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RonnieV @TheRonnieVShow · May 15

$ZETA - Just keep ignoring the signs…

Wealthmatica: Official Announcement:

$ZETA + $SNOW strike a partnership to develop an OSI with the purpose "to create a common, vendor-agnostic specification that defines semantic metadata."

But, what the heck does that mean?

And as Amit put it... why the heck do we care?

That's why I'm

$SNOW $ZETA

RonnieV @TheRonnieVShow · May 14

RT Wealthmatica
I swear I didn’t know this was happening.

REALLY creepy!

Anyways - great news for $ZETA and $SNOW.

Wealthmatica: $ZETA is becoming an enterprise grade marketing and business intelligence ontology layer.

They hold a panoramic view of the consumer.

$ZETA can cast a predictive and operational layer of contextual data into a roadmap for enterprise success - ultimately curated for a specific

$SNOW $ZETA

Black Panther Capital @BlackPantherCap · Apr 1

THE AI SUPPLY CHAIN — COMPLETE MAP

I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering, and deploying AI from start to finish.

Every layer. Every sector.

Bookmark it. Feel free to add companies in the comments.

Layer 1: Chip Equipment (the machines that build the machines):
$ASML
$AMAT
$LRCX
$TSEM

Layer 2: Foundry & Fabrication (where chips are born): $TSM
$GFS
$INTC

Layer 3: GPU / ASIC / CPU (the AI compute engines): $NVDA
$AVGO
$AMD
$MRVL

Layer 4: Memory & HBM (the bandwidth bottleneck): $MU
$WDC

Layer 5: Photonics & Optical Interconnects:
$COHR
$LITE
$AAOI
$POET
$MTSI
$ALMU

Layer 6: Data Center + Space (the physical home of AI):
$IREN
$NBIS
$CIFR
$WULF
$EQIX
$RKLB
$ASTS
$PL

Layer 7: Cybersecurity (every new AI system is a new attack surface):
$CRWD
$PANW
$ZS
$NET
$S
$FTNT

Layer 8: AI Software & Automation (where the ROI shows up):
$PATH
$PLTR
$NOW
$HIMS
$DDOG
$SNOW
$MDB
$SOFI

Layer 9: Defense & End-Use (where AI becomes operational):
$ONDS
$OSS
$RKLB
$AMPX
$LHX
$RTX
$NOC
$PNG.V

Every company on this list has either government budgets, hyperscaler contracts, or can potentially benefit from the AI build it somehow.

Save this. And if you found this valuable, you should follow me.

The market won't be red forever.

-BP

Please note: This is not financial advice.

$AAOI $ALMU $AMAT $AMD $AMPX $ASML $ASTS $AVGO $CIFR $COHR $CRWD $DDOG $EQIX $FTNT $GFS $HIMS $INTC $IREN $LHX $LITE $LRCX $MDB $MRVL $MTSI $MU $NBIS $NET $NOC $NOW $NVDA $ONDS $OSS $PANW $PATH $PL $PLTR $PNG $POET $RKLB $RTX $S $SNOW $SOFI $TSEM $TSM $WDC $WULF $ZS

Black Panther Capital @BlackPantherCap · Feb 26

Is SaaS dead?

Here’s what’s actually happening.

SaaS stocks have dropped 20–30% since late 2025.

$CRM (Salesforce)
$NOW (ServiceNow)
$WDAY (Workday)
$DDOG (Datadog)
$SNOW (Snowflake)
$ADBE (Adobe)
$HUBS (HubSpot)
$ORCL (Oracle)

All hit. Hard.

The fear?

AI agents replace seat-based software. No seats = no revenue.

But here’s the thing Jensen Huang just said after $NVDA posted $68B in quarterly revenue, up 73% year over year:

“The markets got it wrong.”

His argument is simple.

AI agents don’t replace tools like Salesforce or ServiceNow.

They use them.

Agents still need the data.

