$RACE 0.39 Noisy

Notable posts

• @wallstengine neutral 67 eng

  Today's Key Events (All EST) — 07/30/2026 08:30: US PCE Price Index 08:30: US Initial Jobless Claims 08:30: US GDP QoQ Advance 08:30: US Consumer Spending Before Open 👇 05:00: Check Point Software $CHKP 05:00: Yum China $YUMC 06:00: Cigna $CI 06:00: Enterprise Products $EPD 06:00: CRH $CRH 06:00: Air Products $APD 06:30: Valero Energy $VLO 06:30: Norwegian Cruise Line $NCLH 06:30: Regeneron $REGN 06:30: TC Energy $TRP 06:30: Xerox $XRX 06:30: Trane Technologies $TT 06:45: Hershey $HSY 06:45: TechnipFMC $FTI 06:50: KKR $KKR 06:55: Bristol Myers Squibb $BMY 06:55: Ferrari $RACE 06:55: Quanta Services $PWR 06:55: American Electric Power $AEP 07:00: Crocs $CROX 07:00: Yum! Brands $YUM 08:00: Mastercard $MA After Hours 👇 16:00: Amazon $AMZN 16:00: DexCom $DXCM 16:00: Strategy $MSTR 16:00: First Solar $FSLR 16:00: Monolithic Power Systems $MPWR 16:00: Neurocrine Biosciences $NBIX 16:00: Tempus AI $TEM 16:05: Roblox $RBLX 16:05: Reddit $RDDT 16:05: Rivian $RIVN 16:05: GoDaddy $GDDY 16:05: Illumina $ILMN 16:05: Nextpower $NXT 16:05: Stryker $SYK 16:05: Universal Display $OLED 16:10: Live Nation $LYV 16:15: MasTec $MTZ 16:15: Coinbase $COIN 16:15: BigBear .ai $BBAI 16:15: Mohawk Industries $MHK 16:30: Apple $AAPL 16:30: Corteva $CTVA 17:10: Eldorado Gold $EGO 18:55: Vale $VALE 19:00: Sony

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• @wallstengine bullish 44 eng

  Morgan Stanley Upgrades $RACE to Overweight from Equalweight, Raises PT to $438 from $388 Analyst comments: "We upgrade Ferrari to Overweight. The stock has fallen approximately 26% over the past 12 months, while FY26-27 EPS revisions have been limited to approximately 4%, meaning the move has been driven primarily by de-rating rather than earnings capitulation. We believe that de-rating was initially understandable, given concerns around the October 2025 CMD growth algorithm, hybrid residual values, and the launch of Ferrari’s first EV, the Luce. However, our latest work suggests the market has moved too far in pricing these issues as terminal brand risk. Our dealer checks in the U.S. and Europe do not point to a damaged Ferrari brand. They suggest a temporary product-cycle mismatch, with parts of the current portfolio less perfectly aligned with what core clients want today, but with brand desirability still intact. Demand remains strongest in the areas that matter most for Ferrari’s long-term equity story: special series, scarce allocations, Icona/supercar products, and future collectibles. We also believe Ferrari’s decision to slow volume growth should be viewed positively. In luxury, scarcity is not a constraint to work around; it is the mechanism that supports pricing power, allocation discipline, residual values, and the perception that access remains unique." Analyst: Edouard Aubin

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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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• @TENETTRADEGROUP neutral 31 eng

  Tenet Market Wake-Up Summary 📷📷 June.15.26 $SPX $SPCX $NVDA $XOM $CVX $COP $OXY $ROKU $USAR $IREN $LLY $AVAV $PLTR $ADBE $TSLA $AAPL $META $AMZN $AIOT $RKLB $FLY $RACE $DDOG $PAYX $ACN $NU $SAIA $TRIP $CMTL $GILT $OUST $MU $ELTX $ROMA @ripster47 | @tenet_research | @TenetCharts

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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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