$DHI 0.53 Developing

Notable posts

• @Venu_7_ neutral 143 eng

  Top Hedge Fund Buys from the latest 13F filings 👀 Renaissance Technologies - $CRWD $META $NVDA $GOOGL $AMZN Tiger Global - $CBRS $AMD $INTC $STX $V Coatue - $MU $SPCX $INTC $CBRS $AMD Stan Druckenmiller -$INSM Calls $GOOGL $AMZN $FOXA $TSLA Calls $META Calls David Tepper - $BA $AMZN $TSM $AAL $SPCX $CRWV Berkshire Hathaway - $GOOGL $GOOG $DAL $LEN $M $DHI Bill Ackman - $NFLX $V $MA $SPGI $ALC $ICE D1 Capital -$SPCX $JCI $META $SHW $NU Whale Rock - $AMD $ALAB $SNOW $TWLO $INTC Baillie Gifford - SPCX MU AMD KLAC AVGO Saudi PIF - SPCX now 65% of the portfolio A few themes really stand out: - SPCX showing up across multiple major funds - Mega-cap AI exposure remains strong through GOOGL AMZN META - Semis continue seeing institutional interest: AMD INTC TSM - Memory remains a divided trade, with funds taking opposite sides - AVGO showing up heavily on the sell side Space. Semis. AI. Memory. Very interesting to see where some of the biggest funds are positioning.

  view on X →
• @wallstengine neutral 62 eng

  Today's Key Events (All EST) — 07/21/2026 08:15: US ADP Wkly Employment Change 08:55: US Redbook YoY Before Open 👇 06:45: Halliburton $HAL 06:30: General Motors $GM 06:30: 3M $MMM 07:30: Charles Schwab $SCHW 06:30: D.R. Horton $DHI 07:15: Ally Financial $ALLY 06:00: Danaher $DHR 06:45: MSCI $MSCI 07:20: Northrop Grumman $NOC Before Open: Novartis $NVS 06:30: Equifax $EFX 06:30: Hasbro $HAS 07:00: Marsh $MRSH 06:00: Synchrony Financial $SYF After Hours 👇 18:55: Alaska Air Group $ALK 16:05: Capital One $COF 16:00: Interactive Brokers $IBKR 16:05: Chubb $CB 16:30: EQT $EQT 16:15: Range Resources $RRC 16:05: Pegasystems $PEGA 16:25: Western Alliance $WAL

  view on X →
• @wallstengine neutral 57 eng

  D.R. HORTON $DHI Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $9.2B ($9.17B) 🟢 🔹 EPS: $3.20 (Est. $2.99) 🟢; -5% YoY 🔹 Net Income: $904.9M; -12% YoY 🔹 Home Sales Revenue: $8.7B; +1% YoY Affirms FY26 Guide:: 🔹 Revenue: $32.5B-$33.0B 🔹 Homes Closed: 83,800-84,300 homes 🔹 Income Tax Rate: ~25.0% 🔹 Operating Cash Flow: At least $3.0B 🔹 Share Repurchases: ~$2.5B 🔹 Dividend Payments: ~$500M Segment Revenue: 🔹 Homebuilding: $8.7B; +1% YoY 🔹 Rental: $266.1M 🔹 Forestar: $407.0M 🔹 Financial Services: $220.7M Other Q3 Metrics: 🔹 Net Sales Orders: 23,084 homes; $8.4B order value; flat YoY 🔹 Book Value per Share: $84.85; +5% YoY 🔹 Homebuilding Pre-tax Income: $1.1B; -10% YoY Capital Return: 🔹 Buybacks: 4.2M shares for $615.7M 🔹 Dividend: $0.45/share, payable August 13, 2026 to stockholders of record on August 6, 2026 🔹 Remaining Authorization: $1.1B Comments: 🔸 “We closed 23,983 homes, which was at the high end of our guidance range, while achieving a home sales gross margin of 20.7%.” 🔸 “The D.R. Horton team delivered a solid third quarter, highlighted by earnings per diluted share of $3.20, consolidated pre-tax income of $1.2 billion, revenues of $9.2 billion and a pre-tax profit margin of 13.3%.”

