Summary: Long NVDA/TSMC/ASML/AMAT/LRCX as AI cycle plays; author's preferred position is TSMC as the 'happy medium'.

structural marker; pre-classified as canonical yfinance ticker

A more conservative play than Nvidia $NVDA on the A.I. cycle is TSMC $TSM, an even more conservative play on it is ASML Holding $ASML.

There’s many ways to play A.I. here. I love all 3 businesses but chose the happy medium in TSMC. 😊

---

There’s also many others like Applied Materials $AMAT, Lam Research $LRCX and others but for this comparison of defensiveness i think these 3 are the best. Also the most prominent.


I love all 3 businesses but chose the happy medium in TSMC


an even more conservative play on it is ASML Holding $ASML

industry='Semiconductor Equipment & Materials'


There's also many others like Applied Materials $AMAT, Lam Research $LRCX and others


Summary: Bullish GOOGL with targets at $190 then $200 as price and sentiment continue to recover.

industry='Internet Content & Information'

Google $GOOGL $185/share REACHED!!!

Next stop, $190 then $200. And as the stock price steadily recovers the sentiment will follow. 😁 https://t.co/8KwJtWVCOk


Summary: Bullish OSCR on potential ACA subsidy extension catalyst; expects price to moon on the news.

Potential massive news for Oscar $OSCR tomorrow... could moon if true.

I wanna buy more though, so a sour & sweet moment for me.

$OSCR ONE MAJOR HEADLINE AWAY FROM $20+ 🚨

Senate Dems are set to unveil a bill tomorrow to permanently extend enhanced ACA subsidies a direct boost to Oscar Health’s model.

Even Republicans floated ACA expansion Tuesday to score points ahead of midterms.

This is a major


Summary: Author calls bullish on chip manufacturers receiving CHIPS Act funds after Trump/Lutnick eye government stakes in TSM, MU, Samsung and others.

TRUMP & COMMERCE SECRETARY LUTNICK EYE US GOVERNMENT STAKES IN OTHER CHIP MAKERS THAT RECEIVED CHIPS ACT FUNDS. 🇺🇸

THIS INCLUDES TAIWAN SEMI $TSM, MICRON $MU, SAMSUNG, AND OTHERS.

BULLISH CHIP-MANUFACTURERS! 📈 🚀


Samsung Electronics KOSPI ticker 005930.KS


Potential massive Google $GOOGL move tomorrow fellas. Calm before the storm...

Summary: Flagging a potential massive GOOGL move ahead of the DOJ antitrust ruling tomorrow; implied bullish lean.

Sounds like we are getting the Goog ruling tomorrow. For now, we exist in the liminal space between it being over and being so back. Vaya con dios


Summary: Author sarcastically mocks analyst flip but endorses bullish Google stance by welcoming him to the train.

Gene... of course now you flip when the price does. You "analysts" are all the same. 🤣

But welcome to the Google $GOOGL train.

My tune is changing on $GOOG

They're handling AI search well, and I expect another major overhaul next May, one that delivers a unified, AI-powered Google experience across a single surface.

https://t.co/q1GC4AWpYN


most profitable company in the world… Also trading at the cheapest valuation of the Mag 7

Summary: Bullish GOOGL: highest net income globally ($100B+, est. $120B in 2025) at cheapest Mag-7 valuation.

REMINDER: Google $GOOGL is the most profitable company in the world being the only company generating more than $100 BILLION in net income last year...

They are also estimated to be the most profitable in 2025 generating more than $120 BILLION in net income.

Also trading at the cheapest valuation of the Mag 7. 🤣

---

Charting from @gainify_io


Summary: Author shares/endorses Tom Lee's uber-bullish ETH view: 50% chance ETH flips BTC in market cap.

TOM LEE RECENTLY SAID THAT HE THINKS ETHEREUM $ETH CAN FLIP BITCOIN $BTC IN VALUE GIVING IT A 50% CHANCE. 🤯

HE IS UBER BULLISH!!! 📈 🚀 https://t.co/tWIZRfk5BN


Summary: Enthusiastic endorsement of Palantir; implied bullish on continued performance.

Holy f*** https://t.co/JvlcOrWi5e

---

This company is actually insane, congrats to all Palantir $PLTR holders


Ethereum $ETH is the best crypto for its utility. Think of it like a technology company with stablecoins and tokenization of assets being widely adopted. It's inevitable.

Summary: Long ETH on utility dominance; JPMorgan, Wells Fargo, EU adoption of ETH network for stablecoins makes growth inevitable.

To me it really seems like Ethereum $ETH is the best crypto for its utility.

Think of it like a technology company with stablecoins and tokenization of assets being widely adopted.

J.P. Morgan, Wells Fargo, and even The European Union all are using the $ETH network for stablecoins.

It’s inevitable.

Ethereum $ETH has 100% uptime since genesis. There is no second place. 🤷♂ https://t.co/ftZAp2y2Ov


SOMETHING TELLS ME THE NEARLY 17B MAUs WILL JUST USE THIS AND/OR A.I. OVERVIEWS INSTEAD OF CHATGPT, GROK, PERPLEXITY... WHY GO ANYWHERE ELSE??

Summary: Bullish GOOGL: AI Mode on homepage converts 17B MAUs, crowding out ChatGPT/Grok/Perplexity on brand familiarity alone.

A.I. MODE IS NOW AVAILABLE DIRECTLY ON THE GOOGLE $GOOGL HOMEPAGE. SOMETHING TELLS ME THE NEARLY 17B MAUs WILL JUST USE THIS AND/OR A.I. OVERVIEWS INSTEAD OF CHATGPT, GROK, PERPLEXITY...

MOST PEOPLE KNOW GOOGLE, AND ARE USED TO USING GOOGLE. NOW THEY GET THE FULL A.I. EXPERIENCE ON GOOGLE.

WHY GO ANYWHERE ELSE?? 🤷♂

---

MAUs = monthly active users btw


Summary: Considering buying HOOD on a pullback as a way to get ETH/crypto exposure, with downside cushion from Robinhood's broader business.

Now that I think about it, I can definitely get the crypto and more specifically Ethereum $ETH exposure I want by simply owning Robinhood $HOOD. Hmm. 🤔

A little more of a pullback and I may be in.

---

If crypto craters too Robinhood still has a great rest of their business


Summary: Bullish on OSCR after being featured in OpenAI GPT-5 launch as a real-world AI-in-healthcare example.

Oscar $OSCR was featured in OpenAI's GPT-5 launch today...

Holy bullish. 📈

We’re proud Oscar was featured in OpenAI’s GPT-5 launch as a real-world example of AI in healthcare.

“[Oscar] has been using GPT-5, and what they found is that it's the single best model for clinical reasoning. Think matching complex medical policy to patient conditions.” — https://t.co/IgpZF8F33J


Summary: Bullish AMZN long-term: robotics drives massive margin expansion and cash flow generation.

@StockMarketNerd Robotics have driven massive margin expansion so they are just printing cash flows

The year is 2040.

$AMZN is still a leader in e-commerce and cloud computing. It's a much larger company.

Still no buyback or dividend.


Summary: Long UNH to $500+ in 2-3 years as MLRs re-stabilize and controversy fades; EPS to grow from $16 base.

UnitedHealth $UNH with a mixed quarter as expected. I think the call will actually matter more than these results but that doesn’t start till 8…

- Sales was $11.62B vs Est. $11.59B
- EPS was $4.08 vs Est. $4.45

Medical Care Ratio increased by 430 bps to 89.4%. The whole industry is seeing higher MLRs.

The long-term play on this name remains obvious imo. In 2-3 years down the line when MLRs re-stabilize and the controversy is behind $UNH you have a $500+ stock.

It is just a dramatic few years to get there. 😂

---

I think now this is the worst we have seen as we actually got guidance from them and eps should begin to grow from this $16 base


Summary: Bullish GOOGL: Gemini leads in AI now and projected to hold top spot through end of 2025; dismisses 'Google is behind' narrative.

Google's $GOOGL Gemini is still the best A.I. model currently and projected to be the best A.I. model by the end of 2025...

The narrative that Google is behind in A.I. couldn't be further from the truth. 😂 https://t.co/NBlKNrdls0


Summary: Bullish UNH; author wants more exposure, endorsing Buffett/Burry/Tepper positioning.

So is Buffett going to continue to build this UnitedHealth $UNH position?? I lean on the side of thinking that he will in the long run but we will see.

Micheal Burry apparently bought calls, completely degened into it.

David Tepper with a long position as well.

Hedgies like $UNH here and I don't blame em'.

I want more too.

---

going live on YT to cover superinvestors 13Fs: https://t.co/RXjZ3tyloU


Summary: Implicit bullish on NVDA via strong endorsement of Jensen Huang as possibly the world's best CEO.

Jensen Huang, the Nvidia $NVDA CEO, may be the BEST CEO in the world right now...


Summary: Bullish GOOGL: criminally cheap at 20x earnings, wrong bearish narrative, strong growth across Search/YT/Cloud/subs/EPS.

The stock is criminally cheap, the narrative people have on this one is so beyond wrong and it creates such a great opportunity.

Search grew 12% YoY, YT ads grew 13%, Cloud accelerated in growth to 32% while expanding margins, subscriptions grew 20% YoY, EPS in total grew 22% YoY.

All for 20x earnings.

$GOOGL lowest Forward P/E of the Maggy 7's by a mile still even after the recent monster run.

I like the name here to trade well over $200 this year myself.

Been liking this name all year just because it got sold off the hardest at one point.


Summary: Author reacts bullishly to Apple-Google Gemini/Siri talks, calling it unbelievably bullish for both stocks.

APPLE $AAPL IN TALKS TO USE GOOGLE $GOOGL GEMINI FOR SIRI THAT IS SO UNBELIEVABLY BULLISH WTF!!!! 😳 https://t.co/aXP962mB2b


Amazon $AMZN under $220 is BASICALLY free money in the long run… this stock is a beast and this drop is unjustified imho

Summary: Long AMZN under $220; calls the drop unjustified, ER fine, AWS intact.

Amazon $AMZN under $220 is BASICALLY free money in the long run like let’s be honest… 😂

Not financial advice tho. But this stock is a beast and this drop is unjustified imho.

Fine ER, nothing is wrong with AWS. 🤷♂ https://t.co/Gm6RSumJFp


Summary: Considering buying Ethereum; bullish lean stated across both tweets.

This video just makes me want to own Ethereum $ETH. WOW. 🤯

https://t.co/WyA9RrnkX3

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Just dropped a video on YT going over why I am considering buying Ethereum $ETH: https://t.co/BEnNbLydx0


Summary: Bullish on both UNH and OSCR right now.

@KrisPatel99 Love both $UNH $OSCR right now

$UNH

One of the key reasons why I’m more bullish on $UNH vs the others is because they have one of the least exposures to the ACA subsidy cliff dive at the end of this year and Medicaid work requirement frameworks.

$OSCR will rally HARD if there’s any talk of enhanced ACA https://t.co/tcyWe33kUA


Summary: Bullish on both UNH and OSCR right now.


Summary: UNH below $240 is genuinely cheap; implicit buy at current depressed levels.

Alright like let’s be honest UnitedHealth $UNH sub $240/share is ACTUALLY ridiculously cheap?!?!? 😂


fundamentally the stock probably won't be near all-highs till '27 or later. Patience, don't FOMO in here friends.

Summary: Long UNH but warns against chasing the gap; expects recovery to all-time highs by 2027 or later — hold with patience.

I am still up, can’t stop thinking about UnitedHealth $UNH. Good thing to note by Adam here, likely won’t just gap all the way up to $350/$400 or anything crazy.

I have said this but fundamentally the stock probably won’t be near all-highs till ‘27 or later.

Patience, don’t FOMO in here friends. ☝

$UNH looks like it’s going to gap up 10% or more after disclosure that Buffett bought in

Although UNH is still very undervalued, i would not add more after this 10% pop

Usually, after the initial emotional pop, price would retrace back down once the excitement dies down

But


Summary: Market reaction signals long-term bullish view on OSCR despite bad earnings print.

Oscar Health $OSCR has flipped green over 3% off of bad earnings. Market knew it was coming, and likes Oscar for the long run. 🤷♂ https://t.co/E8otJCH6Fs


Summary: Bullish Google on continuously improving AI Mode integrated into core Search product.

A.I. mode just gets better and better all right in the traditional Google Search we all know & love…

$GOOGL $GOOG

New advanced AI features coming to Search:

Gemini 2.5 Pro and Deep Search are rolling out in AI Mode to help with more complex questions and research - available now to Google AI Pro/Ultra subscribers. Plus, a new agentic capability directly in Search: AI-powered calling to


Summary: California banning Tesla robotaxi public testing seen as a major negative for TSLA's autonomous expansion.

