$APTV Told you the deep dive was coming, indicators I’m strangely drawn to this one. Aptiv no longer has the wiring-harness business after spinning it into Versigent. MmWhat’s left is a much more interesting stack: ADAS, sensing, compute, safety-certified software, high-voltage

$P Higher we go fam. Don’t sleep. Insider selling doesn’t kill the thesis, but it does mean the market has already priced in a lot of the FY28 reset. The key question now is whether the 2026 GPU-attached unit inflection develops into a multi-year enterprise AI-factory ramp.

$MTZ Quadrupling down here publicly. Is it oversold enough yet? We’re about at the bottom of the blue box I’ve highlighted in basically every post. This is one of those setups where I’m telling you don’t miss it. Whole market selloffs with growing financials is where I live

$BB The Gap Father Telegram swing channel stays eating. Sub-$8 entry potentially BEFORE earnings were even out. And this rerate into physical AI + QNX is just beginning, fam. Q2 was another reminder that BlackBerry is not the phone company people still think it is.

$STRL So are we all just pretending this isn’t an easy double from here? $1,000 stock. Monday research came through. Don’t sleep. Gap Daddy never does. Everyone is buying the AI infrastructure. I’m looking at who is actually BUILDING IT.

POV. You’re leaving work on a Saturday and don’t have any birthday parties. VIBES STOCK RESEARCH THE FAM X WANTS OG CONTENT Subscribe for 1$ if I do this full time I’ll do more. ITS THE MF WEEKEND

Quick tip x fam 🔥 When learning trading there’s a lot of good people on here to learn from. Reason why I do so many shoutouts. I will keep giving names hopefully most aren’t seeing either and get better at this. I really only started looking for these type setups recently. We’re only seeing like .1% of x consistently. If you like finding new names and doing Hw keep following along. Thank you all for the support. Check exactly when they posted and see what they see. This goes for whatever trading style you’re learning. Best advice is to find some accounts you like a few that are awesome at this is and I’m getting better. @nicaqs @wliang @sunxliao

$BRZE -36% YTD. Don’t miss the next $CRM. Almost nobody is focused on the software layer that actually activates AI inside enterprises. That’s where $BRZE sits. Braze is a leading customer engagement platform built for real-time, personalized, multichannel marketing across email, push, SMS, in-app messaging, WhatsApp, and more — all powered by first-party data and increasingly AI-driven decisioning. Think of it like this: $CRM stores the customer. $BRZE activates the customer. At a ~$2.4B market cap, Braze is still being priced like a mid-tier marketing tool. But the business is behaving like a high-growth, mission-critical engagement infrastructure platform. 📝The numbers: ~$2.4B market cap ~$787M TTM revenue ~$895–899M FY27 revenue guidance ~$1.08B RPO (contracted backlog) ~93% recurring revenue ~2,713 customers globally 110% DBNR 349 customers >$500K ARR (+35% YoY) Q1 FY2027 alone: → $211M revenue (+30.2% YoY) → ~27% organic growth → $27M free cash flow (+54% YoY) → Record large customer expansion And importantly: Braze has now posted four consecutive quarters of organic revenue acceleration. THIS IS HUGE. In enterprise SaaS, that usually signals something changing in the underlying demand curve. It’s designed to sit at the center of the modern enterprise stack. Key integrations span the entire data + AI ecosystem: ☁️ Cloud & Data Platforms AWS, Snowflake (including Cortex AI), Databricks 📊 CDPs & Data Activation Segment, mParticle, Amplitude, Hightouch, Census, Tealium, RudderStack 📈 Analytics Layer Mixpanel, Contentsquare, Snowplow 🛒 Commerce Layer $SHOP deepened personalization + commerce journeys) 🤖 AI / Content Systems Jasper, $GOOG Gemini, Bedrock-compatible LLMs, OpenAI/Anthropic integrations via agent framework 📡 Activation & Growth Tools Meta, Lob, Jampp, Remerge, referral + lifecycle tooling via Braze Alloys ecosystem What this really means: Braze is becoming the “activation layer” between data warehouses, AI models, and customer-facing channels. It doesn’t replace $CRM , $SNOW , or CDPs. It connects them. This is where the narrative starts shifting from “marketing software” to “AI engagement infrastructure.” BrazeAI is not a single feature — it’s a suite of agentic systems: 🤖 BrazeAI Decisioning Studio™ → Optimizes message, timing, channel, and offer using reinforcement learning 🤖 BrazeAI Operator™ → Natural language campaign building + analytics + execution 🤖 BrazeAI Agent Console™ → Custom AI agents that can autonomously run customer engagement workflows 🤖 Content Optimizer + MCP Server → Connects external AI tools (Claude, Bedrock, etc.) directly into Braze workflows The direction is clear: Marketers move from manually building campaigns → to supervising AI agents that run customer engagement in real time. And this is already showing up in the numbers: → 30%+ revenue growth → Expanding large customers (+35% YoY >$500K ARR) → 110% retention → Rising FCF generation → Strong enterprise adoption of AI features Now zoom out to the peer group: $CRM → ~$150B market cap, slower growth, platform incumbent $HUBS → ~$10B, solid but lower growth $TWLO → ~$30B, communications layer $BRZE → ~$2.4B, growing ~30% That’s the disconnect. Braze is posting top-tier SaaS growth while trading at ~3.1x sales and ~2.6x forward sales — often below peers growing slower. This is where the asymmetry starts to matter. On top of that: → $1.08B backlog visibility → 93% recurring revenue base → Improving profitability + FCF → $100M buyback authorization Management is not behaving like a company in distress. They are behaving like a company with long-term confidence in intrinsic value. Every enterprise now needs to answer the same question: How do we communicate with millions of customers in real time, across every channel, with personalization? That is exactly what Braze was built for. The market is still pricing it as a marketing SaaS vendor.

