$LDOS 0.32 Weak

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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• @wallstengine bullish 28 eng

  LEIDOS $LDOS Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $4.56B (Est. $4.44B) 🟢; +7% YoY 🔹 Adj. EPS: $3.26 (Est. $2.91) 🟢; +2% YoY 🔹 Adjusted EBITDA: $631M (Est. $596M) 🟢; -2% YoY 🔹 Free Cash Flow: $761M (Est. $371M) 🟢 Raises FY26 Guide: 🔹 Revenue: $18.20-$18.40 (Est. $18.24B) 🟡 🔹 Prior Revenue Guide: $18.00-$18.40 🔹 Non-GAAP EPS: $12.20-$12.50 (Est. $12.33) 🟡; from $12.10-$12.50 🔹 Adjusted EBITDA Margin: Mid 13%; unchanged 🔹 Cash From Operations: ~$1.85; from ~$1.80 Segment Net Revenue: 🔹 Intelligence & Digital: $1.50B; +6% YoY 🔹 Health: $1.09B; -8% YoY 🔹 Homeland: $1.02B; +32% YoY 🔹 Defense: $955M; +6% YoY Other Q2 Metrics: 🔹 Organic Revenue Growth: 3.9% 🔹 Adjusted EBITDA Margin: 13.8%; -140 bps YoY 🔹 Net Income: $356M (Est. $369M) 🔴; -9% YoY Comments: 🔸 “I'm pleased to report another strong quarter for Leidos,” 🔸 “In addition to achieving milestones for revenue and cash, we booked $5 billion of contract awards. We're seeing meaningful growth emerge across our Defense Tech, Energy Infrastructure, and Cyber growth pillars. And we have greater visibility into the long-term role of our Managed Healthcare pillar. The strength of our balanced portfolio allows us to enhance our 2026 guidance for revenues, earnings, and cash.”

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• @tenet_research neutral 20 eng

  Tenet Market Wake-Up Summary 📷📷 June.17.26 $SPX $AMZN $ASTS $INTC $OUST $SMR $HOOD $COIN $NFLX $AEHR $ORCL $MSFT $MNTS $IONQ $KTOS $LZB $JBL $KMX $CRL $MAC $HUN $ALGT $IQV $RMD $ZGN $LDOS $QURE $CLPT $MYSE $YQ $IMDX @ripster47 | @TENETTRADEGROUP | @TenetCharts https://t.co/UZqrXoliGx

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• @tenet_research neutral 19 eng

  Tenet Market Wake-Up Summary 📷📷 July.30.26 $SPX $SPCX $IBRX $INTC $MU $SNDK $SKHY $STX $TE $RKLB $RCAT $IBM $KTOS $LDOS $CRWV $ESTC $RKTO $MSFT $META $HOOD $CMG $ARM $QCOM $CI $APD $SHEL $BLDR $BMY $HSY $MO $NCLH $PWR $REGN $RACE $VLO $YUM $HUM $SFM $BE $SKY $MIR $SMFT $MAS $CINF $WIX $XRX $SCORT $CAPR $TREE $BTC @ripster47 | @TENETTRADEGROUP | @TenetCharts

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