Smartfin

🚀 𝗬𝗼𝘂'𝘃𝗲 𝗼𝗻𝗹𝘆 𝗵𝗲𝗮𝗿𝗱 𝗮𝗯𝗼𝘂𝘁 𝗦𝗽𝗮𝗰𝗲𝗫, 𝗿𝗶𝗴𝗵𝘁? That’s a mistake. 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯 $RKLB is building a full-stack space business - launch, spacecraft & Neutron. In our latest blogpost, we break down execution, valuation tension & what investors are missing 👇🔗 thesmartfin.com/blog/rocket-la…

If you want to actually track valuation metrics like this across stocks. I’ve been using SmartFin to break down things like P/E, growth, and margins all in one place. Makes finding opportunities like this way easier.thesmartfin.com/dashboard

@Ashton_1nvests currently standing at +103% 😍 - let's go $AMD !

$AMD OPENS AT ALL TIME HIGHS

Fun fact: Google owns 7% of SpaceX and 14% of Anthropic.

If you want to actually track valuation metrics like this across stocks. I’ve been using SmartFin to break down things like P/E, growth, and margins all in one place. Makes finding opportunities like this way easier. thesmartfin.com/home

If you want to actually track valuation metrics like this across stocks. I’ve been using SmartFin to break down things like P/E, growth, and margins all in one place. Makes finding opportunities like this way easier. thesmartfin.com/home

If you want to actually track valuation metrics like this across stocks. I’ve been using SmartFin to break down things like P/E, growth, and margins all in one place. Makes finding opportunities like this way easier. thesmartfin.com/dashboard

Meta just lost $130 billion in market cap.

The best opportunities in the market right now are not the stocks that feel easy to buy. They’re the companies still executing, still compounding, and still being priced like the story is broken. Here are 9 stocks I think the market is still mispricing: 1/ $SOFI $SOFI is no longer just a turnaround story. It’s becoming a real scaled financial ecosystem. In Q4 2025, SoFi reported record net revenue of $1.03B, net income of $174M, and record member and product growth. Why I’m bullish long term: - The company keeps adding members into a broader ecosystem, not just one product - Deposits and financial services keep making the model stronger - Profitability is improving while the business is still growing fast The long-term upside is in SoFi becoming a much larger, more complete financial platform To me, this still feels like a company the market is undervaluing because many people are stuck on the old version of the story.

If you want to actually track valuation metrics like this across stocks. I’ve been using SmartFin to break down things like P/E, growth, and margins all in one place. Makes finding opportunities like this way easier. thesmartfin.com

🚨 Updated Watchlist — March 13th, 2026 These are some companies I’m watching very closely right now. A mix of high-quality compounders and potential opportunities if the price is right. $ADBE $META $MSFT $NKE $HIMS $MELI $HNST Let’s break them down 🧵

@brewmarkets @MorningBrew @AnnBerry_NYC Content is the gold of this decade.

YouTube isn’t competing with Hollywood anymore. It’s the world’s largest media company, leading in both watch time and ad revenue. 🎥: @AnnBerry_NYC

@TheAlphaThought Cash flow compounds quietly. $JNJ, $PG, $XOM didn’t need hype cycles. They just kept paying.

Dividends aren’t “boring.” They’re cash flow you don’t have to sell for. Predictable. Measurable. Reinvestable. Chasing hype is exciting. Owning cash machines is freeing.

@StockTrader_Max $HIMS traffic inflecting this early in 2026 matters. If visits convert, revenue surprises follow

$HIMS Data shows that 2026 has got off to a great start for the company with year over year visit trends being much higher Vs previous years (2024 & 2025). Great signs so far 📈

@InvestingCanons Mr. Market still misprices $META, $GOOG type cash machines Patience gets paid.

"You’ll see everything if you’re around markets for a reasonable period of time: We have seen companies sell for tens of billions that are worthless—and we have seen things sell for 20% of what they were worth." — Warren Buffett

@BenGrahamStocks UK can’t talk up London as a hub while stretching approvals for years. Capital moves fast.

UK regulators should be pushing companies like Revolut forward, not burying them in red tape for four years. If we want Britain to remain a global financial hub, we need faster approvals and smarter regulation, not endless bureaucracy.

@BenGrahamStocks Capital goes where policy welcomes it. Watch $SHEL $BP vs $XOM capex paths

China is building: • coal plants • nuclear reactors • oil refineries • EV factories Britain is banning petrol cars and North Sea drilling licences. One country is pursuing energy dominance. The other is experimenting with economic self restraint.

@ftr_investors $UBER stacking optionality. Asset light model + Wayve AI + Nissan scale. If unit economics work in Tokyo, margins shift

$UBER Uber, Wayve and Nissan are partnering to launch robotaxis using Nissan LEAF vehicles with Wayve’s AI driver on the Uber platform 🚖🤖 Pilot testing is planned in Tokyo in late 2026 as part of a broader rollout to 10+ global cities 🗼🌎

I use SmartFin to track valuation, margins, and long-term trends across names like these. It helps cut through the noise and focus on what actually matters. You can check it out here: thesmartfin.com

Stocks that are massive opportunities in this market today Everyone sees “indexes near all-time highs” and assumes the easy money is gone. But under the surface, a lot of high-quality companies have been repriced, reset, or simply ignored. This market isn’t about buying everything. It’s about being selective and buying businesses that are still executing while sentiment is shaky. Here are 7 stocks I think are real opportunities right now (for different reasons), with a long-term lens: 1. $SOFI SoFi is quietly shifting from “story stock” to “real business.” They’ve been putting up record quarters, scaling fee-based revenue, and proving they can grow while improving profitability. When a company starts stacking member growth, product growth, and bottom-line progress at the same time, it changes the conversation. The reason people miss it is simple: the stock doesn’t move in a straight line. But the business has been building an ecosystem (banking, lending, investing, tech platform), and the longer they execute, the harder it gets to ignore.

@Ashton_1nvests $ZETA delivered 📦

$ZETA DOUBLE BEAT✌️