OMG CALIFORNIA JUST BANNED TESLA’S $TSLA ROBOTAXI EFFORTS: 😱

- TESLA IS BANNED FROM TESTING OR TRANSPORTING THE PUBLIC, WHETHER PAID OR UNPAID, IN AN AUTONOMOUS CAR WITH OR WITHOUT A DRIVER.

- THEY ARE ONLY ALLOW TO TRANSPORT: EMPLOYEES, FRIENDS, FAMILY, AND SELECT PUBLIC GUESTS IN CALIFORNIA.

WOW, HUGE BLOCK IN THE TESLA ROBOTAXI EXPANSION EFFORT. 📉

---

I just dropped a YT video on Tesla $TSLA too, check it out: https://t.co/A1QqFbbGzJ


Summary: Adding to UNH as a defensive position expected to outperform in any market correction.

I will be building my cash position and UnitedHealth $UNH positions mostly going forward. Two positions I expect to do great in any sort of market correction. 👌


Summary: Long OSCR: ~6x 2027 EPS conservative estimate with 20% top-line growth + margin expansion makes it a compelling opportunity.

Oscar Health $OSCR is projecting $2.25 in EPS by 2027 CONSERVATIVELY meaning without the subsidies that they may lose due to the new BBB…

That puts them just under 6x 2027 earnings at these prices which the company is growing at 20% top line plus margin expansion.

And that’s conservative… what an opportunity imho. 🤯

---

In the middle part i meant to say projecting 20% top line growth


Summary: Expects GOOGL to hit new all-time highs this week.

Man I just realized, this is probably the week we see new Google $GOOGL all-time highs. This calls for celebration!!! 🥳

LFGGGG!!!! 🚀 📈

It’s been a long & hard journey… https://t.co/5T8dGK5mCs


Summary: Bullish on small-caps OSCR, ZETA (highest conviction), plus IREN, UPST, PGY, LMND, DAVE on large growth runways and attractive valuations.

These small-caps look the most interesting to me, large runways for growth and attractive valuations I may have to add some soon...

1) Oscar Health $OSCR
2) Zeta Global $ZETA
3) Iren $IREN
4) Upstart $UPST
5) Pagaya Tech $PGY

HM) Lemonade $LMND
HM) Dave $DAVE

I am most interested in Oscar and Zeta if you couldn't tell. 😉

---

Shoutout @MMoney642 for making me aware of many of these


These small-caps look the most interesting to me, large runways for growth and attractive valuations I may have to add some soon


Summary: Bullish MSCI on CEO-led insider buying; insiders only buy for one reason.

industry='Financial Data & Stock Exchanges'

Insiders are loading up on MSCI $MSCI recently, this is mostly insider buying from the CEO Henry Fernandez.

Insiders can sell for many reasons but they only buy for one... https://t.co/JCaUa6RmsF

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charting from @gainify_io


Summary: Bullish Alphabet on Google Cloud's impressive growth; emphatic durable positive verdict on the results.

This is probably the MOST BEAUTIFUL chart I have ever seen in my entire life! Google Cloud is really a thing of absolute beauty. WOW!

$GOOGL $GOOG https://t.co/ZyIWcbuHEr


Summary: Author explicitly bullish on GOOGL; deal also implies positive read-through for ORCL as Gemini AI distributor.

GOOGLE $GOOGL CLOUD AND ORACLE $ORCL HAVE STRUCK A DEAL — ORACLE TO OFFER GOOGLE’S GEMINI A.I. LLMs THROUGH THEIR SUITE OF CLOUD COMPUTING SERVICES & BUSINESS APPS…

Bullish GOOGS. 📈 https://t.co/yuKHXHQMk9


ORACLE $ORCL HAVE STRUCK A DEAL — ORACLE TO OFFER GOOGLE'S GEMINI A.I. LLMs THROUGH THEIR SUITE OF CLOUD COMPUTING SERVICES & BUSINESS APPS… Bullish GOOGS. 📈


Summary: Shifted bullish on ETH; sees a use case and wants exposure after being bearish on crypto.

@JakeMRuth Nope I've been Eth pilled. I was bearish Crypto for a while because I didn't see a use but here i do and I want some exposure. Not anything crazy.

@DividendDude_X is your account hacked? lol


Summary: Author plans to buy ETH very soon, naming it the top crypto pick.

Tom Lee is largely responsible for the success of Ethereum $ETH... he is for Ethereum what Micheal Saylor is for Bitcoin $BTC.

Ethereum needed a well-known figure to talk about the thesis behind it and Tom Lee does that. All Ethereum holders should thank him.

As I've previously said, if I had to buy a crypto it would be Ethereum and I think I will be doing it very soon.

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@fundstrat such a goat


insiders have only SOLD the stock over the past 2 years. No insider buying...AT ALL.

Summary: Bearish on PLTR: two years of pure insider selling with zero insider buying is deeply concerning.

Something that disturbs me DEEPLY about Palantir $PLTR, insiders have only SOLD the stock over the past 2 years. No insider buying...

AT ALL. 🧐 https://t.co/57iEbwVU5p

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charting from @gainify_io


Summary: Bullish OKLO as DOE nuclear pilot selection accelerates its transition from speculative to investable.

OKLO INC $OKLO SELECTED FOR DEPT OF ENERGY NUCLEAR PILOT PROGRAM...

THIS ENERGY NAME IS SLOWLY CONVERGING FROM SPECULATIVE TO NON-SPECULATIVE IN FRONT OF OUR EYES. 👀


GOOGLE'S $GOOGL YOUTUBE CANNOT BE STOPPED!!!

Summary: Bullish GOOGL on YouTube's unstoppable US TV share gains, now at 12.8% and rising.

YOUTUBE CONTINUES TO GAIN SHARE IN PERCENTAGE OF US TV TIME NOW AT 12.8% VS THE PRIOR MONTHS 12.5% UP 0.3%!

THIS IS ALSO UP 2.9% FROM THE PRIOR YEAR.

GOOGLE’S $GOOGL YOUTUBE CANNOT BE STOPPED!!! 📈 https://t.co/Wt04lYvb0r


Summary: DUOL falling further as Google's AI learning/translation features intensify competitive pressure.

DUOLINGO $DUOL IS FALLING FURTHER AS GOOGLE $GOOGL LAUNCHES MORE A.I. LEARNING & COMMUNICATION FEATURES…

We now have real-time translation, pretty much! 😅 https://t.co/FH6IhnZk3P


Summary: TSLA still overvalued after poor earnings; should trade well below $300.

TESLA $TSLA IS GETTING ABSOLUTELY MURDERED… MAKES SENSE DUE TO HOW HORRIBLE THE NUMBERS THEY PUT UP YESTERDAY WERE.

AND THE STOCK IS STILL SUPER EXPENSIVE, SHOULD BE WELL BELOW $300 RIGHT NOW. 🤷♂ https://t.co/3K8lC73Pfi

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Now down 9%


Summary: CRM starting to look attractive; low-conviction bullish stance.

@dividendology Ngl Salesforce $CRM starting to look good

Flash Friday Sale!

Where do you see the opportunities? https://t.co/9MknFA7t7u


Summary: Endorses buying ETH in reaction to BlackRock's $300M purchase.

@Kalshi Blackrock is literally asking me to buy bro

JUST IN: BlackRock buys $300 million worth of Ethereum

Our traders forecast $ETH to hit a high of $5,800 this year


Summary: Bullish UNH; author embraces negative sentiment as contrarian long opportunity.

God everytime I make a post regarding $UNH the replies are full of fear, this is where real money is made. It is absolutely outstanding. 😄

Sentiment follows stock price couldn't possibly be more true.


$UNH at $250 though is quite cheap. like i've been saying you gotta invest and not trade, long-term outlook on this one i still very much believe in

Summary: Long UNH at $250 as cheap; EPS recovery in 2026, new ATH possible 2027; buy-and-hold, not a trade.

UnitedHealth $UNH some more bleeding, this won't be a V-shaped recovery as EPS will probably recover in 2026 and likely get close or hit new all-time highs in 2027. $UNH at $250 though is quite cheap.

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like i've been saying you gotta invest and not trade, long-term outlook on this one i still very much believe in


Summary: Bullish GOOGL; stock still cheap for everything it offers, just getting started despite 'search is dead' fears.

At the end of the day, it's the people who stayed bullish Google $GOOGL when everyone and their grandmas were screaming: "SEARCH IS DEAD, NOBODY USES SEARCH ANYMORE!"

Those consistent Google bulls deserve their flowers. I call them...

C - Consistent
G - Google
B - Bulls

Tell your fellow CGBs you appreciate them, there aren't many of us.

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Also i don't think I say this enough but Google is just getting started, like this stock is still so cheap for everything it offers.


Summary: Plans to buy ETH; stablecoin/tokenization thesis drives conviction that activity will be based on the ETH network.

I actually think I am going to buy some Ethereum $ETH, literally me 3 months ago would be shocked that I am going to do this...

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Stablecoin, tokenization thesis drives this. I think it will be based on the $ETH network.


Summary: Bullish on OSCR at current levels.

When $OSCR breaks $40, there will still be some who think it’s $20.

For now, their mission is to convince you that the best decision you will ever make is selling at $14 or $13.

You see that boring pinned post of April I have on my page? Read the comments! Collective fear and


Summary: Bullish GOOGL: Google leads AI (83% Kalshi odds for best model by August) yet stock still sub-$200, seen as undervalued.

OPENAI'S CHATGPT-5 DROPS AND GOOGLE'S $GOOGL GEMINI SOARS ALL THE WAY UP TO 83% CHANCE OF HAVING THE BEST A.I. MODEL BY THE END OF AUGUST...

GOOGLE IS FAR & AWAY A LEADER IN A.I. NOT A LAGGARD, HOW MANY TIMES DOES THIS HAVE TO BE PROVEN??

THE STOCK IS STILL SUB $200/SHARE TOO. 😂

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odds from @Kalshi


Summary: Bullish OSCR long-term; bad earnings were expected, 2026 profitability return is the thesis.

Oscar Health $OSCR earnings just came out and they were not good…

However, nobody expected good earnings today so it doesn’t really matter. What they say on the earnings call matters more. Here are the results:

- Sales $2.86B vs Est. $2.92B
- EPS ($0.89) vs Est. ($0.83)
- Membership: 2.03M
- MLR: 91.1%
- 2025 Guidance: Sales $12.1B vs Est. $12.0B

They are expected to return to profitability in 2026. Gotta play the long game with this one! 🤷♂


Summary: Long UNH: plan repricing in 2026 boosts profitability, buybacks, dividend, DOJ cooperation, insider buying, cheap stock, and strong long-term EPS growth ahead.

Repricing of plans is on Jan 1st 2026, so profitability will likely rebound in '26 plus they reiterated long-term EPS growth outlook and acceleration.

Buying back stock, paying the increased dividend, and the worst is likely behind them. Proactively cooperating with the DOJ is a good sign. Insiders + congress buying too so likely no fraud.

In 10 years this company is earning ALOT more money than they are today, and the stock is cheap.

@DividendDude_X Anything specific that makes you more bullish? I need a conviction boost.


Summary: Author endorses bullish stance on TSMC after Jensen Huang's praise.

JENSEN HUANG CEO OF NVIDIA $NVDA HAS SAID THAT TAIWAN SEMICONDUCTOR $TSM IS: "ONE OF THE GREATEST COMPANIES IN THE HISTORY OF HUMANITY!"

WOW, WHAT A STATEMENT. BULLISH TSMC!!! 📈 🚀 https://t.co/odoxFw4H0n


Summary: App Store spending +13% YoY in July, highest growth since Nov 2024; implied bullish on AAPL.

APPLE $AAPL APP STORE SPENDING HAS CLIMBED 13% YoY IN JULY, THE HIGHEST GROWTH RATE SINCE NOVEMBER OF 2024! 📈 https://t.co/P1ZvqGHsnS


Summary: AI compute buildout cycle continuing strong; implied bullish on AI infrastructure/GPU demand over multi-year horizon.

ELON MUSK SAYS THE xAI GOAL IS TO HAVE 50 MILLION IN UNITS OF H100 EQUIVALENT-AI COMPUTE WITHIN 5 YEARS...

THE A.I. CYCLE REALLY IS CONTINUING STRONG. BULLISH!!! 📈 🚀 https://t.co/OE3SI2lGXz


UNH near the CHEAPEST forward earnings multiple in over a decade... They likely will ramp this up even more in the coming quarters and years. 📈

Summary: Bullish UNH: cheapest forward P/E in decade drives accelerating buybacks, reducing shares outstanding.

UnitedHealth Group $UNH near the CHEAPEST forward earnings multiple in over a decade...

This just means buybacks for them are more value-accretive here. Look at how fast they bought back shares in the most recent quarter reducing total shares outstanding by 2.3%.

They likely will ramp this up even more in the coming quarters and years. 📈

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charting from @gainify_io


Summary: Endorses parent's bullish Google thesis; sees favorable risk-reward at 19x PE with robotaxi, Cloud, YouTube, Search growth.

