Growth & Total Return Weekly Chat

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More on Today’s Markets:

The AI boom isn’t stopping anytime soon. NBIS raised contracted power guidance to over 3GW, securing major clients like Meta and Microsoft, with deliveries ramping through 2026–2027.

Despite double-digit projected growth, BN trades at a premium to both asset management and insurance peers, with valuation at risk of compression as insurance dominates earnings.

I rate LYFT a modest BUY for investors seeking a potential re-rating on profitability, but would avoid both stocks as long-term investments due to limited moats and industry risks.

With the stock trading at $424, strong support at the EMA21 at $386, with the next support at the EMA50 at $339 and the long-term support at the EMA200 at $223. With RSI turning bullish, at 62, the technical set-up looks stable. But with AI bubble fears taking over the market, there is very little room for error. A lot of the positives are priced in at current levels, making upside from these levels rather limited.

AI disruption fears have software investors selling first and asking questions later. This has meant an indiscriminate meltdown, leaving some potential opportunities for contrarian investors. Toast appears to be one of the SaaS companies that has been unfairly punished. Its financial results have remained solid, with improved margins and healthy new customer additions. We believe the market is not taking into consideration Toast’s competitive advantages, which are the result of other factors beyond just software. We therefore continue to see shares as attractively priced and the dip as an opportunity.

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