Dragos Petre

[Dragos Petre @Dragos14P]

Do you remember when you joined Twitter? I do! #MyTwitterAnniversary

[Merlin Jack @BemisLisa83887]

Best performing stocks in the S&P 500 halfway through 2026:

1. Sandisk $SNDK: 858%
2. Micron $MU: 304%
3. Intel $INTC: 278%
4. Western Digital $WDC: 271%
5. Marvell $MRVL: 251%
6. Seagate $STX: 250%
7. Dell $DELL: 243%
8. Corning $GLW: 192%
9. Applied Materials $AMAT: 181%
10. AMD $AMD: 171%
A
re we still in the early stages of the cycle, or has the market already overheated?

[zerohedge @zerohedge]

"A generational transfer in free cash flow is taking place: BofA

[LongGameEquity @LongGameEquity]

Current price vs. AVG analyst target for these growth names:

🔹 $META: Price $582.90 | Target $818.23
🔹 $AMZN: Price $242.67 | Target $315.03
🔹 $NOW: Price $106.32 | Target $128.00
🔹 $CELH: Price $33.16 | Target $58.52
🔹 $ZETA: Price $20.70 | Target $29.42
🔹 $AMD: Price $517.82 | Target $508.31

Which one is your top pick?

[The Market Mind @Market_Mind_]

America's 50 Largest Companies by Revenue in 2026

[ᴛʀᴀᴄᴇʀ @DeFiTracer]

🚨 BREAKING:

BILLIONAIRE BILL ACKMAN JUST SHARED HIS NEW POSITIONS:

$AMZN: $2.39B — 11.5M SHARES
$UBER: $2.15B — 30M SHARES
$MSFT: $2.09B — 5.65M SHARES
$META: $1.5B — 2.7M SHARES

THIS MAN PREDICTED THE COVID-19 CRASH AND NOW CONTROLS OVER $20 BILLION

HE DEFINITELY KNOWS SOMETHING!!

[Noah @antibearthesis]

Ranking every stock in my portfolio (buy/hold/sell)

$AMZN: Strong buy
$NOW: Strong buy
$SOFI: Strong buy
$NVDA: Strong buy
$NBIS: Buy
$NU: Strong buy
$META: Strong buy
$CRWV: Strong buy
$MA: Buy
$CELH: Buy
$FIG: Buy
$ADBE: Hold

Am i too bullish?

[Rand Group @randgroup]

🇺🇸 The United States will spend $1 trillion on AI in 2027.

🇨🇳 China will spend $123 billion and still ship frontier models.

How?

[Ray Myers @TheRayMyers]

YTD Performance of $1T Club Stocks:

- SK Hynix +291%
- $MU +249%
- Samsung +160%
- $TSM +52%
- $GOOGL +12%
- $LLY +12%
- Saudi Aramco +9%
- $AVGO +7%
- $AAPL +7%
- $AMZN +5%
- $NVDA +4%
- $BRK.A +1%
- $TSLA -4%
- $META -7%
- $MSFT -20%

[Noah @antibearthesis]

$ADBE stock spent 5 years in a brutal downtrend.

Then Adobe director David Ricks stepped in, buying 10,000 shares at $194.51.

A $1.94M bet.

He sniped the exact bottom.

Legendary.

[Jeremy Lefebvre @HolySmokas]

16 Stocks to buy & hold. July 2026
1. $NFLX in the 70s
2. $CELH in the 30s
3. $NKE in the 40s
4. $ELF in the 70s
5. $HNST in the 3s
6. $AXP in the 300s
7. $NOW in the 100s
8. $CAKE in the 70s
9. $EL in the 80s
10. $SOFI in the teens
11. $META in the 500s
12. $AMZN in the 200s
13. $BBWI in the 20s
14. $CRM in the 100s
15. $WHR in the 30s
16. $PYPL in the 40s
whatcha think

[Qualtrim @qualtrim]

Bill Ackman:

"I think Meta is very cheap ... the long-term track record of Mark Zuckerberg shows that he's rational.

I like Meta."

$META

[Shay Boloor @StockSavvyShay]

$AMZN plans to open a fully robotic logistics center in Poland in October 2026.

The facility is expected to create more than 1,000 jobs in its first year expanding Amazon’s automation footprint in Europe.

[Shay Boloor @StockSavvyShay]

$AMZN is on track to become the first company to cross $1 trillion in annual revenue by 2028.

What makes that possible is that Amazon has become one of the most important infrastructure companies in the world compounding across commerce, cloud, logistics, ads and AI all at once

[Value Investor @ValueInvestShow]

$LLY CEO BOUGHT 10,000 $ADBE shares for $1.9M

Insiders are seeing through the uncertainty and fear

In fact his annual salary is $35 million

That $2m position ain’t a small one

Here we go

[Noah @antibearthesis]

The market thinks hyperscaler capex is a mistake.

It’s not.

$META, $AMZN & $MSFT aren’t spending because they’re forced to.

They’re spending because demand for compute is breaking supply.

We are not in a “capex bubble.”

We are in a capacity shortage.

Bill Ackman gets it.

Most of the market doesn’t.

[The Future Investors @ftr_investors]

The headlines: "The market is expensive. Are we in a bubble?" 📰📺

Meanwhile, several Big Tech stocks are trading at their lowest fwd P/E multiples in years:
$META: 16.7×
$MSFT: 19.2×
$NVDA: 21.6×
$AMZN: 26.4×

Which of these four is the most attractive? 👇

[The Market Mind @Market_Mind_]

The World's 50 Largest Asset Managers

[Just a Dude Who Invests @DudeWhoInvests]

Amazon $AMZN stock right now is basically the cheapest it has ever been.

[Hated Moats Investor @HatedMoats]

🚨 ADOBE INSIDERS FINALLY BUYING

$LLY CEO David Ricks just made a notable insider purchase at $ADBE

Ricks bought 10,000 Adobe shares at an average price of about $194.51, investing roughly $1.95 million of his own money.

Ricks has served as an independent Adobe director since 2018 and sits on Adobe’s Executive Compensation Committee. That means he has spent years closely following the company’s management, strategy and competitive position.

In January 2025, he invested around $1 million at roughly $444 per share. With Adobe now trading near $195, his latest purchase looks like a vote of confidence and an attempt to average down after being a bagholder like the rest of us.

What might it mean?

Ricks appears to be not buying the AI disrupts Adobe narrative.

Is his view that the market has become too pessimistic and Adobe’s profitable subscription business, brand and AI strategy are being undervalued?

Insider buying is not a guarantee that a stock has bottomed, the best example is Ricks himself (earlier purchase is still deeply underwater).

But a director voluntarily putting nearly $2 million of personal capital into the company is a much stronger signal than simply receiving stock compensation. Or, you know, selling the stock... (hi, Shantanu).

So, basically someone with years of direct exposure to Adobe believes the risk/reward has become attractive at these levels.

Interesting...