GuruFocus

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[GuruFocus @gurufocus]

GuruFocus Data API: Build on Data No Other API Has

https://t.co/4LtKY8vnSj

[GuruFocus @gurufocus]

Full Portfolio:
https://t.co/c1JFkRZ2nV

[GuruFocus @gurufocus]

$UNH: UnitedHealth trades well below GF Value estimates 💎
• GF Value estimates fair value at $604.85
• Stock is labeled “Significantly Undervalued”
• Shares remain below $400 after a sharp decline
Full valuation analysis below 🔍

[GuruFocus @gurufocus]

Redwire Portfolio: https://t.co/bJeDGon5Fh

[GuruFocus @gurufocus]

$RDW: Redwire trades far above GF Value estimates 🚨
• GF Value estimates fair value at $4.55
• Stock is labeled “Significantly Overvalued”
• Shares have surged above $20 after a massive rally
Full valuation analysis below 🔍

[GuruFocus @gurufocus]

George Soros's Full Portfolio:
https://t.co/UWIIq0KBmA

[GuruFocus @gurufocus]

George Soros remains heavily tilted toward growth-oriented sectors 📊
• Technology is his largest sector at 17.32%
• Consumer Cyclical accounts for 11.10%
• Financial Services represents 10.57%
Full sector breakdown below 🔎
$GOOGL $AMZN

[GuruFocus @gurufocus]

Gurufocus Article:
https://t.co/6JkTupZuNV

[GuruFocus @gurufocus]

$NVDA: Nvidia's AI dominance is reviving comparisons to the dot-com era ⚠️
• AI capex could reach $800B in 2026
• Hyperscalers may spend $700B+ on infrastructure
• Some analysts see echoes of Cisco's late-1990s boom
Full article below 📰
$MSFT $AMZN $GOOGL

[GuruFocus @gurufocus]

Full Portfolio: https://t.co/euTgZ4g6ZL

[GuruFocus @gurufocus]

$BE: Bloom Energy trades far above GF Value estimates ⚠️
• GF Value estimates fair value at $26.25
• Stock is labeled “Significantly Overvalued”
• Shares have surged above $300 after a massive rally
Full valuation analysis below 🔍

[GuruFocus @gurufocus]

Full Gurufocus Article:
https://t.co/ABXooBopfc

[GuruFocus @gurufocus]

$MRVL: Marvell's AI rally is gaining momentum 🚀
• Shares climbed more than 7%
• Jensen Huang sees trillion-dollar potential
• AI networking demand remains strong
Full article below 📰
$NVDA $AVGO

[GuruFocus @gurufocus]

Full Article:
https://t.co/GVzqHzxiPL

[GuruFocus @gurufocus]

$PLTR: Michael Burry is sounding the alarm on Palantir 🚨
• Burry called the stock a “sand castle”
• Shares fell about 5% following his comments
• He continues to maintain a bearish view
Full article below 📰
$AI $SNOW

[GuruFocus @gurufocus]

Full Gurufocus Article:
https://t.co/tY4fNJIzuw

[GuruFocus @gurufocus]

$PANW: Palo Alto just delivered another strong quarter in cybersecurity 🔐
• Revenue topped $3B for the first time
• NGS ARR grew 60% year over year
• AI-driven cyber threats are accelerating demand
Full article below 📰
$CRWD $ZS

[GuruFocus @gurufocus]

Tesla's Full Portfolio: https://t.co/UCuVZUNYh0

[GuruFocus @gurufocus]

$TSLA: Tesla trades far above GF Value estimates ⚡
• GF Value estimates fair value at $287.09
• Stock is labeled “Significantly Overvalued”
• Shares continue trading above $400
Full valuation analysis below 🔍

[GuruFocus @gurufocus]

Marvell's Full Article:
https://t.co/mAL630cR8Y

[GuruFocus @gurufocus]

$MRVL: Jensen Huang thinks Marvell could be the next trillion-dollar chip company 🚀
• Shares surged about 25%
• AI networking demand keeps growing
• Nvidia's ecosystem continues expanding
Full article below 📰
$NVDA $AVGO