TickerTain
$SPCX····$NVDA····$MSFT····$GOOGL····$ANTHROPIC·$TSLA····$CRWV····$NBIS····$HIMS····$TSM····$ASML····$FIGURE·$LYFT····$UBER····$SNOW····$META····$ELEVENLABS·$CURSOR·$COGNITION·$OPENAI·$AAPL····$RKLB····$XAI·$AMZN····$AMD····$000660.KS····$INTC····
← newsroom
$ONON · Stop Buying Mega-Caps: 5 Asymmetric Bets for 10x Gains | $ONON $HIMS $ZETA $UBER $SOFI
now playing · $ONON
$ONON···bullish· high· postravis hoium
On Holding misunderstood: 34% CAGR, expanding margins, cheap at 2.3x EV/sales
On Holding compounds revenue at 34% CAGR with gross margins exceeding 60% target, operating leverage kicking in; currency headwinds mask true USD growth of 36%; trading at 2.3x fo…
$HIMS···bullish· high· postravis hoium
Hims & Hers inflection: GLP-1 partnership, labs ecosystem, AI tools driving re-acceleration
Revenue growth decelerated to 32% but management guides 30%+ for year with Novo Nordisk GLP-1 partnership adding certainty; labs business (130 biomarkers) serves as front door to…
$ZETA···bullish· high· postravis hoium
Zeta Global: 50% Q1 revenue growth, AI tools unlocking business intelligence optionality
Revenue growth accelerated to 50% in Q1 2026 with 25%+ 3-5 year CAGR; trading at 2.4x forward EV/sales; Athena AI tools create upfront inference costs but drive long-term revenue;…
$UBER···bullish· high· postravis hoium
Uber: autonomy aggregator with 200M users, $10B FCF, 22x forward PE
Uber is the platform all non-Waymo autonomous vehicle companies must plug into for distribution; $10B annual free cash flow funds autonomy investments; 200M monthly active users a…
$SOFI···bullish· high· postravis hoium
SoFi: digital bank scaling at 35% member CAGR, blockchain innovation, 2x book value
Digital bank with 14.7M members growing 35% CAGR, 22.2M products growing 36%; deserves 2x price-to-book premium vs traditional banks at 1x due to lower cost structure; 30x forward…