SHO

SHOP

3 tracked calls · 3 long · 0 short · last 90d: 3L/0S

first called by TBPN 2mo ago

IN TRACKED PORTFOLIOS

SHOSHOPLONG4w ago

“This infra should also result in major margin expansion for existing private label brands which spend huge budgets on advertising and customer acquisition. So n”

goodalexander

AI agent discovery and agentic drop-shipping 2.0 expand Shopify's seller base, driving major margin expansion for private label brands on its platform.

SHOSHOPLONG@ $115.69

$114.61-0.93%

since call Jun 28

peak +14.0%

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SHOSHOPLONG2mo ago

“I do not think the street is accurately pricing in their role in agentic commerce.”

ThreadGuy

Hated 34% grower with accelerating GMV and agentic commerce upside the street is ignoring

SHOSHOPLONG@ $105.98

$114.61+8.14%

since call May 26

peak +27.0%

Trade on Robinhood →

SHOSHOPLONGPOSITION2mo ago

“it feels like this is Shopify, you know, firing on all cylinders … orders from AI searches are up nearly 13x year on year”

TBPN

Shopify firing on all cylinders: enterprise brands flooding in, 14% of US e-com, and agentic commerce orders up 13x

SHOSHOPLONG@ $104.14

$114.61+10.06%

since call May 5

peak +25.9%

Trade on Robinhood →