They still need the infrastructure.

They still need the workflow.

And Bank of America called it an “indiscriminate selloff.”

Their logic?

The bear case for SaaS relies on two things that can’t both be true at the same time.

AI capex collapsing AND AI being so powerful it wipes out entire industries.

Pick one. You don’t get both.

The real SaaSmageddon isn’t death. It’s a regime shift.

Seat-based pricing is dying.

Outcome-based pricing is the future.

The companies that adapt survive.

The ones that don’t? Gone.

This is not a macro problem. This is a business model problem.

And the market is pricing in extinction when the real story is transformation.

Note: This is NOT financial advice.

$ADBE $CRM $DDOG $HUBS $NOW $NVDA $ORCL $SNOW $WDAY

Value Sense @ValueSense_io · Feb 25

$SNOW | SNOWFLAKE EARNINGS:
- EPS BEAT 0.32 VS 0.27
- REVENUE BEAT 1.284B VS 1.25B

$SNOW

RonnieV @TheRonnieVShow · Feb 18

They loved it then but hate it now…

$SOFI at $32 not $20
$IREN at $76 not $42
$CIFR at $25 not $15
$ZETA at $24 not $15
$FLNC at $33 not $17
$PATH at $19 not $11
$RKLB at $99 not $74
$ONDS at $15 not $11
$TEM at $104 not $55
$OSCR at $23 not $13
$NFLX at $134 not $77
$UBER at $102 not $72
$ASTS at $129 not $84
$UBER at $102 not $72
$NBIS at $141 not $100
$HOOD at $153 not $75
$PLTR at $207 not $135
$LMND at $100 not $65
$MSFT at $555 not $399
$META at $796 not $638
$AMZN at $258 not $204
$CRWD at $566 not $415
$SNOW at $280 not $176

$AMZN $ASTS $CIFR $CRWD $FLNC $HOOD $IREN $LMND $META $MSFT $NBIS $NFLX $ONDS $OSCR $PATH $PLTR $RKLB $SNOW $SOFI $TEM $UBER $ZETA

RonnieV @TheRonnieVShow · Feb 14

My DCA FOREVER Portfolio: 25 Stocks to Rule the Future with MOATs!

1. $NVDA - AI chip leader, unstoppable.
2. $TSM - Global chip backbone.
3. $ASML - Chip-making tech monopoly.
4. $AMD - AI and inference.
5. $AVGO - Networking for the AI era.
6. $NBIS - AI data center juggernaut.
7. $IREN - Green energy, AI infrastructure.
8. $META - Social, AI, metaverse leader.
9. $AMZN - Cloud, e-commerce, AI giant.
10. $GOOGL - Search, cloud, AI mastery.
11. $MSFT - Enterprise, cloud, AI leader.
12. $TSLA - EVs, AI, robotics, energy disruptor.
13. $PLTR - AIP, commercial/gov contracts.
14. $RKLB - Space launch innovator.
15. $ZETA - MarTech + 1P data moat.
16. $OSCR - Health insurance disruptor.
17. $TEM - AI revolutionizing healthcare.
18. $CRWD - Cybersecurity for a digital age.
19. $HOOD - Fintech for the next generation.
20. $SOFI - All-in-one banking.
21. $NFLX - Global streaming dominator.
22. $ASTS - Futuristic connectivity.
23. $SNOW - Data is king.
24. $ONDS - New-age drones + warfare.
25. $MBLY - AV picks-and-shovels and robotics.

Who would you add or remove?

$AMD $AMZN $ASML $ASTS $AVGO $CRWD $GOOGL $HOOD $IREN $MBLY $META $MSFT $NBIS $NFLX $NVDA $ONDS $OSCR $PLTR $RKLB $SNOW $SOFI $TEM $TSLA $TSM $ZETA

RonnieV @TheRonnieVShow · Feb 14

RT RonnieV
My DCA FOREVER Portfolio: 25 Stocks to Rule the Future with MOATs!

