David Verde

[The Stock Up @TheStockUp_]

$OSCR is a $75 stock within next 3 years

• Q1 net income $679M, a record for the company
• MLR down to 70.5%, membership up 56%
• ICHRA expansion taking TAM from 21M to 96M lives
• CEO Bertolini backed it with an $11.92M open market buy

the patience wasn’t blind, the story was just ahead of the tape 👀

[Calum @CalumLewis]

$DUOL CEO on competition:

"we have about 85% of daily active users in language learning apps worldwide. that number has remained pretty flat. we're just not particularly concerned."

85% market share. holding steady. CEO publicly unbothered.

most companies with that profile aren't priced at 70% off their highs.

is the AI competition narrative being over-applied here, or am I missing something?

[TrendSpider @TrendSpider]

"I'd like service and I'd like it $NOW"

Bulls 🤝 Karens

[Value Investor @ValueInvestShow]

"AI is going to kill Adobe" has been the consensus trade since ChatGPT launched.

HSBC just moved $ADBE from Hold to Buy. New price target: $308, against a stock trading near $220.

Adobe now has 850M monthly active users across Acrobat, Creative Cloud, Express and Firefly — up 17% y/y (Q1 FY26 earnings). GenStudio annualized recurring revenue is up over 30% y/y.

The disruption thesis keeps arriving on schedule. The disruption itself keeps not showing up in the user numbers.

[Tendencias en Argentina @porqueTTarg]

"Vozinha"

Por las declaraciones del arquero de Cabo Verde sobre su charla con Messi una vez terminado el partido:

"Me acerqué a él, y ni siquiera tuve tiempo de decir mucho, cuando él me abrazó directamente y dijo: 'Buen trabajo. Sos un arquero increíble. Tu gente debe estar muy orgullosa de ti.' Escuchar eso de alguien como Leo significa mucho para mí.

Le di las gracias y respondí: 'Gracias, Leo. Tú eres el mejor.' Luego le pedí su camiseta del partido, él sonrió y dijo: 'Por supuesto. Te la daré en el túnel de vestuarios.' Momentos como este los recordaré toda la vida."

[Kreso Sells Options @KresoOptions]

Cash-secured puts are only risky if:

• You're choosing shitty companies.
• You're selling puts at overvalued prices.
• Your position size is too large.

Options are just a tool.
Whether you it responsibly is up to you.

[El yonki de los mercados @yonki_mercados]

Abriste la app de tu bróker por pura costumbre… sabiendo que Wall Street estaba cerrado?

Le diste refresh a tu cartera sabiendo que no iba a cambiar nada?

Hoy fue el único día de la
Semana que no recargaste el móvil a media tarde?

Te has sentido vacío, improductivo, perdido…
y no sabes por qué ?

Admítelo…

eres un yonki de los mercados

[Value Investor @ValueInvestShow]

$ADBE Narrative is now starting to SHIFT? 🤔

HSBC just raised its target 9% to $308.

Adobe posted Q2 FY26:
1) revenue of $6.62B, up 13% YoY, beating its own guidance by $138M
2) Firefly ARR grew ~50% quarter-over-quarter, nearing $300M
3) AI-first ARR is up over 3x YoY, past $500M

HSBC's Stephen Bersey upgraded ADBE to Buy on July 2, target $308 vs. a $219.72 close, with 46% upside, citing "limited AI disruption."

Full-year revenue guidance was raised to $ 20.5-20.6B

The AI that was supposed to replace Adobe is the thing driving its fastest-growing revenue line. Maybe check the numbers before the eulogy.

[Tom Lee Tracker (Not actually Tom) @TomLeeTracker]

TOM LEE: 7,800 FIRST, THEN A 10 TO 15% PULLBACK WORTH BUYING

He still thinks the market is in an up phase before a correction comes later for understandable reasons:

- Near term, he sees 7,700 to 7,800 first
- Then a 10 to 15% pullback driven by the Fed, a major IPO unlock, and petroleum shortages
- But earnings are strong, investors are offsides, and he thinks fund managers buy the dip

[The Analyst @MMatters22596]

$NOW Breakdown

Left my buyzone to the upside again.

The gameplan is simple here:
- Accumulate at $90
- Buy more when it drops below $70
- Hold until $400+

The rotation into software stocks is going to be huge for this company.

When growth reaccalerates due to wide enterprise AI-Adoption, this stock will go through the roof.