@joecarlsonshow great risk-reward set-up

The fastest growing robotaxi network with no drivers assistants in the passenger seats

Google Cloud growing 30%

YouTube growing largest share of TV watch time

Google search is growing in volume and revenue.

Google trades at a 19 PE. https://t.co/dGCcpPf6ad


PLEASE give me Ethereum $ETH below $4,000. I will be initiating a position if it gets there. Increased usage of $ETH for these two purposes will drive the coin higher long-term.

Summary: Planning to initiate a long ETH position below $4K; bullish long-term on tokenization, stablecoin network utility, and staking income.

PLEASE give me Ethereum $ETH below $4,000. I will be initiating a position if it gets there. $ETH has utility:

- Tokenization of assets
- Primary network for stablecoins

Increased usage of $ETH for these two purposes will drive the coin higher long-term. Plus you can stake while you wait and get some income.

---

Plus now you have talking heads like @fundstrat that’s Ethereum’s Micheal Saylor


Summary: FICO starting to look attractive: monopoly, 20%+ EPS growth, buybacks, and pricing power.

Fair Isaac $FICO starting to look attractive here…

This one is a monopoly growing earnings per share over 20% annually. All cash flows are thrown into buybacks and they have immense pricing power.

Hmm. 🧐 https://t.co/RG3HEqs8dx


Summary: Bullish DUOL after post-earnings gains were fully erased; stock looks cheap after a strong earnings report.

No way Duolingo $DUOL ERASED all of their post-earnings gains?!?!? This stock had a fantastic earnings report...

Anyone interested here?? The green bird is looking cheap. 😅


Summary: ACA marketplace changes paused; author calls this bullish for OSCR, CNC, CVS, UNH near-term.

BULLISH NEWS FOR VARIOUS HEALTHCARE NAMES WOW. 🚨

CHANGES TO THE ACA MARKETPLACE ARE PAUSED. THIS WAS THE MAJOR CONCERN IN THE NEAR-TERM FOR MANY HEALTHCARE STOCKS MOST NOTABLY OSCAR!

$OSCR $CNC $CVS $UNH https://t.co/Dn6wuNkzwm


BULLISH NEWS FOR VARIOUS HEALTHCARE NAMES WOW


Summary: White House crypto-friendly signals (easier payments, small-tx tax exemptions) seen as bullish for BTC, ETH, SOL, XRP.

WHITE HOUSE JUST NOW: 🇺🇸

- WE'RE RECEPTIVE TO MAKING CRYPTO PAYMENTS EASIER

- TRUMP IN SUPPORT OF TAX EXEMPTIONS FOR SMALL CRYPTO TRANSACTIONS

This is all bullish $BTC, $ETH, $SOL, $XRP, etc. Wow.


Summary: Bullish GOOGL: Gemini leads AI model race by 2025 year-end; Google is an AI leader, not a laggard.

Google's $GOOGL Gemini still far and away has the best odds to be the best A.I. model by the end of 2025. I will say it again, Google is a leader in A.I. & not a laggard. https://t.co/uuEA9Q2lZ2

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odds from @Kalshi


Summary: Bullish OSCR based on CEO's track record of 7x return at Aetna; wouldn't bet against him.

The current Oscar Health $OSCR CEO was previously the CEO of Aetna for 7 years and while he was involved with Aetna as the CEO the stock returned 7x...

He was incredible, now he is the CEO of Oscar and executing his vision for Oscar daily.

I really wouldn't bet against him, the track record speaks for itself.


Summary: Bullish UNH long-term at current depressed prices.

STILL can’t catch a singular break…

$UNH https://t.co/cC0x1g5tCP

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long-term me love these prices


Summary: ETH will definitively hit $5,000 this weekend, reaching highest levels since 2021.

Ethereum $ETH DEF hitting $5,000 this weekend. We just go to the highest levels seen since 2021. 🤯 https://t.co/4INlnSX0bO


Summary: Bullish UNH: Chris Davis and hedge funds buying; author endorses accumulation as a positive signal.

Infamous value investor Chris Davis bought UnitedHealth Group $UNH...

Both Buffett and Munger have talked about Chris Davis being one of the best value investors of our time. This guy is real good at what he does.

Hedge funds continue loading up on UnitedHealth $UNH. The facts do not lie. 🤷♂


Summary: Insider buying at ELV signals bullish view on healthcare broadly; tags UNH, CI, CVS, CNC, OSCR as sector plays.

Elevance Health $ELV insiders, this time a director, continue to add shares. Bullish healthcare!

$UNH $ELV $CI $CVS $CNC $OSCR

Elevance Health $ELV director added $374k worth of shares

The CEO added $2.4 million few weeks ago https://t.co/7Z6AOxL5Vy


Summary: Loss of Fed independence is extremely bullish for crypto broadly — BTC, ETH, SOL and others.

Are we serious right now?? This is absolutely horrible and we no longer have an independent Federal Reserve.

I will tell you, this is EXTREMELY FREAKING bullish any & all crypto especially Bitcoin $BTC, Ether $ETH, Solana $SOL, etc.

Crazy we have come to this point. Smh. https://t.co/uUcZFkUko0


Summary: China export license confirmation is bullish for AMD.

AMD $AMD CONFIRMS THAT IT HAS ALSO RECEIVED CHINA EXPORT LICENSES. 🇺🇸 🇨🇳

Boolish for AMD! 📈


Summary: GOOGL is the best risk-reward in the market even at $200; strong long conviction.

Guys btw… I still currently believe that Google $GOOGL is the best risk-reward in the stock market today. YES. AT. $200!!! 🫡

Just a reminder.


Summary: Bullish NVDA; AI cycle ongoing with no signs of slowing.

NVIDIA $NVDA JUST HIT $185/SHARE OVERNIGHT. THE A.I. CYCLE CONTINUES AND THERE ARE NO SIGNS THAT IT WILL SLOW DOWN ANYTIME SOON. https://t.co/iJTxqCVTkP


Summary: Endorses UNH as a great buying opportunity, urging entry at current levels.

@amitisinvesting ITS BEEN A GREAT OPPORTUNITY AMIT GET IN HERE

alright

looks like $UNH is the new Wall Street darling

we know the big guys aren’t buying at $250 to sell at $300

seems like they are going LONG & riding it back much higher

hard to see more money not pile into it when these many names are adding now….

what do we think?


Summary: Bullish UNH: proactive DOJ cooperation signals innocence and is better than forced cooperation; framed as good news.

UNITEDHEALTH $UNH PROACTIVELY REACHED OUT TO THE DOJ TO COOPERATE IN THIS INVESTIGATION...

A guilty company doesn't proactively reach out when media reports come out saying they are investigated however that is exactly what $UNH is doing.

This actually seems like good news for $UNH and not bad news, because if they didn't proactively start cooperating they would have to cooperate unwillingly and that's alot worse.


Summary: Insider buying at CNC and broader healthcare signals bullish; UNH cited as proxy beneficiary of same trend.

Centene $CNC Director JUST added more shares, kind of a proxy for UnitedHealth $UNH as Centene is another major healthcare company in the sector.

Insiders selling can happen for one of many reasons, but they buy for only one...

We are seeing insiders purchase healthcare like no tomorrow.

---

insider data pulled from @BourbonInsider


kind of a proxy for UnitedHealth $UNH as Centene is another major healthcare company in the sector


Summary: Bullish GOOGL, targeting $200.

My man. Let’s get Google $GOOGL to $200!!! https://t.co/Ry90JioUsc

Almost more excited for @DividendDude_X to see it push thru $200 than ourselves 😂😂

One of the few on here that truly never stopped bull riding $GOOGL thru the all the “search is dying”


Summary: Plans to buy the dip on ETH.

@fundstrat Gonna buy the dip on $ETH probably 😊


Summary: Wyoming stablecoin launch seen as bullish for Ethereum's thesis.

Huge development for the Ethereum $ETH thesis. 👀

JUST IN: 🇺🇸 Wyoming becomes first US state to launch its own stablecoin.


Summary: Bullish GOOGL, targets $300 by end of 2026, topping the parent's $250 call.


Summary: Healthcare sector broadly seen as an opportunity; bullish lean on the sector.

@KrisPatel99 Well said, i think healthcare largely is an opportunity right now

$UNH

Last August, I discussed how undervalued the cruise line industry was but faced pushback, so I stopped sharing openly.

My recent posts have focused on $UNH, which may annoy some, but it’s where the opportunity lies.

Other creators cover different companies well, but I’m https://t.co/wlIq6keFpE


Summary: Author holds GOOGL and AMZN as two largest positions; ecstatic that Ackman added heavily to both, reinforcing his long thesis.

AND TO TOP IT ALL OFF, MY TWO LARGEST POSITIONS BILL ACKMAN ADDED TO...

HE ADDED 925,000 SHARES OF GOOGLE $GOOGL
HE STARTED A MASSIVE 9.3% POSITION IN AMAZON $AMZN

WOW!!! 📈 https://t.co/0LZz3HDZhY

---

i am so ecstatic right now sorry for the caps i might go live on YouTube to cover these


HE STARTED A MASSIVE 9.3% POSITION IN AMAZON $AMZN


Summary: Bullish GOOGL; momentum building and price continuing to rise from $191 overnight.

GOOGLE $GOOGL HIT $191/SHARE IN THE OVERNIGHT MARKETS, MOMENTUM KEEPS BUILDING AND THE PRICE KEEPS RISING. 📈 https://t.co/ivu7WeTXrY


Summary: Endorses UNH as a continued dividend growth stock with attractive current yield.

@HeroDividend And it will be in the future, great starting yield today too

United Health $UNH is a textbook dividend growth stock

They have simply grown their dividend at an 18% CAGR since 2015 https://t.co/8cA6semlgG


Summary: GOOGL is author's largest position; bullish into earnings despite expected post-beat selloff.

Me tomorrow after Google $GOOGL beats on earnings, raises guidances, posts another quarter of search revenue growth, and shows they are executing on all cylinders yet the stock trades down 5%+ https://t.co/TlQ8ztTDug

---

my largest pos...


Summary: Expects GOOGL to deliver another strong earnings report; dismisses ChatGPT displacement thesis as overblown.

LOOK who reports earnings next week Wednesday after market close, it's Google $GOOGL!!! 😉

I am ready for them to put up another great earnings report, and for the market to brush it off again like ChatGPT is going to put them out of business.

I am used to it, very used to it actually. 😂😂

---

I just dropped a YouTube video on Google to watch before earnings, I will also be going LIVE on YouTube Wednesday to cover Google earnings: https://t.co/kxahAG4iUg


Summary: Bullish on FanDuel/FLUT and DraftKings ahead of NFL season as Missouri sports betting access added; expects big revenue gains.

FANDUEL $FLUT LANDS SPORTS BETTING ACCESS IN MISSOURI. 🇺🇸

Sports betting continues the trend of normalization, and the NFL season is right around the corner. Fanduel, DraftKings, and anyone involved in sports betting is about to RAKE in cash. 📈 https://t.co/2mgNxYEDnj


Summary: Wants to buy HOOD in the low $90s; also bullish on ETH via HOOD's crypto correlation.

Robinhood $HOOD down to $107 today, low $90s and I wanna get in. That's always been the level I have been interested at.

Also Robinhood really correlated to crypto, so it would give me exposure to how crypto is doing for me most interested in Ethereum $ETH out of all of them.

GIVE. ME. LOW. $90s. PLEASE! 🙏🙏


most interested in Ethereum $ETH out of all of them


Why I won't touch UPS $UPS or FedEx $FDX with a 10 foot pole

Summary: Avoid both UPS and FedEx; decisive bearish stance on both names.

industry='Integrated Freight & Logistics'

Why I won’t touch UPS $UPS or FedEx $FDX with a 10 foot pole… https://t.co/b0Hr6Nxja7


Summary: UNH likely to reach $300 soon, though full fundamental recovery seen taking until 2027.

UNITEDHEALTH $UNH SHARES RIGHT BACK TO $270, JUST LIKE THAT…

Quick swift recovery, should see $300 soon probably imo. 🤷♂ https://t.co/qupuEVD3ME

---

I mean swift back to $270, I do think the recovery will take till 2027 fundamentally.


Google $GOOGL keeps adding small new features like the stuff in this post I am quoting that other LLMs are simply not doing. The small stuff adds up... this is why Gemini is taking market-share. They just keep innovating, they don't stop. Relentless.

Summary: Bullish GOOGL: Gemini's relentless feature additions are driving market-share gains vs other LLMs.

Google $GOOGL keeps adding small new features like the stuff in this post I am quoting that other LLMs are simply not doing. The small stuff adds up, and most may not notice it but I do.

And the people using these LLMs will as well, this is why Gemini is taking market-share. They just keep innovating, they don't stop. Relentless.