1. $NVDA - AI chip leader, unstoppable.
2. $TSM - Global chip backbone.
3. $ASML - Chip-making tech monopoly.
4. $AMD - AI and inference.
5. $AVGO - Networking for the AI era.
6. $NBIS - AI data center juggernaut.
7. $IREN - Green energy, AI infrastructure.
8. $META - Social, AI, metaverse leader.
9. $AMZN - Cloud, e-commerce, AI giant.
10. $GOOGL - Search, cloud, AI mastery.
11. $MSFT - Enterprise, cloud, AI leader.
12. $TSLA - EVs, AI, robotics, energy disruptor.
13. $PLTR - AIP, commercial/gov contracts.
14. $RKLB - Space launch innovator.
15. $ZETA - MarTech + 1P data moat.
16. $OSCR - Health insurance disruptor.
17. $TEM - AI revolutionizing healthcare.
18. $CRWD - Cybersecurity for a digital age.
19. $HOOD - Fintech for the next generation.
20. $SOFI - All-in-one banking.
21. $NFLX - Global streaming dominator.
22. $ASTS - Futuristic connectivity.
23. $SNOW - Data is king.
24. $ONDS - New-age drones + warfare.
25. $MBLY - AV picks-and-shovels and robotics.

Who would you add or remove?

$AMD $AMZN $ASML $ASTS $AVGO $CRWD $GOOGL $HOOD $IREN $MBLY $META $MSFT $NBIS $NFLX $NVDA $ONDS $OSCR $PLTR $RKLB $SNOW $SOFI $TEM $TSLA $TSM $ZETA

RonnieV @TheRonnieVShow · Feb 8

“Be fearful when others are greedy, and greedy when others are fearful.” - Warren Buffett

Software & Cloud Sector: -19.9% YTD 🔴

Ranked by largest declines:
1. $HUBS HubSpot -39.2%
2. $TEAM Atlassian -38.8%
3. $NOW ServiceNow -31.7%
4. $INTU Intuit -29.5%
5. $ORCL Oracle -27.0%

6. $CRM Salesforce -24.6%
7. $ZS Zscaler -24.1%
8. $SNOW Snowflake -22.3%
9. $WDAY Workday -20.8%
10. $ADBE Adobe -19.5%

11. $PLTR Palantir -19.0%
12. $DDOG Datadog -16.5%
13. $VEEV Veeva -16.3%
14. $MSFT Microsoft -15.2%
15. $MDB MongoDB -13.8%

16. $CRWD CrowdStrike -12.8%
17. $NET Cloudflare -11.6%
18. $PANW Palo Alto -11.2%
19. $CYBR CyberArk -10.0%
20. $FTNT Fortinet +6.3%

Are you being greedy on SaaS here?

$ADBE $CRM $CRWD $CYBR $DDOG $FTNT $HUBS $INTU $MDB $MSFT $NET $NOW $ORCL $PANW $PLTR $SNOW $TEAM $VEEV $WDAY $ZS

RonnieV @TheRonnieVShow · Feb 8

“Be fearful when others are greedy, and greedy when others are fearful.” - Warren Buffett

Software & Cloud Sector: -19.9% YTD 🔴

Ranked by largest declines:
1. $HUBS HubSpot -39.2%
2. $TEAM Atlassian -38.8%
3. $NOW ServiceNow -31.7%
4. $INTU Intuit -29.5%
5. $ORCL Oracle -27.0%

6. $CRM Salesforce -24.6%
7. $ZS Zscaler -24.1%
8. $SNOW Snowflake -22.3%
9. $WDAY Workday -20.8%
10. $ADBE Adobe -19.5%

11. $PLTR Palantir -19.0%
12. $DDOG Datadog -16.5%
13. $VEEV Veeva -16.3%
14. $MSFT Microsoft -15.2%
15. $MDB MongoDB -13.8%

16. $CRWD CrowdStrike -12.8%
17. $NET Cloudflare -11.6%
18. $PANW Palo Alto -11.2%
19. $CYBR CyberArk -10.0%
20. $FTNT Fortinet +6.3%

Are you being greedy on SaaS here?

