Summary: GOOGL is the best risk-reward in the market even at $190s; explicitly bullish at current levels.

Me explaining how Google $GOOGL remains the best risk-reward investment in the stock market, even in the $190s/share range… https://t.co/00tGeItBYF


WE SEE BETWEEN $3 TRILLION & $4 TRILLION OF A.I. INFRASTRUCTURE SPEND BY THE END OF THE DECADE. WOW!!! 💥

Summary: Enthusiastically relays NVDA's $3–4T AI infrastructure spend forecast; implied bullish on the scale of the opportunity.

structural marker; pre-classified as canonical yfinance ticker

NVIDA $NVDA JUST SAID THIS ON THE EARNINGS CALL:

"WE SEE BETWEEN $3 TRILLION & $4 TRILLION OF A.I. INFRASTRUCTURE SPEND BY THE END OF THE DECADE."

WOW!!! 💥


I believe in the long-term growth story very much... the stock will be handling more assets, by more people, with more gold members, and more trades happening daily in 10 years. This is not a bubble-like valuation right now, my only regret is not buying this beast sooner.

Summary: Planning to start a long-term HOOD position in low $90s; bullish on growth, management, banking launch catalyst, and non-bubble valuation.

I think today MAY be the day that I start a Robinhood $HOOD position, depends on the price action but low $90s and I may be in.

Will be a long-term holding, and will be slowly accumulating in my higher growth Roth IRA portfolio. Slowly accumulating because I think the stock is a bit expensive here.

That said, I believe in the long-term growth story very much as well as the management team. I think the stock will be handling more assets, by more people, with more  gold members, and more trades happening daily in 10 years.

Also the banking launch in the fall is something to look forward to and another catalyst for the stock. This is not a bubble-like valuation right now, my only regret is not buying this beast sooner.

X subs will know when and if I buy in today.


Summary: Bullish GOOGL; author highlights continued product innovation with new Preferred Sources search feature.

industry='Internet Content & Information'

GOOGLE $GOOGL IS ROLLING OUT A NEW FEATURE FOR GOOGLE SEARCH CALLED "PREFERRED SOURCES" -- ALLOWING USERS TO SELECT THEIR PREFERRED CHOICES OF WEBSITES TO BE SHOWN IN TOP STORIES OF RESULTS...

GOOGLE. KEEPS. INNOVATING. https://t.co/UBhHdt58G1


Summary: Expresses continued belief/bullishness on Google/Alphabet.

@QualityInvest5 Nar ive always believed in him

We all owe this man an apology

$GOOG $GOOGL https://t.co/wg9ZA32PA0


Summary: Long UNH at current depressed prices; content to collect dividend and benefit from buybacks while waiting for recovery.

@KrisPatel99 I am happy to wait and collect a dividend while they buyback shares at such low prices

$UNH

If you were hoping for a V-shaped recovery... think again.

$UNH leadership outlined a strategic shift during today’s call, acknowledging past missteps related to aggressive top-line growth that led to heightened risk exposure and margin compression. The company is now https://t.co/eOJ5VVhAkB


Summary: Plans to buy ETH below $4,000 in four $1,000 tranches; also considered HOOD as an indirect play.

Omg Mr. Market might actually allow me to get Ethereum $ETH below $4,000. I will probably buy in 4 $1,000 lump sum amounts…

I was thinking to get my exposure through Robinhood $HOOD but if $ETH is what dips enough than $ETH it is! 👍 https://t.co/RpPr6ersoX

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plus i can stake my $ETH and get a lil divy (:


I was thinking to get my exposure through Robinhood $HOOD but if $ETH is what dips enough than $ETH it is!


Summary: Bullish GOOGL at ATHs: 21x P/E is a significant discount to S&P 500 historically, risk-reward extremely favorable.

Google $GOOGL is NOT expensive here at all-time highs, still significantly cheaper than the S&P 500 on a price/earnings basis trading at just 21x earnings...

Historically, over the past decade, Google has traded higher than the S&P 500 consistently.

It just shows how discounted Google is in relation to the rest of the market today. Risk-reward still EXTREMELY favorable here imho.

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charting from @gainify_io


Summary: Long TSMC on beat-and-raise quarter, surging AI demand, and accelerated Arizona fab opening.

Taiwan Semiconductor $TSM with a steady beat & raise quarter as well as a continued surging A.I. demand and the market likes it…

Super glad I own this one and happy to see another great quarter. They are also trying to open their facility in Arizona faster to meet this surging demand!

Longggg TSMC! 📈


Summary: YouTube's Nielsen share surge cements GOOGL as streaming leader; implied bearish on rivals NFLX, AMZN, DIS.

NIELSEN TV DATA JUST CAME OUT AND YOUTUBE HAS GONE FROM 12.8% LAST QUARTER TO 13.4% THAT IS A MASSIVE JUMP!!!!

YOUTUBE IS THE STREAMING LEADER AND IT ISN'T EVEN CLOSE.

$GOOGL $NFLX $AMZN $DIS https://t.co/b2DoAsIXbQ


Summary: Decisive bullish quality verdict on MELI; author has been actively looking at it.

@StockMarketNerd $MELI looks like such a beast, I've been looking at them

$MELI launching its credit card in Argentina.

Follows ramping fulfillment and overall growth investments there as the macro backdrop continues to brighten.


Summary: Strong urge to add to GOOGL position ahead of earnings today; implied bullish.

The urge to buy more Google $GOOGL before earnings later today is STRONG… https://t.co/OfqchcXUql


Summary: Bullish on SPY and QQQ; market at new all-time highs and rally expected to continue.

THE STOCK MARKET JUST CLOSED AT NEW ALL-TIME HIGHS ONCE AGAIN, THE GRAVY TRAIN ISN'T STOPPING FELLAS...

WE MADE IT! 📈 🚀

$SPY $QQQ $DJI https://t.co/WecNUMbxLc


Summary: Bullish PLTR reaching $200 ahead of Google, framed as a longshot but genuine upside call.

See, I don't wanna jinx things but watch Palantir $PLTR get to $200 before Google $GOOGL. I wouldn't even know what to say... 🤣


Summary: Bullish OSCR: 20% top-line growth sans subsidies, margin expansion, proven CEO delivery; current negative perception is a buying opportunity.

Buddy, Oscar $OSCR KNOWS they might lose the subsidies in their slide deck they show this expiring and they have multiple other levers of growth to drive 20% top line growth WITHOUT subsidies.

And they are projecting margin expansion. The CEO has previously delivered 3 years in a row what he he has said he would do so I trust him. He also worked with Aetna for 15 years and Cigna for 4.

Oscar is growing, fast, this is an opportunity as the fundamentals will only get better but the perception of the stock is bad now.

@DividendDude_X Buying OSCR isn’t investing in a company with growing fundamentals. It’s buying a company because the share price is low. It’s speculating.

They have no 2026 guidance. It’s 2027 guidance is totally unreasonable.

The entire company is an off-ramp for government funds to go


Summary: Bullish Google: AI Mode in Search will displace ChatGPT as the go-to AI tool.

@Google everyone will be using this over ChatGPT, etc

New ways to learn and explore with AI Mode in Search 🧠

- Upload photos and soon, PDFs, to ask questions that deepen your understanding
- Create plans and stay organized on projects with Canvas in AI Mode, which will soon be available for U.S. users enrolled in the AI Mode Labs https://t.co/znt0aQwQgz


Summary: Targets Google at $300 within a year, high conviction.

@buccocapital Google will be a $300 stock in a year, book it

Google quietly announced a $1B investment in AI education this week. Didn't get much press. Here's the line that's interesting to me:

"We’re also announcing the Google AI for Education Accelerator, an initiative to offer free AI training and Google Career Certificates to every https://t.co/rP0tiv6Cul


Summary: Decisive bullish stance: GOOGL is the best risk-reward in the market today.

Google $GOOGL REMAINS the best risk-reward in the stock market today.

I said what I said. 🤷♂


Summary: Bullish GOOGL on blowout earnings metrics across YouTube Shorts, Gemini, AI Overviews, and token processing scale.

Some SHOCKING statistics about Google $GOOGL you might've missed yesterday from their earnings report/call...

- YouTube Shorts now averaging 200 BILLION daily views

- Gemini now has 450 MILLION active users (daily requests growing 50%+ from Q1)

- A.I. overviews now has over 2 BILLION monthly users

- Google is processing 980 TRILLION total monthly tokens on A.I. across all their products/platforms

Google's scale is INSANE and they are executing across the board. LFG! 📈 🚀


Summary: Bullish NVDA long-term to $10T market cap on Jensen Huang's continued leadership.

Founder & CEO of Nvidia $NVDA Jensen Huang says he will still be working there in 2050! WOW!!! That's an insane level of dedication. 🚀

He might take this thing to $10T market cap long-term...

https://t.co/C3bsVAdmiw


Summary: Added to TXRH long; 6-7% post-Q2 drop seen as unjustified after a solid print.

I bought more Texas Roadhouse $TXRH stock today for the first time in a LONG TIME. Averaging up on my position but the 6%-7% drop today after a solid Q2 print seemed unjustified to me.

Love this stock, and even more than I love the stock I love the food. 😋 https://t.co/x3aR3j0btO


Summary: Bullish AMZN on expansion of online car purchasing platform to used and certified pre-owned vehicles.

AMAZON $AMZN TO EXPAND ONLINE CAR PURCHASING PLATFORM GOING TO INCLUDE BOTH USED & CERTIFIED PRE-OWNED VEHICLES.

Amazon is diversifying it's e-commerce business to various other segments. This is bullish Amazon. https://t.co/fKlePTDKsA


Summary: Bullish on GOOGL (ATH soon, cheap), UNH (superinvestor buying), AMZN (new verticals, cheap), TSM (compounding).

Man just thinking about life...

Google $GOOGL is at $200 per share and holding. Probably going to hit new all-time highs very very soon PLUS still cheap. Warren Buffett and many other superinvestors just piled into UnitedHealth $UNH. Amazon $AMZN is expanding into new verticals and inexpensive in its own right here. Taiwan Semi $TSM still compounding.

This is peak. I am feeling AGGRESSIVELY happy right now...

---

PS: Sorry for the excessive tweeting today I am just super happy


Warren Buffett and many other superinvestors just piled into UnitedHealth $UNH


Amazon $AMZN is expanding into new verticals and inexpensive in its own right here


Summary: Bullish CRM on record-low valuation below S&P 500 P/E for the first time ever.

Salesforce $CRM stock has literally never been cheaper than it is right now in its history, it's cheaper than the S&P 500 on a price/earnings basis for the first time EVER...

Salesforce: 22.35x earnings
S&P 500: 24.04x earnings

Are you buying Salesforce at these low prices or still avoiding the stock?? 🤔


Summary: Bullish BTC; aggressive swing implies institutional buying driving price toward $122K.

$122,000 for Bitcoin $BTC now, something clearly stirring this can't just be retail with this big and aggressive of a swing so quickly!


Summary: Long UNH; entry price immaterial over 5+ years, significantly undervalued for long-term holders.

In 5+ years it won't matter wether you got into UnitedHealth $UNH at $250, $300, or even $350 to be honest IMO. It's undervalued for the long-term, significantly. 🙃


Summary: Cautiously bullish UNH: prior DOJ probe found nothing, insider/congressional buying suggests fraud allegations unlikely to materialize.

Let us not forgot that the DOJ already investigated the acquisitions segment of UnitedHealth Group's $UNH business and found NOTHING...

This was an investigation that lasted, in total, nearly half a decade. Now they are investigating UnitedHealth's PBM unit.

We will see what happens but this plus insider/congressional buying points to no fraud. Of course not 100% that there is no fraud but it seems quite likely given all available information. 🤷♂


Summary: Bullish META targeting $800 on post-earnings momentum, up 10%+.

META $META IS ABSOLUTELY MOONING UP OVER 10% AND TRYING FOR $800 AFTER THEIR EARNINGS REPORT… https://t.co/rr0c3hbe7O


Summary: Bullish GOOGL; author views Google as underrated amid AI model competition.

@StockSavvyShay @Polymarket Google is so damn underrated

MARKET UNIMPRESSED BY OPENAI GPT-5 RELEASE

Polymarket odds spike for $GOOGL to have the top AI model by end of 2025 https://t.co/YxQNhVObhj


UNITEDHEALTH $UNH SHARES LIKELY GOING TO OPEN ABOVE $300 TOMORROW!!!! I STILL THINK IT IS GREAT VALUE FOR THE LONG HAUL.

Summary: UNH expected to open above $300 tomorrow; author sees great long-term value and wishes they had bought more.

UNITEDHEALTH $UNH SHARES LIKELY GOING TO OPEN ABOVE $300 TOMORROW!!!! 🚀

MY ONLY REGRET IS NOT BUYING MORE. BUT I STILL THINK IT IS GREAT VALUE FOR THE LONG HAUL. 🤷��♂ https://t.co/oVJuqAO779

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just dropped a YT video on the news: https://t.co/Fwhtq8ddWP


Summary: Bullish HOOD after blowout July metrics across all key growth dimensions; calls it the broker of the future.

ROBINHOOD $HOOD JUST REPORTED THEIR JULY METRICS...

