Quality Compounders
Wide-moat, fundamentally strong — invest, don't just gamble
live source: Curated quality screen (fundamentals via FMP / Finnhub planned)
Microsoft Corp
ROIC
29%
Azure + Copilot + Office: recurring revenue, wide moat, fortress balance sheet.
Apple Inc
FCF / yr
~$100B
Ecosystem lock-in + relentless buybacks; one of the great cash machines.
Visa Inc
Op margin
67%
Toll booth on global card spend; capital-light, inflation-resistant.
Costco Wholesale
Member renewal
~90%
Membership flywheel + pricing trust; durable, recession-resilient demand.
Eli Lilly & Co
Rev growth
+30%
GLP-1 franchise + deep pipeline; quality growth with a real moat.
Alphabet Inc
Op margin
32%
Search moat funds the AI race; cash-rich, dominant, durable.
UnitedHealth Group
ROE
25%
Scale leader in managed care + Optum; steady compounder.
The Magnificent 7
The megacaps that move the whole market
live source: Curated evergreen set
Apple Inc
Mkt cap
$3.4T
Services growth + buybacks; the market's gravitational center.
Microsoft Corp
Mkt cap
$3.1T
Azure + Copilot; the enterprise AI default.
NVIDIA Corp
Mkt cap
$2.9T
The picks-and-shovels of the AI gold rush.
Alphabet Inc
Mkt cap
$2.1T
Search moat + Gemini; ad engine funds the AI race.
Amazon.com Inc
Mkt cap
$2.0T
AWS margins + retail efficiency; cloud is the profit engine.
Meta Platforms
Mkt cap
$1.3T
Ad rebound + open-source AI flex.
Tesla Inc
Mkt cap
$560B
EV + robotaxi + energy optionality; the volatility king.
Trending This Week
Most-talked-about tickers on Reddit & WSB
live source: ApeWisdom — Reddit/WSB mention tracker
NVIDIA Corp
Mentions
12,480
AI chip demand keeps the hype engine running; new GPU cycle chatter.
GameStop Corp
Mentions
9,310
Roaring Kitty rumor revival — classic meme-squeeze momentum.
Tesla Inc
Mentions
8,902
Delivery-number debate; robotaxi timeline keeps bulls and bears loud.
Palantir Technologies
Mentions
6,740
Government AI contracts; retail treats it as the AI-software lottery ticket.
AMC Entertainment
Mentions
5,120
Box-office bounce + perennial short-squeeze hopium.
SoFi Technologies
Mentions
4,008
Fintech bank charter story; rate-cut beneficiary narrative.
Biggest Movers
Today's upgrades, pops & insider buys
live source: Finnhub quotes/upgrades + SEC Form 4 insider buys
Super Micro Computer
Catalyst
Analyst upgrade
AI-server demand + fresh price-target hike; momentum darling.
Moderna Inc
Catalyst
Insider buy
Pipeline readout optimism; insider purchase flagged confidence.
Enphase Energy
Catalyst
Upgrade
Solar demand bottom call from the sell-side; oversold bounce.
Coinbase Global
Catalyst
BTC move
Crypto rally lifts the exchange; high-beta proxy for Bitcoin.
Arm Holdings
Catalyst
Upgrade
Royalty-model AI exposure; analysts chasing the chip-IP story.
Whale Buys
What the big funds added last quarter (13F)
live source: SEC EDGAR — 13F institutional filings
Amazon.com Inc
New 13F buyers
47 funds
Cloud margin recovery; funds piling into the AWS + ads combo.
Meta Platforms
New 13F buyers
39 funds
Ad rebound + AI capex story; consensus 'safe megacap' add.
Eli Lilly & Co
New 13F buyers
33 funds
GLP-1 weight-loss blockbuster; funds want the obesity-drug leader.
JPMorgan Chase
New 13F buyers
28 funds
Net-interest-income strength; flight-to-quality bank pick.
Exxon Mobil
New 13F buyers
21 funds
Dividend + buyback machine; inflation/energy hedge in fund books.
Squeeze Watch
Highest short interest — coiled springs
live source: FINRA — short-interest filings
Beyond Meat
Short % float
38.1%
Plant-based slowdown vs. heavy short book — twitchy on any good news.
Carvana Co
Short % float
31.7%
Turnaround narrative grinding shorts; high beta squeeze candidate.
GameStop Corp
Short % float
24.0%
The original squeeze; short interest still a tinderbox.
Upstart Holdings
Short % float
29.4%
AI-lending bet leveraged to rate cuts; shorts crowded in.
Lucid Group
Short % float
27.8%
EV cash-burn worries keep shorts comfortable — but float is tight.