Market Overview - Wild fluctuations on Wall Street present an ideal opportunity for investors to deploy capital [1] - Historical data indicates that the S&P 500 has experienced 40 corrections of at least 10% since 1950, averaging a decline every 1.9 years [2] - Recent market activity includes the largest single-session point gains and significant single-day losses for major indices, with the S&P 500 recording a 10.5% decline over two days [3] Investment Opportunities - Block: A fintech company with a strong foundation in its Square ecosystem, achieving gross payment volume (GPV) of over 227billionin2025,withconsistenthighsingle−digitgrowth[6]−CashApp′smonthlyactiveusersincreasedfrom24millionin2019to57millionbytheendof2024,indicatingstronggrowthpotential[7]−Blocksharesarevaluedatjustover10timesforward−yearearnings,presentingacompellinginvestmentopportunity[8]−∗∗Pinterest∗∗:Asocialmediaplatformwith553millionmonthlyactiveusers,showingsteadygrowthandimprovedad−pricingpower[10]−Theplatform′suniquedata−sharingmodelenhancesitsadvertisingcapabilities,positioningitwellforfuturee−commerceopportunities[11]−Pinterestendedthepreviousyearwithover2.5 billion in cash and equivalents, allowing for future investments and share buybacks, with a forward P/E ratio of 12 [12] - Okta: A cloud-based cybersecurity provider that has become essential for businesses moving data online, with a focus on identity verification solutions [14][15] - Okta's remaining performance obligations reached $4.22 billion by the end of fiscal 2025, indicating strong demand and a growing backlog [16] - The company's subscription margin is expected to approach 80%, and its forward P/E ratio is below 29, reflecting its growth potential despite being pricier than the S&P 500 average [17]