- FUNDED CUSTOMERS UP TO 26.7M NEW ALL-TIME HIGH UP 2.47M YoY
- TOTAL PLATFORM ASSETS UP TO $298B UP 106% YoY
- NET DEPOSITS WERE $6.4B REPRESENTING 28% ANNUALIZED GROWTH
- CASH SWEEP UP TO $33.6B UP 54% YoY
- EQUITY VOLUMES UP 100% YoY
- OPTIONS CONTRACTS TRADED UP 22% YoY
- CRYPTO VOLUMES UP 217% YoY
- MARGIN BOOK UP 111% YoY

The business continues to BOOM, this is the broker of the future. 📈 🚀

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2nd Slide: https://t.co/d0JodkhU3s


Summary: Would go long HOOD for the long run if it dips to the $80s.

@Mr_Derivatives If it gets to the $80s I am jumping in for the long run probably

$HOOD showing some recent weakness.

I actually prefer weakness into inclusion rather than strength into inclusion.

The inevitable pop will be more pronounced.

Just my 2c.


Summary: Google is author's largest position; wants to average up and buy more on cloud outperformance thesis.

@joecarlsonshow Google is my largest position and all I wanna do is average up, buy more

I have always invested in Google in part because of Cloud (the same reason I own Amazon and Microsoft). To me, it's an easy win.

But the thesis-creep I have with Google is that the cloud is even outperforming my expectations, and it's a bigger part of my thesis now than it was https://t.co/GqOF1GXwRy


Summary: Bullish GOOGL on efficiency gains from cutting 35% of managers overseeing small teams.

GOOGLE $GOOGL HAS FIRED 35% OF MANAGERS OVERSEEING SMALL TEAMS IN PAST YEAR AN EXECUTIVE SAYS...

BULLISH GOOGS!!! EFFICIENCY BABY. 📈 🚀


Summary: Healthcare sector looks cheap and attractive; bullish on the sector.

The healthcare sector as a whole looks incredibly cheap and therefore, attractive right here in my opinion.


Summary: Endorses continued dominance of Mag 7; fastest earnings growth only accelerating from here.

Mag 7 basket: Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, Tesla

@gainify_io yes absolutely, best companies in the world with the fastest earnings growth and only getting better

The Magnificent 7 now make up ~34% of the S&P 500’s market cap — an ALL-TIME HIGH.

Looks excessive? Maybe.

But in 2025, they’re projected to spend:
🏗 $340B+ on CapEx
🔬 $258B+ on R&D

That’s a historic reinvestment into AI, infra, and dominance.

Will this firepower extend https://t.co/jf0xPl6JYO


Summary: Bullish UNH; current price under $300 seen as deeply undervalued.

UNITEDHEALTH $UNH IS FINALLY PUMPING UP NEARLY 4% ON THE DAY, THE FACT THIS THING IS UNDER $300 IS A CRIME. 😂 https://t.co/0j81s1LJKY


Summary: Risk-reward on UNH attractive at current levels; fraud risk seen as unlikely.

@oguzerkan this is why I think the risk-reward on $UNH is attractive here, unlikely to be fraud

$UNH is at 11 times earnings and 3% dividend yield…

Members of the Congress are buying $UNH like there is no tomorrow.

Insiders also bought $32M worth of stock this year.

Who would know if $UNH committed a fraud? Insiders and regulators.

Both are buying.

Probably nothing. https://t.co/UNMqkj6La2


STARTING TO RIP AFTER THE MARKET IS UNDERSTANDING THE EARLY EARNINGS THEY REPORTED THIS MORNING…INVESTORS DID NOT KNOW WHAT TO DO EARLIER, SEEMS LIKE THEY ARE BULLISH NOW

Summary: OSCR ripping as market digests earnings; investors turning bullish on the print.

OSCAR $OSCR STARTING TO RIP AFTER THE MARKET IS UNDERSTANDING THE EARLY EARNINGS THEY REPORTED THIS MORNING…

INVESTORS DID NOT KNOW WHAT TO DO EARLIER, SEEMS LIKE THEY ARE BULLISH NOW. 🤷♂ https://t.co/TFsmeTkV0R


Summary: Long GOOGL; expects decades of cash generation.

Google's $GOOGL gonna be printing cash for me literally FOR DECADES to come. 🤑

Ya love to see it.


Summary: Bullish DUOL; sell-off seen as overdone with fundamentals at their best.

Duolingo $DUOL sell-off is getting a little ridiculous, what is driving this?? Fundamentally, the company is better than ever.


Summary: Bullish GOOGL; author insists it deserves $200/share now.

GOOGLE $GOOGL RIPPING HIGHER THIS MORNING. GIVE. THIS. $200.

IT IS A CRIME THAT GOOGLE IS NOT $200/SHARE RIGHT NOW. A FELONY IF I MAY. 😂 https://t.co/02q4ajYmre


Summary: Impatient bullish lean on GOOGL; expects move from $190s to $200.

Soooo when Google $GOOGL $200??? Like are we just going to sit on our asses here in the $190s range. 🤨 https://t.co/mMYRfrzNvO


Summary: Bearish NVO; calls it a mess on multiple levels, reinforcing general pharma skepticism.

Yeesh looking at Novo Nordisk $NVO more in-depth right now this thing is a MESS on so many levels. I don't like investing in pharma for many reasons and companies like Novo keep proving me right.

---

yt vid coming out on novo very soon


Summary: Bullish NVDA following Jensen Huang's meeting with President Trump.

NVIDIA $NVDA CEO JENSEN HUANG MET WITH PRESIDENT TRUMP TODAY. 🇺🇸

Bullish for Nvidia! And Artificial Intelligence as a whole!! 🚀


Summary: Bullish Google; ChatGPT adoption hasn't cannibalized Search usage, slightly increased it.

“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


ELI LILLY $LLY CEO JUST BOUGHT OVER $1M OF HIS OWN STOCK. INSIDERS ONLY BUY FOR ONE REASON...

Summary: CEO insider buy of $1M+ signals bullish forward view on LLY.

ELI LILLY $LLY CEO JUST BOUGHT OVER $1M OF HIS OWN STOCK. 🤔

INSIDERS ONLY BUY FOR ONE REASON...


Summary: Bullish GOOGL: Chrome all-time high market share is another positive KPI; sarcastic dismissal of bear case.

OH LOOK ANOTHER BULLISH KPI FOR GOOGLE $GOOGL, GOOGLE CHROME JUST HIT AN ALL-TIME HIGH IN MARKET SHARE IN JUNE...

But, nah bro google is dead so doesn't matter. 🤣

$GOOG Chrome market share increased in June to an all time high. https://t.co/OJhaBuc4YL


Summary: Bullish CRM: implied FCF growth of 8.7% baked into today's price looks conservative vs historical growth rates.

Salesforce $CRM is currently pricing in 8.7% FCF growth to justify today's stock price. This seems rather conservative given how fast they have grown free cash flow in the past... https://t.co/0gyJHZBORm

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I just dropped a YouTube video on Salesforce $CRM, check it out! Here: https://t.co/PpcVDoDHIP

Sheet from @Ticker_Data


Summary: Bullish NVDA: endorses parent's $170 thesis, cites great business and exceptional CEO.

@amitisinvesting this stock is actually insane, great business and one in a lifetime CEO

FOLKS

$NVDA $170

CHINA REVENUE ADDS ANOTHER $20B TO ESTIMATES IF IT COMES BACK THIS YEAR https://t.co/eBlKgKVWnf


Probably going to see a pop in Nvidia's stock come Monday at open

Summary: Expects NVDA to pop at Monday open on US licensing chip exports to China.

US OFFICIALLY LICENSES NVIDIA $NVDA TO EXPORT CHIPS TO CHINA. 🇺🇸 🇨🇳

Jensen does it again folks. Truly revolutionary. Probably going to see a pop in Nvidia’s stock come Monday at open. 📈 https://t.co/uXQntdWU5J


Summary: Decisive bullish quality verdict on NVDA.

Cantor Fitzgerald raised $NVDA from $200 to $240, citing Blackwell’s ramp as a key AI growth driver.

Analyst C.J. Muse sees ~$48B revenue and $1.06 EPS this quarter vs consensus, with an even stronger October guide.


Summary: BitMine Immersion bought another $130M in ETH, implying continued institutional accumulation bullish for Ethereum.

TOM LEE’S BITMINE IMMERSION $BMNR JUST BOUGHT ANOTHER $130 MILLION IN ETHEREUM $ETH! https://t.co/DkDiFG6ZOa


Summary: Considering re-entering CROX after selling at $144; sees current level as a reasonable entry.

@qcapital2020 I used to own this one, fortunately i sold at $144 but a re-entry doesnt seem bad

$CROX

>Crocs is thriving in China
>NA Sales were down -6.4% VS China sales were up +30% in the last Q
> Nearing 20% Oper Margins
> #1 footwear brand on TikTok Shop in the U.S
> They've reduced S/O by almost 50% in last 10Y with $1.1B Buyback still in place
> HeyDude acquisition https://t.co/I7y8Sg1v2u


Summary: Bullish UNH long-term; author calls it dumb cheap as a compounder despite needing more time.

@Mr_Derivatives $UNH next?? 😉

Nah I think that one will take longer but also DUMB cheap for a long-term compounder.

@DividendDude_X you pumped the shit out of GOOGL man.

And you know what?!

It paid off!! ppl should have listened.

Bravo!


Summary: Long ETH on stablecoin/tokenization thesis built on its network.

@venicehodl stablecoin/tokenization thesis based in $ETH network


Summary: Rejects the short thesis on GOOGL; bullish — cheapest Mag7, AI leader, not just search.

@amitisinvesting stupid, shorting the cheapest mag 7 that's performing extremely well and leading in A.I. plus Google is not just search. Probably the dumbest short I've seen.

$GOOGL

Chris Camillo is short Google.

His thesis is attached below around inflated search queries that are being indexed from AI bots…

Have never heard of this thesis before, what do people think?


Summary: Still bullish on Oscar Health despite the round-trip in price.

@Mr_Derivatives @qcapital2020 Im still quite bullish Oscar $OSCR 🤷♂

$OSCR Many of the folks in this screenshot were in the name around $10-14’s. Shot up to $23. With ample time to trim. And now because it made a round trip it’s deemed a bad trade and a “furu callout”?

I don’t get it.

Enlighten me @qcapital2020

I respect you and the people in


Summary: Bullish GOOGL: massive traffic base + AI overviews will retain/grow users over ChatGPT.

There will be plenty more people like this guy. Google $GOOGL gets over 16 BILLION monthly visits and most will be more than satisfied with the A.I. overviews/A.I. mode...

Who needs ChatGPT? LMAO 😂

$goog ngl but ai overviews eating gpt share for me now..old habits die hard


Summary: Bullish GOOGL: author asserts Google is the overall AI leader with Gemini as the world's leading LLM.

Interesting data here on @Kalshi that Google's $GOOGL GEMINI still leads in % chances to be the best A.I. by the end of July despite Grok 4's release recently...

I used Grok 4 and I think it's incredible so it's interesting that Gemini has the strongest lead they have had since the start of the month.

It's clear that Google is an A.I. leader overall, and Gemini is the leading LLM in the world today.

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@Kalshi this chart is actually quite shocking


SOOOOO cheap holy. Buybacks here for $UNH would be HIGHLY value-accretive, sub 12x earnings multiple with long-term EPS growth projected of 13-16 percent still guided by management.

Summary: Strong long UNH at sub-$285; sub-12x earnings with 13-16% EPS growth makes buybacks highly value-accretive.

UnitedHealth $UNH still sub $285/share, can't wait for the earnings report to come out on the 29th of July revealing how much more stock they bought back at such cheap prices.

Buybacks here for $UNH would be HIGHLY value-accretive, sub 12x earnings multiple with long-term EPS growth projected of 13-16 percent still guided by management.

SOOOOO cheap holy.

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charting from @gainify_io


Summary: UNH at decade-low 13.3x earnings ahead of earnings; implied valuation support going into the print.

Going into earnings tomorrow morning UnitedHealth Group $UNH is nearly the cheapest it's been in over a decade trading for just 13.3x earnings...

Expectations are very low, but the market hates uncertainty and UnitedHealth has alot of that right now. 🤔 https://t.co/6JIoPalcar

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charting from @gainify_io


Waymo is the robotaxi leader, and they're running away with the lead

Summary: Bullish GOOGL: Waymo is the autonomous-driving leader scaling exponentially, pulling further ahead.

Look at how Google’s $GOOGL Waymo has scaled over time, they just hit 100 million total autonomous miles driven and this is only rising exponentially…

Waymo is the robotaxi leader, and they’re running away with the lead. 🏃���♂ https://t.co/oRIFBq1idO


Summary: Bullish UNH following recent acquisition analysis.

Excellent thread on a recent acquisition UnitedHealth $UNH did for those interested...

PS: It's BOOLISH. 📈


Summary: Bullish GOOGL long-term; views $85B+ CapEx ramp for Cloud/AI as Amazon-style investment that pays off later.

GOOGLE $GOOGL 2025/2026 GUIDANCE DETAILS ON CAPEX TALKED ABOUT IN THE WEBCAST:

- "CAPEX OF $85B FOR FULL YEAR 2025 AND A FURTHER INCREASE IN CAPEX IN 2026 EXPECTED"

This is largely for Google Cloud, A.I. features, etc. I much rather them spend more for CapEx now to make more later kinda like Amazon is and has done.

