The Checkout Software Nobody Thinks About Is Quietly Turning Into a Profit Story

This platform lives in the background of restaurants, processing orders, payments, and workflow.

The stock has not acted like a winner lately, but when adoption stays sticky and margins start to show up, the market often wakes up fast.

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SoFi | SOFI

Price: $26.13

SoFi is one of those momentum names that can look unstoppable until the tape changes.

The stock is up big over the past year, and the core narrative is still the same: a digital finance app turning into a scaled, multi-product consumer bank.

The bull case is operating leverage. If member growth keeps compounding and more users take a second or third product, profitability can rise faster than revenue.

Why it matters for you: SOFI is a sentiment stock that can trade like a growth company and a bank at the same time.

If you want exposure to consumer finance with a tech wrapper, this name can move quickly when the market gets optimistic.

The risk is that credit cycles and funding costs always matter, even when the story feels like pure fintech.

Robinhood | HOOD

Price: $108.74

Robinhood has been one of the loudest winners of the past year, and it is not subtle why. When retail trading, options activity, and crypto interest heat up, Robinhood tends to feel it in engagement and revenue.

At these levels, the market is no longer pricing a comeback, it is pricing durability. That raises the bar.

Investors will want to see that the platform can keep customers active even if markets get choppy and crypto cools off.

Why it matters for you: HOOD is basically a bet on participation. If the next cycle brings more trading volume and product expansion, the stock can keep working.

If activity fades, the multiple can compress fast. Position sizing matters because this one can swing hard.

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Nu Holdings | NU

Price: $16.60

Nu keeps looking like the cleanest fintech scale story outside the U.S. It has a large footprint, strong brand momentum, and a product that fits what customers actually want: simple mobile banking, credit, and payments with fewer fees and less friction.

Even after a strong year, the stock still trades like investors think growth can slow at any moment, which is the key tension.

The story works best when customer growth stays steady and credit quality holds up.

Why it matters for you: NU gives you emerging market upside without needing a commodity call.

If it keeps gaining share in core markets, the long term compounding can stay intact. The risk is macro shocks and credit issues, which can hit quickly in this region.

DraftKings | DKNG

Price: $32.62

DraftKings is still in the prove-it phase, even if the product feels mainstream now. The market wants to see that scale turns into durable profits, not just bigger handle and bigger marketing budgets.

The path forward is clearer than it used to be: better unit economics, more cross-sell, and a gradual shift from land grab to harvesting.

But the stock tends to trade on expectations, not just results, so any wobble in guidance can sting.

Why it matters for you: DKNG is a leverage play on U.S. sports betting maturity. If margins expand and spending discipline holds, it can re-rate higher.

If competition forces another promo war, it can turn into a dead money trade even if the business grows.

Toast | TOST

Price: $33.52

This is the stock the title is really about. It sits inside restaurants as the operating layer for orders, payments, and day-to-day workflow.

That is a powerful position because once a restaurant runs on a system, switching is painful.

The market has been skeptical because restaurants are cyclical, competition is real, and growth stocks do not get much patience when the margin story is unclear.

Still, the setup is interesting: if the company can keep expanding locations, improve attach rates, and show cleaner operating leverage, the stock does not need perfection to move. It just needs credible progress.

Why it matters for you: This is a classic sentiment reversal candidate. If margins and retention surprise to the upside, the stock can re-rate quickly because expectations are not euphoric.

The risk is a slowdown in restaurant openings, higher churn, or pricing pressure that caps take rate.

Stat of the Day: 0.2% Germany Growth

Germany’s economy grew 0.2% in 2025, its first year of growth since 2022, after contractions of 0.9% in 2023 and 0.5% in 2024.

The bounce is a real shift, but the report also flags headwinds like weaker exports, tougher competition from China, and the need to actually deploy Berlin’s massive stimulus effectively.