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Am still mentioning: It is going to get VERY Spicy. HF gross is at 99% and Net around 88%. (Meaning all-in). I bought R2k puts yest at 22 VOL. (Cheap to say the least). We have an air-pocket on consumption w Rising prices for 2H And Tariffs? We aint seen nuttin yet.

$ISRG put up a very solid Q on robot placements and procedures: Teens growth: Geographic Expansion and Mix-shift is next on deck for this New-Product-Story. Stock was down slight on slowing procedures - as docs get trained on the new robot systems.

I've been there, mauled by the Bulls in a meltup. It's the worst. Lots of Consensus Hedge Fund Positioning pain out there right now Michael Taylor

For perspective:

Max T racing at Laguna Seca in IndyNXT 1PM EST on FOX SPORTS LFG!!! Hedgeye Susan G. Komen Simplify Asset Management

Fire em up!!!

Delayed to 630pm EST LFG!!!

Max T P4 IndyNXT at Laguna -knife-fight-on-wheels- More than HALF the field wrecked!! Hedgeye Simplify Asset Management Max Taylor Susan G. Komen Race Highlights | 2025 Grand Prix of Monterey Race 2 | INDY NXT by Fires... youtu.be/wNp718uY1Ss?si… via YouTube

$NVO has been losing share for over a year, has the inferior GLP1 drug and no oral solution (unlike LLY). They also have a major patent cliff in ~5 years. There is a distinct possibility NVO may go the way of PFE, BMY and MRK (a decade+ of underperformance)

Math, Science, Probabilities (bio-stats) and Risk/Benefit analysis: The FDA Head has big shoes to fill with real-world issues to solve.

$UNH - REX just left the building.

$UNH - we are witnessing an unraveling of most of their businesses. How did that happen so fast? It happened over a long period - and fancy “accounting” How low does it go? 9x 2026 EPS of $16. …a market multiple.

This is sensational news for Indycar. Get ready for very big things. ⁦Max Taylor⁩ ⁦Simplify Asset Management⁩ ⁦Hedgeye⁩ ⁦Susan G. Komen⁩ indycar.com/news/2025/07/0…

Banana republics start off slowly and then all at once: Recall Japan has Inflation AND they CANNOT STOP PRINTING YEN to contain the government debt on the yield curve. My greatest fear has been the US is not far behind. (We’re on the cusp)

$TSLA: this is potentially setting up to be one of the most harrowing string of legal cases. (as most of you know there was a very large award on Friday for injury behind the wheel of FSD Tesla)

$HIMS missed and guided a bit below the street for 3Q ...what is contra to the thesis is the material miss in subscribers. This is while HIMS ads spend is very, very, very high.

Apple TV has done an amazing job on the Foundation series. Yes, it is modified from the Isaac Asimov series, but exceedingly well done. Bravo, Sci-Fi is back! (Maybe Disney could learn something here).

Max T is rolling to Portland this week and later Milwaukee with Indy NXT. It is an honor to watch this young man grow. BIG updates near term! Susan G. Komen Hedgeye Simplify Asset Management Max Taylor Race for the Cure!

$WHR: What happens when the birthrate drops by 40% over a decade? Fewer loads of laundry.

I like to make Chili. 5lbs of beef Onion Diced tomato Green pepper Kidney beans (Secret spices) Cost: about $55 for 5lbs of chili Or i can buy 5lbs for $50 from Fresh-Direct (and that is quite good) Something is wrong here.