Bruce Long

Country boy turned single dad loving life on the farm. When not tending crops and animals, I dabble in the markets looking for winning trades.

[Shay Boloor @StockSavvyShay]

BRUTAL START TO AUGUST FOR GROWTH STOCKS

• $ENVX -23%
• $COIN -14%
• $OKLO -10%
• $RBRK -10%
• $HOOD -9%
• $ALAB -9%
• $SOFI -7%
• $CRCL -7%
• $NBIS -7%
• $SNOW -6%
• $EOSE -6%
• $ASTS -6%
• $RKLB -6%
• $AMZN -6%
• $AMD -5%
• $APP -5%
• $CVNA -5%
• $NVDA -4%

[Bruce Long @John_BruceLong]

@CallanJMBInc I always admire your guarantees to healthcare providers. They can always lean on your services always no matter the situation.

[StockEdge @stockedgeN]

Next $AMD resistance is in the $200s

Down days like this serve as a possible accumulation point for those institutions that missed the initial leg of this rally

Remember $AMD gives exposure to secular cloud capex by $META $MSFT $GOOG $ORCL $AMZN

its latest chips will enable hyper scalers to diversify from $NVDA at a reasonable cost with better efficiency

Yet the valuation at 7x revenue is favourable relative to $NVDA at 22x or other competitors at 19-20x

$AMD last hit its high of $227 in March 2024 before MI300 orders, before hyper scaler capex , before MI350 launch, before $META $MSFT & $ORCL orders

Massive repricing underway.

History often repeats itself

[Bruce Long @John_BruceLong]

@frassier_k @CallanJMBInc It's hard to maintain that True North mentality but when you do success is guaranteed.

[CallanJMB @CallanJMBInc]

The path forward isn’t always predictable, but our principles never waver. We lead with integrity, act with courage, and put people at the heart of everything we do. https://t.co/afPEY03eZf

$CJMB #CallanJMB

[Bruce Long @John_BruceLong]

@madisonscarllet @CallanJMBInc Wayne is always chasing excellence which is amazing

[Bruce Long @John_BruceLong]

@WayneCallanJMB Cold chain failures aren't just numbers they're patients who don't get the treatments they need. This systematic approach makes sense.

[Shay Boloor @StockSavvyShay]

$AMD NOW TRADING ABOVE $180 😳

[MLFootball @MLFootball]

True or False: #Patriots CB Christian Gonzalez is the best cornerback in the #NFL right now…?

[The Tech Investor @TheTechInvest]

🚨 $HIMS HITS $60 AFTER BEING RECOGNIZED AS A MAJOR PLAYER IN HEALTHCARE SECTOR

[CallanJMB @CallanJMBInc]

Wellness is booming in the U.S., but logistics are lagging. Our partnership with Revival is here to change that. https://t.co/xQI7hSVgIU

#CallanJMB #Wellness #CJMB #HealthServices

[The Earnings Correspondent @earnings_guy]

$UNH (UnitedHealth) #earnings are out:

[Shay Boloor @StockSavvyShay]

$NVO DROPS 15% AFTER CUTTING SALES OUTLOOK ON WEGOVY SHORTFALL

Novo Nordisk lowered its full-year sales growth forecast from 17% to 11% -- citing soft U.S. Wegovy demand & growing competition from compounded weight-loss drugs like $HIMS 👀

[The AI Investor @The_AI_Investor]

$NVDA is approaching $180

Must be painful for the shorts.

[Evan @StockMKTNewz]

$SOFI JUST REPORTED EARNINGS

EPS of $0.08 beating expectations of $0.06🟢
Revenue of $858M beating expectations of $805M🟢

[The Earnings Correspondent @earnings_guy]

$PYPL (PayPal) #earnings are out:

[Patient Investor @patientinvestor]

United Health has issued guidance of AT LEAST $16 in EPS! Which means the stock is currently trading at 16.5x earnings

This is amazing! I believe the worst is likely priced in and it should only get better from here, much better than I expected!!

$UNH

[Warren Buffett 📈 $SPY 👑 @OptionsBuffett]

I’ve made over $60,000 in the past 3 months from using my personal ORB indicator

I made a FREE TRADING VIEW INDICATOR that tells you when to buy/sell based on my ORB strat. I’ve Been beta testing it for months now.

Like + Comment “ Trade ” and I’ll send it to you

(Must be following to DM) $SPY $SPX

[Oguz Erkan @oguzerkan]

$UNH missed earnings as expected though sales weren’t so bad:

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

Medical Care Ratio increased by 430 bps to 89.4%…

It’s clear that the whole industry stumbled in pricing this year.

That’s also the silver lining.

Sales are OK, healthcare is going nowhere.

They have to correct their actuarials, and revise their medical inflation and activity rate expectations and price accordingly.

$UNH is still the most profitable and the strongest company in the industry and they’ll navigate this.

Buying healthcare will look like a great opportunity a few years down the way.

[The Tech Investor @TheTechInvest]

🚨 BREAKING: $UNH MLR IS EXPECTED TO SURPASS $OSCR FOR THE FY2025

$UNH 89.25%
$OSCR 86% to 87%

Those who underestimate $OSCR will lose their bet.