Here are new @GeminiApp tools to help you learn, understand and study better this school year ✏

- Guided Learning helps you build a deep understanding of subjects, with step-by-step breakdowns that uncover the “why” and “how”
- Gemini’s responses automatically integrate https://t.co/SS2Vux6hYN


Summary: Considering initiating a small long position in GAMB, calling the current valuation a no-brainer.

@MMoney642 Ngl i may have to start a small pos in my growth roth port this is dumb

This growth trades at 5x 2025 guided EBITDA.

$GAMB https://t.co/hlg49RqeNu


Summary: Bullish TSLA on early talks to launch robotaxi services in Nevada; expansion catalyst.

TESLA $TSLA IN EARLY TALKS WITH NEVADA OFFICIALS TO LAUNCH ROBOTAXI SERVICES IN THE STATE...

Bullish for Tesla!!! Expansion is coming. 📈 https://t.co/wWlfCH3ye4


Shares of Duolingo $DUOL are really calling my name at this level. The last ER was fantastic, and now it's like that report never happened.

Summary: Bullish DUOL at current levels; strong ER underappreciated, stock has pulled back unjustifiably.

Shares of Duolingo $DUOL are really calling my name at this level. The last ER was fantastic, and now it’s like that report never happened. 🤔


Summary: Bought UNH this week; still holding, no sells.

WHAT STOCKS DID YOU END UP BUYING THIS WEEK IN THE MARKETS??? 🤔

---

X subs know what I bought and sold this week, but I will tell you all here for this week: Bought $UNH and sold nothing. Likely going to be a diff healthcare stock next week.


I like it here, I think. If it goes down to the $80s that's where it gets real juicy.

Summary: Likes CNI here on cheap historical valuation, ~3% yield, and long-term earnings growth; even more bullish if it dips to $80s.

Haven’t talked about Canadian National $CNI in a bit or any railroads but $CNI starting to look interesting here no??

Near cheapest valuation historically, approaching a 3% yield with solid long-term earnings growth projections & a wide land moat.

I like it here, I think. If it goes down to the $80s that’s where it gets real juicy. 🤤


Summary: Bearish PYPL: 5% stagnant sales growth insufficient to justify a position.

My problem with PayPal $PYPL in ONE chart...

5% stagnant sales growth isn't going to cut it for me. 🤷♂ https://t.co/ymzgwb71b5

---

charting from @gainify_io


This dislocation will not last as long as UnitedHealth continues its good fundamental performance LONG-TERM. Invest in this name, don't trade it imo.

Summary: Long UNH long-term on historic valuation discount to S&P (11.99x vs 24.18x P/E); dislocation expected to close.

UnitedHealth Group $UNH has literally NEVER been this cheap relative to the S&P 500 $SPY in over a decade...

$UNH P/E: 11.99x earnings
$SPY P/E: 24.18x earnings

This dislocation will not last as long as UnitedHealth continues its good fundamental performance LONG-TERM.

Key words being LONG-TERM, don't expect a short-term quick recovery. Invest in this name, don't trade it imo.

---

I just dropped a video over on YouTube on the news that came out regarding $UNH today: https://t.co/kUVNkrNWud

charting from @gainify_io


Summary: Aggressively buying US Health Care sector, endorsing parent's 2–3 year mispricing thesis.

@TheLongInvest I am buying with both hands

Americans are obsessed with Health Care

The current market mispricing of this sector may present the most significant opportunity in the coming 2–3 years. https://t.co/Vr73L6N9jr


Summary: Views extended call time and proactive DOJ stance as bullish signs for UNH.

Another good sign for UnitedHealth Group $UNH stock. I will likely stream this earnings because of how big it is but boy is it early so I have to see. 😂

$UNH adds 45min to the call to allow for investors and analysts to have clarity.

This and the proactive stance towards the DOJ is what I want to see to allow for the situation to clear up and through it the uncertainty. https://t.co/dbXsBHksBc


Fair value in my opinion, is around $260. This remains one of the most attractive risk-rewards in the entire stock market today.

Summary: Long GOOGL with fair value ~$260; calls it the most attractive risk-reward in the market on improved fundamentals.

Google $GOOGL is not expensive at all even if it hits all-time highs. The fundamentals and story have improved so much more and the stock still isn't where it was at previous highs.

This remains one of the most attractive risk-rewards in the entire stock market today.

Fair value in my opinion, is around $260.


Summary: Bearish on PLTR valuation: great business but extremely ridiculously overvalued with sky-high expectations.

Palantir $PLTR at $160/share going into earnings later, crazy.

My thoughts are still the same: great business but extremely ridiculously expensive.

We will see what happens, expectations are sky high at this valuation! 🤷♂ https://t.co/oTDV7Pj9TM


Summary: Bullish CBRL on news they're keeping the old logo.

CRACKER BARREL $CBRL SCRAPS PLANS FOR A NEW LOGO, THEY'RE KEEPING THE OLD ONE. 📈

THIS IS DEFINITELY BULLISH CRACKER BARREL. 👍 https://t.co/7F5RD1aIXp


Google's ecosystem just becomes more extensive and innovative over time! 📈

Summary: Bullish GOOGL as its ecosystem grows more extensive and innovative with new AI-powered apps like Doppl.

GOOGLE $GOOGL ADDS A NEW APP TO THE ECOSYSTEM, DOPPL WHICH ALLOWS YOU TO TRY ON CLOTHES WITHOUT ACTUALLY HAVING THE CLOTHES USING A.I. TECHNOLOGY. 🤯

Google’s ecosystem just becomes more extensive and innovative over time! 📈 https://t.co/99DkUg8f81


Summary: Bullish OSCR on Hy-Vee partnership; sees it as first of many similar deals with significant runway ahead.

Oscar Health $OSCR new partnership... we are so early this is the first of many I think.

Oscar and  @HyVee are teaming up to rethink how people in the Midwest get health coverage.🛒

Starting with Iowa, we're launching Hy-Vee Health with Oscar. It's a new kind of plan that combines concierge primary care, in-store pharmacy and wellness services, Oscar's https://t.co/EJGOKSwslU


Summary: CMG at decade-low forward multiple; author suggests 35x may be cheap for Chipotle given strong fundamentals — implied bullish lean.

Chipotle $CMG is now at the lowest forward earnings multiple that it has traded at in over half a DECADE...

35x earnings is not cheap, but for Chipotle it might be? Fundamentals remain strong it seems like. https://t.co/Sqmd2HQClK

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charting from @gainify_io


Summary: Expects GOOGL to hit $200 soon on building momentum.

GOOGLE $GOOGL HAS OFFICIALLY BROKEN $190/SHARE I NOW UP BASICALLY 20% ON MY ENTIRE POSITION...

$200 SOON FOR THE GOOGS AS MOMENTUM BUILDS. 🚀 https://t.co/mpKdgXb0Dk

---

watch sentiment change as stock price rises LOL


Summary: Bullish US healthcare sector and named stocks as oversold opportunity; no rational administration would allow sector collapse.

Guys if you did not know, healthcare is the largest employer in the US and also the most oversold sector. People are acting as if the sector will just cease to exist in 5 years...

If that were true America would be going into a major depression. No sane administration would throw themselves into an economic depression.

The healthcare sector as a whole is an opportunity.

$UNH $ELV $CNC $CI $OSCR $CVS


Summary: GOOGL deserves $200/share; author views it as undervalued at current price.

Google $GOOGL deserves to be $200/share, how is it still not there?!?! This continues to amaze me...


Summary: Bullish on Ethereum; terse but decisive positive stance.

JUST IN: Crypto’s total market cap just hit $4 trillion for first time ever

• Bitcoin: $2.3 Trillion
• Ethereum: $434 Billion
• XRP: $205 Billion

Traders forecast BTC will hit a high of $148,000 https://t.co/MVpFqb804R


Summary: Long ETH: as stablecoin and tokenization adoption grows on its network, price should rise; already the leader with JPM, EU, and Robinhood on-chain.

It's not just stablecoins, also tokenization of assets is likely to be on Ethereum $ETH network as Robinhood has already adopted their network for tokenization.

If Ethereum is the main play for the future in terms of both stablecoins and tokenization it's quite clear to see the use of Ethereum rising over time.

As that happens so should the price of Ethereum, generally rise. It seems to be the leader in stablecoins/tokenization already as J.P. Morgan and The European Union are already using their network for stablecoins.


Summary: Bullish on US equities (SPX/QQQ/IWM) on trade deal + tariff pause catalyst.

@amitisinvesting Deal plus tariff pause insanely BOOLISH

FUTURES

houston, we have a deal…

$SPX $QQQ $IWM https://t.co/byEgzoS5eu


Summary: Bullish ASML: views 10%+ drop as overreaction to uncertain 2026 growth guidance; long-term outlook unchanged.

All I gotta say is that this is looking VERY interesting, all the company said for this 10%+ drop is that 2026 growth is not guaranteed…

Overreaction so far imho, long-term outlook remains the same for ASML $ASML. 🤷♂ https://t.co/yHn2sKnxDO


Summary: Acknowledges high valuation but vouches for PLTR as a great business; net bullish lean.

PALANTIR $PLTR REPORTS A SUBSTANTIAL DOUBLE BEAT ON EARNINGS AND THE STOCK IS UP ANOTHER 3%+ AFTER-HOURS. 🤯 https://t.co/9YF0QQWjcF

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expensive, very expensive still ofc but great business


Summary: Bullish GOOGL on massive AI Overviews user scale (2B monthly users).

@Futurenvesting @sundarpichai Google's scale is insane, so bullish

$GOOGL

Close Evan, but you quoted Sundar incorrectly.

"AI overviews now has over 2,000,000,000 monthly users." - @sundarpichai

Only off by a factor of 1000x. You know, 25% of the world's population!


Summary: Bullish MELI: describes it as a juggernaut, not overpriced, considering adding to portfolio.

MercadoLibre $MELI looks like an absolutely phenomenal business, doing some due diligence into it now but might want to own it in my higher-growth Roth IRA portfolio…

X subs will know if and when I potentially add $MELI to the portfolio. It looks like a juggernaut and not overpriced here either.


Summary: Long OSCR; expects stock significantly higher in 2-3 years, aided by CEO's $45-$55 2027 target and strong execution track record.

Oscar $OSCR CEO predicts that in 2027 the stock price will be between $45-$55 a share!!! Stay patient Oscar investors, our time is coming.

This management team has been hitting their estimates for a while and the CEO has a fantastic track record of delivering.

There will be lots of volatility in between but in 2-3 years I think this stock will be a lot higher! 📈


Summary: Bullish TSLA on robotaxi expansion into NYC.

TESLA $TSLA IS HIRING ROBOTAXI TEST DRIVERS IN NYC BUT THEY HAVEN'T APPLIED FOR PERMITS YET...

TESLA IS EXPANDING, BULLISH! 📈 https://t.co/FNAkHrrYkF


Summary: Finds GOOGL attractive near all-time highs; bullish forward stance.

GOOGLE $GOOGL IS GETTING VERY CLOSE TO FRESH NEW ALL-TIME HIGHS AND I THINK THE STOCK STILL IS ATTRACTIVE HERE… https://t.co/akby2qfity

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new YT video on Google just dropped: https://t.co/zsXfNzs1wF


Summary: AMD has more upside than NVDA from current PEG levels.

@gainify_io I think amd has more upside here

Let’s rewind: on April 4, both $NVDA and $AMD were trading at a 0.6x PEG ratio.

Fast forward four months: they’re both sitting at 1.4x, more than TWICE the multiple.

Now they trade on the exact same PEG multiple…

Which name has more upside from here? And who takes the lead https://t.co/xw0kQiWjsU


Summary: Bullish NVDA on being chosen to power Europe's first AI hub and global government partnerships.

NVIDIA $NVDA IS POWERING EUROPE'S FIRST A.I. HUB!!! NVIDIA IS TAPPED IN WITH GOVERNMENTS ACROSS THE GLOBE.

THIS IS VERY BULLISH. 📈

https://t.co/eliMpkKs9C


Summary: Bearish PLTR: calls valuation ludicrous at $160, predicts the bubble will eventually pop violently.

Palantir $PLTR actually hit $160…

This valuation is actually COMPLETELY LUDICROUS. No other stock in HISTORY this big and this expensive has worked out.

The bubble keeps expanding, eventually it will pop and the pop will be more violent the more it rises. 🤷♂ https://t.co/SGrP70VRBE


Summary: Decisive long on Alphabet, endorsing AI execution, GCP partnerships, and Gemini/Siri deal thesis.

$GOOGL showing great execution on its AI product in the last 6 months and is now striking big partnerships.

$10B deal for $META to use GCP + now $AAPL exploring the use of $GOOGL Gemini for Siri.

$GOOGL has data, compute, talent, sense of urgency and cheap infra a strong combo.


Summary: Lists 10 cheap quality stocks as buys: GOOGL, FI, PG, ODFL, MELI, ASML, PYPL, TSM, AMZN, WDAY.