This is bullish long-term, and that's what I invest for. 📈

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Still live with earnings reaction and discussion on YouTube come join! Here: https://t.co/ouiRYpOHO1


Summary: Mixed near-term MLR but long-term bullish on OSCR: price hikes + member growth will compress MLR and grow profits.

OSCAR $OSCR INVESTORS DO NOT LIKE THE EARLY EARNINGS RELEASE THAT CAME OUT TODAY…

MY THOUGHTS ARE MIXED, ON THE ONE HAND MLR RATIO IS BAD NEAR-TERM BUT REVENUE GUIDE WAS UP AND THE LONG-TERM OUTLOOK IS STILL GOOD AS THEY WILL RAISE PRICES.

THE CEO STILL REMAINS CONFIDENT IN THEM GROWING MEMBERS WHILE RAISING PRICES AND IF THAT HAPPENS THE MLR RATIO WILL DROP AND PROFITS WILL RISE.

Mixed earnings, but a positive long run outlook imho. 🤷♂

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Just dropped a YouTube video going over Oscar $OSCR early earnings release: https://t.co/vGA56ZaDFp


Summary: YouTube is undervalued; implied bullish on Alphabet's YouTube segment.

YouTube is owned by Alphabet; ticker GOOGL

@DividendDude_X Even those numbers are pretty conservative IMO


Summary: Long OSCR: $2.25 EPS (ex-subsidies) puts it at sub-6x 2027 earnings — too cheap given 20% top-line growth and margin expansion.

Some folks were questioning the validity of the $2.25 conservative EPS estimate I talked about with Oscar Health $OSCR in my earlier post this morning so I figured I will give you it straight from the slide deck...

Oscar is projecting $2.25 EPS, this is WITHOUT GOVERNMENT SUBSIDIES as they clearly state. This projection will and can be much higher as they also state if the subsidies are extended.

At current prices, $2.25 of EPS puts them at sub 6x 2027 earnings which in 2027 I highly doubt they'd trade at with 20% top-line growth and margin expansion.

In my opinion, this is an opportunity people are scared of because of the volatility. Facts don't lie, nor care about your feelings.

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I also just dropped a long YouTube video going into further why I believe Oscar is an opportunity today I believe this is ONE OF THE BEST VIDEOS I'VE MADE, check it out and drop a sub while ur there: https://t.co/InYydku4mH


Summary: Author holds GOOGL long-term through near-term market irrationality.

@BirdNLionInvest The market isn't logical though in the short-term, in the long run it is but that can be a while. Although, I am happy to hold through all of it.

@DividendDude_X There is no reason $GOOGL shouldn't be $220 by EoY. Just based off the multiple, that would be the logical minimum price.


Summary: GOOGL ripping to new ATHs as market expects positive DOJ news today.

GOOGLE $GOOGL JUST KEEPS RIPPING THROUGH NEW ALL-TIME HIGHS. IT LOOKS LIKE THE MARKET IS EXPECTING GOOD DOJ NEWS TODAY. 🤩 https://t.co/vs73iLJlFb


Summary: Bullish UNH despite BBB risks; sees attractive risk-reward at current cheap valuation.

@kamikazecash I do think it's more risky for sure, but the risk-reward is attractive at this cheap a valuation.

With the BBB I think many are misinterpreting the affect that will have on companies like $UNH alot.

@DividendDude_X I think the BBB is throwing so much turmoil at the medical industry that healthcare stocks in general are risky. Not that I disagree with your take that it’s a good value, but UNH has shown almost no life since its dead cat bounce from the $260 to $320. It’s done nothing but


Summary: Holding UNH long despite drawdown; expects fundamentals and stock to return to all-time highs.

I am down a good bit on my UnitedHealth $UNH position. Not worried though as I am pretty sure fundamentals will return to all-time highs and as long as that happens... so should the stock price...

Pay-tience. 💸


Summary: Bullish GOOGL: Search grew 12% YoY vs 9% prior year; accelerating growth refutes dying-business narrative.

GOOGLE $GOOGL SEARCH GREW 12% YoY VS 9% YoY LAST YEAR. GOOGLE SEARCH IS LITERALLY SEEING ACCELERATED SALES GROWTH...

OPPOSITE OF A DYING BUSINESS THIS IS A THRIVING BUSINESS. 📈 https://t.co/b0ZhP1H2Md

---

Just dropped a YouTube video going over Google's $GOOGL earnings report, check it out: https://t.co/02bvp5efrs


Summary: Explicitly bullish on Google following new Google Finance page launch.

There’s a new Google Finance page!!!

Majorly bullish GOOGLE!! 📈 🚀

$GOOGL $GOOG

---

Creds to @wisemancap for making me aware of this


Summary: Endorses Google 25x PE / $245 target; flags AAPL and TSLA as overvalued relative to fundamentals.

It definitely does, EPS grew 22% YoY meanwhile we have companies like Apple $AAPL barely eeking out sales growth but trading for 34x earnings. 😂

Oh and other companies like Tesla $TSLA with horrid fundamentals and trading for a much higher premium than both of them based off a future that seems to always be far away.

Google should trade at a 25 fwd PE. That would give 25% upside in the stock on multiple expansion alone. Thats $245 price.

It deserves to be there.


Apple $AAPL barely eeking out sales growth but trading for 34x earnings


Tesla $TSLA with horrid fundamentals and trading for a much higher premium than both of them based off a future that seems to always be far away


Summary: Bullish GOOGL; targets $300 after breaking through $200.

I WAS SLEEPING BUT GOOGLE $GOOGL FINALLY DID IT!!! CRACKED THROUGH $200!!! LFGGGG! 🥳

NEXT STOP $300… https://t.co/zYHG7bH5RB


Summary: Bullish OSCR: $1B guidance raise is impressive given sector headwinds; elevated MLR is temporary as price hikes will offset.

The more I think about it Oscar $OSCR raising their guidance another $1B in sales aka like 10%-ish is RIDICULOUS.

With everything going on in the healthcare industry and investors running for the exits like never before Oscar is seeing continued strength.

I am quite bullish, this higher medical loss ratio is a temporary issue as they will just raise prices to compensate like they stated today in the preliminary earnings.


Summary: Author calls Samsung-Tesla $16.5B chip deal bullish for both companies.

SAMSUNG LANDS A $16.5B DEAL TO PRODUCE TESLA $TSLA CHIPS FROM NOW ON.

BULLISH FOR BOTH OF THESE COMPANIES. 📈 https://t.co/VDotoIxkY0


Google $GOOGL just became EVEN MORE ATTRACTIVE relative to the Maggy 7 and rest of the market now. Crazy how they're still under $200/share.

Summary: Bullish GOOGL; calls it increasingly attractive vs Mag 7 and market at sub-$200.

Google $GOOGL just became EVEN MORE ATTRACTIVE relative to the Maggy 7 and rest of the market now. Crazy how they’re still under $200/share.

PURE INSANITY. 🤬


Summary: Jensen's openness to China compliance is bullish for NVDA/AI.

NVIDIA $NVDA CEO JENSEN HUANG JUST SAID WHATEVER IT TAKES TO GET APPROVED TO SELL IN CHINA IS “FINE WITH US.”

BULLISH FOR AI! 📈 🚀 https://t.co/zFcjmEtcb6


Summary: Lists 10 'cheap quality' stocks as buys: MSCI, UNH, PYPL, GOOGL, NVO, MELI, PEP, FI, AMZN, CRM.

industry='Financial Data & Stock Exchanges'

10 Cheap Quality Stocks 👇

1) MSCI $MSCI
2) UnitedHealth $UNH
3) PayPal $PYPL
4) Google $GOOGL
5) Novo Nordisk $NVO
6) MercadoLibre $MELI
7) PepsiCo $PEP
8) Fiserv $FI
9) Amazon $AMZN
10) Salesforce $CRM

How many are you buying? 🤔


Summary: Bullish INTC via calls following Trump's positive comment on Intel's stock price.

Trump on Intel:

“I love seeing their stock price go up”

Yes, we know


Summary: Bullish GOOGL: OpenAI deal signals Google Cloud continuing to gain market share.

OPENAI MADE A DEAL WITH GOOGLE'S $GOOGL CLOUD TO POWER ITS CHATGPT AI ASSISTANT.

GOOGLE CLOUD CONTINUES TO TAKE SHARE! 📈 https://t.co/IhHUflSJrN


Summary: Bullish UNH; sandbagged quarter creates accumulation opportunity at lower prices.

@PK_Fund yep, sandbagged purposefully but gives us investors opportunity to accumulate at lower prices

$UNH It’s obvious the new CEO sandbagged this quarter’s earnings.
If you actually read the earnings report, you’ll see they recognized an unusually high amount of one-off losses of about $1.2 billion,  all in a single quarter. These include $620 million from the ACA exchange


Summary: Ethereum set for a short squeeze; strongly bullish.

Bro Ethereum $ETH is DEF going to short squeeze. GEEZ. 🤯


Summary: Bullish UBER as the dominant global ride-hailing aggregator regardless of robotaxi trends.

EARLIER TODAY UBER TECHNOLOGIES $UBER TEAMED UP WITH BAIDU $BIDU TO LAUNCH ROBOTAXIS IN THE MIDDLE EAST & ASIA...

UBER IS TRYING TO BE THE MAIN AGGREGATOR FOR RIDE-HAILING GLOBALLY, ROBOTAXI OR NOT. 📈 https://t.co/fXhIqadLEU


Summary: Bullish UNH; each resolved headwind (DOJ, guidance reset) will be a catalyst for the stock going forward.

@qcapital2020 Each cloud that gets behind them will be another catalyst for the stock

$UNH Guides -23% below consensus yet the stock is only down -4%

Keep in mind the DOJ uncertainty cloud is in there.

Signs of seller exhaustion , looks like we’re close.

Classic Kitchen sink quarter

Next up settling with DOJ then announcing monster buyback program.


Summary: SoftBank $2B investment into Intel seen as a bullish capital-accumulation catalyst.

SOFTBANK TO INVEST $2 BILLION DOLLARS INTO INTEL $INTC. 🇺🇸

INTEL IS GETTING MORE AND MORE CAPITAL. 📈 https://t.co/DVsOZLiRkZ


Summary: India launch is a major positive catalyst for Tesla.

@cb_doge @NDTVProfitIndia this is actually huge for Tesla

🚨 BREAKING: First images of Tesla’s store in India. Tesla is all set to officially launch in India later today. 🇮🇳 https://t.co/Hqr18ubPga


Summary: Adding to OSCR position on the dip.

If you care about $OSCR dropping 10% in price, you should not be investing in $OSCR at all.

This will be a very bumpy ride. Focus on fundamentals.

Nothing should have changed in your thesis. Just hang on, sit tight and maybe even add to the position if you like it.

Anything https://t.co/Hn2a1EFlnp


Summary: Bullish UNH long-term: margin compression is temporary, 2026 plan repricing catalyzes recovery; collect dividend + buybacks while waiting.

UnitedHealth $UNH stock price versus sales/net income margin. The problem here is the margins, which have compressed greatly. Sales are still growing steadily however.

Once margins re-stabilize so should the stock price, repricing of plans at the start of 2026 should help with this but it will take a bit. Nice thing is though you can collect that dividend and they will be buying back shares fast while you wait.

Like I said, this recovery won't be quick but it will happen eventually in my opinion.


Summary: Expects Figma to rip sharply higher on IPO open due to massive demand.

Figma $FIG IPO opening up trading tomorrow…

I already know this thing is ripping crazy once trading opens up the demand is probably ridiculous. 😂 https://t.co/7vIOFj4QhH


Summary: Wants to buy more UNH at current levels; bullish lean.

Itching to buy more UnitedHealth $UNH here...


Summary: Actively buying cheap US healthcare names (UNH, ELV, CNC, CI, OSCR) as sector hits record-low valuation vs S&P 500.

Damn, the healthcare sector as a whole has NEVER been this cheap relative to the S&P 500 as a whole...

Investors are super scared of healthcare right now, and like I have been saying that is EXACTLY why I am running into the sector with wads of cash ready to buy.

I love buying from pessimists.

$UNH $ELV $CNC $CI $OSCR


I am running into the sector with wads of cash ready to buy. $UNH $ELV $CNC $CI $OSCR


Summary: Bullish BTC to $146K by year-end.

BREAKING: Bitcoin surges above $121,000 for the first time ever https://t.co/VamtBwTJdF


Summary: Long UNH and NKE as safe-haven holds; sees both as portfolio longs even through a potential market correction.

Two of the laggards in my portfolio now starting to catch a bid...

$UNH up nearly 3% on the day close to $270.
$NKE up over 3.3% on the day past $77.

I think these two names will be safe havens if the market begins correcting.

Happy to hold both for the long run. 😄


Summary: Plans to buy more UNH on weakness; agrees DOJ cooperation suggests nothing significant.

