Overdue Daily

Market analysis + building the Overdue brand. Money. Body. Life. Time in always wins. Overdue to start. Get off the sidelines 👇 $NVDA $VST Not Financial Advice

[Overdue Daily @OverdueDaily]

$HIMS earnings just dropped.
EPS missed by 1433%. Revenue missed by 1%.

Here’s the full picture:
The EPS miss looks ugly but it’s noise. Revenue is what matters here and it only missed by $8M.

The real story today isn’t the earnings.
It’s that the FDA Commissioner who forced them to pull their $49/month GLP-1 pill is reportedly getting fired.

That product coming back = entire revenue trajectory changes overnight.

The market already knew earnings were going to be messy. It’s pricing in what comes next.

Watch the after hours move closely.
Not financial advice. Just watching.

[The Earnings Correspondent @earnings_guy]

$HIMS (Hims & Hers Health) #earnings are out:

[Overdue Daily @OverdueDaily]

@KobeissiLetter God no

[Overdue Daily @OverdueDaily]

$NOW at $137. Up 37% from our entry at $100.

The macro cleared. The stock did exactly what the fundamentals said it should.

$143 average analyst target. Bernstein at $236. We're just getting started.

Still holding. Long $NOW — not financial advice.

[Overdue Daily @OverdueDaily]

$NOW at $118. Up 18% from our entry at $100 two weeks ago.

We said it then — the business was never the problem. The macro was.

Oil dropped. Yields eased. Iran deal getting closer. High multiple software ran exactly like we said it would.

CEO is still holding every share he bought at $100. 47 analysts still at Strong Buy. $143 average target. We're not done yet.

Still holding. Long $NOW — not financial advice.

[Overdue Daily @OverdueDaily]

@Acevent95706230 @StockSavvyShay @MrStealth27

[Overdue Daily @OverdueDaily]

@KobeissiLetter Free fall

[Overdue Daily @OverdueDaily]

@LazaroInvestor Let’s goo 🤝🤝

[Overdue Daily @OverdueDaily]

$NOW at $118. Up 18% from our entry at $100 two weeks ago.

We said it then — the business was never the problem. The macro was.

Oil dropped. Yields eased. Iran deal getting closer. High multiple software ran exactly like we said it would.

CEO is still holding every share he bought at $100. 47 analysts still at Strong Buy. $143 average target. We're not done yet.

Still holding. Long $NOW — not financial advice.

[Overdue Daily @OverdueDaily]

$NOW at $107 today. Up 9% from our entry last week.

The macro is finally cooperating. Oil dropping on Iran deal progress means yields could ease. When yields come down high multiple software runs first — and $NOW is at the top of that list.

Nothing changed about the business. 22% subscription revenue growth. 97% retention. CEO bought $3M of his own stock. Jensen called it the AI control tower for enterprise.

The stock was at $98 last week on pure macro fear. The business was never the problem.

47 analysts Strong Buy. Average target $143. Bernstein has $236. We're not even close to those numbers yet.

We started our position at $100. Already up 7%. Holding every share.

Long $NOW — not financial advice.

[Overdue Daily @OverdueDaily]

@joshvir262 Love it 🤝

[Overdue Daily @OverdueDaily]

@KobeissiLetter Sheesh

[Overdue Daily @OverdueDaily]

$ONDS opens up 20% today.

Trump is weighing direct financial support for domestic drone companies as part of the Pentagon's Drone Dominance initiative — targeting 300,000 low-cost attack drones by 2027.

$ONDS is already positioned. They just reported Q1 revenue up 11x year over year to $50M. Raised 2026 guidance to $390M — that's 670% growth versus 2025. Backlog at $457M.

They also just acquired Omnisys — an Israeli AI Battle Resource Optimization platform backed by Palantir. It becomes the "brain" coordinating all their autonomous systems in real time.

Border protection contract. Pentagon drone program. AI software acquisition. $1.48B in cash on the balance sheet.

This is a small cap with real government contracts not just a defense hype play.

The risk — still burning cash, dilution risk, small cap volatility. This is a high conviction speculative position not a core holding.

Not financial advice. Watching $ONDS very closely.

[Overdue Daily @OverdueDaily]

@KobeissiLetter International bull

[Overdue Daily @OverdueDaily]

@KobeissiLetter 20 companies control 50% of all US corporate revenue. If you own $QQQM or $VOO you own most of them. Concentration is the risk and the opportunity at the same time

[Overdue Daily @OverdueDaily]

@KobeissiLetter Not slowing down either

[Overdue Daily @OverdueDaily]

$NOW at $107 today. Up 9% from our entry last week.

The macro is finally cooperating. Oil dropping on Iran deal progress means yields could ease. When yields come down high multiple software runs first — and $NOW is at the top of that list.

Nothing changed about the business. 22% subscription revenue growth. 97% retention. CEO bought $3M of his own stock. Jensen called it the AI control tower for enterprise.

The stock was at $98 last week on pure macro fear. The business was never the problem.

