To The Moon

$Oscar Health, Inc.(OSCR)$  Undervalued Gem in a Growing Market: Why $OSCR Stands Out: $OSCR remains one of the rare small-cap stocks that still appears undervalued. With a $5.2 billion market cap, the company boasts solid profitability, impressive growth, visionary leadership, and continuous innovation in a traditionally conservative sector. While the broader market is experiencing elevated valuations and expanding multiples, $OSCR has yet to follow suit—making it a compelling opportunity in today’s environment. @Tiger_comments @TigerCommunity @TigerWire

$Palantir Technologies Inc.(PLTR)$  Palantir ($PLTR) has secured a $100 million contract to introduce AI into U.S. nuclear construction projects. As part of the deal, they’ll help create “NOS” — a Nuclear Operating System aimed at accelerating, simplifying, and reducing the risks involved in building nuclear reactors. This marks the first major use of AI in nuclear infrastructure — a significant step forward in the energy-tech space. @TigerEvents @Daily_Discussion @TigerStars @TigerWire

$Oscar Health, Inc.(OSCR)$  Oscar Health (NYSE: OSCR) dropped ~3.8% on its most recent trading day, closing at $20.42. While the broader market rallied, investors took profits after the stock’s sharp gain this week. In the latest session, Oscar Health shares slid 3.77% to $20.42, diverging from the general market uptick. This pullback follows a strong rally earlier in the week—where shares jumped as much as 52%—prompting investors to lock in profits. No new fundamentals or company-specific news were cited as direct causes for today’s dip. 📊 • Price action: OSCR closed at $20.42, down 3.77%, standing out against the broader market’s gains. • Recent rally context: The pullback comes after an impressive multi-day rally—earlier this week, Oscar H

‌$Trade Desk Inc.(TTD)$  ‌The Trade Desk Eyes Growth with Strong Buybacks, Strategic Investments, and Innovation: In its Q1 2025 earnings release, The Trade Desk, Inc. (TTD) disclosed that it repurchased $386 million worth of its common stock. This buyback was made possible by the company’s strong financial position and consistent cash generation. While the operating cash flow for the quarter stood at $291 million and free cash flow was $230 million, the repurchase amount surpassed the cash generated during the period. ‌Despite this, TTD maintained a solid balance sheet, ending the quarter with approximately $1.7 billion in cash, cash equivalents, and short-term investments—and no outstanding debt. Previously, the board had authorized a signif

🟩 Strengths 1. Robust Revenue Growth Oscar reported $3.05 billion in revenue in Q1 2025, a 42% year-over-year increase, driven primarily by higher membership enrollment. This signals strong demand-side traction and pricing power. 2. Significant Net Profitability Improvement Net income rose to $275 million (up from $177 million in Q1 2024), representing solid margin improvement. This was complemented by an Adjusted EBITDA of $328.8 million, up 50% YoY—suggesting operational leverage and improving unit economics. 3. Operational Efficiency Gains The SG&A expense ratio declined from 18.4% to 15.8%, reflecting improved cost management and scale efficiencies. For a technology-driven insurer, this signals progress toward sustainable profitability. 4. Membership Growth Individual & Small G

‌$ON Semiconductor(ON)$  ‌ ON Semiconductor Corp. (ON) experienced a notable surge of approximately 10% today, reaching around $47.37 per share. This uptick appears to be driven by investor optimism following recent company presentations and broader market trends. Notably, ON Semiconductor's executives presented at a global tech conference, which may have bolstered investor confidence. Additionally, the semiconductor sector as a whole saw gains, with major indexes closing higher, partly due to strong performances from leading chip stocks like Nvidia. Despite a reported 22% year-over-year revenue decline in Q1 2025, ON Semiconductor demonstrated resilience by increasing free cash flow by 72% and returning 66% of it to shareholders through share

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$  U.S. EXTENDS TARIFF PAUSE ON SOME CHINESE GOODS TO AUGUST 31 🌮 🌮. @Tiger_comments @TigerCommunity @TigerWire @TigerStars @Daily_Discussion @TigerEvents 

$APPLIED DIGITAL CORP(APLD)$  Applied Digital's stock jumped by 48% after the company announced it has secured two major, long-term agreements with CoreWeave. These deals involve Applied Digital leasing out its data center facilities for artificial intelligence (AI) computing. Applied Digital anticipates earning a significant $7 billion in rental income over the approximately 15-year duration of these leases. The pricing is fixed from the start, with an automatic annual increase, regardless of the actual costs of the projects. Applied Digital's CEO, Wes Cummins, stated that these new long-term leases with CoreWeave represent a key step in their plan to grow their presence in advanced computing infrastructure. Under the agreement, CoreWeave wi

$ON Semiconductor(ON)$  Stock Performance & Entry Point: • Onsemi’s stock bottomed in late April 2025 and showed an attractive entry point in May. • Though Q1 2025 results showed a 22% revenue contraction, they beat expectations and included raised guidance, suggesting growth to resume in 2026. • The stock trades at 17x earnings (even lower on a forward basis) and offers an attractive risk-to-reward ratio. Growth Drivers & Market Trends: • Long-term growth is supported by key tailwinds: automotive tech, industrial digital tech, AI, and IoT. • These sectors are expected to accelerate in the coming quarters despite ongoing macroeconomic headwinds, which are expected to dissipate over time. Analyst & Institutional Sentiment: • Analyst

$Hims & Hers Health Inc.(HIMS)$  Exceptional Revenue Growth: Revenue surged by 111% year-over-year to $586.0 million. Online revenue saw an even larger increase of 115% to $576.4 million. Wholesale revenue experienced a slight decrease of 7% year-over-year, falling to $9.6 million. Strong Profitability and Cash Flow: The company achieved a net income of $49.5 million, a significant increase from $11.1 million in Q1 2024. Adjusted EBITDA reached $91.1 million, up from $32.3 million in the same period last year. Operating cash flow was robust at $109.1 million, with a free cash flow of $50.1 million. Substantial Subscriber Growth and Engagement: The subscriber base grew by 38% year-over-year to 2.4 million. Notably, over 1.4 million subscri