Mentioned 7/26/2026
Micron is expected to return to all-time highs as its business continues to grow significantly and it prints cash.
Analysis from 7/27/2026
Creator Profile
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Visit creator profileReturn Since March 15, 2026
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July 27, 2026
The creator provides a preview and predictions for SoFi's upcoming earnings report, discussing potential impacts from the FOMC meeting and Kevin Warsh's commentary. Despite the stock's year-to-date decline, the creator highlights the company's fast growth and improving profitability, suggesting the stock may be undervalued based on its forward PE ratio.
July 26, 2026
The creator discusses the upcoming FOMC meeting and earnings season, noting that while companies like Microsoft and Meta are expected to report good quarters, their stock performance will be heavily influenced by macroeconomic factors and geopolitical issues. The creator also mentions SoFi's upcoming earnings report and the potential impact of the FOMC meeting on their guidance.
July 25, 2026
The creator discusses Uber's current situation, highlighting the news about Waymo exploring a split and its potential impact. The creator argues that the market's reaction is overblown, as Waymo's timeline is distant and Uber has a strong ecosystem and multiple partners in the autonomous vehicle space. The creator also notes that Waymo, despite being private and generating less revenue, is valued similarly to public Uber, suggesting a potential mispricing or overvaluation of Waymo relative to its current operational scale.
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
Mentioned 7/26/2026
Micron is expected to return to all-time highs as its business continues to grow significantly and it prints cash.
Analysis from 7/27/2026
Mentioned 7/25/2026
Navitas is a speculative business that is currently not worth a lot, generating only $40.5 million on a $2.5 billion market cap, and is down 65% from its recent high.
Analysis from 7/26/2026
Mentioned 7/25/2026
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