@KrisPatel99 great point and 100% agree, likely going to buy a bit more as it falls

$UNH

This highlights the pragmatic, transparent approach at the top, confident in its practices. If they're willing to fully cooperate with DOJ investigators, it suggests there's likely nothing significant. Guilty parties don't willingly cooperate. The DOJ seeks high-profile https://t.co/G1f1UF3gTk


NVIDIA $NVDA & OPENAI OWNER OF CHATGPT SET TO LAUNCH NEW MODELS THAT ARE OPTIMIZED FOR THE WORLD'S LARGEST AI INFERENCE INFRASTRUCTURE!!! Bullish for A.I.

Summary: Bullish NVDA on new AI inference-optimized model launches from NVIDIA and OpenAI.

NVIDIA $NVDA & OPENAI OWNER OF CHATGPT SET TO LAUNCH NEW MODELS THAT ARE OPTIMIZED FOR THE WORLD’S LARGEST AI INFERENCE INFRASTRUCTURE!!!

Bullish for A.I. 📈 🚀 https://t.co/53PqiMSfqN


Summary: Bullish UNH on expected earnings growth in 2026 with further acceleration in 2027+, maintained dividend/buyback, and confident management tone.

So far I like UnitedHealth $UNH earnings call, earnings growth expected in 2026 and further acceleration in 2027 and beyond.

Maintaining dividend and buyback program announced. Still listening to call over on YT LIVE though.

They said for earnings they can pace back growth to low double digit rates than long-term accelerate due to repricing.

The tone across the team is calm, confident, and collected that they can recover.

---

still live on YouTube: https://t.co/QdoZLpbvmp


Summary: Long ASML: stock far below ATH while long-run earnings are set to keep making new ATHs — immense opportunity after earnings-driven drop.

industry='Semiconductor Equipment & Materials'

IF stock price follows a company's earnings over the long run ASML Holding $ASML is an immense opportunity after today's earnings fall...

The stock is nowhere close to all-time highs in stock price yet earnings in the long run are set to continue to make new all-time highs.

Looks nice here. 👀

---

charting from @gainify_io

I also just dropped a YouTube video on the most recent $ASML earnings, check it out: https://t.co/8VDK1KXnQm


Summary: Bullish CRWD reaction to 40% net new ARR growth guidance for H2 2026, stock reversal seen as durable positive signal.

CROWDSTRIKE $CRWD JUST FLIPPED FROM DEEP IN THE RED TO GREEN AFTER GUIDING FOR 40% NET NEW ARR GROWTH IN THE SECOND HALF OF 2026! 🤯 https://t.co/i6kwQFtTo6


Summary: Bullish ETH on stablecoin and tokenization thesis; leaning toward entry within the next year.

If I had to buy a crypto it would be Ethereum $ETH. Tom Lee and others have completely Eth-Pilled me.

I may or may not enter Crypto in the next year and it will be Ethereum.

The two major thesis’s being stablecoins based in the Ethereum network and tokenization of literally everything.

---

For Ethereum there is an actual thesis, two major ones which I like. While others I do not see much of a thesis and certainly not as strong as the two Ethereum has.


Summary: Bullish TSMC on Xi's assurance to Trump not to invade Taiwan.

TRUMP SAYS THAT XI TOLD HIM HE WOULD NOT INVADE TAIWAN WHILE HE IS PRESIDENT. 🇺🇸 🇨🇳 🇹🇼

Bullish TSMC $TSM! 📈 🚀


Summary: Speculative long INTC via calls/leaps on expectation Trump could pump the stock.

Knowing how Trump pumps things...

Intel $INTC calls/leaps might be the play here.

Not financial advice of course and this is CERTAINLY a gamble/speculative bet but seems like it could work.

Hmm. 🤔


Summary: Bullish on healthcare sector, buying into the panic selloff.

Healthcare is in pure panic territory. https://t.co/3eDXV89RqG


Summary: Bullish OSCR: two directors bought shares on same day; insider buying signals stock will rise.

INSIDERS ARE BUYING OSCAR HEALTH $OSCR, JULY 10TH TWO DIRECTORS ADDED SHARES.

INSIDER BUYING CAN ONLY MEAN ONE THING...

🚨 $OSCR INSIDER BUYING 🚨

Directors David Plouffe and Jeffery H. Boyd both added on the same day (10th of July). https://t.co/jxE15NX2fv


Summary: Long GOOGL as Gemini outpaces ChatGPT on user growth in both new and returning users.

GOOGLE’S $GOOGL GEMINI IS EXPERIENCING FASTER TOTAL USER GROWTH AND FASTER GROWTH IN BOTH SUB-CATEGORIES OF NEW USERS & RETURNING USERS…

IF THIS TREND CONTINUES CHATGPT COULD BE IN TROUBLE!

Bullish Google! 📈 🚀 https://t.co/LiCwYN3JdI


Summary: Would go all-in on DAVE for next 24 months; decisive pick over all alternatives.

If you had to go all-in on one stock and hold it for the next 24 months, which would you choose?

Catch: it has to be under a $3B market cap.


The rate at which Hims & Hers Health $HIMS fundamentals are improving should not be understated. These are some insane growth rates.

Summary: Bullish HIMS: vouches for accelerating fundamentals and insane growth rates as durable positive.

Drug Manufacturers - Specialty & Generic

The rate at which Hims & Hers Health $HIMS fundamentals are improving should not be understated. 📈

These are some insane growth rates. https://t.co/jSjQY3Xq5O


Summary: Long UNH; multiple superinvestors/hedge funds bought last quarter, author says the opportunity is real and urges buying.

Warren Buffett, Micheal Burry, George Soros, Chris Davis, David Tepper, and more superinvestors/hedge funds all bought UnitedHealth $UNH over the last quarter...

The best investors in the world, with many different strategies ALL recognize the opportunity here.

You should too. 🤷♂


Summary: Bullish AMZN/AWS on 25% YoY backlog growth to $195B; durable momentum implied.

AWS BACKLOG IS UP 25% YoY TO $195B! 🤯

THE SCALE IS INSANE. 📈 https://t.co/xqQglwvef4


Summary: OSCR trades at only 6.25x 2027 earnings even without ACA subsidies; implied deep undervaluation and bullish.

Let us not forget that Oscar Health's $OSCR target for EPS in 2027 is $2.25 currently.

This is WITHOUT ACA SUBSIDIES, so even in a world where subsidies are lost they are projecting $2.25 in '27.

They are trading for 6.25x '27 earnings... 🤣


CEO added $1 million dollars worth of shares here… Insiders and congress think healthcare is oversold here? Why don't you??

Summary: Healthcare insiders (MOH CEO, UNH, CNC) buying signals sector is oversold; author bullish on all three names.

Another healthcare company has an insider, this time the CEO, adding shares. Molina Healthcare $MOH CEO added $1 million dollars worth of shares here…

Insiders and congress think healthcare is oversold here? Why don’t you?? They only buy for one reason!

$UNH $CNC already had insider buys.


Summary: Recommends buy-and-hold ETH for the long term rather than trading in and out.

@TheLongInvest That’s really impressive wow, but i think people should just buy n hold $ETH for the long-term not go in and out

$ETH my $ETH activity over the last year.

All green buys are under the 200 WMA

All Red trims were at peaks (above the 200WMA)and when the structure was showing a pull back was next.

The price action from $ETH was one of the cleanest I have ever seen on a chart https://t.co/XuGbkjyZ1B


I only wanna buy more here, great risk-reward still. Easily the most undervalued of the Mag 7 imo.

Summary: Long GOOGL, targeting $200 this week; calls it the most undervalued Mag 7 name with great risk-reward.

Google $GOOGL RECLAIMS $195/SHARE territory and may make the push for $200 this week…

Google is so deserving of $200 it’s not even funny. Easily the most undervalued of the Mag 7 imo.

I only wanna buy more here, great risk-reward still. 🤷♂ https://t.co/D03btL7Jza


Google $GOOGL is more of an A.I. leader than a laggard, the narrative shift over the next few years will be a major catalyst for the stock. I am not selling a single share.

Summary: Long GOOGL; AI leader narrative re-rating is a major multi-year catalyst, holding all shares.


Summary: Decisive bullish quality verdict on Robinhood.

@Kross_Roads Robinhood is a phenomenal company

$HOOD If Piper Sandler's estimates are right (and if anything, they may understate the opportunity for Robinhood next year), prediction markets are a $200m opportunity next year.

Some may yawn and say that represents 4-5% growth, but this understates the impact.

This is an https://t.co/B7xfbQhB7L


Summary: Long DAVE; owns shares, calls it one of the most underrated fintechs after a phenomenal earnings report.

Dave $DAVE with a PHENOMENAL earnings report. Glad I own some shares of this puppy, one of the most underrated fintechs there is.

Lending as a business can be VERY profitable. Noice. 👌 https://t.co/UOiPi4zhGA


Summary: Bullish GOOGL on Gemini gaining LLM market share from ChatGPT.

GOOGLE $GOOGL GEMINI CONTINUES TO TAKE SHARE IN THE LLM SPACE. CHATGPT MARKET-SHARE IS STILL DOMINANT BUT DECREASING…

GOOGLE’S GEMINI IS INCREASING.

BULLISH GOOGERZ. 📈 https://t.co/m2dkg8ul7B


Amazon $AMZN is the best robotics play in the stock market…

Summary: AMZN is the best robotics play in the market; bullish on robotics thesis.

$AMZN has revealed a new robot

Blue Jay: next-gen robotic system that coordinates multiple robotic arms to perform simultaneous tasks. Think of it as a master juggler that never drops a ball.

It's already being tested in South Carolina and can handle about 75% of the items we https://t.co/6oXUhxeZhy


Summary: Bullish GOOGL on Google Cloud's full-stack AI ownership with Gemini Enterprise.

GOOGLE CLOUD $GOOGL INTRODUCED A NEW A.I. PLATFORM GEMINI ENTERPRISE TO COMPETE WITH TOOLS LIKE COPILOT FROM MICROSOFT $MSFT AND THE LIKES OF OPENAI…

GOOGLE REALLY DOES OWN THE FULL TECH STACK FROM TOP TO BOTTOM. BULLISH. https://t.co/qIIbbpjw6e


Summary: Decisive bullish verdict on GOOGL as a deal at current valuation.

@StockSavvyShay @fiscal_ai Google is a DEAL

$GOOGL 10 years ago:
• $39/share
• 22x earnings

$GOOGL today:
• $213/share
• 22x earnings

LLMs may dent search but in reality it controls the infrastructure (TPUs + Cloud), distribution (billions of users for agents) & security stack that will define Agentic AI. https://t.co/Zjc0Uhg2ZS


Summary: Author calls Google majorly bullish on new deal to integrate Gemini into Siri on Apple devices.

APPLE $AAPL AND GOOGLE $GOOGL REACH NEW DEAL TO EVALUATE GOOGLE’S GEMINI FOR SIRI ON APPLE DEVICES.

MAJORLY BULLISH GOOGLE! 📈 🚀 https://t.co/INToGoJkIb


Summary: Bullish META on valuation; author calls it cheap at current levels.

Meta $META stock can’t catch a break. LOL. It is quite cheap here…


Amazon $AMZN needs their respect. 2026 will be the year for Amazon. Trust.

Summary: Bullish AMZN into 2026; author endorses and amplifies the thesis that Amazon deserves more market respect.

I'm gonna need the market to put some more respect on $AMZN's name in 2026. https://t.co/QCOjtIJfBf


Summary: Bullish ETH as stablecoin supply hits ATH confirms tokenization + stablecoin thesis.

Wow! Tokenization + stablecoin thesis playing out. 😉

$ETH

JUST IN: Stablecoin supply on $ETH hits new all-time high of $172.2 billion. 🚨

Majorly bullish $ETH! 📈 🚀


Amazon $AMZN is such a fantastic business at such a fair price. I would even argue it's discounted here…

Summary: Bullish AMZN; author calls it a fantastic business trading at a discount.

Amazon $AMZN is such a fantastic business at such a fair price. I would even argue it’s discounted here…


Summary: Bullish PYPL on new PayPal Links feature; expects it to be highly successful.

I actually think this is extremely useful and will be a highly successful feature.

Nice work PayPal $PYPL team. 👏

PayPal $PYPL just introduced PayPal links

"a new way to send and receive money through a personalized, one-time link that can be shared in any conversation" https://t.co/1Dlo046cax


Summary: Amazon is top risk-reward in the market, edging out Google; both bullish but AMZN preferred.

Amazon $AMZN is the best risk-reward in the stock market now in my opinion. Yes slightly eeking out Google $GOOGL today IMO.


Yes slightly eeking out Google $GOOGL today IMO


Summary: Bullish AMZN; views YTD red as ridiculous for quality of business, plans to buy more.

Amazon $AMZN is the only company in the maggy 7 in the RED YTD. For this great of a business I think that is frankly ridiculous.

Likely going to be buying more. 🤷♂ https://t.co/x6gKQgY2C0


Summary: Bullish GOOGL as an AI leader validated by Apple choosing Gemini for Siri; AAPL seen as beneficiary needing Google's AI.

And there it is. GOOGLE $GOOGL IS AN A.I. LEADER…

Apple $AAPL NEEDS them ‼

JUST IN: Apple to use Google Gemini for next version of Siri


Summary: Bullish GOOGL on continued AI innovation and durable search market leadership.

