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I bought the gap-up and those gaps were the launch before the parabolic move. $NVDA — May 25, 2023 $30.54 → $38.52 $TSM — Jan 18, 2024 $100.16 → $108.19 $PLTR — Feb 14–15, 2023 $7.61 → $8.80–$10.11 $AMD — Oct 6, 2025 $164.67 → $200+

U.S. 🇺🇸 JOB CUTS HIT 4-YEAR LOW YTD U.S. employers announced 529,914 job cuts through August, down 41% YoY and the lowest YTD total since 2022, per Challenger. August cuts: 52,881, +58% MoM but -38% YoY. Hiring plans through August rose 37% YoY to the highest since 2023, though Challenger says those openings don’t appear to be getting filled quickly. Tech still leads cuts YTD with 155,126 layoffs, up 52% YoY, while transportation cuts are up 271%. Restructuring was the top reason for August cuts, replacing AI for the first time since February. AI still leads YTD.

Just reviewed most recent alt data for $RDDT and $APP ... $RDDT Consensus (sell side) is at +49% YoY revenue growth for Q3 Alt data is showing +59% YoY revenue growth for Q3 $APP Consensus (sell side) is at +47% YoY revenue growth for Q3 Alt data is showing +52% YoY revenue growth for Q3 With regards to valuations, coming into the week... $RDDT is trading at 18x NTM EPS (not including cash) $APP is trading at 16x NTM EPS (not including cash). $APP is currently trading around $300 with massive support in the $290s from 200w ema, VWAP from 2023 lows and the .618 fibs retracement from 2023 lows NFA. DYOR.

$OSCR Path to Recovery and Leading Indicators to Watch Ahead As OSCR is closing in on a 52 week high, its been a painful ride so far and the question has always been are finally out of the consolidation phase and out of the subsidy overhang and unexpected market morbidity that messed up the sector in H2 last year. I was trying to reconcile and see see how the path might look like for OSCR for rest of 2026, I want to provide a quick glance on what happened, what OSCR did to navigate this and what are the leading indicators that we can observe to see if we are finally out consolidation and overhang to realize the true value of business and valuation it deserves. 1) What Happened in the Broader Health Insurance Industry (Especially for Oscar) in H2 2025 After the big Medicaid redeterminations wrapped up in 2024, a lot of healthier folks dropped coverage or stayed out of the ACA individual market, while higher-acuity people shifted in from Medicaid. That messed up the risk pools across the industry.For Oscar it hit pretty hard in the back half of the year:Q2 2025 MLR jumped to 91.1% (from 79.0% the year before). Net risk adjustment payable shot up by $316 million. Full-year 2025 MLR came in at 87.4% (vs 81.7% in 2024). Ended up with an operating loss of $396.4 million even though revenue grew to $11.7 billion. Pretty much the whole industry saw higher MLRs and bigger risk adjustment outflows because of the worsening morbidity. 2) What the 2025 Wakely Report Said Wakely’s July 2025 “2025 Individual Market Risk Pool Considerations” (plus the later updates) laid it out clearly. Demographic-normalized relative risk scores rose more than 8% compared to 2023/2024 levels, with jumps as high as 11.6% in non-expansion FFE states. They tied it straight back to the Medicaid redetermination inflows. That report basically confirmed exactly why everyone, including Oscar, was seeing the MLR pressure in the second half of 2025. 3) What $OSCR Did to Navigate It Oscar didn’t just sit there. They resubmitted 2026 rate filings in states covering ~98% of their membership to properly account for the higher market risk scores. They doubled down on disciplined pricing, pushed more affordable Bronze options, leaned on their broker tools and tech platform for retention and acquisition, and kept tight control on utilization and costs. Solid moves that set them up much better heading into 2026. 4) Recent Conference Call: Favorable Early Signs and Waiting on Wakely Management said the market contraction is tracking in line to favorable versus their 20–30% estimate, and claims plus third-party data are showing market morbidity in line to favorable with their pricing. They’re being conservative on risk adjustment accruals (~24% of premiums vs a ~20% full-year target) and specifically mentioned waiting for more Wakely clarity.Q1 2026 results looked strong:Revenue up 53% YoY to about $4.6 billion. MLR improved big-time to 70.5% (490 bps better YoY), helped by pricing, the Bronze/new-member seasonality, and $68 million in favorable prior-period development. 5) Leading indicators to watch for The upcoming 2026 Wakely report on enrollment, payments, and morbidity trends is the big one to watch. If it confirms stable or lighter-than-feared market morbidity, better risk adjustment dynamics, and member mix that lines up with Oscar’s assumptions, it should de-risk the year and open the door to upside. Oscar has reaffirmed full-year 2026 guidance: Revenue $18.7–19.0 billion, MLR 82.4–83.4%, and operating earnings $250–450 million. Tailwinds from continued membership/share gains in a smaller but stabilizing market, already-baked rate increases, normalizing risk adjustment, and SG&A leverage should help drive that. As I compile this post, I was reminded of the below reply from @mtbert to one of the questions around the earnings call, when mark was replying to puzzles which shows, why they are able to navigate this better than what all the analysts could think off. @investingwithac @obfuscated_id @degeninvestor7 @Couch_Investor @TheRonnieVShow @dannycheng2022 @sheslee would love to hear your thoughts as I try out my first shot at long post, hope to keep sharing more !!