10 Cheap Quality Stocks 👇

1) Alphabet $GOOGL
2) Fiserv $FI
3) Procter & Gamble $PG
4) Old Dominion $ODFL
5) MercadoLibre $MELI
6) ASML Holding $ASML
7) PayPal $PYPL
8) Taiwan Semi $TSM
9) Amazon $AMZN
10) Workday $WDAY

How many are you buying? 🤔


industry='Household & Personal Products'


Summary: Endorses OSCR bullish thesis via CEO quality verdict.

$OSCR

If Bertolini’s performance at Aetna is anything to go by

We are at the very beginning https://t.co/J3s6lIODqV


Summary: Long PYPL: growing net income + buybacks not yet reflected in price; expects significant stock price rise as earnings continue to climb.

PayPal $PYPL has continued to grow net income and the stock price has gone nowhere, they are also buying back shares at a very fast pace...

Eventually stock price follows earnings and if this remains true PayPal could see a significant rise in their stock price.

As long as that net income continues to rise and it has/also still is projected to!

---

charting from @gainify_io


This is also my largest holding, so my money is where my mouth is. It's a much higher quality business, growing faster, and at a way cheaper multiple than the average S&P 500 business. What an opportunity!

Summary: Long GOOGL as largest holding; argues search-is-dying narrative is wrong, cloud/YouTube/subscriptions compounding, stock cheap vs quality — sum-of-parts implies 50%+ upside.

Here is my UPDATED Google investment thesis, broken down into a THREAD with just under 10 parts... 🧵

Gemini now has over 450M users, search grew 12% YoY, EPS just grew 22% YoY, Google's processing just under a TRILLION A.I. tokens per month. The business is scaling faster than ever!

This is also my largest holding, so my money is where my mouth is.

$GOOGL $GOOG

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1) Google Search

Ok so we are going to break this down into segments of their business since they have many, then at the end valuation. Beginning with search.

Many people believe that Google is falling behind in the LLM race but the reality is that Gemini is the most powerful A.I. model and also Google already has a fully integrated A.I. mode into their search.

Yes people are clicking less blue links because they get their info from an A.I. mode or from A.I. overviews which is deeply integrated into regular search. Google search is still growing sales too.  Search grew 12% YoY in the most recent quarter higher than the previous 9% YoY from 2 quarters ago!!!

---

2) YouTube

The new Nielsen data came out just the other day and YouTube grew to 12.8% of total TV share excluding YouTube TV which falls in the "other" category.

So YouTube is the leader in streaming while having to work the least for content.  The network moat that YouTube has is dominant. Each video that is uploaded on the platform gives them a wider moat to the next video platform.

YouTube ads revenue continues to steadily grow and as more and more people watch YouTube it will keep growing. YouTube ads revenue grew steadily 13% YoY ALSO an increase from 2 quarters ago of 10% YoY!

---

3) Google Cloud

I think this is one of the brightest spots of Google. A fast growing business segment growing 30%+ with margin expansion as well.

It's going to continue to grow fast and see more margin expansion. We can expect this business to compound at 25%+ for several years/decades to come.

This definitely should help offset some of the potential lost growth in search when we begin to see cracks IF we begin to see cracks.  Google Cloud grew 32% YoY.

This chart is BEAUTIFUL, look at that scale!!!!

---

4) Subscriptions

Subscriptions for Google are likely the most underrated part of their business. When I say subscriptions this is all encompassing as it includes YouTube Premium, Google One, and Gemini Advanced as well as some others.

Gemini, still the leading model in A.I. plus now has over  450M active users so scaling fast and the subscription unlocks a even more powerful model as well as some useful tools.

YouTube Premium allows you to see YouTube ad-free and gives you YouTube Music while also allowing you to play videos in the background on your phone like a Spotify, so perfect for podcasts.

Google One allows you to get features on all of their many apps like translation in Meets, etc.  Subscriptions are one of the fastest growing segments of business and recurring revenue as well.

---

5) Narrative: Search is Dying

The reason Google stock is dying is because there is a narrative that Google search is dying and while there are charts and statistics to give this SOME backing that is truly not the case at all, sales grew 12% YoY!

This chart also shows Google's DAUs (daily active users) and that continues to grow up 7% YoY despite EVERYONE using ChatGPT and Grok according to X.

Let me ask you, does a dying business grow 12% YoY and also grow 7% DAUs? NO. Google search is not dying and even if it was that's more than baked into the current valuation.

---

6) Narrative: Google is Behind in A.I.

LOL this one is also funny it's making me laugh just thinking about it. Google actually owns Gemini which has 93% odds of being the best A.I. this month and currently performs better than every other A.I. model.

They just hit over 450M active users as well and they are the robotaxi leader with Waymo and innovating with things like VEO 3 which we haven't seen done by other companies yet.

So sooo behind right? 😂

---

7) Valuation + Anti-Trust/DOJ Concern

Google's under investigation by the DOJ for a monopoly and COULD be forced to sell off chrome which would not be ideal.

However, Barron's released an article valuing the company at a sum of parts and says Google is worth $260/share today as a sum of parts and this is OLD the business segments are definitely worth more today as they have grown and scaled more.

So in the worst case scenario you still get a over 50% return if these business segments are valued properly. Not to mention the DOJ being fought by Google and Google has more than enough cash in the world to do so.

---

8) Capital Return

I also just want to briefly mention that Google has way more cash than debt and is also paying a dividend while buying back stock.

So while the stock is dirt cheap the company continues to plow capital back to the shareholder.  The chart below shows shares outstanding. Buybacks will only increase at this low multiple.

---

9) Final Thoughts/Valuation (Again)

It's funny to see narrative drive the stock price and multiple down so much despite the business actually doing the best it ever has done.

It's a high-quality business with wide moat segments growing steadily.  It is innovating and executing more than ever but the market does not care. It's a much higher quality business, growing faster, and at a way cheaper multiple than the average S&P 500 business.

What an opportunity! Of course this is just my opinion and you can share your thoughts in the replies as well.  I probably missed some things too, tried to not make it a whole book LOL.

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Extra: Data Advantage/Ecosystem

One thing I forgot to mention is the company's extreme data advantage and ecosystem they can use to integrate A.I. into which they have been doing.

The data they have collect on each individual via this helps them integrate A.I. into them more effectively.  This is a data moat and it keeps getting wider when people continue to use YouTube, Google Maps, or Google Docs, etc.

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Some charts from @gainify_io, @EconomyApp, odds by @Kalshi. If you did enjoy please make sure to like, repost, and follow me @DividendDude_X for more. Thanks!


Summary: Prefer HOOD over SOFI; Robinhood's banking launch seen taking share from SoFi.

I don’t mean to spark a debate but I much rather own Robinhood $HOOD than SoFi $SOFI and Robinhood is coming for SoFi’s lunch with banking being launched in the fall.

Going to be interesting to see how the dynamics of this plays out in the future.


Summary: Bullish MSCI under $500; views 9% drop as unwarranted given strong fundamentals, consistent growth, and high ROIC.

MSCI $MSCI had a great earnings report as profits soared they beat on EPS but very slightly missed on sales expectations…

Not sure this warrants a 9% drop. This is one of the strongest businesses in the financial sector with consistent/fast growth, high ROIC, great management, and good return of capital to shareholders.

Under $500 I am very interested I must say. 🤨


Summary: Long GOOGL to $300 by next year; holding as largest position on valuation; not trimming a share.

Throwback to the MANY posts of outrage when Google $GOOGL was under $200. I was outraged in the $140s, $150s, $160s, $170s, $180s, man... even the $190s.

Job's not finished though, Google to $300 by next year I am calling it now. Still going to keep it as my largest position as it's inexpensive.

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IM NOT TRIMMING A SINGULAR SHARE


Summary: Long ASML: buybacks value-accretive at cheap valuation, monopoly EUV position, high-quality capital returner.

ASML Holding $ASML accelerating their buyback plan and today the stock continues to fall now about to go SUB $700/share...

Buybacks for ASML are highly value-accretive at this cheap a valuation. Combo that with this company being THE ONLY company in the world to basically have a monopoly on their business.

High quality name, returning capital to shareholders. What's not to like? 🤔

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charting from @gainify_io


Summary: Bullish GOOGL targeting $200; stock approaching $190 breakout.

GOOGLE $GOOGL STOCK IS PUMPING IT IS ABOUT TO CRACK $190 WE ARE GETTING TO $200 FELLAS…

PATIENCE, BUT WE ARE VERY CLOSE! 📈 https://t.co/OuXL8XcVtV


Summary: Bullish US healthcare sector; endorses parent's view that high-quality names are cheap at ~10x forward earnings.

@oguzerkan Healthcare is cheap, quality businesses too

Valuation matters.

Yet, people are still following hot stocks while the market is at all time highs, tariffs are coming and inflation is set to tick up.

Meanwhile, highest quality healthcare stocks are selling at 10 times forward earnings.

The path is obvious.

$UNH $ELV https://t.co/hQzn1jR2x4


all this upside is kinda priced in at this expensive valuation. Expectations are high and so is the valuation. I don't think it's a great buy here personally

Summary: Bearish TSLA: upside priced in, valuation expensive, high expectations — not a good buy here.

@amitisinvesting To me it seems like all this upside is kinda priced in at this expensive valuation. Expectations are high and so is the valuation. Idk I don’t think it’s a great buy here personally but best of luck to you!

Why I’ll be buying $TSLA before the Q2 print on Wednesday:

- So, I’m at the point now where I want to really start building out a Tesla position in a serious way. I’ve had exposure in various moments over the past 5 years, but now that my core positions on $PLTR $HOOD and $NVDA


Summary: Agentic AI buildout bullish for TSMC and ASML as key beneficiaries.

@The_AI_Investor also good for $TSM $ASML

Nvidia research team just published this article about SMLs, the future of Agentic AI.

This is a huge deal, but not new, as Jensen has been talking about this for over a year now if I remember right.

In future we may have billions of AI Agents running at any time, guess how big https://t.co/mqREFXsDhc


Summary: Bullish Ethereum with $4,800 price target.

HOLY HELL $4,800 ETHEREUM $ETH!!!! https://t.co/UUqjFz5G0L


Summary: Bullish on DAVE; conducting due diligence on ZETA as potential low-cap multibaggers.

@MMoney642 Fantastic thread per usual mate 👌 I like $DAVE and doing dd on $ZETA

A business with a low market cap and a CLEAR operational advantage over competition exposed to a massive TAM is a recipe for a multibagger.

Here are 5 companies UNDER a $5B market cap that have a CLEAR operational advantage over the competition.

1/ $ZETA

As quoted by https://t.co/RdGydtCqvL


Summary: Author endorses Musk's bullish FSD and Optimus robot ramp comments as positive for TSLA.

TESLA $TSLA CEO ELON MUSK JUST NOW ON FSD AND HUMANOID ROBOTS: 🇺🇸

- He's confident that by the end of this year unsupervised FSD for personal use will be available in a number of cities in America

- He's said that if they're not making around 100,000 Optimus robots a month in 5 years that "he would be shocked"

Bullish statements from Elon for Tesla! 📈


Seems like a good buy atm IMO. Most won't stop using FICO scores.

Summary: Bullish FICO; sees market overreaction to management slip, calls it a good buy given durable business model.

Fair Isaac $FICO fantastic business but management just slipped up… is the market overreacting here?

I side on thinking that they are. One of the best businesses in the world regardless. Most won’t stop using FICO scores.

Seems like a good buy atm IMO. https://t.co/AmuAyTjMEH


Summary: Holds UNH long; considers it cheap for the long run.

@buccocapital I appreciate the recognition, but I am not nearly at the point of Buffett and Burry.

That said, I am a happy $UNH shareholder right now and still think the stock is cheap for the long run. 😁

FinTwit Mount Rushmore (Warren Buffett, Michael Burry, and Dividend Dude) were all buying UNH

You wanted it at 200


Summary: Bullish on PepsiCo's new prebiotic cola launch targeting health-conscious consumers in 2025.

THIS DEFINITELY FLEW UNDER THE RADAR TODAY BUT PEPSICO $PEP JUST INTRODUCED A NEW PEPSI PREBIOTIC COLA...

TRYING TO APPEAL TO THE HEALTHIER CROWD IN 2025 AND USING THEIR FLAGSHIP BRAND TO DO SO.

I LIKE THIS MOVE. 📈 https://t.co/6Xmqo2Xydl


absolute monster quarter... fundamentals are accelerating across the board. KPIs like members and loan books continue to look strong as well

Summary: Bullish SOFI: monster quarter with accelerating fundamentals, strong KPIs — author admits underestimating the name.

SoFi Technologies $SOFI with an absolute monster quarter, congrats to all the shareholders. They absolutely SMASHED it. 💥

It actually looks like fundamentals are accelerating across the board. KPIs like members and loan books continue to look strong as well.

I have been underestimating this name for a while.

