To The Moon

12 stocks large institutions are buying back at cheap prices.

No one is even paying attention to these right now:

I'd add 2-3 of these stocks right now! Which ones are you interested in the most?

1. $PayPal(PYPL)$ down ~80%

Stripe and Advent bidding at 12x earnings, Venmo barely monetized.

2. $Nike(NKE)$ down ~75%

Iconic brand at 52-week lows, turnaround priced as permanent decline.

3. $Uber(UBER)$ down ~22%

15x earnings, $10B free cash flow, robotaxis scaling to 15 cities.

4. $Lululemon Athletica(LULU)$ down ~77%

Under 10x earnings, no debt, China growing while sentiment bottoms.

5. $Novo-Nordisk A/S(NVO)$ down ~67%

Half of a GLP-1 duopoly, priced like a broken pharma.

6. $Adobe(ADBE)$ down ~62%

Free cash flow still compounding while AI-disruption fear stays maximum.

7. $Deckers Outdoor(DECK)$ down ~52%

HOKA and UGG still growing, 58% gross margins, net cash.

8. $Walt Disney(DIS)$ down ~48%

13x forward earnings, parks re-accelerating, streaming finally scaling profitably.

9. $Salesforce.com(CRM)$ down ~46%

14x forward earnings, Agentforce ARR up 205%, massive buyback.

10. $SoFi Technologies Inc.(SOFI)$ down ~43%

Record members, first billion-dollar quarter, 30% growth guided through 2028.

11. $UnitedHealth(UNH)$ down ~36%

20x forward, medical cost ratio improving, guidance raised again.

12. $Meta Platforms, Inc.(META)$ down ~25%

Cheapest Mag 7 multiple, core ad business funding AI capex.

Here's my favorite 3 from this list:

I like $Meta Platforms, Inc.(META)$ $Uber(UBER)$ $Salesforce.com(CRM)$

but you can easily pick $Walt Disney(DIS)$ $SoFi Technologies Inc.(SOFI)$ $UnitedHealth(UNH)$ as a long-term holds. They are super cheap right now.