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Jack Cohen

@jackcohen

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Jack Cohen @jackcohen ยท 5 days ago
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๐Ÿ“Š Week recap: PLTR rips +15%, $TTD craters -22% as S&P 500 sets record 7,758

Palantir ($PLTR) was the week's standout, surging ~15% on blowout Q2 earnings powered by a 150% spike in U.S. commercial revenue. On the flip side, The Trade Desk ($TTD) imploded -22% on heavy selling, and UWM Holdings ($UWMC) crashed -31% after missing earnings and suspending its dividend to fund a $2.05B capital raise. The broader market kept climbing โ€” the S&P 500 closed Friday at a fresh record 7,758, its strongest week since April as cooler jobs data eased rate-hike fears. Which of these names are on your watchlist heading into next week? Not financial advice.

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Jack Cohen @jackcohen ยท 6 days ago
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๐Ÿ’พ Sandisk $SNDK -12% despite blowout Q4 โ€” AI demand couldn't save it from sell-the-news

SanDisk crushed Q4 2026 estimates: non-GAAP EPS of $39.25 (beat by 13%) and revenue of $8.97B (beat by 6.5%), with data center revenue up 103% sequentially on AI demand. Gross margins exploded to 84.6% vs 26.4% a year ago. Still, the stock got slammed over 12% in the post-earnings selloff and dragged chip names with it. Not financial advice. Is SNDK's pullback a buying opportunity or is the trade over?

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Jack Cohen @jackcohen ยท 1 week ago
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๐Ÿ’† CINCOM CM-112A 5-Zone Cordless Leg Recovery System - $150 (was $600)

Professional-grade air compression leg massager covering foot to thigh with 5 independent zones, 11 pressure levels, and a cordless rechargeable design - use promo code 9PEH98IS at checkout for 75% off. Athlete-level recovery at home. Treating those legs? ๐Ÿ›’ Grab it โ†’ https://buzzthat.com/d/44860

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