Okta (OKTA) Price target: UnlockSecond PT: Unlock Identity security is becoming a foundational layer in AI-era security. Identity and Access Management (IAM) ensures that the right person gets access when logging in, the wrong person gets blocked, and access is verified continuously. When it comes to cybersecurity firms, the biggest players focus on a specific part of the layer. Okta focuses on IAM, which is arguable one of the most important layers in 2026. With remote work, cloud apps, AI tools, third-party vendors…etc. the biggest attacks come from credential compromise. Okta’s services and products are used by enterprises to manage employee access….examples include single sign-ons and multi-factor authentication. Some companies you might be familiar with that use Okta’s services are...
Qualcomm (QCOM)Price target: UnlockSecond PT: UnlockSemiconductor companies enjoyed a massive rally over the past three years, but one of the most prominent name in the industry has lagged far behind. Qualcomm is a household name that we’ve all basically come across in our daily lives. Almost every phone makes licenses Qualcomm wireless tech in some way or another. They own essential 5G / LTE patents, and are fast tracking their way to being a 6G leader. Other areas where Qualcomm exists are Wi-Fi boxes at home, laptops, wearables…etc. Qualcomm’s weak performance against the market is likely due to their maturity as a company. Despite their presence in so many areas of the connectivity world, growth in the industry is not...
Broadcom (AVGO) Price target: UnlockSecond PT: Unlock When it comes to the AI boom, Broadcom is a name you can’t leave out of the conversation. The company is a major, diversified semiconductor and infrastructure player that has become a key enabler of AI data centers, networking, and enterprise software. Broadcom surpassed the $1 trillion market cap in 2024 and never looked back, but the stock did see a pullback in recent weeks as the technology sell-off plagued the market. Software stocks in particular saw the worst of it, and given about 42% of Broadcom’s revenue comes from software, it felt the pain too. The reason behind the software stock sell-off is the rising fear that AI models are a threat to...
Invesco Water Resources ETF (PHO) Price target: UnlockSecond PT: Unlock Investors focused on long-term mega-trends may find $PHO to be a compelling way to gain exposure to the water industry. Population growth, aging infrastructure, and renewed investment cycles point to a long runway of demand for companies operating across the water value chain. At the same time, water’s essential nature gives the theme defensive characteristics, allowing it to potentially outperform broader markets during periods of economic uncertainty. In the U.S. and abroad, governments are allocating significant capital toward upgrading water infrastructure as demand accelerates from urbanization, industrial expansion, and technology-driven usage. Smart water solutions ranging from leak detection to efficiency and monitoring technologies are becoming critical in managing scarcity and improving...
Coinbase (COIN) Price target: UnlockSecond PT: Unlock Starting a small position in this when entering and scaling up closer to our support points if it gives a further pullback. Might take time to come around while the crypto market gains traction again. After years of uncertainty, the cryptocurrency market has finally gained an administration that supports mass adoption and aims to legitimize the industry, not just in the U.S., but globally. Early in his term, President Trump signed an executive order titled “Strengthening American Leadership in Digital Finance Technology.” This made clear that federal policy would promote the responsible growth and use of digital assets and blockchain technology. Shortly after (in early 2025), the administration issued an order to establish...
