GameStop (NYSE:GME) activist investor Ryan Cohen had just bought a stake, sending shares up 40%. Source: Colorfulworld86 / Shutterstock.com The One Stock Defying Common Sense The success of investments like CrowdStrike and Zscaler highlights one simple fact: When it comes to stock-picking… megatrends matter. “We aren’t close to being there yet, but it’s also not impossible and inflation data will be the market driver of the summer and the remainder of the year.” These hurdles will dent SoFi management’s ambitions in the medium term.