$ADBE $CRM $CRWD $CYBR $DDOG $FTNT $HUBS $INTU $MDB $MSFT $NET $NOW $ORCL $PANW $PLTR $SNOW $TEAM $VEEV $WDAY $ZS

RonnieV @TheRonnieVShow · Feb 3

$ADBE $CRM $CRWD $DDOG $INTU $MDB $MSFT $NET $NOW $ORCL $PANW $SNOW $TEAM $WDAY $ZS

RonnieV @TheRonnieVShow · Jan 31

If the market crashes Monday, I would be loading the boat on these game-changers:

1. $PLTR
2. $HOOD
3. $IREN
4. $OSCR
5. $SOFI
6. $RKLB
7. $ZETA
8. $FLNC
9. $NBIS
10. $APP
11. $TEM
12. $SNOW
13. $ONDS
14. $MP
15. $ASTS

Who did I miss? 👇

$APP $ASTS $FLNC $HOOD $IREN $MP $NBIS $ONDS $OSCR $PLTR $RKLB $SNOW $SOFI $TEM $ZETA

RonnieV @TheRonnieVShow · Jan 30

Game-Changing Companies to Mint New Millionaires

These disruptors are flipping industries, like $PLTR ’s data/AI dominance, $HOOD ’s trading revolution, and $SOFI ’s fintech overhaul.

1. $ASTS — Satellite-to-phone → true global coverage, no dead zones
2. $ZETA — AI marketing crushing legacy ad giants
3. $OSCR — Digital health insurance dismantling slow, opaque systems
4. $RKLB — Reusable rockets + Neutron launch owning medium-lift space
5. $NBIS — Full-stack AI cloud/GPU clusters
6. $ONDS — Drone networks redefining defense and logistics
7. $IREN — Mining-to-AI data center power pivot solving energy bottlenecks
8. $PATH — Agentic RPA/AI bots automating enterprise workflows at scale
9. $SNOW — Borderless data cloud powering the entire AI revolution
10. $OKLO — Advanced nuclear reactors fueling massive AI/data center demand
11. $TEM — AI precision medicine powerhouse personalizing care with the world’s largest clinical + molecular data engine

Who’d I miss?

$ASTS $HOOD $IREN $NBIS $OKLO $ONDS $OSCR $PATH $PLTR $RKLB $SNOW $SOFI $TEM $ZETA

RonnieV @TheRonnieVShow · Jan 20

Crazy Prices & Deals I'm Watching:

1. $PLTR - $125
2. $HOOD - $67
3. $SOFI - $18
4. $AMD - $170
5. $NFLX - $70
6. $NVDA - $140
7. $IREN - $25
8. $NBIS - $66
9. $AMZN - $200
10. $META - $530

11. $RKLB - $34
12. $OSCR - $12
13. $ZETA - $15
14. $FLNC - $12.50
15. $HIMS - $25
16. $ASTS - $61
17. $LMND - $50
18. $TEM - $50
19. $ONDS - $7
20. $TSLA - $300

21. $TE - $4
22. $AVAV - $271
23. $PGY - $15
24. $VRT - $102
25. $BE - $45
26. $CRWD - $300
27. $SNOW - $180
28. $PATH - $11
29. $TER - $148
30. $CIFR - $8

$AMD $AMZN $ASTS $AVAV $BE $CIFR $CRWD $FLNC $HIMS $HOOD $IREN $LMND $META $NBIS $NFLX $NVDA $ONDS $OSCR $PATH $PGY $PLTR $RKLB $SNOW $SOFI $TE $TEM $TER $TSLA $VRT $ZETA