY IN SYSTEM INSURANCE COMPANIES HAVE TO MAKE LESS MONEY










