The opportunity I'm seeing loo

Joanna Will

06-28

The opportunity I'm seeing looks pretty solid right now.

$Palantir Technologies Inc.(PLTR)$ - down about 32% YTD (AI platform volatility reset)

$ServiceNow(NOW)$ - down about 33% YTD (enterprise software compression phase)

$SoFi Technologies Inc.(SOFI)$ - down about 35% YTD (fintech risk-off rotation)

$Netflix(NFLX)$ - down about 19% YTD (mature growth multiple reset)

$NVIDIA(NVDA)$ - flat to slightly up YTD after sharp drawdowns (AI leadership still intact)

This isn't about calling a bottom—it's about watching where capital is rotating.

High-quality compounders are being repriced, not replaced.

I'm building exposure into weakness, not reacting to volatility.

Which of these names do you think is the most mispriced at the moment?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":580159676170336,"tweetId":"580159676170336","gmtCreate":1782657436000,"gmtModify":1782713797782,"author":{"id":10000000000011006,"idStr":"10000000000011006","authorId":10000000000011006,"authorIdStr":"10000000000011006","name":"Joanna Will","avatar":"https://community-static.tradeup.com/news/5b8ef5c1528934ddbe9ec386c13db805","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":8,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>The opportunity I'm seeing looks pretty solid right now.\n<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> - down about 32% YTD (AI platform volatility reset)\n<a href=\"https://ttm.financial/S/NOW\">$ServiceNow(NOW)$&nbsp;</a> - down about 33% YTD (enterprise software compression phase)\n<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a> - down about 35% YTD (fintech risk-off rotation)\n<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$&nbsp;</a> - down about 19% YTD (mature growth multiple reset)\n<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> - flat to slightly up YTD after sharp drawdowns (AI leadership still intact)\nThis isn't about calling a bottom—it's about watching where capital is rotating.\nHigh-quality compounders are being repriced, not replaced.\nI'm building exposure into weakness, not reacting to volatility.\nWhich of these names do you think is the most mispriced at the moment?</body></html>","htmlText":"<html><head></head><body>The opportunity I'm seeing looks pretty solid right now.\n<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> - down about 32% YTD (AI platform volatility reset)\n<a href=\"https://ttm.financial/S/NOW\">$ServiceNow(NOW)$&nbsp;</a> - down about 33% YTD (enterprise software compression phase)\n<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a> - down about 35% YTD (fintech risk-off rotation)\n<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$&nbsp;</a> - down about 19% YTD (mature growth multiple reset)\n<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> - flat to slightly up YTD after sharp drawdowns (AI leadership still intact)\nThis isn't about calling a bottom—it's about watching where capital is rotating.\nHigh-quality compounders are being repriced, not replaced.\nI'm building exposure into weakness, not reacting to volatility.\nWhich of these names do you think is the most mispriced at the moment?</body></html>","text":"The opportunity I'm seeing looks pretty solid right now. $Palantir Technologies Inc.(PLTR)$ - down about 32% YTD (AI platform volatility reset) $ServiceNow(NOW)$ - down about 33% YTD (enterprise software compression phase) $SoFi Technologies Inc.(SOFI)$ - down about 35% YTD (fintech risk-off rotation) $Netflix(NFLX)$ - down about 19% YTD (mature growth multiple reset) $NVIDIA(NVDA)$ - flat to slightly up YTD after sharp drawdowns (AI leadership still intact) This isn't about calling a bottom—it's about watching where capital is rotating. High-quality compounders are being repriced, not replaced. I'm building exposure into weakness, not reacting to volatility. Which of these names do you think is the most mispriced at the moment?","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/580159676170336","repostId":0,"isVote":1,"tweetType":1,"viewCount":628,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","SOFI","NOW","PLTR","NFLX"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":631,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/580159676170336"}