Micron, despite recent stock declines, is expected to have significant momentum for the next few quarters and could return to all-time highs.
Source Post
Time to CASH OUT! 4 Stocks to SELL Before Earnings!
Jul 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.
Linked Mentions
Tickers discussed in this post
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.
SOFI is mentioned as an example of a stock that can go down despite a good report, indicating a need to be prepared for such outcomes.
ARM is extremely expensive, with growth not justifying the price, especially when compared to Microsoft and Meta at their current valuations.
It makes no sense to buy PayPal right now before they report earnings, given acquisition rumors and the upcoming quarterly figures.
Shift4 is a very cheap company, but the market is waiting for confirmation on its integration and guidance, leading the creator to hold off on adding more shares.
Netflix is cheap on paper and a good company, but the creator is not adding to their position due to market waiting for confirmation.
CrowdStrike is mentioned as an example of a stock that might be considered before earnings, but no specific thesis is provided.
Apple is mentioned as an example of a stock that might be considered before earnings, but no specific thesis is provided.
Uber is discussed as a primary mention, with the creator arguing that the market's reaction to Waymo's potential split is overblown and that Uber's ecosystem and partnerships provide a strong defense against autonomous vehicle threats.