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10. Tempus AI | $TEM . If you want exposure to the AI healthcare trend, $TEM is perfect - they're disrupting the medicine with AI-driven precision care analyzing over 40M patient records to power faster diagnostics with much more precision. They're redefining how we detect,

9. Uber | $UBER . To see my $UBER Deep Dive 👇.

8. Duolingo | $DUOL. $DUOL is leveraging GPT-4 to leverage its Max subscription tier, automate course creation, and replace contractors to ultimately drive personalized and scalable learning. They currently trade at 55x FCF, but only 1.07x PEG which is still very cheap. There's

7. Oscar Health | $OSCR . $OSCR remains below IPO price despite increasing revenues from 1,880%. What is even more crazy is that $OSCR's current revenue growth is 42% and P/S is 0.4x. Not many companies in the entire market have these fundamentals. Also a pretty interesting.

6. Chewy | $CHWY. $CHWY is disrupting pet care with a digital first, data driven model to power personalized product recommendations, auto-ship subscriptions, 24/7 virtual care, and predictive inventory for fast delivery. The $HIMS of pet care.

5. Opendoor | $OPEN. From a potential NASDAQ delisting to 100% in 3 days - $OPEN is trying to operate in the iBuying market after $Z and $RDFN abandoned it. Very speculative play. A potential disruptor. (but I'm not interested).

4. SoFi | $SOFI . $SOFI is disrupting the traditional banking system as we know it by bundling lending, checking, saving, investing, crypto and insurance into one digital platform. $SOFI's crypto offerings will also close the gap between them and $HOOD. $HOOD generated ~$330.

3. Upstart | $UPST. Up 140% over the past year, but just 88% all time showing their big AI bets are only just starting to pay off - $UPST now have ~92% of their loans approved completely autonomously. With $1.01B guidance for FY25, this means $UPST are trading at just ~7x sales

2. Zeta Global Holdings | $ZETA. $ZETA is a MarTech firm with huge operational efficiency. They're an AI driven marketing cloud firm posting these numbers:.- 36% revenue growth. - 53% EBITDA growth. - 12% ARPU growth (scaled customers).- 23% ARPU growth (super scaled customers)

1. Lemonade | $LMND . The applications built on top of the infrastructure - $LMND is disrupting the biggest market of them all: Insurance. During Q2 earnings, $LMND will massively increase their revenue guidance for the next year meaning they'll likely trade ~3.5x sales with

The first wave of AI ( $NVDA, $PLTR, $AMD, $SNOW) is not where you make big money moving forward. It's the second wave of AI where the money is made: . Here's 10 stocks to ride the second wave of AI 👇.

$SOFI PT raised from $14 to $20 by Truist. Bit late. but at least analysts are catching on. Few months behind the rest of us.

$PLTR is now a larger company than $HD despite making $14.67B less in net income.

Posted 2 weeks ago for $ZETA (to free subscribers). $ZETA +8% today and well on the way to $20. $ZETA Deep Dive also coming in the next day. 90% fundamentals. 10% technicals.

$SPIR up 10% today 😏. Come join us. Link in first comment 👇

Extremely confident in saying that $LMND will outperform $PLTR & $NVDA over the next 5 years from here.

Let's make it real simple: . $PLTR revenue growth: 39%.$PLTR P/S: 114x. $OSCR revenue growth: 42.2%.$OSCR P/S: 0.4x. $ZETA revenue growth: 36%.$ZETA P/S: 3.3x. $HIMS revenue growth: 111%.$HIMS P/S: 6.5x

$ZETA +3% pre market and now ~22% on the month. Real disruption.