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GOOG was my biggest winner this year. Sold early on AMD and ASML My next high conviction plays for first semester of 2026 are PGY and MDAI
PGY
REAX, PGY, INGR
$NBIS $PGY split between them
SOFI and PGY are the best fintech plays out there imho.
I feel like these threads always push the already hyped and expensive meme stocks. Here's an alternative, under the radar, boring pick. Pagaya (PGY) is a financial tech company successfully using AI to help banks take a second look at loan applications using a model trained on millions of loan …
I spent 10 hrs yesterday to make a list and finally shortlisted these. 1. Skywater tech 2. Array Tech 3. Magnera 4. REAX 5. PGY 6. CRMD 7. HIMS. In tech, ADBE Is more undervalued, but no momentum and it wont jump immediately.
I would steer cleer of these guys. Their business model is in buying loans that have been rejected elsewhere. We are already seeing increased in delinquincies across consumer lending - this will impact $PGY also.
I'm in PGY too. Underrated company imo but hey that might be my cognitive bias speaking. I like where they're heading and feel like the market generally doesn't really understand fully. I was very pleased with how they presented themselves in their latest earnings call. I think it might take …
Quiet PGY !
IMO: $PGY is undervalued massively
Thanks. Can you do for ASTS, LUNR and PGY
going to buy some $PGY - undervalued and oversold. or i'll lose more money on $PGY who knows
PGY
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Total Off-Exchange Volume: 745571
Values over 50% Short often indicate hidden bearish pressure from institutions.
🏆 Master Buzz Score: 4/15
Capitol Trades
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Insider Trades
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Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| Viola Ventures V.c. Management 4 Ltd. | 98,109,329 | $2.4 billion | 0.1837% | Dec 31, 2023 |
| Clal Insurance Enterprises Holdings Ltd | 21,469,135 | $535.7 million | 0.0402% | Dec 31, 2023 |
| Millennium Management Llc | 5,934,008 | $148.1 million | 0.0111% | Dec 31, 2023 |
| Nuveen Asset Management, LLC | 5,589,352 | $139.5 million | 0.0105% | Dec 31, 2023 |
| Ejf Capital Llc | 5,555,429 | $138.6 million | 0.0104% | Dec 31, 2023 |
| Blackrock Inc. | 3,738,289 | $93.3 million | 0.0070% | Dec 31, 2023 |
| Morgan Stanley | 3,595,109 | $89.7 million | 0.0067% | Dec 31, 2023 |
| Yarra Square Partners, LP | 2,970,000 | $74.1 million | 0.0056% | Dec 31, 2023 |
| Two Sigma Investments, LP | 2,967,702 | $74.0 million | 0.0056% | Dec 31, 2023 |
| JTC Employer Solutions Trusteee Ltd | 2,761,840 | $68.9 million | 0.0052% | Dec 31, 2023 |

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