UNH Could Go Crazy After Earnings
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
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, $AVGO, $META, $UNH, and $HOOD. Each one’s riding a different macro, but they’re all at inflection points.
$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 hit by sector-wide selloff as insurers warn of rising costs and guidance cuts
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
PG&E stock drops 39% despite bullish earnings and grid push, litigation keeps investors cautious
PG&E Corp. (NYSE: PCG) is trading near $13.40 in mid-July 2025, down nearly 39% from its 52-week high of $21.72. The stock is sitting at a crossroads. Analysts are split. Some see deep value. Others see structural risk. Here’s the … Read more
Nebius explodes 385% in revenue: AI cloud upstart races toward $1B milestone with Nvidia backing
Nebius Group is no longer just a footnote in the AI infrastructure race. The company posted a 385% year-over-year revenue jump in Q1 2025, reaching $55.3 million. That’s not a typo. Their annualized run-rate revenue hit $310 million in April, … Read more
TSM is a strong player in the semiconductor sector and is undoubtedly one of the primary beneficiaries of Robotics.
Taiwan Semiconductor Manufacturing Company is no longer just a chip foundry. It’s the scaffolding beneath the robotics boom. In 2025, TSM posted NT$1.77 trillion in revenue for the first half of the year, up 40% from the same stretch in … Read more
12 tech giants dominate key systems while competition struggles to scale
Twelve companies aren’t monopolies in the legal sense, but they’ve built functional choke points across the digital economy. They don’t block competition. They define the baseline. This thread was inspired by @StockSavvyShay, who laid out the original framework. I’ve expanded … Read more
AMD MI355X beats Blackwell in 9 of 10 benchmarks
The gloves are off in the AI hardware race. AMD’s MI355X is no longer playing catch-up. It’s punching through. In nine out of ten enterprise AI benchmarks, the MI355X outperforms Nvidia’s Blackwell B200. That’s not marketing fluff. That’s lab-tested throughput, … Read more
Twenty companies under $20B are building the next economy. Quantum, biotech, aerospace, defense. Infrastructure is moving.
The Fourth Industrial Revolution is being built from the ground up by companies most investors overlook. These aren’t trillion-dollar behemoths. They’re sub-$20B firms laying down the architecture for quantum systems, sovereign cloud, autonomous aviation, biotech, and defense-grade robotics. The market … Read more
Growth stocks flash signs of life. Volume surges. Valuations compress. Setup or trap?
The market’s been bleeding, but some names are starting to show teeth again. After weeks of selling pressure, a handful of mid-cap and growth tickers are flashing signs of stabilization. Prices have pulled back. Volumes are surging. Valuations are compressing. … Read more
AI chip market to hit $927B by 2034. Nvidia leads tier two chipmakers. CoreWeave adds 1.3GW in infrastructure push.
The AI chip market is entering a decade-long expansion that’s hard to ignore. Forecasts now peg the sector’s growth from $94.4 billion in 2025 to $927.76 billion by 2034. That’s a compound annual growth rate of 28.9%, not a typo. … Read more