Google $GOOGL keeps innovating and improving search. They will stay the market leader in the category. 🤷♂

In October, we celebrated major AI breakthroughs, and added our helpful AI into even more of our products and services. Catch up on all of our AI updates from last month:
-In a historic first, we announced Quantum Echoes, the first-ever algorithm to achieve verifiable quantum


Summary: Google at $240 is not expensive; implicit bullish valuation call.

Me when I see that Google $GOOGL is at $240/share and STILL NOT expensive.

https://t.co/Y26zxWunJS


Summary: Agrees PYPL is cheap at sub-13x earnings; implicit bullish lean.

@StockSavvyShay @fiscal_ai It’s definitely cheap

HAD NO IDEA $PYPL WAS TRADING UNDER 13X EARNINGS  😳 https://t.co/gXWAKpqvDG


Gemini is now seeing Google $GOOGL ads. Extremely BULLISH. 📈 🚀

Summary: Bullish GOOGL on ads going live in Gemini, citing superior data targeting potential.

$GOOG ads now live in Gemini.

Considering Gemini is the only provider which doesn’t allow users to opt out of training their models on their data, the targeting here will be off the charts.

Every data point about you, every question you ever had, sold to the highest bidder.


Summary: Author flags Google-Coinbase AI payments partnership as bullish for both stocks.

GOOGLE $GOOGL TEAMS UP WITH COINBASE $COIN TO ENABLE CRYPTO PAYMENTS IN THEIR NEW A.I. PAYMENTS PROTOCOL. BULLISH! 📈 🚀 https://t.co/h8RUpcGG7m


Summary: Bullish UNH; risk-reward seen as favorable, among best in market.

UnitedHealth $UNH risk-reward very favorable here still. One of the best in the stock market some say. 🤷♂


Summary: Shares/endorses Michael Burry's long position in Shift4 Payments.

I missed this today, Micheal Burry is LONG Shift4 Payments $FOUR.

This has been a massive fintwit name for months.

He is one of us. https://t.co/w9gnsqXRvp


This would be VERY BIG for Oscar $OSCR. 👀

Summary: Bullish OSCR: extension of Obamacare subsidies seen as a major positive catalyst.

JUST IN: Democrats propose to end shutdown by extending Obamacare subsidies by 1 year

Shutdown forecasts drop from 49 days to 46 days


Summary: AMZN under $220 is a steal; decisive bullish verdict.

AMAZON $AMZN UNDER $220/SHARE IS AN ABSOLUTE STEAL. 🤩

I love it. https://t.co/tXjl9GTnad


Summary: Remains long OSCR despite dilutive convertible offering; wants to add shares in the mid-teens, thesis intact.

Didn’t even see this today for Oscar $OSCR, long-term thesis still more than in-tact would love to nab more shares in the mid-teens personally. 🤷♂

$OSCR DOWN 6.35% AH ON $350M CONVERTIBLE NOTES OFFERING

Is this the afternoon of dilution? Lol

Proceeds to fund growth, AI investments & cost reduction. Focus on improving patient experience & healthcare efficiency… https://t.co/eDaDxBSUtf


Summary: Endorses Berkshire's new GOOGL position as bullish signal.

BERKSHIRE HATHAWAY $BRK.A TRIMMED APPLE $AAPL AND BOUGHT GOOGLE $GOOGL. LFG ‼ https://t.co/VT0RnWjVPU


Summary: Uber bullish AMZN long-term; endorses parent's buy thesis.

@amitisinvesting I LOVE THIS BUY AMIT. I am uber bullish Amazon $AMZN long-term!!!

$AMZN

alright folks…

Amazon is officially the worst performing Mag 7, up 1% YTD

hard to imagine we end the year with S&P around 6800-6900 and $AMZN stays flat

two reasons I think its down:

1.) tariffs actually effect their commerce business, we saw that with operating https://t.co/OorcUmV8Hb


I genuinely think there is a non-zero chance Google $GOOGL is the most valuable company in the next decade or so. I am KEEPING them as my largest position.

Summary: Long GOOGL as largest position; sees real chance it becomes most valuable company over next decade.


GOOGLE'S $GOOGL WAYMO NOW HAS APPROVAL TO OPERATE AT SAN FRANCISCO INTERNATIONAL AIRPORT. BULLISH!

Summary: Bullish GOOGL on Waymo getting approval to operate at SFO.

GOOGLE’S $GOOGL WAYMO NOW HAS APPROVAL TO OPERATE AT SAN FRANCISCO INTERNATIONAL AIRPORT. BULLISH! https://t.co/hLcBfnSsBX


Summary: Bullish PLTR on phenomenal quarter, despite rich valuation.

1. Palantir $PLTR just had a PHENOMENAL quarter.
2. Palantir $PLTR is also super expensive based upon traditional valuation metrics and has been for a while.

Both statements can be true…


Summary: Bullish GOOGL at new ATHs; author sees still-fantastic risk-reward.

Google $GOOGL is GREEN and hitting new all-time highs in a literal SEA of RED. You love to see it. 😊

Still fantastic risk-reward here IMO. https://t.co/h1d0tOPYMa


Certified compounder… Anyone looking at this name???

Summary: Bullish on MELI dip into correction territory; frames it as a certified compounder worth buying.

MercadoLibre $MELI is formally in a CORRECTION. Anyone looking at this name??? Certified compounder… https://t.co/R4Px67i4Fk


Summary: ETH is an obvious long; author endorses the thesis that L2 activity accrues value back to Ethereum.

Ethereum $ETH seems like an obvious long.

$BMNR $HOOD $VISA

One of the things I keep seeing in the replies about no one using ETH and everyone is using L2's and thus theres no value for ETH.

This is a bit of a misunderstanding, so here is how that works.

Layer 2 networks like Arbitrum, Users pay L2 gas fees to the https://t.co/gl4G5CI1qn


Summary: Bullish GOOGL with a $300 price target implied.

She wants $300…

$GOOGL https://t.co/Uxk1iw8TaZ


Summary: Holds long UNH shares.

@KrisPatel99 @derekquick1 @adamkhootrader @SayNoToTrading Crazy win with the options play!!! Too risky for me haha but congrats. Just longing shares here. (:

Congrats to $UNH longs.

$1M+ in gain on a very contrarian but logical thesis.

Notable accounts that kept the thesis in tact while getting push back @derekquick1 @DividendDude_X @adamkhootrader @SayNoToTrading

Finding great accounts to follow really helps in finding these https://t.co/29YW7WTV9c


Summary: Bullish Visa on continued double-beat earnings and durable compounding business.

Visa $V with ANOTHER double beat quarter, business as usual for this payment processing giant. 💳

They just KEEP COMPOUNDING. https://t.co/SOIrElfZuA


Summary: Would buy SPGI at $450 or lower; conditional but committed long lean.

@QualityInvest5 Considering swapping one of my companies for this one, if it gets to like $450 or lower I feel I have to

$SPGI is probably one of the easiest longs in the market right now:

- One of the widest moats on the planet
- Double-digit revenue growth
- Trading at just 24x FCF

Probably the easiest outperformance you can buy right now NFS 🤷♂ https://t.co/e5nHKNqiMy


Summary: Decisive bullish quality verdict on Google; incredible company in every way.

Google $GOOGL is an incredible company in every way.


TESLA $TSLA CHAIR SAYS ELON MUSK HAS COMPLETED HIS POLITICAL SERVICE AND HAS RETURNED FULLY BACK TO TESLA. BULLISH.

Summary: Bullish TSLA on news that Elon Musk has returned fully to Tesla after completing political service.


Summary: Bullish on ETH below $4K and BitMine as ETH proxies; tokenized assets + stablecoin ATH thesis playing out.

Tokenized assets thesis for Ethereum $ETH is playing out, stablecoins just hit a new all-time high of $280 billion market cap and onchain volume is rising.

Plus today, Ethereum is down. Give me sub $4,000 and I will be in. Wether it is through a BitMine $BMNR or Ethereum directly. I will be in.

Ethereum $ETH tokenized assets thesis playing out.


Wether it is through a BitMine $BMNR or Ethereum directly. I will be in.


Summary: Long GOOGL as the best public proxy for SpaceX exposure via its 7% stake.

SpaceX is absolutely CRUSHING federal space programs and basically is the USA's space program at this point really...

Google $GOOGL owns 7% of the company by the way! The best way to get exposure to it since it's not publicly traded is actually to buy Google I think. https://t.co/UcWNn8p697


THE GOOGLE STORY JUST KEEPS IMPROVING. BULLISH!!!

Summary: Author bullish on both GOOGL (improving story) and META on news of Gemini-powered ad targeting talks.

META PLATFORMS $META IS IN TALKS WITH GOOGLE $GOOGL TO USE GEMINI FOR SHARPER AD TARGETING ACROSS THEIR PLATFORMS. BULLISH!!!

THE GOOGLE STORY JUST KEEPS IMPROVING. https://t.co/hg9Bwnxrhn


META PLATFORMS $META IS IN TALKS WITH GOOGLE $GOOGL TO USE GEMINI FOR SHARPER AD TARGETING ACROSS THEIR PLATFORMS. BULLISH!!!


Summary: Bullish on data-center power plays NBIS, IREN, WULF, CIFR on rising US power demand; eyeing small positions on a pullback.

DATA CENTERS ARE ONLY PROJECTED TO TAKE MORE AND MORE OF US POWER IN TERMS OF PERCENTAGES…

THIS IS THE KINDA THING THAT MAKES ME BULLISH $NBIS $IREN $WULF $CIFR AND OTHERS BUT FEELS LIKE I MISSED THEM.

SMALL POSITIONS IN SOME OF THESE MAY BE ON THE TABLE FOR ME IF WE GET A NICE PULLBACK. 🤷♂


Summary: Bullish AMZN: business fundamentals have improved far more than its 37% 5-year stock return implies, suggesting undervaluation.

I can tell you for certain that Amazon $AMZN as a business has fundamentally improved a hell of a lot more than 37.21% over the past 5 years… https://t.co/djkQ7xkFY4


Summary: Confirms buying Amazon on the tariff-driven selloff, echoing parent's bullish stance.

@joecarlsonshow I already bought some Joe

I will be buying any and every sell off of Amazon that’s caused by tariffs.


The GOOGLE $GOOGL ecosystem can't be beaten…

Summary: Bullish GOOGL; ecosystem viewed as unassailable.

The GOOGLE $GOOGL ecosystem can’t be beaten… https://t.co/U6zNpklPpa


Summary: Bullish UNH; expects recovery back into the $400s from current ~$370.

UnitedHealth $UNH is now above $370/share... not long till we are right back in the $400s. They will say it was obvious.


Summary: Adding to long AMZN position.


Summary: Bullish on HOOD long-term; author endorses parent's $1T thesis and wants a dip to buy.

@amitisinvesting Robinhood is the future, and I know it. Would love a big dip.

$HOOD

I have a ton of thoughts from the HOOD summit last week in Vegas that I'll be writing up over the coming days, but it led me to a fundamental conclusion that I now genuinely believe:

Robinhood will be worth $1T one day.

I don't know when, but the formula has become


Summary: Expects TSLA to reverse post-earnings selloff when Elon speaks; stock driven by optics not fundamentals.

Tesla $TSLA stock selling off on earnings but Elon will come save the day when he speaks.

I think we see a reversal here per usual. The stock for Tesla literally is NOT tied to business performance it’s tied to the optics of their future. 😂 https://t.co/6M2nCBwUfJ


Summary: Bullish PYPL; sees only upside at current prices.

@Kross_Roads Only upside for PainPal $PYPL at these prices

$PYPL PayPal ads are going to shock a lot of people next year.

They've assembled a great team and the opportunity is immense.


Summary: Amazon is a good buy at current levels.

AMAZON $AMZN IS A GOOD BUY HERE I THINK. ME LIKEY THE STOCK LOTS.


Summary: Picks AMZN as the laggard to buy among the Magnificent 7.

Maggy 7's YTD:

$GOOGL +31.6%

$NVDA +28.2%

$META +27.8%

$MSFT +22.3%

$TSLA +10.1%

$AMZN +5.2%

$AAPL -3.4%

Buy the laggards?


Summary: Healthcare sector is undervalued; bullish on UNH, ELV, OSCR, CNC, and CI.

Guys, healthcare is undervalued right now. BTW.

$UNH $ELV $OSCR $CNC $CI https://t.co/Ef6q8FbLmH


Summary: Bullish GOOGL: Chrome improvements accelerating post-verdict will drive meaningful product shipping.

The amount of shipping Google $GOOGL will do with Chrome now is insane. We are already seeing this less than a month after the verdict came out.

Expect the Google Chrome experience to improve exponentially from here.


Summary: Long GOOGL as the sole full-stack AI company; decisive bullish quality verdict.

Google $GOOGL is the only FULL stack A.I. technology company in the game...


Summary: Adobe is cheap; decisive bullish valuation call.

Adobe $ADBE is cheap, that’s it. That’s the tweet.


Summary: Bullish PLTR; rule-of-40 score of 114 cited as exceptionally strong fundamental performance.

Palantir $PLTR posted a rule of 40 score of 114…

Just insane. 🤯 https://t.co/Dz4EtXGjJV


Summary: Bullish AMZN; author says he doesn't own nearly enough, implying he wants to buy more.

