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▶ 1:48 · $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…

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