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▶ 0:30 · $GM · HUGE Week Ahead: 5 Stocks to Watch

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GM earnings to signal consumer spending health on big-ticket vehicles

GM's earnings will reveal consumer confidence through truck/SUV demand, financing trends, and trade-down behavior; stock up 183% since late 2023 but still cheap at 6x forward P/E.

$HOOD···bullish· high· postravis hoium

Robinhood largest portfolio position but user growth stalling at 4.4% CAGR

Robinhood benefits from digital-first operating leverage and growing net interest revenue, but user growth has slowed to 4.4% CAGR and revenue turned lumpy; needs both user and re…

$SOFI···bullish· high· postravis hoium

SoFi owned for digital-first leverage, watching tech platform monetization ramp

SoFi's digital-first model provides operating leverage; financial services segment grew 100%+ in 2025, but technology platform (white-label fintech) has yet to materially impact r…

$GOOGL···bullish· high· postravis hoium

Alphabet top holding up 130%, Google Cloud growth key to justifying $180B CapEx

Google Cloud growing ~40% with rapidly expanding margins; $180B 2026 CapEx largely funds Cloud buildout; investors need to see operating profit run rate accelerate from $20B to $3…

$META···neutral· mediumtravis hoium

Meta cheaper at 22x forward but faces AI chatbot attention risk

Meta trades at 22x forward P/E with 25% revenue growth expected; risk is user attention shifting to AI chatbots and other platforms; monetization pushed hard recently, may enter i…

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