Jeff Bezos plans to build a data center in space within the next 10+ years.

Unlimited solar energy available 24/7, space is an ideal location for data centers.

$AMZN AWS is set to make major moves out there. https://t.co/KJCEO973eQ


Summary: Bullish ETH; signs of awakening suggest upward price movement ahead.

Ethereum $ETH appears to be waking up. 👀 https://t.co/0mzlnxIeYM


Summary: Bullish GOOGL on Gemini's explosive growth to over 1 billion web visits worldwide.

GOOGLE’S $GOOGL GEMINI IS SEEING EXPLOSIVE GROWTH IN TERMS OF DESKTOP AND MOBILE WEB VISITS WORLDWIDE. NOW OVER 1 BILLION PEOPLE TOTAL.

SO BULLISH!!! 🤩 https://t.co/QH9JAf8wNX


Google $GOOGL is making Sam Altman and OpenAI dance. 🕺

Summary: Bullish GOOGL as it puts competitive pressure on OpenAI, framing Google as dominant.

From "just sell your shares" to "code red" for OpenAI in the blink of an eye.


Summary: Interested in buying UBER on dip after earnings-driven 8% decline into low $90s.

Uber $UBER is bleeding a bit on a mixed earnings report down nearly 8% and into the low $90s….

Would love a nice dip on this bad boy. For the right price, I would buy the stock! 🤷♂ https://t.co/cHEywY7Xcw


Summary: Bullish AMZN: AWS outage demonstrates indispensability of cloud dominance, framing it as strength not weakness.

The world relies on Amazon $AMZN and their cloud services more than you know…

The internet, basically, is shut down because everyone relies on AWS.

This is more a show of strength than weakness.

AWS is crucial to everything we do online.

Speaks volumes. 🗣


Summary: Views current crypto dip as a buying opportunity given Trump's pro-crypto stance.

Trump saying this and crypto simultaneously being down as much as it is feels like an opportunity. But what do I know…

Trump says, “I only care about one thing: will we be number one in crypto” https://t.co/KezivghhA9


Summary: Bullish on DASH and GOOGL following Waymo-DoorDash autonomous delivery partnership announcement in Arizona.

WAYMO AND DOORDASH JUST ANNOUNCED A NEW PARTNERSHIP: 🚨

DoorDash $DASH and Google $GOOGL owned Waymo just announced a new partnership to launch an autonomous delivery service in Arizona for food delivery…

Bullish for both of these names ‼ https://t.co/yyCjN4nWle

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ALSO I DONT HAVE ANY WHATSAPPS OR TELEGRAMS I ONLY HAVE THIS X PAGE AND MY SPORTS ONE IF ANYONE IS MESSAGING YOU ON WHATSAPP TELEGRAM OR ANY OTHER MESSAGING SERVICE THAT IS NOT ME!


Elon Musk is bullish Google $GOOGL, you can't make this up haha. 😂

LFG ‼

Summary: Shares Elon Musk's bullish stance on Google with apparent endorsement ('LFG').

Elon Musk is bullish Google $GOOGL, you can’t make this up haha. 😂

LFG ‼

https://t.co/sdwzZosVGA


Summary: Bullish GOOGL as Waymo continues expanding autonomous driving across California.

Google $GOOGL Waymo just continues to scale more and more. What a sight to see!!! 🤯

We're officially authorized to drive fully autonomously across more of the Golden State.

Next stop: welcoming riders in San Diego in mid-2026! ☀ https://t.co/mWs4tISPiq


Summary: Bullish AMZN; valuation becoming more attractive.


Summary: AMZN seen as an asymmetric long opportunity near $210, despite modest 5-year returns.

Amazon $AMZN near $210/share. Has gone up barely above 20% in the past five years. Starting to become quite the asymmetric opportunity here…


Summary: Expects Amazon to be the next big-tech name to re-rate upward after Google's ATH.

@joecarlsonshow I have taken full advantage to the best of my ability, I believe Amazon is next

Google hit a new all time high.

The valuation to quality gap between Google and the rest of big tech is quickly being filled in. I hope you have taken advantage over the past 6 months. I’ve made a hundred videos to remind you. https://t.co/vjhv5swyGd


Ethereum $ETH is looking like a coiled spring. Fundamentals have improved. Where has the price gone?? Nowhere recently…

Summary: ETH price has lagged improving fundamentals; coiled-spring setup implies upside ahead.

Ethereum $ETH is looking like a coiled spring. Think of it like a technology company for a second.

Fundamentals have improved. Where has the price gone??

Nowhere recently…

TOM LEE TOLD CNBC THAT ETHEREUM $ETH ACTIVITY ACROSS L1 & L2 IS GROWING RAPIDLY WHILE $ETH PRICE HAS GONE NOWHERE…

COILED SPRING HERE. 🚀

https://t.co/r4k6SVY1nU


The president's son is telling you Q4 will be "unbelievable" and you're bearish???

Summary: Implicitly bullish on crypto Q4, mocking anyone still bearish given Eric Trump's 'unbelievable' Q4 forecast.

General crypto basket: BTC and ETH as proxies

You’re bearish? The president’s son is telling you Q4 will be “unbelievable” and you’re bearish??? https://t.co/ica9hGatpu

JUST IN: Eric Trump says Q4 will be "unbelievable" for crypto


Summary: Bullish GOOGL on Waymo robotaxi leadership and continued geographic expansion.

GOOGLE $GOOGL WAYMO BEGINS TESTING IN DENVER WITH PLANS TO LAUNCH NEXT YEAR. 🤩

ROBOTAXI LEADER KEEPS EXPANDING.

https://t.co/wcvYGqR0GF


Summary: Strongly bullish AMZN at current levels under $220.

Amazon $AMZN is STILL under $220. Saying I like it here is an understatement…


Summary: Bullish GOOGL; author thinks market resilience to ChatGPT browser news signals Google won't be disrupted.

Google $GOOGL is down around only 2% off the news that ChatGPT is launching their own browser…

I feel like if this news came out a few months ago Google would be down alot more.

Investors are used to it.

Google likely won’t be disrupted. https://t.co/0otXHs9v33


Summary: Bullish PYPL on multi-year Google partnership covering agentic commerce, Cloud, Ads, and Play.

This is quite bullish PayPal $PYPL I must say. Definitely a big win for them. 🏆

$PYPL / $GOOGL GOOGLE AND PAYPAL TO FORGE MULTI-YEAR PARTNERSHIP!

Specifically called out in the presser:
- Agentic Shopping and Commerce Experiences
- PayPal will be one of the key PSP across products like Google Cloud, Google Ads, and Google Play.
- PayPal will use Google AI https://t.co/LZl2yyempD


Summary: Long GOOGL at $230; DOJ headwind removed, still substantially undervalued long-term despite overnight move.

Here's the bomb on Google $GOOGL ladies and gentlemen. At $230, the stock is STILL not expensive. Now the DOJ headwind is behind them, slowly but surely multiple headwinds are being removed and the market will realize how much they're discounting a truly FANTASTIC business.

I believe the stock is still substantially undervalued for the long-term today, after the move overnight. 🤝


Summary: Bullish Google/Alphabet citing Google and YouTube ranking as most visited websites globally in August.

GOOGLE AND YOUTUBE WERE THE MOST VISITED WEBSITES IN THE WORLD IN AUGUST. BULLISH GOOGLE.

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

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Data from @Similarweb


Google $GOOGL DOJ case is resolved next week and they're not forced to sell-off Chrome so the stock moons

Summary: Bullish GOOGL into DOJ resolution next week; no forced Chrome sell-off means stock moons.

Me when Google $GOOGL DOJ case is resolved next week and they’re not forced to sell-off Chrome so the stock moons.

Winning. 🏆

https://t.co/aN5mSJDMqX


Summary: Bullish ASML; solid earnings and $1000+ share price seen as just the beginning.

ASML Holding $ASML with a solid earnings report and the stock is well past $1,000/share now. Deserved. 👏

Congrats all holders, and I do believe this is just the beginning for $ASML! https://t.co/dy1XVj1YZL


Summary: Long GOOGL; expects continued ecosystem expansion and business growth well into the future.

This is a great chart on how Google $GOOGL has built their $3 TRILLION dollar empire of a business. Strategic acquisitions, improvements, and overall spawning new business segments adding to the Google ecosystem are what caused this.

I only expect this trend to continue well into the future, and Google will just get bigger and bigger.


Summary: Bullish ORCL on strong earnings and substantially increasing backlog driving upward momentum.

ORACLE $ORCL IS ROCKETING UPWARDS AFTER A STRONG EARNINGS REPORT AND THEIR BACKLOG INCREASING SUBSTANTIALLY. 🤯 https://t.co/2CwcI2loR9


Summary: Bullish AMZN; author signals position is too small given Amazon's neutral logistics play on Walmart orders.

I clearly do not own enough Amazon $AMZN.

$AMZN NOW FULFILLING $WMT ORDERS

Direct integration with Walmart lets Amazon ship rival marketplace orders -- positioning its network as the neutral logistics layer in a $150B+ market. https://t.co/MkTWaKMfBT


Summary: Highest-conviction long position is Google GOOGL.

@InvestingVisual Has been and still is Google $GOOGL

What is your highest conviction stock right now?


Summary: Decisively long OSCR as a play on the AI opportunity in US healthcare.

The AI opportunity in US healthcare in one simple chart. https://t.co/0tql1UEuJm


Wow Google $GOOGL is going to have their Gemini model defaulted on Apple $AAPL devices likely. Wether it is fully displayed or only on the background this is big. Bullish!

Summary: Bullish GOOGL on Gemini being integrated into Apple/Siri, calling the deal a major win regardless of visibility.

*APPLE FINALIZING PACT THAT WOULD PAY GOOGLE ROUGHLY $1B A YEAR

*GOOGLE GEMINI AI MODEL TO HELP RUN SIRI FEATURES DUE IN 2026

*APPLE TO USE 1.2 TRILLION PARAMETER GOOGLE MODEL TO POWER SIRI


Summary: Bullish on SPGI dipping below $500 into correction territory; calls it a buying opportunity.

S&P Global $SPGI under $500/share and technically in a correction now hmm. 🤔

This is starting to look real interesting for this phenomenal of a business ‼ https://t.co/aB0thVWFQb


Summary: Frames MELI's pullback as a correction in a compounder, implying it's a buying opportunity.

This compounder is experiencing a pretty significant CORRECTION…

$MELI https://t.co/aZTR19qgw4


Summary: Bullish UNH at $320; recovery seen as just starting.

UnitedHealth $UNH $320/share! The recovery is just beginning. 🥹 https://t.co/QpddnNlXjl


Google $GOOGL is STILL one of the best risk-rewards in the stock market. Not the absolute best anymore IMO but top 3/5.

Summary: Long GOOGL; still ranks it top 3–5 risk/reward in the market.


Summary: Author implies SNPS selloff is an overreaction, suggesting a bullish reversal opportunity.

Now this SEEMS like an overreaction, no??

$SNPS https://t.co/4p64wIQ9Oe


Summary: Bullish GOOGL above $250; expects price to continue rising over time.

Guys… Google $GOOGL is above $250/share. I still remember the days when they were in the $150s, $160s, & $170s it was NOT long ago at all. Above $250/share is surreal and this will only be higher with time. 🤩


Summary: Author prefers Google and Amazon over TSLA/AAPL near ATHs.

@Mr_Derivatives Indeed. Google and Amazon much better here imo

$TSLA nearing ATH’s

$AAPL nearing ATH’s


Summary: Bullish on Ferrari after rare significant dip; high-quality company seen as a buying opportunity.

Haven’t seen this much pain from Ferrari $RACE in a VERY long time… a high-quality company that rarely dips this much ‼

Anyone interested here??? 🤔 https://t.co/CrNrgcQcrK


I think I will finally be entering into a position via a certain treasury next week. $ETH seems more like a tech company than a traditional crypto to me

Summary: Author announcing imminent long ETH position via a treasury vehicle next week, framing ETH as a tech company with highest total return potential.

@JourneyMacro I think I will finally be entering into a position via a certain treasury next week. Originally never thought I'd be buying a crypto, but $ETH seems more like a tech company than a traditional crypto to me. Gotta be open-minded to what generates the highest total return.

@DividendDude_X ETH is probably the most difficult trade for most people right now:

The whole world dumped USDs in the 70s and chose Gold but US and UK banks created efficient global payment rails and the USD became the global reserve currency.

It's the same today:

The whole world laughs at


Summary: Bullish AMZN; author finds it extremely attractive at current levels.

Amazon $AMZN is still extremely attractive at these levels imo.


Summary: Elliott Management takes $4B activist stake in PepsiCo pushing for changes; author shares as bullish catalyst.

ELLIOT MANAGEMENT TAKES A $4B STAKE IN PEPSICO $PEP PUSHING FOR CHANGES IN THE COMPANY.

THIS IS DEFINITELY ONE OF THE LARGEST STAKES ELLIOT HAS EVER TAKEN IN A COMPANY. 🤯 https://t.co/X9YB9CFImg


Summary: NVO is cheap at ~4% yield plus double-digit projected sales growth; implied bullish.

