We Called This One—And It’s Blowing Past Expectations - Here Comes Another Opportunity

From “dead tech story” to roaring comeback: why our pick up ~28% fast still has more gas in the tank.

Twenty-something weeks ago, the street had already moved on. Regulators had circled, growth was slowing, China risk felt like a decade-old hangover, and sentiment was at its lowest. At that moment, we made the call: this is not the obituary. It’s the reboot. We chose a company trading at about $126.86 on August 14, 2025, flagged its AI pivot, pointed to the institutional build-up, the unloved valuation gap—and told you: ride this.

Today the same ticker trades pre-market for about $162.36. That’s a roughly +28% gain in short order. Yes, we told you. But the headline is not just “we got it right.” The bigger story now: if you missed the first leg, we believe the next leg is forming.

Here’s the thing: the stock is down ~3% in the pre-market today. That drop is a second chance window for those who sat on the sidelines. The driver? The same thesis we laid out still stands. So buckle up—this is our playbook update: where we are, why the opportunity remains, how to play it.