Today’s Stock Ideas
💡 Want more than just today’s 3 trade ideas?
Right now you’re only seeing a taste. Our full database has hundreds of stock ideas pulled straight from the smartest investors and podcasts every week.
Unlock full access today for just $19 lifetime (only 100 spots)
1. Bullish on Big Bear AI as the Next Palantir
If you missed Palantir, buy this stock now. So, let's talk about Big Bear AI. The ticker symbol is BB AI. It’s a smaller, lesser-known company that analysts are watching very closely in the AI and defense space. … Big Bear AI’s core strength right now is its position in defense and government contracting, a lot like Palantir was. But despite being a relatively small company, it landed some serious deals. We’re talking about a $165 million contract with the U.S. Army, a $13 million agreement with Department of Defense, and a five-year deal with the NSA. Those are major multi-year relationships that give Big Bear a seat at the big table. And with an overall contract backlog of $380 million as of a few months ago, there’s a lot of locked-in business that can turn into real revenue over the next few years, assuming the company is able to execute.
The speaker issues a direct trade call urging investors to consider buying Big Bear AI (BB AI) as a potential opportunity to replicate Palantir's explosive gains. The rationale is supported by the company’s major government contracts, a significant backlog, diversified expansion into commercial biometrics, and a new leadership team with deep government ties. Despite acknowledging risks like dilution and historical flat revenue growth, the call emphasizes the potential for multi-fold returns if fundamentals improve.
2. Robinhood Entry Call at $116.55 with EoY Target
If I was to enter a new position in Robinhood it would probably be at 116.55. Hell of a year for Robinhood. Kudos to Vlad. They have a chance to potentially end the year at 161–183. Just an amazing job by that team. Like even being on Twitter, not in magazines, but watching Vlad tweet — you see entrepreneurs when they have that light and that love back for the business. I’m not saying to the left, but it’s an increased level of excitement I’m seeing from him and the way that they’re creating and pushing out new products. They’ve done an amazing job. But 161 is the end-of-year target.”
The speaker is bullish on Robinhood (HOOD), noting it’s had an excellent year under CEO Vlad Tenev’s renewed enthusiasm and product innovation. They suggest an ideal entry point around $116.55, with a projected end-of-year target of $161–183, highlighting strong momentum and leadership energy driving the company forward.
3. Adobe on the Back of Cheap Valuation and Aggressive Buybacks
Adobe faces competitive pressure from tools like Google’s Gemini and Canva, raising concerns about user loss. The stock is down 18% year-to-date and 26% over 5 years, giving it a reputation as an ‘out-of-favor’ company. Yet fundamentals tell a different story: steady 10–11% revenue growth, rising profitability, and aggressive buybacks that cut the share count 4% year-over-year. Valuation has compressed, with the P/E dropping from 40 to 22 and free cash flow yield climbing to 6%. Management insists the customer base is expanding, not shrinking. At these levels, Adobe looks uniquely cheap in an expensive market.
Adobe is seen as an “out-of-favor” stock facing competitive threats from Google’s Gemini and Canva, yet its fundamentals remain strong. Despite the share price being down 18% YTD and 26% over 5 years, Adobe continues to deliver steady ~10–11% revenue growth, rising profitability, and aggressive buybacks that cut shares 4% year-over-year. With its P/E compressed to 22 and free cash flow yield rising to 6%, management argues the customer base is expanding, making Adobe look undervalued in today’s expensive market.