  view on X →
• @faststocknewss neutral 41 eng

  DRUCKENMILLER'S DUQUESNE Q2 13F: AMAZON UP 1083%, NEW ALPHABET AND FOX STAKES Largest holdings: - Natera $NTRA: $864.9M - Taiwan Semiconductor $TSM: $281.6M - STMicroelectronics $STM: $232.4M - Invesco S&P 500 Equal Weight ETF $RSP calls: $174.7M - Insmed $INSM: $151.9M - iShares MSCI Brazil ETF $EWZ calls: $145.9M - YPF $YPF: $142.7M - Amazon $AMZN: $129.1M, shares +1083% New positions: - Alphabet $GOOGL: $120.2M - Fox Corp Class A $FOXA: $115.0M - CDW $CDW: $104.6M - Bitdeer $BTDR: $64.7M - Delta Air Lines $DAL: $56.5M - Fluor $FLR: $51.5M - D.R. Horton $DHI: $48.7M - Advanced Micro Devices $AMD: $42.3M - Palo Alto Networks $PANW: $39.8M - Hut 8 $HUT: $36.3M - Fox Corp Class B $FOX: $29.6M - Cavco Industries $CVCO: $24.3M - Hyperliquid Strategies $PURR: $23.2M - Rambus $RMBS: $23.0M - Rhythm Pharmaceuticals $RYTM: $22.6M New calls: - Insmed: $143.9M - Tesla $TSLA: $53.0M - Meta Platforms $META: $28.2M Added: - iShares Russell 2000 ETF $IWM calls: +318% - United Airlines $UAL: +203% - PureCycle Technologies $PCT: +178% - Seagate $STX: +141% - Daktronics $DAKT: +100% - Cleveland-Cliffs $CLF: +82% - ADMA Biologics $ADMA: +80% - CRH $CRH: +47% Exited: - Broadcom $AVGO: $60.7M - Option Care Health $OPCH: $50.3M - Figure Technology $FIGR: $39.1M - Restaurant Brands $QSR: $33.6M - Lattice Semiconductor $LSCC: $30.0M - Humana $HUM: $23.8M - Twilio $TWLO: $22.9M - Jabil $JBL: $21.8M - iShares GSCI Commodity ETF $GSG: $20.7M - Bloom Energy $BE: $18.5M - Intel $INTC: $18.2M Trimmed: - Alcoa $AA: -88% - Roku $ROKU: -75% - Teva $TEVA: -74% - Arm Holdings $ARM: -74% - Woodward $WWD: -68%

  view on X →
• @faststocknewss neutral 24 eng

  BERKSHIRE NEARLY DOUBLES ALPHABET STAKE, NOW ITS THIRD-LARGEST HOLDING Alphabet Class A $GOOGL rose 45% to $28.16B and Class C $GOOG jumped 658% to $9.61B, a combined $37.76B stake that now ranks third in the portfolio, ahead of Coca-Cola. All holdings: - Apple $AAPL: $65.95B - American Express $AXP: $51.28B - Coca-Cola $KO: $32.51B - Bank of America $BAC: $27.54B, shares -6% - Chevron $CVX: $13.99B - Occidental Petroleum $OXY: $12.87B - Chubb $CB: $11.67B - Moody's $MCO: $11.17B - Kraft Heinz $KHC: $7.69B - DaVita $DVA: $6.43B, shares -4% - Delta Air Lines $DAL: $5.37B, shares +44% - SiriusXM $SIRI: $3.69B - VeriSign $VRSN: $2.26B - Kroger $KR: $2.17B, shares -22% - Ally Financial $ALLY: $1.24B, shares -7% - Lennar $LEN: $1.19B, shares +30% - Liberty Live Series C $LLYVK: $1.12B - New York Times $NYT: $1.10B, shares +4% - Capital One $COF: $601.9M, shares -58% - Liberty Live Series A $LLYVA: $504.9M - Louisiana-Pacific $LPX: $445.6M - Nucor $NUE: $413.8M, shares -52% - Macy's $M: $173.0M, shares +142% - NVR $NVR: $75.7M - Jefferies $JEF: $21.7M - D.R. Horton $DHI: $580K, new Exited: Constellation Brands $STZ, $94.9M. Homebuilder exposure grew across the board: Lennar Class A up 30%, Class B up 25%, and a new D.R. Horton position of 3,564 shares.

  view on X →
• @tenet_research neutral 30 eng

  Tenet Market Wake-Up Summary 📷📷 July.21.26 $SPX $NVO $LLY $NVDA $NBIS $ASTS $ORCL $LEN $RKT $DHI $OPEN $MBLY $RDW $U $KTOS $OSS $CLSK $NU $NOC $GM $MMM $NVS $WRB $STLD $MSCI $KEY $SYF $FOR $EFX $FTNT $META $IREN $CRM $ADBE $WDAY $ESTC $FROG $INTU $RPD $UTZ $BGDE $CRNT $CLBK $AGIO $BTC @ripster47 | @TENETTRADEGROUP | @TenetCharts

  view on X →