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Calls on ORCL, ADBE, SNPS, AVGO and COST; who would in their right mind buy puts during December, Santa rally is literally just around the corner
COST and LULU 📈 Everyone else 📉
Costco (COST), T-Mobile (TMUS) and Trane (TT)
The valuation is rich, but it is comparable /cheaper than stocks like AMZN, MSFT, COST and PLTR. Google's growth and stability is rather guaranteed going forward. It is at a position where large sovereign funds, pension funds, institutions that invest money for 40-50 years would feel safe to get in …
COST leaps?
The difference in size and taste between Costco rotisserie chicken and Safeway rotisserie chicken is insane. $COST is way better, bigger, and costs almost the same.
Sad that I kept my money in COST. Could have full ported into some garbage company worth 10 dollars and made double my money
COST is gonna be first in line for tariff refunds!
COST + AI = ...?
Holy shit $COST was killed today… maybe $1.5 hot dogs are not a good idea
WMT WM COST KO
How’s it gonna end with COST suing Mango 🥭?
Meh, it’s a long term hold anyways. I don’t see anyone unseating them. It’s also a different product than youtube imo. Wide moat & somewhat of a consumer staple now. It’s sort of like owning COST or WMT imo. (High multiple & best in class). I’ll be accumulating.
$COST and $PYPL for me
Semis and consumer goods importers WMT, COST NKE.
COST bout to get double tapped by some hellfire missiles
Costco out here fighting tariffs. COST +3-5% today.
This portfolio tracks top companies on the Apple App Store — and its winning Tradure launched a portfolio using their website called the App Store 100, and I didn't realize how much the Apple App Store rankings move week-to-week until now. It tracks the top 100 free apps from publicly …
You'd be better off finding fair valued stocks that are good companies. I don't know of any right now though. I have been buying CDNS and COST but those aren't fair valued just good companies. Also have been buying ZTS which are around fair value maybe a little over valued.
I have a core portfolio that I continue to DCA weekly into: US equities (40%) 10% BRKB 5% COF 5% MSFT 5% SPGI 5% V 10% VTI REITs (15%) 5% LAMR 5% O 5% VICI International (20%) 20% VXUS Bonds (25%) 10% SGOV 10% state specific munis 5% TLT I …
My thoughts: JNJ is a good company . I don't own it but wish I did. It's gone parabolic recently so I'd put it on your watchlist and buy during a pullback. V is another solid choice. I own MA because they make money off of transaction fees too, but …
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Nov 29, 2025
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Total Off-Exchange Volume: 845311
Values over 50% Short often indicate hidden bearish pressure from institutions.
🏆 Master Buzz Score: 2/15
Capitol Trades
| Date | Politician | Amount |
|---|---|---|
| Oct 17, 2025 | Gil Cisneros | $8,000 |
| Oct 09, 2025 | John Boozman | $8,000 |
Insider Trades
| Date | Insider | Value |
|---|---|---|
| No recent trades found. | ||
Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| Vanguard Group Inc | 43,455,368 | $39.7 billion | 0.0981% | Sep 30, 2025 |
| Blackrock Inc. | 34,781,929 | $31.8 billion | 0.0785% | Sep 30, 2025 |
| State Street Corporation | 18,164,785 | $16.6 billion | 0.0410% | Sep 30, 2025 |
| Geode Capital Management, LLC | 10,361,829 | $9.5 billion | 0.0234% | Sep 30, 2025 |
| Morgan Stanley | 9,415,648 | $8.6 billion | 0.0212% | Sep 30, 2025 |
| FMR, LLC | 7,953,470 | $7.3 billion | 0.0179% | Sep 30, 2025 |
| Bank of America Corporation | 6,871,419 | $6.3 billion | 0.0155% | Sep 30, 2025 |
| JPMORGAN CHASE & CO | 6,522,154 | $6.0 billion | 0.0147% | Sep 30, 2025 |
| NORGES BANK | 5,749,879 | $5.3 billion | 0.0130% | Jun 30, 2025 |
| Northern Trust Corporation | 5,059,990 | $4.6 billion | 0.0114% | Sep 30, 2025 |

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