Oscar Health is held due to the creator's overall positive outlook on the healthcare sector.
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Adobe ($ADBE) New Leadership
The RoseMar 13, 2026
Adobe's stock fell over 7% after its CEO of 18 years announced his departure, creating uncertainty about the company's future strategy and potential guidance changes. Despite this, the company reported solid financial results, including 12% year-over-year revenue growth and a 17% increase in monthly users, suggesting underlying business strength.
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Novo Nordisk is held as part of a strong conviction in the healthcare sector's growth potential.
Google is the creator's largest position, up 95%, with a target of $350 by year-end due to successful AI integration.
Microsoft is a 'sleeper pick' that the creator has been adding to, expecting it to outperform.
The creator is bullish on healthcare, including UNH, seeing it as a significant opportunity over the next year.
AMD has positive momentum but lacks a clear catalyst for significant upside to $300-$400 per share.
Adobe is a hold due to CEO uncertainty and potential guidance cuts, despite strong user growth and revenue.
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