$PYPL detailed quaterly review. Going over the data to explain why this quarter was good even if it doesn't show on the financials due to Braintree's headwinds cancelling branded & other services' improvements. $PYPL is headed the right direction. wealthyreadings.com/p/paypal-q2-25…

$PYPL is interesting, trading below an optimum cost basis for a long-term position - two years minimum. Optimum Cost Basis: $94. Alpha vs $SPY at today's price 🟢 My rating: Range Under APT - Possible Accumulation. Assumptions. 2Y Revenue CAGR: 5% 5Y Revenue CAGR: 6% Net

$NVO is interesting, trading 1.6% under an optimum cost basis for a long-term position - two years minimum. Optimum Cost Basis: $91. Alpha vs $SPY at today's price 🟢 My rating: Downtrend - Not Buying Assumptions. 2Y Revenue CAGR: 12% 5Y Revenue CAGR: 10% Net margin: 34%

$TMDX will report earnings today post market & weighs for roughly 20% of my portfolio as of today. Analysts are expecting $147.6M of revenues while I & many others on X are expecting something north of $160M. x.com/WealthyReading… Beating shouldn't be too hard but guidance

Buy & Hold Portfolio | Trimming $PLTR A clear methodology on how & why I trim my long term position, illustrated with $PLTR as I trimmed my position yesterday. wealthyreadings.com/p/buy-and-hold…

I don't know who needs to hear this, but no, $NVO is not a buy today because it is "at its lowest valuation ever". There is a reason for this drop & it is fundamental. You don't need to be a hero, you don't need to catch the knife. It will be an opportunity in time, I

$TMDX reporting a double beat with $157.3M of revenues slightly, below my estimations. ✅Double beat. ✅Expansing margins. ✅Raised guidance. ✅OCS Lungs trial starting. What more did we need? A bigger beat would have been great but there is nothing to complain about here.

$TMDX received FDA's aproval to start clinical trials lungs next-gen OCS. Lungs are around 3% of revenues. Actual growth comes from growing adoption of OCS for livers, with high satisfaction, building surgeons' trust. What happens when OCS lungs offer comparable satisfaction?

Remember when $META's shareholders were selling the stock below $450 last year because management planned to increase CapEx? Me neither.

May wondered - some still do, if the AI revolution is real. If it will drive revenues. Skeptics are everywhere. Yet, in one evening $MSFT posted its strongest volume growth of its cloud business due to AI demand. $META continues to improve ad impressions & pricing due to AI

$AAPL hasn’t been an innovation leader for years 🍎. It’s missed AI entirely & only delivers small hardware upgrades each year. Yet demand stays stable as most continue to upgrade to the new hardware & services keep growing - slowly. Is there value here?

$TMDX is up 18% pre-market after stellar earnings. I have been slamming my fist on the table for weeks calling this stock the best buy on the market & built a massive position of calls & shares during this time. Today is pay time. Congrats to those who are in, we worked, built