The creator would love to build out their Elf position if it drops again, seeing it as a potential $100 stock in the next couple of years.
Source Post
UnitedHealth Group ($UNH) No News, Google ($GOOG) Tesla ($TSLA) Subscription Model
Jun 14, 2026
The creator discusses UnitedHealth Group (UNH), noting its recent positive performance driven by reduced healthcare news and improved financial metrics in Q1 2026, including raised guidance. The creator also touches on Google (GOOG) and Tesla (TSLA) in relation to Waymo's new subscription model, suggesting it could impact both companies.
Linked Mentions
Tickers discussed in this post
The creator recently added a little bit to their SoFi position.
The creator would love to continue building out their Celsius position.
The creator has added to their position in Adobe (ADBE), despite acknowledging current concerns about AI disruption.
The creator has recently added to their position in ServiceNow (NOW), indicating a positive outlook.
Meta is currently looking extremely attractive, with the creator believing it could be well over $1,000 in 5 years, making the current price in the $500s very interesting.
Lyft, similar to Uber, faces challenges in the automated vehicle market without hardware ownership and may need to form partnerships.
Uber and Lyft may face significant issues if they don't partner with traditional car manufacturers to compete in the automated vehicle market.
Tesla (TSLA) is mentioned as a company that could be impacted by Waymo's new subscription model, suggesting a potential competitive or market dynamic shift.
Google (GOOG) is mentioned in the context of Waymo's new subscription model, which the creator believes will significantly impact its business.