Dear Trader,
Charles here.
Andrew Giovinazzi’s Sibyl scanner keeps pulling up the same kind of setup lately: stocks the crowd wrote off for the wrong reason, sitting next to stocks the crowd still believes in for the wrong reason.
One of today's picks is a fintech giant you've never thought about, dragged down by the AI hate train and quietly bouncing off the lows.
The other is a former high flyer still priced like its growth story is intact, even as the earnings keep punishing it.
Here's Andrew's breakdown:
The Big Money Player you never heard of
Way back when I was involved with a Fintech startup, a 3D application, I tried to sell the concept to Fiserv (FISV). The big reason they could not integrate the relatively heavy platform was it could not fit within their security framework. What could have been a customer to put my little startup on the map was still born. FISV is a giant in Fintech and transaction processing.
This also might be one of the most undervalued companies around right now since the AI hate train crushed it.
FISV 1-Year Chart
A couple of important things about FISV stock. It has jumped above the 52 week lows and is 10 percent or more past that. Also, FISV had a little earnings bump in February and some option accumulation. I don't think 25 percent of the transactional world will leave FISV and go vibe their compliance. This is a great opportunity stock.
This Stock is Bleeding
I realized the healthcare field is a tough space but this provider of insulin delivery systems is having more trouble than most.
Insulet Corp (PODD) is on its way to making a new 52 week low. While this does not mean it is over for the company, stocks making 52 lows tend to keep making them until the story changes.
This stock was a high flyer until late into 2025 and now the multiple is compressing.
PODD 1-Year Chart
Both recent earnings reports have punished the stock and this trajectory is likely to hold until the next report either fixes the problem or makes it worse.
It takes a while for a high multiple stock to get interest again.
To Your Trading Success,
AG
One stock is bouncing off the lows with IV cooling.
The other is still priced for fireworks that have already ended. AG's point is simple: when the fear trade stops being fearful, the bill comes due, and when a high-multiple stock starts compressing, it usually keeps compressing until the story changes.
The real question: what will the team pick on Monday?
Join the Ticker Highlight Show Premium before Monday at 10:30 AM ET to find out.
See you there,
Charles Delvalle
Managing Editor, Option Pit