47 analysts Strong Buy. Average target $143. Bernstein has $236. We're not even close to those numbers yet.

We started our position at $100. Already up 7%. Holding every share.

Long $NOW — not financial advice.

[Overdue Daily @OverdueDaily]

@earnings_guy 👇👇

[Overdue Daily @OverdueDaily]

$COST earnings just dropped.

EPS missed by 1%. Revenue beat by 1%.

$70.5B in revenue. EPS up 15% year over year. Revenue up 12% year over year.

Missed EPS by 4 cents on a $4.97 estimate. That's noise.

The Costco story has never been about beating by a dollar. It's about 15 million households paying $65 a year just to walk in the door. Membership renewal rates above 93% every single quarter.

Consumer sentiment is at a 70 year low. Walmart warned. But people keep renewing their Costco membership before they cancel Netflix.

That's the moat. Recession or not, people don't quit Costco.

Not financial advice. Just watching $COST.

[Overdue Daily @OverdueDaily]

$COST earnings just dropped.

EPS missed by 1%. Revenue beat by 1%.

$70.5B in revenue. EPS up 15% year over year. Revenue up 12% year over year.

Missed EPS by 4 cents on a $4.97 estimate. That's noise.

The Costco story has never been about beating by a dollar. It's about 15 million households paying $65 a year just to walk in the door. Membership renewal rates above 93% every single quarter.

Consumer sentiment is at a 70 year low. Walmart warned. But people keep renewing their Costco membership before they cancel Netflix.

That's the moat. Recession or not, people don't quit Costco.

Not financial advice. Just watching $COST.

[The Earnings Correspondent @earnings_guy]

$COST (Costco Wholesale) #earnings are out:

[Overdue Daily @OverdueDaily]

@earnings_guy 👇👇

[Overdue Daily @OverdueDaily]

$DELL just dropped one of the best quarters in company history.

EPS beat by 68%. Revenue beat by 24%.

EPS $4.86 vs $2.90 expected. Revenue $43.8B vs $35.4B expected. EPS up 214% year over year. Revenue up 88% year over year.

Nobody was talking about Dell as an AI play. They should be.

Every AI server that ships runs Dell infrastructure. Hyperscalers and enterprises aren't just buying chips — they need the full server stack to put them in. Dell builds that stack.

Revenue up 31% quarter over quarter. This isn't a one time beat. The AI infrastructure buildout just showed up in Dell's numbers in a massive way.

Stock has been ignored while everyone chased $NVDA. That changes tonight.

Not financial advice. Watching $DELL closely.

[Overdue Daily @OverdueDaily]

$DELL just dropped one of the best quarters in company history.

EPS beat by 68%. Revenue beat by 24%.

EPS $4.86 vs $2.90 expected. Revenue $43.8B vs $35.4B expected. EPS up 214% year over year. Revenue up 88% year over year.

Nobody was talking about Dell as an AI play. They should be.

Every AI server that ships runs Dell infrastructure. Hyperscalers and enterprises aren't just buying chips — they need the full server stack to put them in. Dell builds that stack.

Revenue up 31% quarter over quarter. This isn't a one time beat. The AI infrastructure buildout just showed up in Dell's numbers in a massive way.

Stock has been ignored while everyone chased $NVDA. That changes tonight.

Not financial advice. Watching $DELL closely.

[The Earnings Correspondent @earnings_guy]

$DELL (Dell Technologies) #earnings are out:

[Overdue Daily @OverdueDaily]

@KobeissiLetter @TheCryptoScribe Won’t stop

[Overdue Daily @OverdueDaily]

@Acevent95706230 Let’s goo

[Overdue Daily @OverdueDaily]

$NOW at $107 today. Up 9% from our entry last week.

The macro is finally cooperating. Oil dropping on Iran deal progress means yields could ease. When yields come down high multiple software runs first — and $NOW is at the top of that list.

Nothing changed about the business. 22% subscription revenue growth. 97% retention. CEO bought $3M of his own stock. Jensen called it the AI control tower for enterprise.

The stock was at $98 last week on pure macro fear. The business was never the problem.

47 analysts Strong Buy. Average target $143. Bernstein has $236. We're not even close to those numbers yet.

We started our position at $100. Already up 7%. Holding every share.

Long $NOW — not financial advice.

[Overdue Daily @OverdueDaily]

$NOW update going into this week.

Stock closed at $102 Friday. Up 14.5% from its low two weeks ago. Still down 32% year to date.

New this week — Oppenheimer just initiated with a Buy. Shareholders approved an expanded equity incentive plan. Bullish options flow detected with calls trading 5x above normal volume.

Next earnings July 21st. That's the next real catalyst.

The thesis hasn't changed. 22% subscription revenue growth. 97% retention. CEO bought $3M of his own stock. 47 analysts Strong Buy with a $143 average target.

The macro is starting to ease — if the Iran deal closes this week oil drops, yields ease, and high multiple software runs first.

$102 with a $143 target. We're holding every share.

Long $NOW — not financial advice.