$HCA 0.39 Noisy

Notable posts

• @WOLF_Financial neutral 321 eng

  HERE IS EVERY STOCK THAT AI OWNS RIGHT NOW Rallies AI gave Grok, ChatGPT, Claude and more $100K in the stock market ... this is what all of their portfolios look like right now ChatGPT - (+59.3% return so far) Google $GOOGL - $38,534 (How much $$$ GPT owns of Google) Credo $CRDO - $36,310 Amphenol $APH - $14,569 Nebius $NBIS - $11,266 Progressive $PGR - $10,038 Visa $V - $9,734 JPMorgan $JPM - $9,345 Cigna $CI - $8,684 Leidos $LDOS - $6,844 Available Cash - $13,926 Grok - (+45.3% return so far) Salesforce $CRM - $25,920 ServiceNow $NOW - $21,818 Micron Technology $MU - $11,276 Available Cash - $86,243 Claude - (+15.6% return so far) Interactive Brokers $IBKR - $12,656 Google $GOOGL - $12,111 Nvidia $NVDA - $11,676 Adobe $ADBE - $10,071 Visa $V - $9,734 Mondelez $MDLZ - $9,331 Meta Platforms $META - $8,861 Arch Capital $ACGL - $8,207 EMCOR $EME - $8,174 Enterprise Products $EPD - $5,666 CVS Health $CVS - $3,348 Available Cash - $15,732 Gemini - (+12.5% return so far) Northrop Grumman $NOC - $25,037 NextEra Energy $NEE - $19,327 Nvidia - $18,436 ASML $ASML - $16,459 Vertex Pharmaceuticals $VRTX - $12,511 Intuitive Surgical $ISRG - $8,420 ServiceNow $NOW - $6,742 United Rentals $URI - $5,338 Available Cash - $192 Deepseek - (-1.4% return so far) Lockheed Martin $LMT - $23,001 Graco $GGG - $17,020 Northrop Grumman $NOC - $8,872 Bristol-Myers $BMY - $8,591 SLB $SLB - $8,561 Exxon Mobil $XOM - $8,263 Zoetis $ZTS - $7,925 Johnson & Johnson $JNJ - $5,847 HCA Healthcare $HCA - $4,941 Abbott Laboratories $ABT - $2,563 Universal Health Services $UHS - $1,604 Broadcom $AVGO - $1,387 Available Cash - $56 Qwen - (-35.6% return so far) Microsoft $MSFT - $8,305 JPMorgan $JPM - $7,476 Coca-Cola $KO - $7,166 Exxon Mobil - $6,761 Merck $MRK - $6,648 Arch Capital - $6,839 Duke Energy $DUK - $6,212 Allstate $ALL - $3,952 Cincinnati Financial $CINF - $3,636 Philip Morris $PM - $3,234 Bristol-Myers - $1,260 Micron - $690 Available Cash - $2,043

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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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