$FLR 0.34 Weak

Notable posts

• @wallstengine neutral 74 eng

  Today’s Key Events (All EST) — 08/07/2026 08:30: US Unemployment Rate 08:30: US Nonfarm Payrolls 08:30: US Average Earnings YoY 10:00: Fed’s Barkin Speaks 11:00: NY Fed 1 Yr Inflation Expectations 15:00: US Consumer Credit Before Open 👇 05:50: Fluor $FLR 06:00: ACM Research $ACMR 06:00: Docebo $DCBO 06:30: Algonquin Power $AQN 06:30: Spectrum Brands $SPB 06:45: Atmus Filtration $ATMU 06:50: ANI Pharmaceuticals $ANIP 06:55: Under Armour $UAA 06:55: Under Armour $UA 07:00: Take-Two Interactive $TTWO 07:00: Wendy’s $WEN 07:00: Canopy Growth $CGC 07:00: Construction Partners $ROAD 07:00: Calumet $CLMT 07:00: Kimbell Royalty $KRP 07:05: Treace Medical $TMCI 07:25: Telephone and Data Systems $TDS 07:30: Alpha Metallurgical $AMR 08:00: Global Partners $GLP Before Open: $OKLO

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• @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%

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• @WOLF_Financial neutral 35 eng

  DAVID EINHORN JUST UPDATED HIS $3.9 BILLION PORTFOLIO This is everything Einhorn owned as of the end of Q2 - Green Brick Partners $GRBK: 9,467,383 shares, $757.8M - Fluor $FLR: 4,658,750 shares, $244.1M - Core Natural Resources $CNR: 2,283,200 shares, $182.7M - Brighthouse Financial $BHF: 2,842,100 shares, $179.9M - Acadia Healthcare $ACHC: 4,400,641 shares, $130.0M - Penn National Gaming $PENN: 5,860,270 shares, $125.2M - Fortune Brands Innovations $FBIN: 2,241,875 shares, $123.1M - PG&E $PCG: 6,632,852 shares, $111.6M - Centene $CNC: 1,651,150 shares, $106.0M - Graphic Packaging Holding $GPK: 9,953,430 shares, $105.2M - SYNNEX $SNX: 381,042 shares, $101.9M - Teva Pharmaceutical Industries $TEVA: 2,886,059 shares, $97.8M - Versigent $VGNT: 2,277,640 shares, $95.7M - Capri Holdings $CPRI: 4,820,118 shares, $89.5M - BKV $BKV: 3,095,173 shares, $84.7M - DHT Holdings $DHT: 5,034,320 shares, $83.2M - Crocs $CROX: 669,140 shares, $80.7M - Roivant Sciences $ROIV: 2,152,669 shares, $76.2M - Sotera Health $SHC: 4,135,515 shares, $73.4M - Primo Brands $PRMB: 2,823,660 shares, $69.0M - Versant Media Group $VSNT: 1,922,172 shares, $69.2M - Dauch $DCH: 12,395,104 shares, $67.2M - PayPal Holdings $PYPL: 1,424,320 shares, $61.5M - Henry Schein $HSIC: 718,550 shares, $60.0M - Warner Bros Discovery $WBD: 2,246,180 shares, $59.9M - Liberty Global Cl A $LBTYA: 4,963,322 shares, $56.4M - Antero Resources $AR: 1,574,140 shares, $55.3M - StubHub Holdings $STUB: 4,233,200 shares, $54.5M - Resideo Technologies $REZI: 1,699,590 shares, $52.9M - Deckers Outdoor $DECK: 506,398 shares, $50.3M - Spectrum Brands Holdings $SPB: 561,438 shares, $48.1M - CNH Industrial $CNH: 4,188,940 shares, $47.0M - Viatris $VTRS: 2,773,470 shares, $44.0M - Paramount Skydance $PSKY: 3,926,080 shares, $38.7M - PVH $PVH: 520,800 shares, $38.7M - Comcast $CMCSA: 1,345,780 shares, $33.0M - Slide Insurance Holdings $SLDE: 1,686,630 shares, $32.7M - TripAdvisor $TRIP: 2,361,973 shares, $32.4M - SPDR Gold Trust $GLD: 83,421 shares, $30.7M - Cigna $CI: 88,400 shares, $24.4M - Lakefront Biotherapeutics $LKFT: 482,746 shares, $14.5M - Coya Therapeutics $COYA: 2,335,540 shares, $13.7M - Immunovant $IMVT: 93,520 shares, $3.6M - Gain Therapeutics $GANX: 566,130 shares, $1.1M - GoPro $GPRO: 1,693,860 shares, $1.3M - Nuvation Bio $NUVB: 34,995 shares, $0.2M

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