---

Ik @Futurenvesting and @DataDInvesting are over the moon right now and very deserved. Happy for them and other SoFi bulls.


Summary: UNH still undervalued; bullish on longer-term upside from current levels.

@Mr_Derivatives still undervalued for the longer term!

I’m so happy for all you $UNH dip buyers who saw the opportunity in the $240-$250’s and took a chance.

You got rewarded.

Well done.

You know who you are.


Summary: Expects favorable Google antitrust ruling on Chrome; stock to pump to $220+.

@buccocapital I think chrome will be kept, and the stock will pump to $220+

Sounds like we are getting the Goog ruling tomorrow. For now, we exist in the liminal space between it being over and being so back. Vaya con dios


Summary: Bullish UNH: record buyback pace could remove 9%+ of float annually, driving EPS explosion plus a 3.3% dividend yield.

UnitedHealth $UNH is now buying back shares at a record pace reducing total shares outstanding by 2.3% in the most recent QUARTER despite stagnant near-term FCF...

Repeat this for 4 quarters and you're buying back over 9% of total float annually. EPS will explode if $UNH can do this or even close to this.

Oh and you get over a 3.3% dividend to sit around and watch this happen. 🤑

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charting from @gainify_io


Summary: Bullish GOOGL on DOJ antitrust outcome; Chrome likely avoids breakup.

INSIGHTS ON LOOMING GOOGLE $GOOGL DOJ CASE, LOOKS LIKE CHROME WILL NOT BE BROKEN UP!!! 👀

BULLISH GOOGS! 📈 🚀

$GOOGL Litigation Views from DC Insiders - Needham

GOOGL Search Case- Aug 2025.  Relating to the GOOGL Search Antitrust Case (U.S. v. Google, D.C. District Court), the consensus was that Judge Amit Mehta will issue a remedy ruling in the next 2 weeks (around the end of August).


Summary: Bearish PLTR: 100x sales valuation driven purely by multiple expansion — author calls it a bubble.

Basically 100x sales valuation for Palantir $PLTR, almost all of the incredible returns recently have come from a multiple expansion...

There is no other way to characterize this than a bubble. 🫧 https://t.co/iyKiV2hLIY


Summary: Decisive bullish quality verdict on OSCR.

You have seen the comeback of the most hated stocks.

$OSCR is following the same path.

+3.55% 🟢


Summary: Bullish GOOG; author views sub-$200 as deeply undervalued and expects it to trade higher.

Google $GOOG RECLAIMS $190/share in the overnight markets. Still an absolute crime that this stock is under $200/share IMO. https://t.co/0C1Gf6wJ11


Summary: Bullish UNH; views current pullback as a buying opportunity with intact long-term fundamentals.

@BourbonCap and the long-term fundamentals remain the same, this pullback is such a gift

$UNH has not experienced two consecutive years of negative returns since 1987 https://t.co/G3tFVoeyeu


Summary: US healthcare sector is cheap; implied bullish lean based on CEO insider buying.

$ELV CEO added 2.4 million worth of shares

$HUM CEO added few months ago
$UNH CEO added few months ago https://t.co/aX87nkMWC5


I will be buying. Quite aggressively as well! Still close to the cheapest EV/EBITDA multiple the company has been at in the past decade plus... Long-term this is a winner, and there many tailwinds for it.

Summary: Aggressively buying AMZN under $200; cheapest EV/EBITDA in a decade, cheaper than S&P 500, demand-driven capex reinvestment, market overreacting.

Man if Amazon $AMZN goes under $200/share... I will be buying. Quite aggressively as well!

Still close to the cheapest EV/EBITDA multiple the company has been at in the past decade plus and cheaper than the S&P 500 for the first time too.

They are still reinvesting all of their cash from operations into capital expenditures because demand is too great. Market is overreacting to the most recent quarter.

Long-term this is a winner, and there many tailwinds for it. Mr. Market please give me Amazon sub $200!!! 🙏


Summary: Bullish HOOD on imminent public rollout of banking features this Fall.

Robinhood $HOOD CEO Vlad Tenev just said they've rolled out their new banking features internally to employees...

They're set to roll out banking features for Robinhood users publicly in Fall of this year!!! 📈🚀 https://t.co/loDUoFyOCD


Summary: Agrees stock can reach $300, even more bullish than parent's $200 target.

Drug Manufacturers - Specialty & Generic

@BigBullCap I really think $300 is possible

@DividendDude_X Stock will be way past $200. I expect most negative overhangs to be digested by the market after Aug 8th ruling.


Summary: Bullish GOOGL; endorses YouTube's growing TV dominance as a durable competitive advantage.

@charliebilello and the lead keeps extending

YouTube now owns 12.5% of all U.S. TV viewing time - more than any other distributor.

1B+ hours are watched daily on YouTube, surpassing Disney across broadcast, cable, and streaming.

No studios. No soundstages. No scripts.

Just total living room dominance.

$GOOGL https://t.co/F8aFt6SHU6


Summary: Bullish GOOGL to $300 before 2027, exceeding parent's $250 target.

$GOOGL quietly about to make a new all time high

If 208 breaks I think we see 250 before the end of the year https://t.co/8eIkRZ2n86


Summary: Long NKE as one of the few apparel companies worth investing in, alongside select luxury names.

@RickPoyton21500 1000% agree nike, and a couple of the luxury names are the only apparel companies i feel comfortable investing in

@DividendDude_X I personally think value trap.

It hasn't got the moat, or brand recognition, that $NKE has.


Summary: Long GOOGL: net income at all-time highs while stock price lags; dislocation must close over time.

Google's $GOOGL dislocation in net income compared to stock price continues as net income is far and away at all-time highs while Google's stock price is nowhere near it...

It is simply a matter of time. In the long run stock price will always EVENTUALLY follow net income of a stock.

Patience is a virtue.

---

charting from @gainify_io


Summary: Bullish SOFI on retracement after best-ever quarter with 44% YoY revenue growth; implies buying opportunity.

SoFi Tech $SOFI was right near $25 directly after earnings... now retracing to $22 per share while revenue grew 44% YoY.

Seems like the best quarter SoFi has ever had and momentum is building. Any people taking advantage of this retracement? 🤔


Summary: Strong conviction long GOOGL as the best risk-reward in the entire market.

Not sure if I am stating the obvious but I STILL believe Google $GOOGL remains the best risk-reward investment in the entire stock market.

I like saying this if you couldn't tell. 😂


Summary: Long GOOGL at ATH; cheapest Mag-7 at 20.8x fwd earnings, 10%+ upside catalyst if not forced to sell Chrome.

Google $GOOGL is at all-time highs and the stock is still cheap. Record amounts of net income to be generated this year and the stock still trades for just 20.8x forward earnings...

This is cheaper than the average S&P 500 $SPX business, and still the cheapest in the magnificent 7. I suspect when we see the court decision on chrome this stock will pump 10%+ in a day if they aren't forced to sell chrome.

STILL best risk-reward in the stock market IMO.

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charting from @gainify_io


Summary: Bullish UNH back to $400; expects bearish sentiment to fade as price recovers, analogous to GOOGL's run from $150-160 to $200.

Now fellas, watch the sentiment on UnitedHealth $UNH slowly change as the price rises. Just like it did with Google $GOOGL from $150/$160 levels to $200 the bear have gone into hiding.

We will see a similar thing when $UNH is back to $400.

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the bears*


Summary: Endorses insider buying at Novo Nordisk as a bullish signal; classic 'insiders only buy for one reason' long thesis.

NOVO NORDISK $NVO DIRECTOR BUYING SHARES FOR THE FIRST TIME SINCE 2022!

INSIDERS SELL FOR MANY REASONS BUT THEY ONLY BUY FOR ONE...

Novo Nordisk $NVO director is buying shares for the first time since 2022

The director added over DKK 820,252 ($120,577 USD)

This is the moment I've been waiting for: https://t.co/MwizMPZENQ


Summary: Author endorses Tom Lee's bullish market call; long broad US equities on continued V-shaped rally upside.

Tom Lee still sees significantly more upside in the stock market calling this the "most hated" V-shaped rally...

Like I've previously stated, Tom Lee has been CONSISTENTLY correct about the stock market as a whole time and time again.

I would not bet against him, bullish stonks! 📈

$SPY $QQQ $DJI

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@fundstrat gets it


Summary: Considers GOOGL the best risk-reward in the market even at $190; decisively bullish.

Is it crazy to say Google $GOOGL is STILL the best risk-reward investment in the entire stock market?? I honestly think it still is, yes at $190! 🤷♂


Summary: Bullish GOOGL; decisive valuation verdict that it remains deeply undervalued.

Google $GOOGL is STILL STUPIDLY CHEAP... https://t.co/6QgofoEuEr


Google's $GOOGL fair value is $250/share... The stock's not even above $200. I probably will be adding to my already largest position

Summary: Long GOOGL with fair value at $250, well above current sub-$200 price; plans to add to largest position.

Currently, I believe Google's $GOOGL fair value is $250/share. Before earnings I had it around $220-$230 per share.

The stock's not even above $200. I probably will be adding to my already largest position and I love it. 📈

---

X subscribers will know if and when I add to my position, also portfolio update on YouTube coming out in August likely.


Summary: Author endorses ACA rate hike repricing as bullish catalyst driving healthcare rally across UNH, ELV, CNC, OSCR, CI, MOH.

This appears to be the reason healthcare is rallying right now, repricing for plans % numbers on ACA is here. These are the requested hikes. 👇

$UNH $ELV $CNC $OSCR $CI $MOH

$UNH - Margin recovery could be huge in 2026 with the average ACA preliminary rate requesting a +20-30% increase!

$CI currently asking for a 35% rate increase followed by $CNC at 27%, $UNH at 26% and $OSCR at 21%.

I think the market could be underestimating earnings growth https://t.co/MK7gEk1yoH


Summary: Long GOOGL and AMZN as two of the easiest longs with best risk-reward in the market.

Google $GOOGL & Amazon $AMZN continue to be two of the easiest longs and two of the best risk-rewards in the market here imo.


Summary: Bullish TTD; quality company pick, also joining S&P 500.

THE TRADE DESK $TTD OFFICIALLY SET TO JOIN THE S&P 500! GREAT PICK HERE.

I LIKE THIS NAME ALOT QUALITY CO. 📈 https://t.co/6nTLBbfNwH


Summary: Bullish GOOGL with $185 target; momentum building.

GOOGLE $GOOGL WANTS $185/SHARE MOMENTUM KEEPS BUILDING FOR THIS STOCK, FINALLY!

THE GOOGS IS RUNNING. 🏃 https://t.co/IM85MdGaIp


Summary: Buffett/Berkshire buying UNH; author floats $300 price target for tomorrow, implied bullish.

WARREN BUFFETT AND BERKSHIRE HATHAWAY BOUGHT SHARES OF UNITEDHEALTH $UNH OMFGGGGG. 🤯

$300 TOMORROW?? MAYBE? https://t.co/GgQ20B0sFl


Google $GOOGL still a FANTASTIC risk-reward investment today in my opinion. This stock is still amazingly underrated by the market.

Summary: Bullish GOOGL: calls it a fantastic risk-reward, still underrated by the market.


Summary: Will buy ETH if it drops below $4,000; committed conditional long.

Ethereum $ETH sub $4,000 I PROMISE ILL BUY YOU. 🙏 🙏 https://t.co/8GdWt9hiao


Summary: Contrarian buyer of healthcare stocks (UNH, OSCR, ELV, CNC) as market sells them off at a record pace.

The market is running away from healthcare at a record pace, I am running in ready to buy with wads of cash.

We are not the same.

$UNH $OSCR $ELV $CNC https://t.co/qdszMm1f7u


Summary: Bullish NVO on cheapest valuation in over a decade at 11.5x earnings.

Novo Nordisk $NVO cheapest valuation in OVER A DECADE at 11.5x earnings... https://t.co/Q1A0b8ekls

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charting from @gainify_io


Summary: Bullish on ASML; would be buying it if not already holding TSM.

@TacticzH IF I didn't own $TSM I would be buying $ASML

I think $NVO, $ASML and $GOOGL are the most asymmetric upside bets in the market right now.

They all still have very solid and high quality fundamentals and large room for growth.

Yet all three trade at multi-year low levels and sentiment is at peak pessimism.

$UNH and


Palantir won't stay at over 120x sales forever. The stock is rated as if it will solve world hunger and take human civilization to Mars.

Summary: Bearish PLTR at $160: 120x sales valuation is unsustainable, priced for impossible outcomes.

Yes I thought Palantir $PLTR was super expensive at $50, now I just believe it’s astronomical levels of expensive at $160.

The market can stay irrational longer than you can stay solvent.

I know one thing, Palantir won’t stay at over 120x sales forever. The stock is rated as if it will solve world hunger and take human civilization to Mars. 🤣


Summary: Bullish BMNR: Tom Lee and Peter Thiel insider buying signals price will rise.