[Barchart @Barchart]

BREAKING 🚨: South Korea

Korean Stocks plunged nearly 8% today and are on the brink of entering a bear market after falling 18.5% from last month's all-time high 📉 🐻

[Kreso Sells Options @KresoOptions]

$5,040 in premiums collected today from sold options:

$ENPH CSP

This one's had a significant pullback:

$73 → $43

I'm comfortable starting a position here.

Below $40, I'd look to build a larger position.

Below $30?

That's a load-the-boat kind of opportunity.

[Artur Raposo @Arturraposo1R]

So, when $HIMS was at $15,
Banks price targets were $15-$20...

Than $HIMS went to $36
And Banks PT went to $35-$40

What are they really targeting? Or analysing?

I´m sorry but i can´t understand what they do
Laughable 😂

[Distrito Financiero @dttofinanciero]

🟢 ¡Atentos porque todo se pone bueno! Esto fue lo mas relevante de Donald Trump en una entrevista para CNBC tras el cierre en Wallstreet y previo a "Independencia day".

◾Creo que la I.A es más importante que internet.
◾Ahora mismo estamos en una "Edad de Oro".
◾Creo que Elon Musk donará acciones de SpaceX a las cuentas de Trump.
◾Tengo una buena relación con Elon.
◾Los políticos tienen fobia a la inflación y el crecimiento puede ser bueno para la inflación
◾Yo ya estaba en el mundo de las criptomonedas antes de ser presidente.
◾Tenemos que liderar el sector de criptomonedas o china nos superara.
◾No hay nada ilegal con mis ganancias con criptomonedas.
◾Mis hijos dirigen mis negocios, yo no participo.
◾La "Clarity Act" será aprobada.
◾He sido el mejor presidente en la historia de Israel.
◾La situación con Irán tiene que ver con la desnuclearización y no con la guerra.
◾El presidente de la Fed, Warsh, tiene una junta un poco hostil.
◾Tócare la campana de apertura del Nasdaq y NYSE desde la oficina Oval la próxima semana.
◾Micron es una gran compañia dirigida por un gran tipo.
◾Yo solo dejo que unas personas inviertan mi dinero, no se quiénes son.

[Mr Charles (Remote Jobs) @MrCharlesky]

Bro to Bro

1. Quit porn
2. Replace your worn-out boxers
3. Get a haircut every 2 weeks
4. Shower twice daily
5. Own a few quality polos and button-down shirts
6. Have at least 5 pairs of footwear for different occasions
7. Own at least 2 good perfumes, if you can afford it, invest in 1 quality designer fragrance
8. Use a roll-on deodorant (not antiperspirant)
9. Drink a glass of water first thing in the morning and do a few push-ups
10. Brush your teeth twice a day and clean your tongue before retiring for the day
11. Use the restroom before leaving the house
12. Dress well no matter where you’re going
13. Above all, love God

[NoLimit @NoLimitGains]

INTC (Intel) is down 15% in two days since Jim Cramer called it his “new favorite stock” at the absolute peak.

Legendary.

[unusual_whales @unusual_whales]

Kevin Warsh: I think the jobs will be greater, prosperity will be stronger. We are in the first or second inning of this revolution.

[unusual_whales @unusual_whales]

Call your long weekend.

[Bull Theory @BullTheoryio]

THE MARKET IS QUIETLY ROTATING OUT OF TECH AND AI STOCKS.

The Dow just hit an all-time high while the Nasdaq is down 3.13% today.

Information Technology is down 2.37%. Meanwhile Healthcare is up 2.31%, Consumer Staples up 2.39%, Utilities up 1.83%, and Financials up 1.13%.

Three things are driving this rotation.

First, investors are moving toward sectors with steady earnings and dividends over sectors built on future growth promises.

Second, major banks and hedge funds have been issuing warnings about AI valuations for weeks.

China's top hedge funds called it a "super bubble." The IMF flagged speculative excess. Michael Burry opened short positions on Nvidia, SOXX, and Applied Materials.

Third, and most importantly, the market is starting to question the return on AI spending.

The five biggest hyperscalers are spending $741 billion on AI infrastructure this year alone. But the revenue being generated from that spending still doesn't justify the scale of investment.

The market is seeing the capex go in but not seeing proportionate output come out.

The Dow hitting all-time highs while the Nasdaq dumps is the market telling you exactly what it believes right now.

Certainty over growth and Earnings over promises.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The Dow surges nearly +600 points and closes at its highest level on record.