The creator is very bullish on Oscar Health, expecting a rebound to $30-$35 and potentially $40 per share if they significantly exceed earnings expectations.
Source Post
AI Warning - Meta ($META) And Google ($GOOG) Earnings
Jul 17, 2026
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.
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The creator loves UnitedHealth Group's earnings, believing the stock was overreacted to the downside after reporting excellent numbers.
The S&P 500 is at risk of a significant pullback as many of its constituent companies, particularly in the semiconductor and memory sectors, are expected to decline due to reduced AI spending.
Broadcom, along with other chip and memory companies, is expected to see significant pullbacks due to reduced AI spending.
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.
Google is also focusing on keeping AI costs low, similar to Meta, and is expected to report earnings with revenue growth of 21% year-over-year.
Meta's current valuation is extremely low given its growth prospects and AI use cases, with a projected share price of $1000-$1200 in 2-3 years.