buy
Mentioned 7/17/2026
Current ROI
+1.53%
Creator Profile
The Rose
YouTube | Stock
12,600 followers
Visit creator profileTracked since March 1, 2026
Return Since March 1, 2026
Creator Strategy+18.77%
Market Index (SPY)+8.35%
Recent Posts
Latest published research
July 17, 2026
AI Warning - Meta ($META) And Google ($GOOG) Earnings
The creator discusses upcoming earnings for Meta and Google, focusing on their AI strategies and cost management. Meta is expected to show strong revenue growth but flat EPS due to increased spending on AI infrastructure. Google is also prioritizing AI cost reduction. The creator believes Meta's current valuation is too low given its long-term AI potential and projects a significant share price increase within 2-3 years.
7 tracked mentions3 linked signals
July 16, 2026
Novo Nordisk ($NVO) Approval And PayPal ($PYPL) Buyout
The creator discusses positive developments for Novo Nordisk, including EU approval for their oral WGO pill and a higher injectable dose, positioning them favorably against competitors. They also touch on PayPal, noting unconfirmed buyout rumors and expressing an opinion on potential pricing. For Novo Nordisk's upcoming Q2 earnings, the creator anticipates slightly better-than-expected results and emphasizes the importance of future guidance.
2 tracked mentions1 linked signals
July 13, 2026
ServiceNow ($NOW) Value And Alibaba ($BABA) Secret
The creator discusses two portfolio holdings: ServiceNow (NOW) and Alibaba (BABA). For ServiceNow, the focus is on upcoming earnings, expected growth, and the potential impact of AI on its business, with a price prediction to follow. For Alibaba, the discussion centers on its recent stock performance and unconfirmed news that could affect its price in the short term.
2 tracked mentionsNo linked signals detected
Recent Stock Calls
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
sellBearishHigh Conviction
Mentioned 7/17/2026
Current ROI
+1.04%TL;DR
Micron Technologies has seen a significant pullback (down 30% in a month) due to potential reduced spending on AI models, and this trend is expected to continue, causing pain for investors.
Analysis from 7/17/2026
buyBullishHigh Conviction
Mentioned 7/17/2026
Current ROI
+1.27%TL;DR
The creator is very bullish on Oscar Health, expecting a rebound to $30-$35 and potentially $40 per share if they significantly exceed earnings expectations.
Analysis from 7/17/2026
High-Conviction Portfolio Performance Since March 1, 2026
Total Tickers
5
Success Rate
Locked
Average Return
Locked
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