@Hopehope赋予希望:$Palantir Technologies Inc.(PLTR)$ grok says even at 145 USD for most optimistic bull case scenario, it's a stretched valuation.. chasing palantir at this pricing is like playing musical chairs. I don't deny palantir has it's strengths but it's also a controversial company that thrives on defense spending, etc plus at lofty pricing now, market participants are expecting perfect execution
@Aaronykc:$Novo-Nordisk A/S(NVO)$ Bought more nvo as this sell off is overblown. I believe it's moat is still intact and the new CEO has been working in the company for 32 years and knows it inside out If anyone can turn novo around he can
@Barcode:$Figma(FIG)$ 🔥🎭📊 Figma’s $2B Valuation Heist: When Wall Street Underpriced, Then Overdelivered (for Itself) 🧮💰🎨 I’m extremely confident this was the most cunning bait-and-switch we’ve seen from Wall Street all year. $FIG exploded over 250% intraday on debut, closing at $122.75 (+5.63%) after an early vertical rally left retail breathless and brokers euphoric. That pop alone outperformed a full decade of S&P 500 returns in just four hours. But peel back the price action and what you’ll find isn’t just exuberance; it’s architecture. This wasn’t a rally, it was a redistribution mechanism dressed up in a confetti cannon. 🧾 IPO Mechanics: How Figma Got Finessed • 36M shares were sold at $33/share, raising $1.2B. • 24M came from early investors, 12M
@cP:$UNH 20250801 247.5 PUT$ lost big on this. Didn't expect the selling to continue another 3 days after earning drop. Ready to get assigned. Will be selling covered calls nx week. Stay tune.