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Uber is earning more than ever, and the stock is a third below its high

I hold Uber $UBER in my portfolio, so I read through this quarter carefully. The market took it negatively, and the stock closed 5.3% lower on Wednesday. But nothing in the numbers worried me significantly.

MercadoLibre is cheaper today than it has ever been, even though it doesn’t look that way on paper.

$MELI

As I promised on the stream, here’s a look at today’s results for $RHM.DE.

German Rheinmetall released its first-half 2026 results with record sales and profitability growth, but it also slightly lowered its full-year outlook due to the cancellation of the F126 program.

So what about Trade Desk $TTD? Do you have it in your portfolio?

I don't, and looking at that chart...wow, madness.

2025 revenue of $2.90 billion. Current market cap of $6.49 billion. What am I missing?

I just read that Michael Burry entered two more shorts…

Not that it’s particularly telling—after all, he’s a “guy” who predicted about 48 of the last 3 market crashes :) What’s bothering him in the market this time?

In his view, companies have accumulated huge off-balance-sheet obligations. That is, obligations that don’t look like classic debt at first glance but can have just…

Whether or not you have Palantir $PLTR in your portfolio, you definitely shouldn't miss this video.

It's not just about the company smashing several records with a 30% gain in a single session, but about gaining insight into a market segment that may hold many interesting opportunities.