So I have some extra cash that I just threw into my brokerage account. I do not need this money for anything in the foreseeable future. I already hold sizable positions in Amazon, EchoStar (SATS), Alibaba, Microsoft, Blacksky, ASTS, intel, and rocket labs. I’m pretty sure most of those are Reddit favorites. In addition I have about 10 grand worth of Google, but I’m not opposed to buying more of that or any of the above really. Given all of this, what would you buy? I want to buy all one stock or split it between two, I’m not looking to divvy it up amongst 25 different companies.
Posted by futurefloridaman87
33 Comments
Wait for a pullback in Uber, RDDT, rklb or googl
RKLB
What about meta? Probably a boring and unoriginal pick. They’re supposed to make more ad revenue than Google this year.
I own both so they’re both good picks imo.
reddit favorites. LOL.
NBIS
I’ve been happy picking up black sky at $25 a share. I am long on Reddit too, we use this site everyday and they have been posting strong earnings since IPO
MSFT
Sandisk, GEV.
RDDT
DRTS has many catalysts coming up this quarter, it’s the future of oncology and worth a look!
Microsoft gang
I just bought 1/2028 $350 Microsoft calls. $20k worth bought literally an hour ago lol
Lotus bakery nv
KORU
Depending on your time line I would go GOOG.
Uipath Because it’s the only stock where you’re getting paid nothing for the optionality.
Every other asymmetric bet in tech right now requires you to pay for the dream upfront. Palantir at 97 Rule of 40 trades at 28x EV/S. CrowdStrike at 54 trades at 12x. The market has already priced the win into those names. You’re buying the outcome, not the journey.
With PATH at 1.7x EV/S you’re paying for a company the market has already declared a loser. But underneath that label sits $1.69B cash, zero debt, GAAP profitable, $1.85B ARR growing, a customer base of 10,750 enterprises who’ve trusted the platform for years, and an AI product suite that customers who adopt spend 3x more on.
The sequential net new ARR acceleration nobody is talking about. The 58% of existing customers who haven’t bought a single AI product yet. Cloud ARR quietly compounding at 25%+. A CFO sandbagging guidance and beating it every quarter. A Deloitte partnership taking their technology into Fortune 500 boardrooms. A government event on April 29th nobody has priced in. And a $500M buyback actively reducing the float.
You don’t need a perfect outcome here. You don’t need 25% ARR growth or a 7x multiple. You just need the market to stop pricing it like it’s dying. A re-rate to half the sector average gets you to $20. A single strong earnings print that confirms re-acceleration and analysts have to move. A risk-on rotation in beaten down tech and the short covering alone is violent on a name this compressed. An acquisition bid and any serious buyer pays $18-22 minimum just to be credible.
The downside is cushioned by real profitability and nearly $2B in cash sitting on the balance sheet. The upside is a complete narrative flip that happens fast when it happens.
That’s the bet. Maximum upside. Defined downside. And a market that’s already given up on it.
That’s why it’s your biggest asymmetric bet.
What’s your age or situation?
Goog would be safe.
Rklb would be a good bet.
Satl would be roulette but may pay off handsomely.
PLTZ
Microsoft no brainer
SLS
Since you already own a large portion of MSFT I would recommend Hershey.
Pays you a nice dividend while you wait for the rebound.
$DRAM. Thank me in a year
20k into HRL. It ain’t getting any lower. Collect 5.4% dividend as you wait.
Sell the 1,000 shares you bought when it reaches 23 bucks per share.
And thank me later.
AVGO, great company in a great position
MU, theres volatility but this isnt a typical memory cycle
AMD, I’m really bullish but it is a bit pricey right now
Cant go wrong with TSM either other than the 0.1% chance China invades Taiwan.
I really like MRVL, NBIS, AAOI too but theyre more risky
If I were you and could only buy 2, I’d put $10k more in Google and $10k in AVGO
AMZN
Robinhood for sure
Only new single stock I’ve added recently is Rocket (RKT). Not sure this is a long term thing, but I kind of expect it to revisit 52 week highs by the end of the year. I’ve also been adding to Microsoft and Alibaba as well, though most new money is going to international ETF’s.
More ASTS
Not sure if I’d put all 20k into it, that’s up to you, but Nintendo seems incredibly over sold and this company has phenomenal fundamentals and a strong balance sheet. A couple hundred shares could be a solid position especially if you want to diversify into foreign markets.
Only issue is NTDOY is an ADR stock. It trades behind a day based on Japan. Not good for short selling, but if you don’t need this money in the foreseeable future, then I assume you are looking for long term positions. And I think this will perform very well over the next few years. Maybe some more short term pain before a long term rally.
Why not FICO ?
MU
Hey everyone, just wanted to share something I’ve been building.
Made a scanner for sub-$2 stocks. It uses VWAP and volume to score each setup and tells you Buy, Watch or Avoid.
Still early but it’s live. Called Penny Sniper. Free for 3 days, no card needed.
Anyone trade these setups? Drop a comment and I’ll share the link 👇
Micron wouldn’t be too bad of a choice at all, with us stepping to the AI era