📊 Google’s Not Messing Around

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Happy Sunday!

Over the last year, panic has plagued the health insurance sector.

UnitedHealth Group, once a Wall Street favorite, is now one of the most scrutinized and disliked stocks in the market.

• Shares have fallen over 50% from their highs and currently trade at just under 12x earnings.

• This setup may present one of the most compelling large-cap opportunities today.

I wrote up a full investment research report analyzing the opportunity.

Feedback is always welcome and as always, thank you for being a subscriber!

Some key data bites from this week that you should know:

• Four investment experts shared where to invest $10,000 right now.

• 1 penny stock made up 15% of trading on US exchanges.

• China smuggled $1B of Nvidia AI chips after Trump’s export controls.

• Neuralink expects to put brain chips in 20,000 people a year by 2031.

• Trump announced Japan trade deal that includes $550B investment in US.

• Trump Media announced $2B Bitcoin investment.

• YouTube took down 34,000 channels tied to foreign propaganda.

• Paychecks for more than 40% of American workers lagged inflation.

• Coursera saw more than 10M enrollments in GenAI courses in 2025.

• Apple is now making up to 17% of its iPhone production in India.

• ChatGPT receives over 2.5B prompts daily.

• AstraZeneca plans to invest $50B in US by 2030.

• TSMC reached a $1T market cap for the first time.

• US firms imports of rare-earth magnets surged 660% in June.

• Philip Morris shipped 190M cans of ZYN in Q2, below 203M estimate.

• Sundar Pichai reached $1B fortune after Google’s rise.

• Intel plans to cut 25,000 employees.

• xAI plans to raise $12B to purchase Nvidia chips for new data center.

• Louis Vuitton Moët Hennessy saw a 22% decline in net profit in H1 2025.

In today’s newsletter:

• 🍕 Domino’s Remarkable Rise

• 🔎 Google Spends More On CapEx

• 🪫 Tesla Fails To Impress

• 👟 Hoka Keeps Running

• 📈 Meme Stocks Are Ripping

Let’s jump right in.

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Everybody loves pizza.

While consumers have been cautious with their spending, they’re still willing to splurge on a hot pie.

On Monday, Domino’s beat U.S. same-store sales expectations in Q2, climbing 3.4% versus the 2% estimate.

• Revenue hit $1.15B, in line with estimates, while EPS came in at $3.81, below the $3.95 expected due to a $27M charge tied to a Chinese investment.

• Notably, the company grew sales across all income levels and gained market share in the U.S. pizza QSR category.

One remarkable fact?

• Since IPO’ing the same summer as Google in 2004, Domino’s has outperformed the tech giant, returning 7,706% compared to Google’s 7,142%.

That said, Google’s growth story is just as impressive.

Despite concerns about AI disrupting its core business, Alphabet continues to deliver strong results.

In its latest earnings report, the company beat expectations across the board:

• Revenue: $96.4B vs. $94B Est.

• EPS: $2.31 vs. $2.18 Est.

• YouTube Ads: $9.8B vs. $9.56B Est.

• Google Cloud: $13.6B vs. $13.11B Est.

The stock initially dipped after Alphabet announced plans to increase capital spending by $10B this year to accelerate its AI strategy, bringing total capex to $85B.

But shares ultimately finished the week higher as investors stayed bullish on the company’s long-term growth.

• Year-over-year, overall revenue rose 14%, while net income climbed 20%.

• Search ad revenue increased 12%, YouTube grew 13%, and Google Cloud surged 32%, fueled by new wins like a $1.2B contract with ServiceNow and a fresh partnership with OpenAI.

Tesla has seen better days.

The EV giant missed expectations on both revenue and earnings in Q2, with adjusted EPS at $0.40 (vs. $0.43 expected) and revenue at $22.5B (vs. $22.74B expected).

• Automotive revenue fell 16% YoY, its second straight quarterly decline, while energy and storage revenue dropped 7%.

• Services and other revenue was the lone bright spot, rising 17%.

• Overall revenue declined 12%, operating income sank 42%, and free cash flow plunged 89%.

Tesla cited lower vehicle deliveries, reduced average selling prices, and rising AI-driven expenses as key headwinds.

Still, the company remains focused on the future, highlighting its recent limited Robotaxi launch in Austin in June and continued development of Semi and Cybercab.

• At 172x forward earnings, it’s clear investors are still betting on Tesla’s long-term vision over near-term fundamentals.

The best-performing S&P 500 stock on Friday wasn’t an AI name.

It was Deckers Outdoors, the parent of Hoka and UGG, which jumped 11% after crushing earnings and offering upbeat guidance.

• Q2 EPS came in at $0.93, well above the $0.68 estimate, while revenue surged 17% to $965M.

• Both Hoka and UGG delivered strong results, growing 20% and 19% respectively, while international sales for the company overall skyrocketed nearly 50%.

For the current quarter, Deckers expects $1.53 in midpoint EPS, slightly ahead of estimates, and revenue of $1.40B, in line with forecasts.

Are we entering another meme stock mania?

• Retail traders are piling into heavily shorted names like Opendoor, GoPro, Krispy Kreme, and Kohl’s, many of which are trending on Wall Street Bets and social media.

• Opendoor alone has surged nearly 400% over the past month.

The spike is being driven by short squeeze bets, where traders aim to push the price higher, forcing short sellers to buy back shares at a loss, which drives prices up even more.

CNBC recently spotlighted 35+ low-priced stocks with high short interest, echoing the early days of GameStop and AMC.

Notable Companies Reporting Earnings Week of July 27th, 2025:

Buys

• French Hill (R)

  • Company: Markel Corp ($MKL)

    • Amount Purchased: $65K - $150K

  • Company: Loews Corp ($L)

    • Amount Purchased: $50K - $100K

  • Company: White Mountains Insurance Group ($WTM)

    • Amount Purchased: $50K - $100K

Sells

• French Hill (R)

  • Company: Blackstone Group ($BX)

    • Amount Sold: $100K - $250K

  • Company: Lazard ($LAZ)

    • Amount Sold: $50K - $100K

Buys

• Asana ($ASAN)

  • Insider: Dustin Moskovitz (President, CEO, & Chair)

    • # of Shares Purchased: 900,000

    • $ Amount: $13,477,726

    • SEC Forms: [1], [2]

Sells

• Amazon ($AMZN)

  • Insider: Jeff Bezos (Executive Chair)

    • # of Shares Sold: 10,766,805

    • $ Amount: $2,464,235,007

    • SEC Forms: [1], [2]

🤝 Review of the Week