Five high-volatility names are framed as buyable on valuation, growth, or rebound potential, with OBAI pitched as a tiny but fast-growing AI security rollout story and SOFI, RDDT, MCHP, APLD, and NVDA each tied to steep pullbacks after strong fundamentals. The thread across the video is that recent selloffs, not deteriorating businesses, have created setups where earnings power, user growth, or long-term chart history may matter more than the latest headline. The sharpest near-term watchpoints are OBAI’s November 13 results, SOFI’s move above $17.74, RDDT’s $101.89 close, and NVDA’s November 17 earnings against a stock already down 26.6% from its October 6 high.
OBAI’s Bond sells AI-powered personal security licenses in land-and-expand blocks, with management putting enterprise retention around 95% and citing rollouts that start with one team or shift before spreading across a company and into other countries.
Bond says one of the three biggest US telecoms rolled the platform to a sales team, with the deal potentially topping $2 million a year if it reaches the broader workforce.
Bond says a city bought licenses for all 270,000 residents in June, an international university bought about 4,000 licenses in July, and a US government-funded contract announced in June should add more than $3 million in annual recurring revenue, roughly a 30% bump.
Bond says the platform is live in 28 countries and five languages, combines 14 services in one app, and includes airguarding with first responder drones plus executive protection, guarding, and consulting in the US, Israel, and France.
Bond says it spent 8 years and more than $100 million building the platform, handled about 1.4 million service requests and around 10,000 actual emergencies, and targets a more than $435 billion total opportunity across new preventative security and the existing private security market.
OBAI did a 1-for-20 reverse split in October to regain NASDAQ compliance, then announced a restructuring earlier this month converting about $15 million of debt and preferred stock into common stock and lining up as much as $10 million of new investment, which it says wipes out about 90% of stockholders’ deficit.
OBAI’s next key date is November 13, with third-quarter results before the open and a business update webinar at 11:00 a.m. Eastern; the company is described as about $3 million over the last 12 months, with revenue around $9.9 million, roughly flat, and a loss around $17.7 million.
SOFI now has 17.1 million members, up 35% year over year, after adding a record 1.2 million last quarter, about 13,000 a day, while revenue rose 44% to a record $1.4 billion and profit improved from $139 million to $241 million.
SOFI fell from $32.73 last November to $16.75 on November 9, with the slide blamed on higher rates and a short-seller hit piece; one technology segment shrank 24% after a single large client left, and the stock also fell almost 8% on November 5 during the broader market selloff.
SOFI is framed as cheap on growth and profit: guidance is $0.90 in EPS next year, which implies about 18.5 times 2027 earnings, and a close above $17.74 would clear the November 4 high and the 200-day moving average at $17.51.
RDDT posted 53% revenue growth to $895 million and 74% profit growth to $283 million last quarter, with about 32 cents of pure profit per $1 of revenue and $3 billion in cash against about $31 million of debt.
RDDT dropped 29% on October 30 from $129.60 to $91.73 after daily US users fell from 53.2 million to 50.7 million, holiday-quarter revenue guidance of $1.0 billion to $1.03 billion disappointed, and the stock is described as trading at 11 times forward earnings despite over-50% revenue growth and basically no debt.
RDDT’s technical line is $101.89: a close above that is framed as the first sign the worst is over, with a gap above to the 129-and-some-60s zone, while a close below $89.28 says the selling is not done.
MCHP’s profit is said to have jumped from about $450,000 a day a year ago to about $4.4 million a day now, even after the stock dropped 22.6% in two days on guidance that was basically flat next quarter and offered no March guide.
MCHP closed on November 6 more than 40% below its all-time high, and the segment argues prior 15%+ two-day drops in MCHP were usually followed by higher prices a year later, including a tariff-crash case in April of last year that was up about 66% a year later.
APLD is pitched as an AI data-center landlord in North Dakota, with leases signed for 1.441 gigawatts but only 250 megawatts live; revenue is now about 4.23 times last year’s level, and management expects 300 megawatts live in North Dakota by year-end.
APLD lost $221 million on paper last quarter, but after excluding non-cash items such as warrant losses and stock compensation, adjusted income is said to have been positive $64 million; the stock peaked at $50.72 in May, then hit a low of $13.11 last week after a 67% collapse.
NVDA’s revenue more than doubled in a year and last quarter it made $59.7 billion in profit, about $649 million a day and $27 million an hour, yet the stock is down 26.6% from its October 6 high.
NVDA dropped about 9.3% on November 5 with the AI trade, then fell again on November 8 after the board opened an investigation into Jensen Hong’s relationship with a woman US officials believe passed information to China; the board says it has no reason to believe national security or company secrets were compromised, and Jensen said he’ll cooperate fully.
NVDA is described as about 11 times forward earnings, the cheapest since May 2019 on trailing profit and since early 2016 on next year’s expected earnings, with historical analogs showing strong one-year returns after those price points and a year-after-earnings pattern that was higher 27 of 36 times when the stock entered earnings more than 20% below its 52-week high.