TOM LEE BOUGHT MORE BITMINE IMMERSION TECH $BMNR HIS NEW ETHEREUM TREASURY WHICH PETER THIEL ALSO OWNS...

INSIDERS ONLY BUY FOR ONE REASON FELLAS, THEY THINK THE PRICE WILL RISE! 👀 https://t.co/Tpv1jvtF7u

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@BourbonInsider @fundstrat buying 👀


Summary: Would buy META and HOOD on a major pullback; especially wants to own Robinhood.

Meta $META and Robinhood $HOOD are two of my biggest mistakes of omission, although you can't own every stock.

If we get a major pullback in any of these names (unlikely but possible) than I am a buyer.

I really want to own some Robinhood and have wanted to for a while. Was eyeing it at $40s and thought it looked a wee bit expensive. 🤦♂


I really want to own some Robinhood and have wanted to for a while


Summary: GOOGL is top risk-reward in the market at $197/share; bullish.

REMINDER: Google $GOOGL remains the top risk-reward in the market right now IMO. 😁

Yes, at $197/share.


Summary: Bullish Google: narrative-driven sell-off unsupported by fundamentals (Search +12% YoY); disconnect from reality signals buying opportunity.

Yeah, I would get it if the sell-off had any fundamental data backing it but it's all just narrative which is making me interested since the fundamentals right now are better than when the stock was at $540.

Just like with Google the sell-off was all narrative and no data backed it as Google Search revenue grew 12% YoY in the most recent quarter. Narrative disconnecting from reality usually signals opportunity.

@DividendDude_X ah, you're referring to the very top peak. That decline was due to social media backlash from the CEO's commentary on AI.

I thought you were referring to the fade after earnings. This is one of the volatile stock charts out there. https://t.co/v42YursUvT


Summary: Author plans to continue buying UNH at current levels.

@adamkhootrader I wanted to buy more shares though so little annoyed but happy I got the amount I got regardless. Still probably going to be buying here too.

After being in the investing game for 30 years , you know that opportunities like $UNH don’t come along very often … high quality businesses that are significantly undervalued. These are rare no brainer buys , like $META at $80 and $GOOGL at $100

This is when all those with


Summary: Canva's rising $42B valuation and Figma's growth seen as competitive threat to Adobe.

CANVA HAS BEGAN LETTING EMPLOYEES SELL EQUITY IN THE BUSINESS TO NEW/EXISTING INVESTORS AT A $42 BILLION DOLLAR VALUATION THIS IS UP FROM $32 BILLION A YEAR AGO.

CANVA AND FIGMA BOTH RISING, BAD NEWS FOR ADOBE??

$FIG $ADBE https://t.co/S2pi2cknIU


Summary: Expects UNH stock price to eventually catch up to revenue growth; implied bullish.

@HeroDividend stock price will, eventually

United Health $UNH revenue vs stock price

Something has to change… https://t.co/TuWV6YkABE


Summary: Bullish GOOGL: Search growth accelerating (9%→12% YoY), countering 'dying search' narrative.

"LOOK they're all saying Google $GOOGL search is dying and that ChatGPT, Grok, etc is what everyone uses now but last quarter Google Search posted growth of 12% YoY an acceleration from Q1 of 9% YoY!!!!" https://t.co/wLVrsTECwr


Summary: Bullish GOOGL on Waymo's NYC expansion as robotaxi leader and first AV in the largest US city.

GOOGLE'S $GOOGL WAYMO IS COMING TO NEW YORK CITY!!! GOOGLE IS THE ROBOTAXI LEADER AND THE FIRST AVs TO BE IN THE BIGGEST CITY IN THE WORLD...

WOW! BULLISH GOOGLE!!! 📈 🚀 https://t.co/L9GxTiRgTu


Summary: Implicitly bullish GOOGL; mocks the short as foolish given diversified streams, AI leadership, and cheap multiple.

@BigBullCap Bro is going short one of the best businesses in the world with diversified income streams & a leader in A.I. all at a cheap multiple. Yeah good luck indeed he will need it. 🤣

Intelligence and making mistakes are not mutually exclusive. Good luck being short $GOOGL


Summary: Despite ongoing pain, author remains long-term bullish on UNH; views it as a broken stock not a broken business.

STILL. CANNOT. CATCH. A. BREAK.

$UNH https://t.co/YDUqMNGT2I

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Its a broken stock, not a broken business long-term my belief is strong


Summary: Long GOOGL into earnings; trades at significant discount to S&P 500 and deserves a higher multiple given KPIs, fundamentals, and management execution.

Google $GOOGL stock STILL at a significant discount relative to the S&P 500 going into earnings next week, they report Wednesday after market close...

I really think this stock is ready to rise and get the earnings multiple it definitely deserves based on multiple KPIs we have seen and the fundamentals of the business as well as the execution of management.

In my opinion, grand opportunity still here. 🫡

---

I just dropped a new YouTube video on Google, check it out: https://t.co/kxahAG4iUg

Charting from @gainify_io


Summary: Rhetorically mocks bears; implies bullish on BTC given Eric Trump's $175k prediction and Bitcoin Maxi self-label.

You're bearish? The president's son is calling himself a "Bitcoin Maxi" and you're bearish?? https://t.co/0zoZJvF5cm

JUST IN: Eric Trump predicts Bitcoin will surpass $175,000 this year and calls himself a 'Bitcoin Maxi.' https://t.co/fgOQAlmfru


Summary: Plans to buy more Alphabet; doesn't want to miss out.

@PaneahX prolly gonna buy more alphabet, not making a mistake of omission there

@DividendDude_X Too obsessed with alphabet


LOL Google $GOOGL bears are so fried. 🤣🤣

Summary: Mocking GOOGL bears; endorses bullish view that ChatGPT hasn't cannibalized Google Search.

“ChatGPT adoption did not reduce Google Search usage….people did not substitute their typical Googling with ChatGPT-ing.

In fact, there was a slight increase in average Google Search usage after ChatGPT adoption” https://t.co/ahreSsdSqH


Summary: Author is bullish NVDA on news that Jensen Huang says China sales approval is underway.

NVIDIA $NVDA CEO JENSEN HUANG SAYS APPROVAL TO SELL TO CHINA IS CURRENTLY UNDERWAY. 🇺🇸 🇨🇳

BULLISH NVIDIA! 📈 🚀


Summary: Bullish ELV and US healthcare sector broadly; insider buying trend confirms cheap valuations thesis.

RIGHT ON CUE, ELEVANCE HEALTH $ELV CEO ADDED $2.4 MILLION DOLLARS WORTH OF SHARES WOWZA.

INSIDERS CAN SELL FOR MANY REASONS BUT THEY ONLY BUY FOR ONE...

INSIDER BUYING APPEARS TO BE A GENERAL TREND ACROSS THE WHOLE SECTOR. I HAVE BEEN SAYING HEALTHCARE IS CHEAP AND THE INSIDERS SEEM TO AGREE WITH ME. 😅

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shoutout @BourbonCap @BourbonInsider he keeps me posted on all insider activity very valuable insightful stuff


I HAVE BEEN SAYING HEALTHCARE IS CHEAP AND THE INSIDERS SEEM TO AGREE WITH ME.


Summary: Bearish PLTR: DoD AI testing could reduce reliance on Palantir; 110x sales multiple seen as vulnerable to this catalyst.

DEFENSE DEPARTMENT IS TESTING ARTIFICIAL INTELLIGENCE TO REDUCE RELIANCE ON VARIOUS VENDORS LIKE PALANTIR $PLTR..

Oh man, could this be the needle that pops the bubble? Over 110x sales multiple and now some bad news looming?? 😬 https://t.co/bPiovpxqYf


Summary: Bullish GOOGL on growing cloud deal momentum, citing $1.2B ServiceNow contract.

GOOGLE $GOOGL HAS JUST LANDED A $1.2B MULTIYEAR CLOUD DEAL WITH SERVICENOW $NOW!!!

BULLISH GOOGLE CLOUD, MORE DEALS KEEP COMING! 📈 https://t.co/TiHDYILCCH


Summary: Bullish on crypto broadly: Trump's retirement-market opening will drive crypto higher throughout his administration.

TRUMP SET TO OPEN US RETIREMENT MARKET TO CRYPTO INVESTMENTS THIS WILL SET A RECORD $9 TRILLION DOLLARS THAT COULD HYPOTHETICALLY FLOW INTO CRYPTO...

Trump just keeps getting looser and looser on crypto and allowing more and more capital to flow into it.

It's clear that with this administration crypto will just go higher and higher.

The question is what happens with it after Trump is no longer president.


Summary: Bearish ETH; expects price to drop below $4,200 and potentially sub-$4,000.

Ethereum $ETH boutta go sub $4,200!! 👀

We are getting awfully close to my sub $4,000 threshold. https://t.co/XhkH6xcMD7


Summary: Long GOOGL at 21x earnings (cheap vs AAPL at 35x with slower growth); implicitly bearish AAPL on relative valuation.

Google $GOOGL at $205/share and SOOOO close to new all-time highs. Hopefully they can crush through it today…

The stock is still cheap as well imo. 21x earnings is not expensive at all. Apple $AAPL is trading for like 35x earnings and growing a lot slower! https://t.co/0WOh2AqMD6


Summary: Uber probably a winner from current prices over the next decade despite robotaxi uncertainty.

Uber $UBER reports on Wednesday, when (if ever) do you think we will begin seeing less total rides given growth due to robotaxi??

Or do Tesla $TSLA and Google $GOOGL both partner with Uber do put their robotaxis on their platform? Or do they get bought???

One of the most uncertain names for the next decade imo, but they will probably be a winner from these prices. 🤷♂


Summary: Bearish PLTR; valuation feels like a bubble despite being a great business.

Wow, just wow I am still at a loss for words.

Super expensive, great business and only getting more expensive really seems like a bubble to me.

$PLTR https://t.co/AaExU6VeUY


Summary: NVDA about to break ATH in overnight market, possibly on China sales rumors.

NVIDIA $NVDA IS ABOUT TO BREAK ALL-TIME HIGHS ONCE AGAIN IN THE OVERNIGHT MARKET…

NOT SURE WHAT IS DRIVING THIS. RUMORS ARE THAT THEY CAN SELL TO CHINA FULLY AGAIN BUT THAT HAS NOT BEEN CONFIRMED. 🤷♂ https://t.co/rCiQMFe7I8


Summary: Bearish LULU: market pricing implies <1% FCF growth, signaling overvaluation at current price.

Lululemon $LULU is currently pricing in LESS THAN 1% FCF growth to justify today's stock price... LMAO. 🤣 https://t.co/u08vO57XFG

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Just dropped a YouTube video on Lululemon, go check it out. You will like it, I can guarantee: https://t.co/yIZa8i1Okf

Sheet from @Ticker_Data


Summary: Holds GOOGL and AMZN as two largest positions; both easiest longs ever, outperformers from here long-run even at current valuations.

Don’t over complicate investing… Google $GOOGL & Amazon $AMZN are my two largest positions and two of the easiest longs ever. Yes even at these valuations.

I think both are outperformers from here long run. 🤷♂


Summary: Sarcastic 'it's over' invoking Cramer reverse-indicator; implied bearish on BTC and ETH.

It's so over for Crypto, Jim Cramer likes Bitcoin $BTC and Ethereum $ETH as a hedge against inflation and national debt. 😭

https://t.co/pjog2RQSeq


Summary: Bullish GOOGL and CNI at low historical multiples; cautious on V as a bit expensive.

CHRIS HOHN HAS JUST FILED HIS 13F...

HERE'S THE NOTABLE MOVES HE MADE:
Notable Adds: Visa $V & S&P Global $SPGI
Notable Trims: Google $GOOGL & Canadian National $CNI

Little questionable IMO given both Google and Canadian National trade near the lower ends of their historical multiples. And seem attractive here IMO.

I actually think Visa is a bit expensive, but I am not a superinvestor. 🤷♂


I actually think Visa is a bit expensive


Summary: Bullish GOOGL: even minor share gains from Apple's ecosystem would be massively positive for the Google thesis.

GOOGLE $GOOGL JUST LAUNCHED A FRESH NEW LINEUP OF PIXEL PHONES WITH A.I. CAPABILITIES:

Pixel 10 - $800
Pixel 10 Pro - $1,000
Pixel 10 Pro XL - $1,200
Pixel 10 Pro Fold - $1,800

If Google can pull even a TINY BIT of people from Apple's $AAPL ecosystem and market dominance that would be absolutely massive for the Google thesis. 🚀


Summary: Currently holds GOOGL, AMZN, TSM, and UNH as top 4 positions.

I am underperforming YTD, my top 3 holdings right now are Google $GOOGL, Amazon $AMZN, and Taiwan Semi $TSM with UnitedHealth $UNH fourth.

