$STRIPE - Stripe experiencing accelerating growth with 34% increase last year, seeing a 'phase transition' in 2025 with more businesses and better performance per business, potentially marking 'the first quarter of the singularity'
$STABLES - Stablecoins will be critical infrastructure for massive agentic commerce wave requiring billions of transactions per second
$AIMODELS - AI adoption showing real economic impact with executives unable to go back to pre-AI methods, driving fundamental shift in software economics