This Office App Everyone Forgot Could Pop If IT Budgets Loosen

When a stock has already been punished for years, it does not need a miracle. It just needs a few quarters where the story stops getting worse. That’s what we’re watching here, and it’s just starting to get exciting.

Gold Surge (Sponsored)

Gold to SOAR as early as January 28

Many are wondering why so many countries are frantically buying gold right now. 

The truth is that this is just the beginning of a much larger story...

One that could send gold soaring to even bigger highs this month.

But the best way to cash in on gold's upside potential might surprise you. 

One firm says this stock (less than $50) could be the best way to get started.

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.

👉 Click here to get stock picks by text and stay in the loop, always.

Samsara | IOT

Price: $31.79

Samsara is basically the software that helps real-world businesses run their stuff, fleets, equipment, and operations, without guessing. It is not a consumer app.

It is more like a dashboard that tells you where the trucks are, what is breaking, and what is wasting money. 

The stock is down about 24% over the last year, which is a reminder that even useful software gets smacked when investors get picky about growth and valuation.

But the underlying story still has a simple logic: companies want fewer breakdowns, fewer idle assets, and fewer ugly surprises. 

Samsara sells the thing that turns chaos into data. The risk is that customers can delay new spending if they are nervous about the economy.

The upside is that when budgets open, efficiency tools are usually near the front of the line because they can pay for themselves.

Why it matters for you: IOT is a bet on boring efficiency, which can be a great trade when markets stop rewarding hype and start rewarding practical ROI.

Cloudflare | NET

Price: $169.97

Cloudflare has been one of the market’s favorite internet infrastructure names, and you can see it in the chart.

The stock is up about 60% over the last year, which means expectations are not low anymore. 

Cloudflare is the kind of company that sits between the user and the internet, speeding things up, blocking bad traffic, and helping businesses run apps securely.

The bull case is that it becomes more essential as everything moves online and security threats keep evolving.

The bear case is not that the company is bad, it is that the stock is already priced like the company will keep winning forever. 

That makes it sensitive to any hint of slower growth. With a stock that has already rallied hard, the market demands clean execution. Anything less and you can get a quick reality check.

Why it matters for you: NET is the high-expectations name in this group. If you own it, you want steady growth and strong commentary, because the stock does not have much patience for wobble.

Watch Closely (Sponsored)

Elon Musk: “People will be talking about this moment in 100 years.”

New documentary reveals how a terrifying force is about to trigger a generational transfer of wealth in America: potentially impoverishing millions while enriching a small group of others. 

Prepare now or risk being left behind as this force reshapes everything about our economy, way of life, and finances.

Everything you need to get on the right side is detailed here for you.

CyberArk | CYBR

Price: $440.32

CyberArk is the kind of cybersecurity name that makes sense even if you barely know what it does, because the concept is simple.

It protects the keys to the kingdom. The accounts and permissions that let humans and machines access the most sensitive systems. 

That matters more every year because companies are adding more tools, more cloud services, and more automated processes.

The stock is up about 28% over the last year and trades at a big price tag per share, but the market is basically saying this is a mission-critical category. It is not a nice-to-have. 

Cyber risk is not going away, and the more AI and automation companies deploy, the more privileged access becomes a potential disaster point.

The main risk is valuation, because strong companies can still be over-loved. But the demand driver is real.

Why it matters for you: CYBR is a safety tax businesses are willing to pay. When fear rises, this category often holds up because nobody wants to be the headline.

Okta | OKTA

Price: $88.94

Okta is trying to rebuild trust, and the stock performance shows it is not a clean comeback yet. Shares are up only about 5% over the last year, which is basically the market saying, show me, do not tell me.

Okta sits in identity, which is the login layer that decides who gets in and what they can touch. 

That sounds boring until you realize identity is often where breaches start.

The opportunity is that identity remains a foundational need, and companies do not want a patchwork of half-solutions. The challenge is that this space is competitive and reputation matters. 

Okta does not need to be the flashiest name. It needs to be the reliable one.

If management can keep execution steady and keep customers confident, the stock can slowly rerate. If not, it stays stuck in the penalty box.

Why it matters for you: OKTA is a patience play. If the company keeps proving stability, the market can reward it, but it is not a quick flip unless sentiment suddenly turns.

RingCentral | RNG

Price: $25.90

RingCentral lives in the unsexy part of tech, the stuff companies pay for because switching is annoying, not because it is fun.

The stock is down about 22% over the last year and still sits well below old highs, which tells you investors remain skeptical that it can grow like a real software winner again. 

But that skepticism is the point. If the market thinks this is permanently stuck, even small improvements can move the stock fast.

The business sits right in the daily plumbing of work, calls, messaging, and coordination, and it has a big installed base. 

The big question is whether that base can turn into steadier growth without RingCentral having to light money on fire to keep customers.

This is also the kind of company that can benefit when IT leaders stop freezing budgets and start approving upgrades again. Not a boom, just a thaw.

Why it matters for you: RNG is a classic low-expectations setup. If churn stays contained and growth stops bleeding, the stock can rerate quickly because the market is already leaning cynical.

Stat of the Day: 198,000

About 198,000 Americans filed new unemployment claims last week, down from 207,000 the week before. The vibe is basically this: hiring is slower, but layoffs still are not exploding, which keeps the economy in that weird limbo where things feel tight, but not broken.