Actually here’s the ones no one is talking about. $VELO $SATL $LXFR $LAES $FTC $CPSH $KRMN $SIDU $MDA 🤫

I was actually having a really rough day been off here a bunch not locked in. My dad’s died three years ago today so it’s been hitting me hard. But I logged on and seen this slop saying no one is watching $RKLB $ASTS $RDW $SPIR $PL HAHAHAHAHA I feel better for trying to get people to follow and subscribe now. It’s 1$ and I give almost all ideas to the public. Still working on branding on how I want to do the x subs. But main thing I do is literally this. GIVE IDEAS ACTUALLY NOT BEING SHILLED TO X If you like research DD Stock ideas you haven’t seen. New stock accounts to follow that I give daily plus I’ll shout you out if you sub for 1$ to help us all grow! I still have a full time job and three kids that take up time. But I work hard on here. I will reply to everyone back too. But you will see other names I promise you that. - like that actually not many are watching Look up $LXFR $LAES you might like them. Hit that sub button to support me finding ideas ACTUALLY no one is watching. I’ve done write ups on both. Have a great Saturday x fam ❤️🤫

People who I follow on here unfollowing me thinking I don’t see them 😂 I will find you. 2026 is our year more undiscovered small caps to be found. Thank you all for supporting. More research More DDs More cool accounts to follow Appreciate the ones who ride with me all the way up. I literally engage w everyone on here. 500-1k reply’s daily Appreciate all the new subs to support this journey. 700 strong. Goals on x are as follows. -Create content from sharing cool names that 70-90% investors on this huge platform haven’t heard of. - bring the energy and fun to conversations and GIFs - share ideas daily publicly - bring every account I follow up with me😤 - my DMs are always open to help anyone advise wise or for anything. Here’s some new accounts and legends @sonak_13 @UnotheInvestor @ZenoReport @Stealthct_Storm @notanotherquant @HRinvests @Double0Capital @TechniCameron @Samurai__Stock @ironHODL @sebiisb @randrewcworth @AlphaOwlTrading @saso_capital @AlphaOwlTrading @brandon_Invests @stocksrockman @QualCompounders @Investinc_Intel @fundmyfund @Investinc_Intel @Hitman72972 @GrowthStockDad @PPortfolioooo @Billerrr1 @wasianinvestor Be the .002% Happy Friday let’s have a great weekend⚽️🇺🇸 Also x we need answers? We’re all just trying to make it I don’t get it. Black mamba, ACE too… wtf is happening??

Raspberry Ketones is the new way to naturally lose weight! rusro2.org/dyingbarrier/50ph…