I also do portfolio updates regularly on YouTube and real-time moves/holdings for X subs. I have always been transparent. https://t.co/gJDYuTtpQv

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https://t.co/Yry6iQi6Kw


Summary: Bullish UNH and ELV: broken stocks not broken businesses, implying the selloff is a buying opportunity.

One of the best videos I have ever watched on fundamentals driven investing regarding healthcare stocks right now.

The key is clear, is it a broken stock or a broken business? And all signs indicated to most healthcare companies like UnitedHealth $UNH, Elevance $ELV, and others being broken stocks, not broken businesses.

Healthcare Stocks are selling at their lowest levels in 24 years. UnitedHealth Group ($UNH) is down 62% from its highs and Novo Nordisk ($NVO) has crashed over 68%.

Are these stocks great value investments or are they too risky to touch? Find out in this 2-part video. https://t.co/lxsGMU7HYA


Summary: Bullish GOOGL on YouTube's 3B+ monthly active users milestone as a crown jewel asset.

GOOGLE $GOOGL OWNED YOUTUBE NOW HAS A TOTAL OF OVER 3 BILLION MONTHLY ACTIVE USERS!!!

WOW!!! THIS IS ONE OF GOOGLE'S MANY CROWN JEWELS.

BULLISH GOOGS. 📈 🚀 https://t.co/wgRcyQZRne


Summary: Bullish GOOGL post-earnings; dismisses 'Google is dying' thesis as vindicated by the report.

Man what a FANTASTIC earnings report from Google $GOOGL today, I really don't see the "Google is dying" people ANYWHERE now. Little confusing I swear they were everywhere just a few weeks ago.


Summary: Bullish on Oscar Health; terse but decisive upward call with rocket/chart emoji.

OSCAR HEALTH $OSCR RIPPY. 📈 🚀 https://t.co/rSCmqMjYwG


Summary: Bullish GOOGL: DeepMind's Genie 3 shows Google is at the AI frontier, not behind.

Google $GOOGL DeepMind Just Announced:

Genie 3 which is a groundbreaking world model that creates interactive, playable environments from a single text prompt.

Google keeps innovating and is on the forefront of A.I. they are not the laggard.

https://t.co/i3Y8DIVDQJ


Summary: Long both OSCR and HIMS long-term; prefers OSCR as health insurance disruptor, HIMS is more predictable than traditional pharma.

Oscar $OSCR and Hims & Hers $HIMS are eerily similar. Oscar is the disruptor of the health insurance space while Hims & Hers is disrupting the pharma space. I like em' both, but certainly prefer Oscar here.

Yes a bit speculative, but great opportunites nonetheless in my personal opinion.

I like both long-term.

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I like insurers more than pharma, long run much more predictable imo but the personalization with $HIMS makes it more predictable than a traditional pharma co


Summary: Strongly bullish UNH at $300; views current price as a buying opportunity.

UnitedHealth $UNH still sitting tightly at $300/share. It's like people think the company is just going to disappear LOL.

I like the stock here immensely as I have for a while.


Summary: NVO looks attractively priced here, though author has general pharma reservations.

@TacticzH $NVO looks quite juicy here, but i really dislike investing in any pharma

🚨JUST IN - $NVO FIGHTING BACK🚨

Novo Nordisk expands legal action to protect US patients from unsafe, non-FDA-approved compounded "semaglutide"

This is the only way forward. Fight them, and fight them hard.

Further details:
✅New legal actions are directed at organizations https://t.co/eEtXYhfv0z


Summary: Bullish GOOGL: accelerating search revenue growth (9%→12% YoY) makes selling a mistake.

Google $GOOGL just reported search revenue growth YoY of 12% in Q2 2025 which is accelerating growth vs last quarter of 9% YoY and you sold??? https://t.co/QfNye66seF


Summary: Bullish crypto broadly under Trump administration.

General crypto basket: BTC and ETH as proxies

@WatcherGuru Crypto is just going to be sent under this admin

JUST IN: 🇺🇸 President Trump says crypto is "only going further" under his administration.

"You're gonna do really well." https://t.co/wOjSGCffgV


Summary: Bullish GOOGL to $210 now and $250 by year-end.

GOOGLE $210 BABY. $250 BY EOY CALLING IT NOW. 📈 🚀

$GOOGL $GOOGL https://t.co/Pn2SLhoVJY


Summary: Recommends buying 10 cheap quality stocks: MELI, UNH, GOOGL, NKE, SOFI, ADBE, AMZN, PYPL, VICI, META.

10 Cheap Quality Stocks 👇

1) MercadoLibre $MELI
2) UnitedHealth $UNH
3) Alphabet $GOOGL
4) Nike $NKE
5) SoFi $SOFI
6) Adobe $ADBE
7) Amazon $AMZN
8) PayPal $PYPL
9) VICI Properties $VICI
10) Meta Platforms $META

How many are you buying? 🤔

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just made a YouTube video going over some stocks to consider loading up on before earnings: https://t.co/bDtG9fmxz4


Summary: Bullish Google on cloud market-share gains; Meta's $10B deal cited as evidence of momentum.

META PLATFORMS SIGNS A $10B DEAL FOR 6 YEARS WITH GOOGLE CLOUD

GOOGLE CLOUD CONTINUES TO LAND DEALS AND GAIN MARKET-SHARE IN THE CLOUD SPACE. BULLISH GOOGLE!!! 📈 🚀

$GOOGL $GOOG $META https://t.co/jvQqMePTH7


The president's son is telling you to buy any dip on crypto and you're bearish??

Summary: Author endorses Eric Trump's buy-the-dip call on crypto, questioning bearish positioning.

The president’s son is telling you to buy any dip on crypto and you’re bearish??

JUST IN: Eric Trump says "buy the dips." https://t.co/JmlB6wfudL


Summary: Endorses UNH as not a broken business long-term; implicitly bullish.

@gainify_io Not a broken business long-term

$UNH: Does this look like a BROKEN BUSINESS?

→ Revenue growth last quarter: +12.9%
→ 2Y forward P/E: 11.9x, near historic lows

Valuation and profitability have fallen. Growth hasn’t. https://t.co/xqGZM5Np6g


Summary: Decisive endorsement of JPM as the best bank to own.

@charliebilello JP Morgan is easily the best bank to own

10 Years ago, JPMorgan had a lower market cap than Wells Fargo.

Today, its market cap of $800 billion is higher than its 3 largest competitors (BofA, Wells Fargo, Citigroup) combined.

Too big to fail? We're way past that.

Video: https://t.co/AkMrvwphvM https://t.co/HvagQTiUh6


Summary: Holds GOOGL, AMZN, TSM, UNH as top 4 positions; no valuation concerns, views all as great businesses.

Hollyyyyyy that's a great performance congrats! YTD for me is not great, around 6% but my top 4 holdings are Google $GOOGL Amazon $AMZN Taiwan Semi $TSM UnitedHealth $UNH so some laggards there. But no concerns in terms of valuation within my top holdings and great businesses IMO.

alright time for an update…

+104% YTD

biggest winners: $PLTR $HOOD $NVDA $RKLB

biggest losers: $GRAB $GOOGL

flat: $TSLA $HIMS

largest option win that I haven’t took profits on yet: $SOFI, currently up 7x with the potential to be up 14x if SoFi holds $20 by Jan 2026 https://t.co/hFCFThTV3g


Summary: Long UNH long-term as a certified compounder; CEO's ~$290 cost basis aligns with shareholders.

The current CEO of UnitedHealth $UNH has a cost basis on his shares of around $290 on his $25 MILLION dollars worth of shares so he is down substantially on his position.

You shouldn’t be worried he is in the same position most shareholders are in.

Long-term this is a certified compounder, patience and stomach is required at the current moment though. ☝


Summary: Long GOOGL for 5 years: lags Mag7 without reason, fundamentals improving, Search still thriving.

I mean NOT FINANCIAL ADVICE but Google $GOOGL is free money if you buy and forget about this thing for half a decade…

Maggy 7 mooning while Google lags without a reason. Fundamentals keep improving and in the latest quarter they proved again that Search is still thriving. 😂 https://t.co/qLEalkoGFX


Google $GOOGL is cheaper than dirt itself right now. Too cheap to ignore.

Summary: Bullish GOOGL; author calls it criminally cheap under $200 and too cheap to ignore.

Google $GOOGL is cheaper than dirt itself right now. It’s a crime that this stock is under $200 still…

Too cheap to ignore. 🤷♂ https://t.co/I4jAMRMEwC


Summary: Contrarian bullish on UNH; extreme fear makes author more bullish.

The amount of fear in UnitedHealth Group $UNH stock is absolutely phenomenal. Makes me even more bullish. 😊


Gemini now up to a 92% chance to being the best A.I. model by the end of this month... they have the best model

Summary: Bullish GOOGL: Gemini leading AI model race contradicts 'dead/behind' narrative, implying market underappreciation.

Google's $GOOGL Gemini now up to a 92% chance to being the best A.I. model by the end of this month...

That is AWFULLY high for a company and LLM considered to be "dead" and "behind" on the A.I. race meanwhile they have the best model.

Funny how that works, truly. 😂 https://t.co/CFVPbQtyVA

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odds from @Kalshi


Summary: US healthcare sector is an opportunity; bullish on the sector broadly but selective on individual names.

HOLLYYYYY the stock market just absolutely HATES the entire healthcare sector right now look at Elevance Health $ELV?!??!!

Is this UnitedHealth Group $UNH 2.0?? 😂 https://t.co/kJ8FP7IFJe

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I think healthcare overall is an opportunity right now though so yeah but don't gotta own every name.


Summary: Long UNH: trading at its cheapest-ever P/E vs S&P 500 since IPO; divergence seen as unsustainable.

UnitedHealth Group $UNH is trading at the largest divergence to the price/earnings multiple of the S&P 500 since it's IPO...

This stock has quite literally NEVER been this cheap in comparison to the S&P 500.

This will not last long, not long at all imho it's not a matter of if it is a matter of when.

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I also just dropped a YouTube video on why I believe UnitedHealth $UNH is a great opportunity here: https://t.co/VOiUIllI6t

charting from @gainify_io


Summary: Long OSCR (current position) and bullish on ZETA as an interesting small-cap.

@MMoney642 Great thread, in $OSCR already and in terms of small caps $ZETA also looks interesting

10 baggers aren't sitting at a $500B market cap, they are sitting under $5B with a growth plan still being actively executed.

These companies bring something different to industries begging for innovation.

Here are some of the most interesting businesses today under a $5B https://t.co/qWCVYpE7Le


Summary: Long HOOD: dominant Gen Z brokerage poised for massive AUM growth from the generational wealth transfer.

Robinhood $HOOD is actually the brokerage of the future, literally EVERY Gen Z investor I talk to is using Robinhood. Except for an odd minority...

Robinhood will see AUM SKYROCKET from the great wealth transfer with Baby Boomers to Gen Z and Millennials. This is a massive tailwind for the stock, it should not be understated.

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I want a pullback so bad


Summary: SEC ETF approval is broadly bullish for crypto.

JUST IN: 🇺🇸 SEC approves conversion of Bitwise 10 Crypto Index Fund into an ETF holding the following cryptocurrencies:

• BTC
• ETH
• XRP
• SOL
• ADA
• SUI
• LTC
• DOT
• LINK
• AVAX


Summary: Bullish GOOGL: Waymo is the robotaxi leader continuing to scale, hitting 100M autonomous miles.

GOOGLE'S $GOOGL WAYMO JUST HITTING 100 MILLION FULLY AUTONOMOUS MILES...

WAYMO IS THE ROBOTAXI LEADER AND THEY JUST CONTINUE TO SCALE AT A STEADY BUT FAST PACE. 😎

https://t.co/BbJY2efg3V


Summary: Author explicitly bullish on both NVDA and TSM on Rubin platform tapeout news and their longstanding partnership.

NVIDIA $NVDA CEO JENSEN HUANG SAID THIS:

"THE RUBIN PLATFORM WITH SIX NEW CHIPS HAS ALREADY TAPED OUT AT TSMC $TSM."

BULLISH NVIDIA & TSMC A LONGSTANDING GREAT PARTNERSHIP! 📈 https://t.co/CCVX6xWK4H


My sentiment on Google $GOOGL has ALWAYS been bullish regardless of the price because the fundamentals have always been the same... the fundamentals are improving quarter by quarter

Summary: Consistently bullish GOOGL on improving fundamentals, dismissing sentiment swings driven by price action.

You want me to believe now all of a sudden everyone and their mom is bullish on Google $GOOGL??

Nah, just a month, 2 months, or 3 months ago all you could hear is that it was a dead company and ChatGPT was killing it. Now all you can hear is the exact opposite and how great it is.

PRICE dictates SENTIMENT, the sooner you understand this the better. The market rewards those who can defy this. My sentiment on Google $GOOGL has ALWAYS been bullish regardless of the price because the fundamentals have always been the same.

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actually have to correct that end part: - the fundamentals are improving quarter by quarter.