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Carvana stock hits $343 after 152% rally. Analysts chase $440 targets. Short interest climbs. Valuation stretched. Time to fade the hype?

July 16, 2025 3:27 pm

Carvana stock is trading at $343.67 as of July 15, 2025. That’s a 152.12% gain over the past year and 68.83% year-to-date. The company’s market cap now sits at $73.52 billion. The rally has been relentless, and the valuation is … Read more

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Oscar Health insiders buy shares. Directors Plouffe and Boyd added July 10. $3B cash. $0.92 EPS. Mixed analyst ratings.

July 16, 2025 1:47 pm

Oscar Health is drawing fresh attention after two of its directors, David Plouffe and Jeffery H. Boyd, added shares on July 10. The insider buying wasn’t symbolic. It was coordinated. Both men acquired 14,134 shares each, according to Nasdaq filings. … Read more

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Palantir now valued higher than Bank of America despite earning 58 times less

July 16, 2025 1:43 pm

Palantir Technologies is now trading at a market cap that exceeds Bank of America. That’s not a typo. That’s the current tape. Palantir posted $570 million in net income over the last twelve months. Bank of America just printed $7.12 … Read more

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UnitedHealth $UNH now trades at the largest P/E gap to the S&P 500 since its IPO. 12.2x earnings. 3.03% yield. 42% upside target.

July 16, 2025 7:03 am

UnitedHealth is trading at a valuation gap that hasn’t existed since the company went public in 1984. The stock closed at $291.71 today, down 2.95%, with a market cap of $264.6 billion. The S&P 500’s average price-to-earnings ratio is hovering … Read more

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Palantir now trades at 84x EV/Revenue. Higher than $NET during the 2021 mania. Great company, but the price is running hot. Will history rhyme?

July 15, 2025 10:28 pm

Palantir is trading like it’s already won the next decade. The stock hit $150.62 this week before settling at $148.58, putting its market cap at $350.6 billion. Volume came in at 59.1 million shares, below its 77 million average, but … Read more

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All 36 of these names printed fresh all-time highs today.

July 15, 2025 10:18 pm

From defense to data, uranium to oil, semis to software, the tape lit up like a Christmas tree in July. Start with Nvidia. $NVDA closed at $170.70 after tagging $172.40 intraday. That’s a $4.16T market cap. Volume clocked 230.6M shares. … Read more

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Opendoor stopped trying to be clever and started doing real estate. Margins up. Holding times down. Referral revenue unlocked.

July 15, 2025 10:14 pm

Opendoor is finally doing the boring stuff right. After years of trying to reinvent real estate without understanding it, they’ve stopped lighting money on fire and started putting up for-sale signs. The company is cutting losses, fixing operations, and leaning … Read more

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When everyone piles in one way or the other it’s usually a sign to watch closely.

July 15, 2025 10:10 pm

The most crowded shorts and longs, according to Goldman pic.twitter.com/d3WdBAeTag — Markets & Mayhem (@Mayhem4Markets) July 14, 2025

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The 10 undervalued stocks Wall Street is ignoring: Fresh 2025 data reveals hidden compounders

July 15, 2025 9:56 pm

The market’s obsession with momentum has left a trail of undervalued quality. This thread breaks down 10 names trading below their intrinsic value, backed by fresh 2025 data and real earnings power. No fluff. Just numbers, positioning, and edge. UnitedHealth … Read more

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Intel’s Gaudi 3 blows past datacenter bottlenecks in AI inferencing revolution

July 15, 2025 9:49 pm

Intel’s stock is trading at $22.92, down 1.6% today, with a market cap just under $100 billion. Volume is surging past 66 million shares, well above its 90 million average. Meanwhile, NVIDIA is sitting at $170.70, up 4%, with a … Read more

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SPY put volume surges on market weakness Nvidia hits RSI 82 with $4.16 trillion valuation Wells Fargo liquidity tap triggers bank stress

July 15, 2025 9:30 pm

The market cracked on July 15. The S&P 500 closed at 6,243.76, down 0.40%, with ten of eleven sectors bleeding. The Dow dropped 437 points to 38,741.92. The Russell 2000 got hit hardest, falling 1.99% to 2,205.63. Nasdaq printed a … Read more

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Nvidia to resume China chip sales with U.S. backing while Alibaba launches new AI model to rival ChatGPT

July 15, 2025 3:29 pm

Nvidia just got its green light. After months of export restrictions, the company confirmed it will resume H20 GPU sales to China. The U.S. government assured Nvidia that licenses will be granted. CEO Jensen Huang met with President Trump last … Read more

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Recent Posts

  • Carvana stock hits $343 after 152% rally. Analysts chase $440 targets. Short interest climbs. Valuation stretched. Time to fade the hype?
  • Oscar Health insiders buy shares. Directors Plouffe and Boyd added July 10. $3B cash. $0.92 EPS. Mixed analyst ratings.
  • Palantir now valued higher than Bank of America despite earning 58 times less
  • UnitedHealth $UNH now trades at the largest P/E gap to the S&P 500 since its IPO. 12.2x earnings. 3.03% yield. 42% upside target.
  • Palantir now trades at 84x EV/Revenue. Higher than $NET during the 2021 mania. Great company, but the price is running hot. Will history rhyme?
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