Novo Nordisk (NVO) has recovered from a significant drawdown and is now only down 15%, with the creator expecting a move up after upcoming earnings.
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Reddit ($RDDT) Momentum Zeta ($ZETA) Raises Again
The RoseMay 5, 2026
The creator discusses Reddit ($RDDT) and Zeta ($ZETA), highlighting Reddit's strong revenue growth driven by AI data licensing and Zeta's consistent beat-and-raise quarters. While both show potential, Reddit faces concerns about user growth deceleration, and Zeta needs to demonstrate stronger GAAP profitability. The creator also mentions their portfolio holdings, including AMD, Google, UNH, Oscar, Novo, Zeta, and Reddit.
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Oscar Health (OSCR) is another healthcare position in the creator's portfolio, also showing a 27% gain.
UnitedHealth Group (UNH) is a healthcare play in the creator's portfolio that is now up 27%.
Zeta reported strong top-line growth (50%) and its 19th consecutive beat-and-raise quarter, but investors are closely watching for improved GAAP profitability.
Reddit shows strong revenue growth from AI data, but concerns about user growth deceleration and future AI self-training present risks, though the stock is seen as having low downside risk.
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