- Everyday Alpha
- Posts
- Buy The Dip And Add As This Merchant Momentum Builds
Buy The Dip And Add As This Merchant Momentum Builds
This company is acting like the friend who shows up early and brings extra coffee.
Revenue is growing, big funds are leaning in, and merchants are getting more tools to sell more stuff.
Start small on lazy red days, then add when customer growth and profits keep marching together.

Introducing the first AI-native CRM
Connect your email, and you’ll instantly get a CRM with enriched customer insights and a platform that grows with your business.
With AI at the core, Attio lets you:
Prospect and route leads with research agents
Get real-time insights during customer calls
Build powerful automations for your complex workflows
Join industry leaders like Granola, Taskrabbit, Flatfile and more.

Never Miss a Stock Alert Again!
We now send our daily picks via SMS too — so you’ll get the same high-conviction ideas, even if you miss the email.

Broadcom | AVGO

Price: $373.01
This one sits in the engine room of modern computing.
Demand for custom accelerators and high-speed networking is rising, and the software arm adds a steady rent check on top.
Recent quarters showed record sales and a fat order book, which means customers are voting with real money, not just slide decks.
The market keeps asking if the run can continue, and the company keeps answering with products and contracts.
Your checklist stays human. Keep an eye on new design wins, delivery against the backlog, and whether large clients keep building their own chips with Broadcom as the partner.
If the new networking gear ships on time and the software side stays sticky, the slope of results stays friendly.
Entries work best on market wobble days.
Build a position in thirds, add when updates confirm growth and margins, and trim if headlines get giddy without fresh facts. Boring discipline beats hot takes here.
Why it matters to you: Picks-and-shovels for digital build-outs can compound even when hype cools.

Tesla | TSLA

Price: $460.66
The spotlight never leaves this stage. Big holders trimmed a little, which says more about position sizing than doom, but it reminds us that expectations are tall.
The business still lives and dies by cars delivered, prices holding up, and real progress on driver assist and factory efficiency.
When those move in the right direction together, the stock usually behaves.
Keep your eyes on the basics. Are deliveries growing again. Are car margins stabilizing as new models and cost cuts land.
Are software features turning into dollars rather than just applause. Mixed answers mean you size with care and let the next report guide your next move.
Treat this like a fast car on a wet road. Start small on red days, add only when key numbers improve together, and keep a seat belt on your risk.
If excitement runs ahead of proof, take a little off and let the story catch up.
Why it matters to you: Big dreams pay best when the numbers prove it quarter after quarter.

Free Access Inside (Sponsored)
If you’ve ever wished you caught the next big winner early — this could be your chance.
A new 5-stock report highlights companies with the strongest potential to deliver triple-digit returns in the next year.
Each pick is backed by strong fundamentals and major market catalysts — the same type of setups that have produced big wins in the past.
Previous reports from this team identified stocks that surged as high as +498% and +673%.¹
This new list could hold the next ones — but access is free only for a limited time.
[Download the 5 Stocks to Double Report – Free Today]
*This free resource is being sent by Zacks. We identify investment resources you may choose to use in making your own decisions. Use of this resource is subject to the Zacks Terms of Service.
*Past performance is no guarantee of future results. Investing involves risk. This material does not constitute investment, legal, accounting, or tax advice. Zacks Investment Research is not a licensed dealer, broker, or investment adviser.

Netflix | NFLX

Price: $1,102.67
A surprise tax hit from Brazil tripped the stock, not the business.
Under the hood, viewership is strong, price increases are sticking, and the content machine keeps landing global hits that travel across languages and formats.
When a giant stumbles for a one-off reason, patient buyers often get a discount on the same cash engine.
Watch three things. Subscriber trends, time spent watching, and progress on new money streams like advertising and bundles.
The more the company proves it can raise prices without scaring away viewers, the more cash piles up for the next slate of shows and films.
Plan entries on weakness and let the next couple of updates confirm margin strength and steady selling growth.
If the stock sprints on sentiment alone, skim a little and keep a core for the longer climb. Know your time horizon before you click buy.
Why it matters to you: Non-recurring hits create windows to own a durable cash machine at a friendlier price.

Novartis | NVS

Price: $123.41
A fresh deal adds rare-disease muscle to the pipeline. Buying Avidity brings treatments for genetic muscle conditions and a spin-off of earlier programs that keeps the focus tight.
This fits a larger pattern of thoughtful deals that add depth where the company can scale trials, manufacturing, and commercial reach without trying to be everything to everyone.
The plan is straightforward. Close the deal on time, move late-stage programs forward, and keep capital returns steady while the lab work progresses.
Investors like pipelines that read like a syllabus rather than a mystery novel, and this one is starting to look that way.
Your play is to build on market pullbacks and let trial updates guide size. If the studies hit milestones and regulators stay on schedule, you press a bit.
If timelines slip, you keep positions modest and wait for clearer data.
Why it matters to you: Smart bolt-ons can refresh a pipeline and smooth results without betting the house.

Shopify | SHOP

Price: $178.93
The story here is momentum you can feel.
Big investors just added more shares, recent results topped expectations, and the product keeps pulling merchants in with easier payments, simpler shipping, and smarter marketing.
This is retail plumbing that gets better the more stores plug in, which is why the numbers keep trending up. Valuation is spicy, so patience and entries matter more than victory laps.
What to watch is simple. Customer growth, take rate, and how often merchants adopt new add-ons that lift dollar per store.
The more sellers lean on the platform for everything from checkout to financing, the more every holiday season compounds into the next one.
Your move is to build a starter on quiet dips, then size up only if revenue, profit, and retention all improve together.
If the stock runs way ahead of the numbers, skim a little and wait for the next base.
Why it matters to you: Compounding merchant spend can turn steady execution into long runways.

Trivia: What company owns Venmo? |

Stat of the Day: 3.0%
Inflation picked up to three percent in September but came in a touch cooler than expected.
That keeps the door open for another rate cut, which often helps growth stocks and anything tied to housing and durable goods.
Final Take:
Today’s basket mixes retail plumbing, digital infrastructure, electric dreams, screen time giants, and a pipeline refresh.
Same game plan as always. Buy red, size to your sleep level, and let better numbers earn your adds.
If the tape wobbles, lean on your checklist and let price come to you rather than chasing the crowd.
Best Regards,
—Noah Zelvis
Everyday Alpha



