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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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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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JPMorgan and Citigroup just dropped their Q2 earnings. The numbers are strong, but the setup is getting fragile.

July 15, 2025 2:06 pmJuly 15, 2025 9:52 am

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

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ULTY yields 119%. MSTY hits 125%. YMAX pays weekly. QUSA and OMAH offer safer income. Full breakdown of July’s top option-income ETFs

July 15, 2025 2:06 pmJuly 14, 2025 7:57 pm

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

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UNH Could Go Crazy After Earnings

July 15, 2025 2:06 pmJuly 14, 2025 7:53 pm

In this video we discuss UnitedHealth Group’s (UNH) upcoming earnings announcement and what I am expecting from the company.

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Sweetgreen gains momentum as automation expands and analysts see path to profitability in 2026

July 15, 2025 2:06 pmJuly 14, 2025 2:26 pm

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

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