Wen too cheap to ignore?? Near 4% dividend yield and double digit projected sales growth…

That is CHEAP. 🤨

$NVO https://t.co/ED52yKEIm2


THIS IS BIG FOR HIMS AND HERS HEALTH $HIMS INVESTORS. 🚨 Definitely bullish.

Summary: Bullish HIMS on launch of menopause product line under Hers brand.

🚨 BREAKING: $HIMS OFFICIALLY LAUNCHES MENOPAUSE UNDER "HERS" BRAND

- estradiol pill or patch
- progesterone pill
- estradiol vaginal cream https://t.co/jDLb0CaWgp


Summary: Endorses Amazon as one of the best businesses, implying it's a buy on weakness from overscrutiny.

The worst businesses in the world have no sellers

The best businesses in the world are being scrutinized and sold because the CEO gave a weird answer during the last earnings call


Summary: Bullish GOOGL: rolling out ads on AI search mode signals monetization of AI search.

GOOGLE $GOOGL IS NOW ROLLING OUT ADS ON THEIR AI MODE VERSION OF SEARCH… https://t.co/p1kMfYoE6E


Summary: Expects META to bounce after -3% drop, near red YTD.

$META -3%.

Almost red ytd. https://t.co/KaEgRoCLf1


Summary: Bullish GOOGL on Gemini's continued user share gains, now at 650M MAUs.

GEMINI YESTERDAY REPORTED THAT THEY ARE NOW AT 650 MILLION MAUs…

THEY KEEP TAKING SHARE ‼

$GOOGL $GOOG https://t.co/uZXIyTbh9j


Summary: Bullish META: confident Zuckerberg has the financial capacity to back the $600B US AI commitment over several years.

$600B is an insane number… but unlike OpenAI I am quite confident that Meta $META and Mark Zuckerberg have the funds to support this over the next several years… 😂

*META: COMMITTING OVER $600B IN US BY 2028 TO SUPPORT AI

Translation: META bondholders face even bigger losses


Summary: Bullish GOOGL on exponential AI token processing growth reaching 1.3 quadrillion monthly.

I FEEL LIKE THIS WAS MISSED...

GOOGLE $GOOGL NOW PROCESSES 1.3 QUADRILLION A.I. TOKENS MONTHLY, THE GROWTH IS EXPONENTIAL! BULLISH!!! https://t.co/WA6Vr3amgM


Summary: Added to DAVE, AMZN, SCHG; remains long FISV via LEAP on view that downside is limited and long-term upside is intact from current prices.

PORTFOLIO UPDATE: NOVEMBER 15TH 2025

Added To:
$DAVE
$AMZN
$SCHG

Trimmed:
$UNH
$GOOGL

Swapped:
$FISV (converted Fiserv position to a LEAP contract)

I did not start any new positions or completely sell out of any positions.

Ok so not too much activity these days I kind of like where my portfolio is at. Did some adding to positions I felt were undervalued and continued my buys of $SCHG that I normally do.

Did some trimming as Google $GOOGL was still stuck around 40% of my portfolio, I like where it is at now. I also tax-loss harvest sold a bit of $UNH I also like where my position for that one where it is now.

In terms of $FISV (Fiserv) which had a collapse I did not expect I converted it to a leap to get a higher upside with less capital since I lost some due to the quick fall of the stock. I think long-term they do more than ok from these prices in my opinion. I also think from these prices there is not much downside left so the LEAP makes sense, don't quote me on that though I could be VERY wrong.

Going to try and get out portfolio updates atleast monthly but it may vary as my life has been very busy recently. Performance and link to platform used will be in the replies.

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Performance YTD:

My Portfolio: +24.22%
S&P 500: +14.59% https://t.co/16a1DzSU53

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Snowball Analytics Portfolio Software Referral Link: https://t.co/j12G6Bk9bF

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Last portfolio update: https://t.co/e3THOetM6D


I think long-term they do more than ok from these prices in my opinion. I also think from these prices there is not much downside left so the LEAP makes sense


Summary: Sarcastically mocks 'Google Search is dying' narrative; 15% YoY search growth implies bullish on GOOGL.

Google Search revenue grew 15% YoY. Really dying, beyond DEAD actually. 💀

Lol. 😂

$GOOGL $GOOG https://t.co/eFcO7wYRK6


Summary: Bullish GOOGL as underrated AI full-stack owner with potential to become world's largest company.

Crazy how Google $GOOGL is still underrated, I truly believe they have the potential to be the largest company in the world someday as they own the full A.I. tech stack from top to bottom.


Summary: Bullish GOOGL; still cheap with great risk-reward at $214 and even up to $220–$230.

GOOGLE $GOOGL $214. 😏

Price discovery continues… https://t.co/1xJXmiJuYK

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also it's still not expensive, great risk-reward even if it was $220 or $230 lol


Summary: Holding GOOGL in the $240s and actively buying AMZN dips on the daily chart.

Life right now with Google $GOOGL in the $240s and buying the Amazon $AMZN dip on the daily…

https://t.co/rU2x0gvU6k


buying the Amazon $AMZN dip on the daily


Summary: Bullish NFLX below $900 after post-earnings 8% drop; starts to look interesting at that level.

NETFLIX $NFLX IS DOWN OVER 8% AFTER REPORTING EARNINGS. BELOW $900 THIS STARTS TO LOOK INTERESTING IMO. 🤔

Red day for Netflix. 😳 https://t.co/BjmO04QrrN


Summary: Bullish META; author sees it as a fantastic buying opportunity.

Meta $META is starting to look like a fantastic opportunity IMO.


AMAZON $AMZN is the best robotics play in the market. That's it.

Summary: Amazon is the top robotics play in the market; decisive bullish stance on AMZN.

I will say it again, AMAZON $AMZN is the best robotics play in the market. That’s it.

JUST IN: Amazon plans to robotize 75% of its operations


Summary: Bullish GOOGL on surging MoM traffic growth to Google AI domains.

GOOGLE $GOOGL MoM CHANGE IN TRAFFIC TO GOOGLE AI DOMAINS. INCREDIBLY BULLISH. 📈 🚀 https://t.co/prBmbIf9mI

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Chart from @Similarweb


Summary: Author expresses strong bullish sentiment on GOOGL following DOJ ruling that Google need not sell Chrome.

DOJ RULES IN FAVOR OF GOOGLE $GOOGL, THEY ARE NOT FORCED TO SELL CHROME AND THE STOCK SOARS. 🚀

I AM SO HAPPY RIGHT NOW. 😆 https://t.co/78NEiqQDA9


Summary: Bullish on Google citing massive data advantage and continued AI/product innovation.

Man another good innovation from Google $GOOGL. This company has such a massive data advantage and they are taking advantage of that.

BULLISH GOOGS.

Think of review summaries as your personal TLDR.

Just open a spot on Google Maps, scroll to the reviews, and Gemini gives you a quick overview of what people are saying. https://t.co/TrbiAxDqNH


Summary: Bullish FICO on new business segment that could unlock lucrative cash-flowing revenue.

Fair Isaac $FICO is having itself a day after announcing the launch of a new business segment that competes directly with credit scoring companies…

Could potentially unlock a new cash-flowing business that would be very lucrative for FICO. 👀 https://t.co/i75vsRJBAf


Summary: Endorses Truist Buy on GOOGL with PT raised to $350; highlights ongoing PT increases as bullish.

Google $GOOGL price targets continue to be RAISED.

$GOOGL - ALPHABET PRICE TARGET RAISED TO $350 AT TRUIST

Truist Securities analyst Youssef Squali raised his price target on Alphabet (NASDAQ: GOOGL) to $350 from $320, while keeping a Buy rating.

Key reasons:

🔸 Expecting record U.S. e-commerce and digital ad spending this


Summary: Bullish HOOD on broad monthly metric growth; calls it the brokerage of the future.

ROBINHOOD $HOOD JUST DROPPED THEIR LATEST MONTHLY METRICS AND YOU CAN SEE GROWTH IN PRETTY MUCH EVERY AVENUE.

THIS IS THE BROKERAGE OF THE FUTURE. 🤩 https://t.co/a9WN8VUqwB


Summary: Bullish endorsement of OSCR after oversubscribed convertible notes offering.

Oscar just closed an oversubscribed $410 million convertible notes offering showing investors are as bullish on our future as we are. Great things to come across our products, technology, and member experience.

We are proud to be the team transforming healthcare!


Summary: Long AMZN to $300 on AWS growth re-acceleration and multiple re-rating.

We should see AWS growth re-accelerate very soon. And, with that, a re-rating of their multiple.

Amazon $AMZN to $300 is going to come sooner than we all think.

Bullish. https://t.co/I2g2ssuP1l


Summary: Bullish GOOGL on Gemini ads announcement; author is a shareholder and endorses the move as positive for the stock.

It’s happening.

This is unbelievably bullish Google $GOOGL stock and unbelievably bearish to the overall user experience depending on how they integrate it.

Regardless, as a Google shareholder, I like it.

there it is:

*GOOGLE TO BRING ADS TO GEMINI IN 2026: ADWEEK


Summary: Bullish GOOGL on attractive risk-reward and cheap valuation.

Google $GOOGL still has a phenomenal risk-reward today guys… the stock is NOT expensive lol. 😂


Summary: Long GOOGL; expects it to outperform the broader market over the next decade despite no longer being as cheap.

Yes Google $GOOGL is not as cheap as it was a few months ago… but I still think the stock outperforms the broader market from here over the next decade.


Summary: GOOGL no longer a steal but still undervalued long-term; author remains bullish.

Google $GOOGL $230!!!! Crazy how everyone suddenly becomes bullish Google now. 😂

Stock is still not expensive today, but no longer a STEAL. Still undervalued for the long run in my eyes. https://t.co/qJlDmeamC8


I think it's quite attractive in the low $200s.

Summary: Finds AMZN attractive at low $200s, implying a buy opportunity at current levels.

Anytime Amazon $AMZN gets momentum the CEO or Jeff Bezos decide to file a large sell. I can’t. 😂

I mean it’s not like the stock really has momentum right now though.

I think it’s quite attractive in the low $200s.

$AMZN  - AMAZON CEO JASSY FILES TO SELL 19,872 SHARES


Surprising that it's not up higher given how beaten down the stock is and given how much hype there is around Sydney Sweeney.

Summary: Bullish lean on CROX — stock should be up more on Sweeney deal given how beaten down it is.

SYDNEY SWEENEY AND CROCS $CROX OWNED BRAND HEYDUDE ANNOUNCE A NEW DEAL. CROCS IS UP 1.5% ON THE NEWS.

Surprising that it’s not up higher given how beaten down the stock is and given how much hype there is around Sydney Sweeney. 🤔 https://t.co/7wHX8X2jEn


Summary: Bullish UBER on drone food delivery testing news.

UBER $UBER IS TESTING DRONES TO DELIVER FOOD. BULLISH. 🤩


Summary: Bullish GOOGL targeting $300/share.

GOOGLE $GOOGL WANTS THE $300/SHARE PRICE. 👀

HOLY. 🤯 https://t.co/5vXFa5aLpR


Summary: Bullish PYPL: strong fundamental growth (sales, earnings, cash flows, buybacks) yet stock is definitely cheap.

This performance over the past 5 years is INSANE for a company that has fundamentally grown sales, earnings, and cash flows while reducing shares outstanding.

Definitely cheap.

$PYPL https://t.co/0JMyntbher


Summary: Long GOOGL; author holds position and sees the company still in early innings of its growth.

Google $GOOGL so far has played out way better than I could possibly imagine and the  company is still JUST getting started…

Ridiculously good. Glad I was loading up when I was. 😊

$GOOGL & $NEE are restarting a nuclear plant in Iowa to power AI and cloud growth

Round-the-clock nuclear energy for hyperscale compute is the new infrastructure play and Google wants control of the power source. https://t.co/lA2aKbBwtr


GOOGLE'S $GOOGL GEMINI LLM MARKET-SHARE HAS LITERALLY DOUBLED IN THE PAST 1 YEAR… ASTOUNDING GROWTH. BULLISH!

Summary: Bullish GOOGL on Gemini LLM market-share doubling in the past year.

GOOGLE’S $GOOGL GEMINI LLM MARKET-SHARE HAS LITERALLY DOUBLED IN THE PAST 1 YEAR…

ASTOUNDING GROWTH. BULLISH! https://t.co/LLBiyuBshl


Summary: UNH still cheap; implied bullish at current levels.

The last time I said

‘I don’t have enough…’ of something

It was for $UNH at $240…and it hit $351 today, 1 month later.

I added $UNH again that day.

I also said it about a stock today (on my timeline)

I suggest you pay attention to it.


I am so bullish both of these companies being $AMZN and $GOOGL it isn't even funny. $AMZN now makes up nearly a fourth of the portfolio which I am completely fine with.

Summary: Holding large positions in AMZN and GOOGL with high conviction; continuing adds to SCHG, FI, TXRH, TSM at fair/cheap valuations.

PORTFOLIO UPDATE: OCTOBER 11th, 2025

New Buys:
None

Added To:
$AMZN
$SCHG
$TXRH (dividend reinvested)
$FI
$TSM (dividend reinvested)
$UNH (dividend reinvested)

Sold Out:
$HESM
$MSFT

Trimmed:
$GOOGL

The reason I did alot of selling was because of a life-related expense that unexpectedly came up that I could not avoid which I tweeted about earlier. I thought that $MSFT was at the loftiest valuation in my portfolio so I sold out of that company as well as my small position in the high dividend yielder $HESM at a slight loss to tax loss harvest.

