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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
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
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
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
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
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
JPMorgan pulled in $15.0 billion in net income, or $5.24 per share. That’s a beat. Revenue hit $45.7 billion, up 8% year-over-year. But net income fell 17% from last year. Noninterest revenue dropped 20%. They built $439 million in reserves. … Read more
The market’s flooded with option-income ETFs promising double-digit yields. Most of them are synthetic, capped, and volatile. But some are pulling real numbers. Let’s walk through five of the most aggressive ones trading in July 2025: ULTY, YMAX, MSTY, QUSA, … Read more
In this video we discuss UnitedHealth Group’s (UNH) upcoming earnings announcement and what I am expecting from the company.
Sweetgreen (NYSE: SG) is trading near $13.35 in mid-July 2025, down more than 56% year-to-date. The selloff has been steep, and the pressure is coming from multiple directions. Urban foot traffic remains weak. Same-store sales at older locations are falling … Read more
$GOOG – Alphabet Inc. Alphabet is trading near $183, up 2x from early 2023. The bullish case is built on AI, cloud, and quantum. Gemini AI now powers smartwatches, search, and enterprise tools. Google Cloud revenue is growing 31% annually, … Read more
Elevance Health (NYSE: ELV) is trading near $339, down from a 52-week high of $567. That’s a 40% slide in less than six months. The stock is under pressure from multiple angles. Medicaid cost inflation, sector-wide guidance withdrawals, and pending … Read more