$U Unity provides the world’s leading platforms for creating and operating interactive, real-time 3D (RT3D) content
Price: $142.5
Market Cap: $40.2B
52 W L – 52 W H: $75.7- $174.94
Shares Outstanding: 282.52M $U is the leading platform for creating and operating real-time 3D content, and is organized into create (build games and content) and operate (monetize)

$DLO is the fastest (92% YoY) growing cross-border commerce payments company, with the highest (82% YoY) EBITDA + earnings growth in its class

Price: $66.94
Market Cap: $19.6B
52 W L – 52 W H: $29.57- $68.71
Shares Outstanding: 292.92M Founded in 2016, $DLO DLocal is a global payment and technology company that powers both cross-border and local-to-local eCommerce payments for over 338 merchants in 29 emerging market countries

Sentinel One $S is the fastest growing public company in the cybersecurity market with AI based end point security expanding to Extended Detection and Response (EDR)

Price: $50.36
Market Cap: $12.7B
52 W L – 52 W H: $35.00- $55.29
Shares Outstanding: 256.37M $S SentinelOne is a cybersecurity company offering its Singularity Platform - a purpose-built, AI-driven extended detection and response (XDR) platform - to help organizations defend Endpoints, IoT, and Workloads from adversaries

$SOFI – A Bank Charter is a catalyst coming up in Sep 2021, provides a near-term opportunity for this potential #fintech leader

Price $18.08
Market Cap: $14.5B
52 W L – 52 W H: $10.10 - $28.26
Shares Outstanding: 865M $SOFI (founded Aug 2011 by 4 Stanford students) started in the student loans business, expanded to all loans making money by obtaining loan origination fees (Gain on Sale of loan to other banks).

The #1 spend item on the list of F1000 CIOs is RPA (Robotic Process Automation) and $PATH is the category leader in this $60B Market

Price: $69.25
Market Cap: $35B
52 W L – 52 W H: $61.5 - $90
Shares Outstanding: 489.25M $PATH was founded in 2005, Bucharest, Romania by Marius Tirca and Daniel Dines. They set out to ‘take the robot out of the human' because they believe work should be meaningful and rewarding

A $173B Cross Border Commerce Market leader $GLBE has attractive metrics with strong tail winds
Price: $46.52
Market Cap: $6.7B
52 W L – 52 W H: $24.22 - $52.9
Shares Outstanding: 144M $GLBE was founded by CEO Amir Schlachet, COO Shahar Tamari, and CMO Nir Debbi in 2013 in Israel and has grown to 500+ customers, 300+ customers

The $47B SMB public cloud spend market is a focused opportunity for new direct listing Roblox $RBLX, with attractive position in a competitive market

Price: $74.31
Market Cap: $40.9B
52 W L – 52 W H: $45 - $83.41
Shares Outstanding: 550M $RBLX was founded in 2004 by David Baszucki and Erik Cassel in San Mateo, CA. They went IPO via direct listing on Mar 2021, and have 1000+ employees

The $47B SMB public cloud spend market is a focused opportunity for new IPO Digital Ocean $DOCN, with attractive valuation in a competitive market

Price: $44.34
Market Cap: $4.6B
52 W L – 52 W H: $36.65 - $47
Shares Outstanding: 105M $DOCN was founded in 2012 by Ben and Moisey Uretsky, in New York has 609 employees and 572,960 Customers.

Digital Ocean IPOed on March 24th 2021

The 3 markets of Fantasy Sports, Sports Betting & iGaming are a large $70B TAM driving rapid expansion for $DKNG

Price: $58.12
Market Cap: $23B
52 WKL – 52WKH: $16.11 - $74.38
Shares outstanding: 397M $DKNG Daily Fantasy Sports (DFS), Online Sports Betting (OSB) and iGaming are the 3 elements of “Online Gaming” each with different requirements and solutions

The expanding $45B TAM of Cybersecurity will power the next stage of growth for $CRWD

Price: $206.6
Market Cap: $46B
52 WKL – 52WKH: $62.77 - $251.28
Shares outstanding: 223M The global Cybersecurity market size will be $200B by 2025, growing at 10.5% CAGR

The $49B data exchange market will power the next level of growth in $SNOW to network effects beyond data warehouses & data lakes

Price: $234.02
Market Cap: $67B
52 W L – 52 W H: $120 - $429
Shares Outstanding: 285M $SNOW targets the $77B big data and analytics management and adjacent $22B data exchange market

Fintech SuperApp with twin fast growing ecosystems Square $SQ is targeting a $160B TAM

Price: $262.5
Market Cap: $120B
52 W L – 52 W H: $56.12 - $283.19
452.92M shares outstanding $SQ has 2 large opportunities in the #fintech space - Merchants (e.g. payments) via Square App and Consumers via Cash App (e.g. P2P transfers, #btc trading)

Wiseman Capital #Research on Big Data and Analytics (BD&A) market - $120B TAM will benefit

Palantir $PLTR
Price: $24.04
MCap: $43B
52WKL - 52WKH $8.9 - $45
Earnings: May 4th 2021
Float: 1.36B Shares $PLTR Palantir software seamlessly imports reams of structured (e.g., spreadsheets) and unstructured data (e.g., images and social media posts) into one centralized database, where it can be visualized and analyzed

Wiseman Capital #Research on Cross Border eCommerce – a $100B worldwide TAM will benefit

SEA Limited $SE
Price: 236.45
Mcap: 122.8B
52WKL – 52WH 43.72 – 285

Other stocks covered: $MELI $BABA $WISH Cross Border eCommerce is transactions beyond country borders.

Sellers from one country sell & ship to buyers in another country.

E.g., $BABA China sellers ship to US consumers.

Pros: Lower costs.

Cons: International logistics, slow shipping.