$CVNA 0.41 Noisy

Notable posts

• @StockSavvyShay neutral 664 eng

  NEXT WEEKS EARNINGS ARE MASSIVE • Monday | $APLD, $NVTS, $CDNS, $AMKR • Tuesday | $BE, $KLAC, $PYPL, $V, $TER, $ENPH • Wednesday | $MSFT, $META, $HOOD, $ARM, $QCOM, $SOFI, $VRT, $LMND, $LRCX, $VKTX, $FTNT, $CVNA • Thursday | $AAPL, $AMZN, $COIN, $RBLX, $RDDT, $TEM, $RIVN, $FSLR, $MA, $PGY, $MSTR, $AXTI, $NXT • FRIDAY | $CVX, $XOM, $ABBV, $CCJ, $MRNA

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• @WOLF_Financial bullish 72 eng

  Here are all 8 stocks in the S&P 500 that are up 10x over the last 3 years Applovin $APP +1,948%🟢 Western Digital $WDC +1,781%🟢 Micron $MU +1,446%🟢 Seagate blockstack:native +1,226%🟢 Carvana $CVNA +1,223%🟢 Lumentum $LITE +1,184%🟢 Vertiv $VRT +1,113%🟢 Robinhood $HOOD +1,030%🟢

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• @faststocknewss neutral 14 eng

  COATUE Q2 13F: MICRON UP 1794%, NEW $3.2B SPACEX AND $1.5B CEREBRAS STAKES Largest holdings: - Taiwan Semiconductor $TSM: $4.26B - Lam Research $LRCX: $4.09B - Micron $MU: $3.63B, shares +1794% - SpaceX: $3.17B, 18.6M Class A shares, new - Applied Materials $AMAT: $3.05B - GE Vernova $GEV: $3.01B - Amazon $AMZN: $2.82B, shares +49% - Broadcom $AVGO: $2.21B - Eaton $ETN: $2.12B - Alphabet $GOOGL: $1.74B - Intel $INTC: $1.69B, new - Cerebras Systems: $1.55B, new - Meta Platforms $META: $1.42B - Equinix $EQIX: $1.33B - Nvidia $NVDA: $1.21B - Constellation Energy $CEG: $1.15B - Forgent Power Solutions $FPS: $1.15B, new - Hut 8 $HUT: $1.12B, new - Microsoft $MSFT: $1.10B Other new positions: - Booz Allen Hamilton $BAH: $65.7M - Advanced Micro Devices $AMD: $55.8M - Comfort Systems $FIX: $35.3M - Argan $AGX: $28.8M Added: - Carvana $CVNA: +382% - Alphabet Class A: +13% - Microsoft: +18% - Equinix: +17% Exited: - Visa $V: $217.2M - Chime Financial $CHYM: $188.6M - Solstice Advanced Materials $SOLS: $126.0M - C.H. Robinson $CHRW: $95.2M - iShares Bitcoin Trust $IBIT: $2.6M Trimmed: - Synopsys $SNPS: -58% - ASML $ASML: -40% - Netflix $NFLX: -32% - Pinterest $PINS: -29% - Applied Materials: -20% - Alphabet Class C $GOOG: -19% - UiPath $PATH: -14%

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• @faststocknewss neutral 12 eng

  VIKING GLOBAL Q2 13F: AMAZON UP 210%, NEW FERRARI AND SPACEX STAKES Largest holdings: - Visa $V: $2.19B - Taiwan Semiconductor $TSM: $1.51B, shares -29% - Air Products $APD: $1.39B - Sherwin-Williams $SHW: $1.33B - Fortive $FTV: $1.22B - Meta Platforms $META: $1.05B, shares +76% - Charles Schwab $SCHW: $981.6M, shares -27% - Thermo Fisher $TMO: $971.3M - JPMorgan $JPM: $949.1M - Lennox International $LII: $911.5M - Amazon $AMZN: $882.1M, shares +210% New positions: - Ferrari $RACE: $816.9M - MSCI $MSCI: $650.0M - Union Pacific $UNP: $556.9M - Digital Realty $DLR: $414.9M - Carnival: $408.5M, repositioned from the US line into the Panama-domiciled shares - CVS Health $CVS: $379.0M - FedEx Freight $FDXF: $357.4M - Morgan Stanley $MS: $339.2M - Qualcomm $QCOM: $279.8M - Aptiv $APTV: $279.5M - AvalonBay $AVB: $252.8M - Snowflake $SNOW: $244.4M - Equitable Holdings $EQH: $236.9M - Take-Two $TTWO: $235.1M - SpaceX: $205.0M, 1.2M Class A shares - BCE $BCE: $180.6M - US Foods $USFD: $177.3M - UBS $UBS: $120.8M Added: - Carvana $CVNA: +343% - Interactive Brokers $IBKR: +247% - Home Depot $HD: +83% - Waters $WAT: +32% - Sherwin-Williams: +25% Exited: - Apple $AAPL: $911.9M - CSX $CSX: $766.7M - Alphabet $GOOGL: $689.0M - PNC $PNC: $629.9M - T-Mobile $TMUS: $623.2M - HCA Healthcare $HCA: $508.8M - Celestica $CLS: $466.2M - Progressive $PGR: $320.5M - AIG $AIG: $317.6M - API Group $APG: $236.5M - Cboe $CBOE: $193.5M - Arthur J. Gallagher $AJG: $157.5M - Lululemon $LULU: $150.1M - Stellantis : $111.9M - CoreWeave : $108.3M Trimmed: - Tesla $TSLA: -78% - Capital One : -76% - Chubb : -71% - ATI : -65% - Medline : -58% - Disney : -46% - General Motors : -45% - Intercontinental Exchange: -43%

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