Here is a quick breakdown of some of Rex Shares' Covered Call Income ETFs: $FEPI - FEPI owns the 15 biggest U.S. tech stocks and writes covered calls on each one to generate weekly income — big tech exposure with a 25%+ distribution rate. Inception Date: October 11, 2023 Expense Ratio: 0.65% AUM: $673M Distribution Rate: 25.21% Distribution Frequency: Monthly Distribution Per Share (Last): $0.9044 Top 10 Holdings: Intel $INTC 9.82% AMD $AMD 9.46% Micron $MU 9.16% Alphabet $GOOGL 7.51% Oracle $ORCL 6.82% Nvidia $NVDA 6.76% Amazon $AMZN 6.64% Tesla $TSLA 6.63% Broadcom $AVGO 6.54% Apple $AAPL 6.53% $AIPI - AIPI owns the top AI stocks and writes covered calls on each one to generate monthly income — pure AI exposure with a 34%+ distribution rate. Inception Date: June 4, 2024 Expense Ratio: 0.65% AUM: $393M Distribution Rate: 34.84% Distribution Frequency: Monthly Distribution Per Share (Last): $1.0518 Top 10 Holdings: Crowdstrike $CRWD 10.58% Nvidia $NVDA 10.08% Palantir $PLTR 7.80% Astera Labs $ALAB 7.33% Datadog $DDOG 6.53% Intel $INTC 5.52% AMD $AMD 4.76% Micron $MU 4.48% IonQ $IONQ 4.13% Qualcomm $QCOM 4.05% $CEPI - CEPI owns the top crypto-related stocks and writes covered calls on each one to generate monthly income — crypto equity exposure with a 42%+ distribution rate. Inception Date: December 4, 2024 Expense Ratio: 0.85% AUM: $100M Distribution Rate: 42.00% Distribution Frequency: Monthly Distribution Per Share (Last): $1.1707 Top 10 Holdings: AMD $AMD 7.30% Micron $MU 6.86% Applied Digital $APLD 6.57% IREN Ltd $IREN 6.35% MicroStrategy $MSTR 5.83% Marathon Digital $MARA 5.66% Riot Platforms $RIOT 4.84% Taiwan Semiconductor $TSM 4.75% Nvidia $NVDA 4.63% Cipher Mining $CIFR 4.48% Disclsoure: Rex Shares is a partner of WOLF Financial. This is only for informational purpoases, make sure to dig in for yourself and do your own research