A List of Founder-Led Stocks: Chips $NVDA NVIDIA Software $PLTR Palantir $APP AppLovin Data Centers $ORCL Oracle $DELL Dell $NBIS Nebius FinTech $HOOD Robinhood $COIN Coinbase $XYZ Block $FOUR Shift4 $ETOR eToro $BULL WeBull $LMND Lemonade Space $RKLB Rocketlab Health $HIMS hims&hers $VEEV Veeva Systems Automotive $TSLA Tesla $CVNA Carvana Cloud Databases $MDB MongoDB $SNOW Snowflake $DDOG Datadog Sales & Marketing $CRM Salesforce $ZUO Zuora Cybersecurity $NET Cloudflare $ZS Zscaler $OKTA Okta $CRWD Crowdstrike $S SentinelOne (Social) Media $SPOT Spotify $META Meta $SNAP Snap $ROKU Roku E-Commerce $ETSY Etsy $SHOP Shopify $CHWY Chewy Consumer Apps $DASH DoorDash $ABNB Airbnb $GRAB Grab Real Estate $Z Zillow Productivity $ZM Zoom $DOCU DocuSign $TEAM Atlassian $WDAY Workday $DBX Dropbox

A valuation chart based on the PS ratio relative to analysts' revenue growth forecasts for 2026. Trading at a premium: $HOOD, $V, $MA, $INTU. Fairly valued: $SOFI, $DOCN, $BILL, $PYPL Trading below average valuation: $SE, $DLO, $NU, $FOUR, $TOST, $MELI, $STNE

I bought $GPN when I should've bought $FOUR

A List of Founder-Led Stocks: Chips $NVDA NVIDIA Software $PLTR Palantir $APP AppLovin Data Centers $ORCL Oracle $DELL Dell $NBIS Nebius FinTech $HOOD Robinhood $COIN Coinbase $XYZ Block $FOUR Shift4 $ETOR eToro $BULL WeBull $LMND Lemonade Space $RKLB Rocketlab Health $HIMS hims&hers $VEEV Veeva Systems Automotive $TSLA Tesla $CVNA Carvana Cloud Databases $MDB MongoDB $SNOW Snowflake $DDOG Datadog Sales & Marketing $CRM Salesforce $ZUO Zuora Cybersecurity $NET Cloudflare $ZS Zscaler $OKTA Okta $CRWD Crowdstrike $S SentinelOne (Social) Media $SPOT Spotify $META Meta $SNAP Snap $ROKU Roku E-Commerce $ETSY Etsy $SHOP Shopify $CHWY Chewy Consumer Apps $DASH DoorDash $ABNB Airbnb $GRAB Grab Real Estate $Z Zillow Productivity $ZM Zoom $DOCU DocuSign $TEAM Atlassian $WDAY Workday $DBX Dropbox

next stop $200 $FOUR

$FOUR Inside day with decent volume Acquisition is done

Probably worth keeping an eye on the Adyen diaspora. Source: Business of Payments $FOUR $TOST

can’t forget about $FOUR soon…

$FOUR is likely a hidden gem in the stock market. Here's what Charly AI uncovered. Shift4 is firing on all cylinders with revenue up 20% year-over-year, driven by smart acquisitions and booming subscription sales (up 77%). Their core strategy of bundling payments with software (like SkyTab) is working, creating loyal customers and sticky revenue. While debt is high ($2.87B), they’re generating robust cash flow ($96.6M last quarter) to manage it, and profitability is improving with adjusted EBITDA margins hitting 46%. The pending Global Blue acquisition opens doors to luxury retail and international markets, promising more growth. Technically, the stock looks strong—trading above key moving averages ($90.65 and $95.93) and showing bullish momentum. Most compelling? The valuation suggests 85% upside to fair value ($191.42), thanks to their growth (20%) dwarfing the industry average (7.8%). Yes, watch integration risks and debt, but their track record, cash flow, and strategic moves outweigh these concerns. For investors seeking growth, this is a timely opportunity. BUY now to capitalize on undervaluation before catalysts like earnings (August 6) and Global Blue synergies kick in.

$FOUR`s acquisition of Global Blue is a definitive way to participate in EM and LATAM Boom 📶 -> Global Blue is linked to EU Luxury Retail brands like $LVMH, Hermes ( $RMS) and Prada. ☑️Total Sell Funnel of $1.4 Trillion 🇨🇳Chinese Shoppers Driving Growth: Mainland Chinese shoppers are a major force in the global tax-free shopping market, and is a key factor in Global Blue's growth • Full-year Group revenue rose 20% YoY, reaching €508 million • Record-breaking Adjusted Op Earnings of €202m, delivering a 36% YoY increase • Adjusted Op margin rose to 39.8%, up 4.6pts YoY

🚨 Top 3 Most Undervalued Software Infrastructure Stocks 1.Shift 4 Payments – $FOUR 2.Block – $XYZ 3.Wix Com – $WIX

$FOUR $103. back in $100s

$FOUR! Where you at $FIVE?

$FOUR. $103 and moving higher. I'm still expecting Elon will buy the company.

$FOUR. Expecting Elon to offer $150/share before the end of the year.