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Investors are watching this fast growing tech company.
🚨 No, it's not the publicly traded tech giant you might expect… Meet $MODE, the disruptor turning phones into income generators.
📲 Mode’s 32,481% revenue growth ranked them #1 on Deloitte’s list of fastest-growing companies in software. They aim to pioneer "Privatized Universal Basic Income" powered by technology, not government, and their EarnPhone has already helped consumers earn & save $1B+.
Please read the offering circular and related risks at invest.modemobile.com. This is a paid advertisement for Mode Mobile’s Regulation A+ Offering.
Mode Mobile recently received their ticker reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur.
The Deloitte rankings are based on submitted applications and public company database research, with winners selected based on their fiscal-year revenue growth percentage over a three-year period.
THE MONEY IDEA💡
2 Stocks to Buy and 2 to Sell
Welcome, we are {{active_subscriber_count}} Money Masters and counting!
AI is still the main engine behind this market.
GDP growth, Big Tech earnings, and market leadership are all pointing in the same direction, but that does not mean every AI related stock is a buy.
Some names have already run too far, too fast. Others still have real upside, stronger valuations, and more reasonable expectations.
Market Mood: Rotation Time 🔄
Conviction Level: ●●●○○ (3/5)
The market still has opportunities, but the smarter move now is trimming overheated winners and rotating into stocks with better risk reward.
We’ve also opened the Money Masters Community for readers who want to go deeper than weekly headlines and build real investing discipline over time.
Inside is a simple 7 step system to financial independence, along with ongoing insights to help you stay consistent as markets shift.
Now let’s dive in↓
When some stocks get overpriced, it can make sense to lock in gains and move that money into companies where the upside still looks attractive.
THE MONEY IDEA💡
2 Stocks to Sell
Bottom Line: Iren has exposure to several popular themes, including AI, data centers, bitcoin, and renewable energy, but the valuation now looks stretched relative to the risk.
Hot Theme Exposure: The company sits at the intersection of AI infrastructure, bitcoin mining, and renewable energy.
Momentum Driven: The stock has benefited from enthusiasm around several of the market’s hottest trends.
No Moat: Morningstar does not assign the company an economic moat, which makes long term protection less certain.
High Uncertainty: The business carries very high uncertainty, which makes a premium valuation harder to justify.
Valuation Risk: Shares trade well above Morningstar’s fair value estimate, leaving investors vulnerable if momentum fades.
Do This Next: Sell into strength before enthusiasm cools and the stock loses its momentum.
Bottom Line: SanDisk has surged because AI data center demand created a memory shortage, but commodity-like semiconductor cycles can turn quickly when supply catches up.
Supply Shortage: AI data centers are driving urgent demand for memory and storage, giving suppliers major pricing power.
Explosive Rally: The stock has already delivered a massive move, which raises the risk of disappointment.
Cycle Peak Risk: Morningstar expects memory conditions to eventually normalize as supply comes online.
Commodity Exposure: Memory semiconductors behave more like cyclical hardware than permanent high growth software.
Valuation Risk: If prices stop rising or begin falling, earnings estimates and the stock multiple could both compress.
Do This Next: Lock in gains before the market starts pricing in a peak in the memory cycle.
THE MONEY IDEA💡
2 Stocks to Buy
Bottom Line: Lockheed Martin looks attractive again because the stock pulled back after an early conflict driven rally, while long term defense spending trends remain intact.
Defense Tailwinds: Morningstar still sees strong long term support for defense spending in the US, Europe, the Middle East, and Asia.
Wide Moat: Lockheed benefits from switching costs and intangible assets tied to complex defense programs.
Pullback Opportunity: The stock gave back some earlier gains, creating a better entry point.
Long Term Demand: Geopolitical uncertainty keeps defense budgets structurally supported.
Valuation Gap: Shares trade around 20% below Morningstar’s fair value estimate.
Do This Next: Buy Lockheed as a wide moat defense compounder with long term demand and a renewed margin of safety.
Bottom Line: Alphabet still looks attractive because AI is strengthening several parts of the business, including search, cloud, YouTube, Gemini, and custom chips.
Search Resilience: AI has not destroyed search as many feared, and it may actually improve search engagement over time.
Gemini Growth: Morningstar estimates Gemini API sales are already growing quickly, showing real traction in AI monetization.
Cloud Upside: Alphabet continues building AI cloud capacity in a market where demand remains strong.
TPU Opportunity: Google’s custom AI chips give Alphabet another path to benefit from the infrastructure buildout.
Valuation Gap: Shares still trade at a discount to Morningstar’s fair value estimate after a strong quarter.
Do This Next: Buy Alphabet as a wide moat AI compounder that still offers upside without the extreme valuation risk of hotter AI names.
MEME CORNER😁
Our Favorite Meme of the Day
Now we wonder where the Poles will go.
ACTION PLAN✅
Let’s Make Money Today!
Quick Money: Lock in gains where valuations stretched and rotate into stocks with stronger margin of safety.
$IREN ( ▲ 7.65% ) Sell into momentum while the stock still benefits from AI, crypto, and data center enthusiasm.
$SNDK ( ▲ 16.6% ) Trim before the memory cycle eventually cools and the market starts looking past peak pricing.
$LMT ( ▼ 1.15% ) Accumulate as a long term defense holding trading at a meaningful discount.
$GOOGL ( ▲ 0.71% ) Buy as a wide moat AI winner with multiple monetization paths and a still reasonable valuation.
Optional Deep Dive
Most people stop at reading.
If you want to apply this consistently:
QUOTE CORNER📄
Quote of The Week
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