Other than that, with the influx of cash from all the selling as there was more than enough to cover the expense I bought alot more $AMZN. I also trimmed some more $GOOGL to buy some more $AMZN. $GOOGL is still over 30% of the portfolio and I guess I will keep it there as I love the company and the valuation is not even crazy.

$AMZN now makes up nearly a fourth of the portfolio which I am completely fine with. I am so bullish both of these companies being $AMZN and $GOOGL it isn't even funny. I also did my routinely adds to $SCHG in my Roth as well as buying a bit of $FI as I still think they're cheap.

With $TXRH $TSM I just reinvested my dividends I think both are great companies at fair-ish valuations here. The rest of the companies I did not add or sell anything. But yeah that's the update, here's my portfolio. I kinda like the more concentration now TBH.

Keep compounding!

(Returns will be in thread)

---

Still outperforming the S&P 500 YTD although Friday did not help lol...

FYI my portfolio consists of both my regular account and my Roth the returns here are as if they were both combined into one portfolio!!!

My Portfolio: +15.89% YTD
S&P 500: +11.14% YTD https://t.co/YQEmDcYg4V

---

The platform used for these charts/data is Snowball Analytics you can check them out using my link: https://t.co/j12G6Bk9bF

---

Last portfolio update: https://t.co/cAl9Qbqb4w


I am so bullish both of these companies being $AMZN and $GOOGL it isn't even funny. $GOOGL is still over 30% of the portfolio and I guess I will keep it there as I love the company and the valuation is not even crazy.


I also did my routinely adds to $SCHG in my Roth


With $TXRH $TSM I just reinvested my dividends I think both are great companies at fair-ish valuations here


Summary: Bullish on AMZN ahead of earnings on AWS launching world's most powerful AI supercomputer.

BEFORE earnings Amazon’s AWS dropped Project Rainier: the world’s most powerful operational AI supercomputer…

This is AWESOME. 😎

$AMZN

https://t.co/SHv3rew3mG


Summary: Long GOOGL as a full-stack AI company; TPU-trained Gemini 3 Pro reinforces bullish thesis.

It has always been this way. Google $GOOGL is a full-stack A.I. tech company.

Just another reason I am so bullish.

This is the big story here.

Google trained Gemini 3 Pro on Google’s own TPUs. No mention of Nvidia chips.


Summary: Bullish SOFI on Trump admin potentially selling pieces of the $1.6T student loan book.

SoFi $SOFI is RIPPING today as the Trump Administration is considering selling pieces of the $1.6T student loan book. 🇺🇸

Definitely bullish for this fintech name. https://t.co/ltip0frxw2


Summary: Bullish GOOGL on the official launch of Gemini Robotics.

GOOGLE $GOOGL HAS OFFICIALLY LAUNCHED GEMINI ROBOTICS. BULLISH!!!

https://t.co/2CvgArla2d


Summary: Holds GOOGL as largest position; comfortable holding long-term after outperforming high expectations.

Google $GOOGL has outperformed even my own high expectations I had for the stock. Happy to have it as my largest position and am more than comfortable holding what I have now for the long run.


Summary: Floats META as a buying opportunity after EPS miss driven by ~$16B one-time expense.

Meta $META with a miss on EPS due to a big nearly $16 BILLION DOLLAR one-time expense…

Hmm. Buying opportunity??? https://t.co/hPVdB34NVg


ELON MUSK TODAY SAID THAT TESLA $TSLA WILL EXPAND DUE TO NEW CLARITY AROUND THEIR UNSUPERVISED FSD. "THE WAY THIS IS GOING TO TAKE OFF - IT IS GOING TO BE A SHOCKWAVE."

Summary: Author shares Musk's bullish FSD/unsupervised autonomy thesis; implies TSLA expansion ahead.

ELON MUSK TODAY SAID THAT TESLA $TSLA WILL EXPAND DUE TO NEW CLARITY AROUND THEIR UNSUPERVISED FSD.

“THE WAY THIS IS GOING TO TAKE OFF - IT IS GOING TO BE A SHOCKWAVE.”

ELON IS CONFIDENT. 🤯 https://t.co/JYbekCD7hz


Waymo just keeps taking market-share of the total ride-sharing market… who said they couldn't scale??

Summary: Bullish GOOGL as Waymo continues to scale and gain ride-sharing market share.

Google’s $GOOGL Waymo just keeps taking market-share of the total ride-sharing market… who said they couldn’t scale?? 😂 https://t.co/jJ4azVuALv


Summary: Endorses AMZN as undervalued blue chip poised to re-rate like GOOGL; bullish both names.

This is very true, Alex.

Amazon $AMZN soon could very well be the new Google $GOOGL.

Google 2.0 if you will.

Everyone will say it was obvious…

$AMZN will soon look like $GOOG at $150

Blue chip stock that has absolutely no business being that cheap.


$AMZN will soon look like $GOOG at $150. Blue chip stock that has absolutely no business being that cheap.


Summary: Long ADBE long-term: revenue/earnings/FCF growth + buybacks will eventually drive share price higher despite poor 5-year performance.

Crazy that this is the 5 year performance of a company that has grown revenue, cash flows, earnings, and reduced shares outstanding substantially…

I get the reason for concern. But if the numbers keep growing then eventually so will the share price.

Fundamentals are king in the long run, always.

$ADBE


Summary: Bullish GOOGL on AI Mode expanding to 5 new languages.

GOOGLE $GOOGL A.I. MODE IS NOW OFFERED IN 5 NEW LANGUAGES BEING HINDI, INDONESIAN, JAPANESE, KOREAN, AND BRAZILIAN PORTUGUESE. 🚨

BULLISH GOOGLE! 📈 🚀

https://t.co/nVQL8SUjww


Summary: Considering buying META; finds it attractive at current levels.

@pepemoonboy I may buy in looks attractive here imo

$META is quickly becoming my biggest conviction pick right now.

I don’t think people are understanding what they’re building.

The company everyone still calls a “social media app” might end up building the brain of the future.

What is AGI?

Artificial General Intelligence is https://t.co/sCXf9qT3TI


Summary: Bullish TSLA as it builds advanced AI chips with Samsung, author sees it becoming an AI giant.

TESLA $TSLA CONFIRMS THAT THEY ARE NOW BUILDING ADVANCED AI CHIPS IN AMERICA IN PARTNERSHIP WITH SAMSUNG.

TESLA IS SLOWLY BECOMING AN AI GIANT. THIS IS AWESOME STUFF. 👏 https://t.co/zeuEpkLQRo


Summary: Bullish Google; endorses the market-cap surge as just the beginning of further upside.

@brewmarkets We are just getting started

Google just gained $230 billion in market cap. https://t.co/pXgk2c3j9e


I don't like when a company's thesis relies too heavily on what other companies do

Summary: Bearish RDDT: thesis dangerously dependent on LLMs using it as a source, a structural vulnerability.

REDDIT $RDDT DOWN AROUND 8% TODAY AFTER DATA SHOWS CHATGPT’S USE OF REDDIT SOURCES PLUNGED RECENTLY…

The Reddit thesis seems VERY reliant on LLMs using them as a key source across the board.

I don’t like when a company’s thesis relies too heavily on what other companies do. https://t.co/02BvSYHHcB


Summary: Author endorses Sundar Pichai's optimistic outlook as bullish for GOOGL.

Sundar Pichai CEO of Google $GOOGL says today is “the worst it will ever be” and that the future “will only get better!”

Bullish for the world! 🌎

https://t.co/3pD3eaW7lW


Summary: Long GOOGL; enthusiastically holding/adding on a strong double earnings beat, reading the result as durable.

GOOGLE $GOOGL SMASHES EARNINGS WITH A STRONG DOUBLE BEAT AND IS AT $285/SHARE AND COUNTING!!! 🤯

I AM IN DISBELIEF. SO HAPPY I HAVE BEEN AGGRESSIVELY ADDING. https://t.co/HB701dgwce


Summary: Bullish GOOGL; author sees it becoming the world's largest company soon.

Crazy that Google $GOOGL is now a bigger company than Microsoft $MSFT. I could see Google $GOOGL being the largest company in the world one day soon tbh.


Summary: Bullish GOOGL: growing search market share debunks the 'ChatGPT kills Google Search' bear thesis.

FYI Google $GOOGL search market share grew each month over the past couple months…

Completely narrative destroying for the ChatGPT will kill Google Search camp. 😂 https://t.co/Fv2GrK7EJL


Summary: No longer bullish on SBUX; implies avoid/bearish stance.

@kinginvestings Not a good long anymore imho

Starbucks just closed 450 stores and laid off 900 workers…

Months after paying their new CEO $95.8 million.

Let that sink in. $SBUX


I genuinely can't believe Amazon $AMZN is as cheap as it is today. I need more shares. I NEED THEM.

Summary: Decisively bullish AMZN at current price; wants to add shares.

I genuinely can’t believe Amazon $AMZN is as cheap as it is today. I need more shares. I NEED THEM.


Summary: Expects a short squeeze in HIMS given 35% short interest; bullish.

$HIMS is the next “crowded” and “noisy” trade with a 5 star chart?

And 35% short?

Beautiful.


Summary: Bullish TSM on pricing power, 10% wafer price hike, and 70%+ foundry market share dominance.

Taiwan Semiconductor $TSM is going to raise prices on their wafers by 10% next month. They keep raising prices and gaining market-share now at over 70% of the total foundry market.

That’s called pricing power!!!! TSMC is a monopoly and a fantastic business. 🤩 https://t.co/K23BvFhArq


Summary: Bullish GOOGL on Gemini's expansion to Google TV as evidence of ongoing AI innovation.

GEMINI IS NOW ON YOUR TV. GOOGLE $GOOGL DOES NOT STOP THE INNOVATION. BULLISH. 👏

Today, we’re introducing Gemini for Google TV, so you can talk more naturally to the big screen to find the perfect movie, brainstorm a family trip or get help with studying. Just say “Hey Google” or press the microphone button on your TV remote.


Summary: Holds GOOGL long; celebrates Buffett buying it as validation after prior bearish sentiment.

Man Buffett just bought my largest position as his final trade. Now that’s just beautiful.

Long Google $GOOGL.

Google bulls deserve all of this and more for the hate we were getting not too long ago!


Summary: Bullish GOOGL to $300/share, expects it sooner than consensus.

Google $GOOGL to $300/share is coming way sooner than we all think!!! 🤩 https://t.co/Sh5CAlQ6J6


If this is true, Google $GOOGL is highly undervalued. Yes, today…

Summary: Google is highly undervalued today if Gemini 3 is a ChatGPT-level moment; bullish GOOGL.


Summary: GOOGL is not expensive at current levels; implicit bullish valuation stance.

Google $GOOGL stock is NOT expensive here.


I bought into $DAVE sub $190 and $DAVE simply looks more attractive on every level. growing faster, has less risk imo and the business model is not of a traditional BNPL company

Summary: Portfolio update: new longs DAVE and SCHG, added to OSCR (multi-bagger potential), UNH, and trimmed but still holds GOOGL; exited NKE entirely.

PORTFOLIO UPDATE: SEPTEMBER 11TH 2025

New Buys:
$DAVE
$SCHG

Added To:
$HESM (dividend reinvestment)
$OSCR
$UNH

Sold Out:
$NKE

Trimmed:
$GOOGL

The rest of the positions there was no activity.

Obviously the big move here is selling out of Nike $NKE. I bought into $DAVE sub $190 and $DAVE simply looks more attractive on every level. I still think Nike will do well from here but numerically $DAVE is growing faster, has less risk imo and the business model is not of a traditional BNPL company where there is risk of the consumers not paying back for a variety of reasons. Also having 0% of my portfolio in fashion is something I have been wanting to do for a while and nice.

I also want to re-establish a $SCHG position to make up the majority of my Roth IRA. It's still the minority there though but DCAing into that fund. I also added to Oscar $OSCR in the mid-teens, up significantly on my shares there I think they have multi-bagger potential.

With trimming Google $GOOGL, it was getting too close to being nearly half of my portfolio and at $240 I decided to sell less than 10% of my total shares and throw a bit more into $UNH plus some cash.

Portfolio is chugging along and doing well! Outperformance YTD by a wide magin now too which I am happy with. Next portfolio update coming in a month from now of course.

---

YTD Performance:

My Portfolio: +19.56%
S&P 500: +11.47% https://t.co/jiz3sdW55X

---

Charts pulled from Snowball Analytics, check it out here using my link: https://t.co/j12G6Bk9bF


I also want to re-establish a $SCHG position to make up the majority of my Roth IRA. DCAing into that fund


added to Oscar $OSCR in the mid-teens, up significantly on my shares there I think they have multi-bagger potential


throw a bit more into $UNH plus some cash


trimming Google $GOOGL, it was getting too close to being nearly half of my portfolio and at $240 I decided to sell less than 10% of my total shares


Summary: Endorses bullish stance on ETH at $4,400.

JUST IN: $4,400 $ETH https://t.co/sUA70gfC9M