Meta is a software company that the creator sees potential money flowing into.
Source Post
SoFi Technologies ($SOFI) Lemonade ($LMND) and Tempus AI ($TEM) Crash
Jul 30, 2026
The creator discusses three stocks that experienced significant drops after their earnings reports: SoFi Technologies (SOFI), Lemonade (LMND), and Tempus AI (TEM). For SOFI and LMND, the creator believes the market overreacted to the earnings news, presenting a bullish outlook on both. For TEM, the creator analyzes its recent stock decline and discusses what to watch for in its upcoming earnings report.
Linked Mentions
Tickers discussed in this post
Microsoft is a software company that the creator sees potential money flowing into.
ServiceNow is a software company that the creator sees potential money flowing into.
Novo Nordisk is mentioned as one of the top three healthcare positions in the creator's portfolio.
Oscar Health is mentioned as one of the top three healthcare positions in the creator's portfolio.
UnitedHealth Group is mentioned as one of the top three healthcare positions in the creator's portfolio.
The creator has trimmed some Google stock and believes it's in a position where decent money could be made, but would personally wait longer to add to the position.
The creator has trimmed their significant position in AMD over the last two months, expressing satisfaction with the decision.
Tempus AI has seen a significant stock decline over the past month, with the creator planning to analyze upcoming earnings for insights.
The creator believes the significant drop in Lemonade's stock price after earnings was an overreaction by retail investors.
Linked Signals
Tracked calls opened from this post
No linked signals were opened directly from this post.