Hello everyone! Today i want to share some trading skills with you! $Oscar Health, Inc.(OSCR)$ earnings dropped, nothing unexpected.Revenue of $2.86B vs $2.92 Est. ❌EPS of -$0.89 vs -$0.88 Est. ❌Healthcare is going through a great reset.OSCR is going at the right direction.Revenue doubled YoY and it added 500,000 members.They mispredicted the activity rates and medical costs, so the loss ratio is off the roof, just like the whole healthcare sector.It won’t remain this way.The sector accurately predicted medical costs and activity rates before 2023, they’ll return to that for sure.If you can deploy capital with an illiquid mindset, healthcare now offers a great opportunity.OSCR, in particular, will surely be an at least 3-4x stock in the next coupl

$DigitalOcean Holdings, Inc.(DOCN)$ I believe there are a few moments each cycle when the market hands you a gift -- and DigitalOcean has been one of them. Last weekend, I published a deep dive to subscribers explaining why this was one of the biggest disconnects in the market and why I have been adding aggressively. Now the rerating is underway. The stock is up 28% today while most of the market is red. This is what it looks like when the story finally catches up to the numbers.Heading into this print, DigitalOcean was trading at just 10x EBITDA -- despite management quietly guiding to 20% topline growth by 2027 while maintaining 35% EBITDA margins.Nobody was talking about this name. No headlines. No hype. And that’s exactly why conviction -- and

Drones are getting all the attention -- but cybersecurity will be just as critical in the next phase of defense-tech.That’s exactly why we created the Futurum Cyber Seven: 1. $Microsoft(MSFT)$ 2. $CrowdStrike Holdings, Inc.(CRWD)$ 3. $Palo Alto Networks(PANW)$ 4. $Zscaler Inc.(ZS)$ 5. $Rubrik Inc.(RBRK)$ 6. $Cisco(CSCO)$ 7. $CyberArk(CYBR)$ ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade

$Oklo Inc.(OKLO)$ When I first mentioned OKLO we were trading near the $23 level. It seemed like a pipe dream when I mentioned my price target of $100. As it stands now, we have been consolidating under the 80 level for a couple of weeks. We retested 50 on a pullback but held. If we can break above 83 we can see a move to 100 next. Its very possible this hits 150 by mid-2026. Recent DevelopmentsNRC Greenlight (Jul '25): NRC found no major gaps in Oklo's COLA prep. Full application coming soon.Builder Secured: Kiewit to construct first Aurora reactor. Ops expected by 2028.Air Force Deal: 75MW Aurora to power Eielson AFB under long-term PPA.KHNP Partnership: MOU signed with Korea Hydro to scale Aurora globally.Upsized Reactor: Aurora expanded to 75M

$Advanced Micro Devices(AMD)$ I think we’re about to see the most important earnings print in AMD’s history -- not because Q2 will be flawless, but because it’s the clearest test yet of whether AMD’s AI transformation has teeth. The business is evolving fast. And the way the market re-rates this name over the next 12–18 months will hinge on how AMD threads the needle between growth and profitability at a platform scale.Margins Will Dip, but That’s Not the PointLet’s be clear: margins will still be under pressure. Gross margins could fall to 52% due to a mix of high-bandwidth memory costs, 5nm packaging, and ROCm ecosystem investments. That’s to be expected when you’re ramping a next-gen AI platform from scratch. But underneath that margin compressi

$TransMedics Group, Inc.(TMDX)$ PRICE TARGET: $182 --> $195POTENTIAL UPSIDE: +56% ✅"TransMedics reported very good Q2 numbers, profit margin of 22% is >2x expectations and guidance was raised again to 35% growth" ASSUMPTIONS:LTM Revenue: $0.531B5Y Revenue CAGR: 24% --> 23%2030 Profit Margin: 22% --> 23%2030 PE Ratio: 40Shares outstanding: 0.0406BShares dilution: 2%/yearVALUATION:Q2 2030 $TMDX SHARE PRICE =0.531 * (1.23)^5 * 0.23 * 40 /[0.0406 * (1.02)^5] = 307$You can now choose the discount rate that you prefer, for Transmedics I want to use 12%ACTUAL PRICE: $125FAIR VALUE: $174PRICE TARGET (1Y): $195POTENTIAL UPSIDE: +56%EXPECTED RETURNS: 19.7%/yearDIVIDEND YIELD: - ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA