Core Viewpoint - Opendoor's shares have surged approximately 109% this week due to meme stock activity and speculation about potential involvement from an activist investor [1] Group 1: Market Activity - Interest in Opendoor on social media platform Stocktwits increased fourfold from Monday to Tuesday, indicating heightened retail investor engagement [2] - The subreddit r/WallStreetBets discussed Opendoor, with 560,000 bullish contracts traded as of Wednesday, suggesting significant speculative trading activity [4] Group 2: Investor Sentiment - EMJ Capital founder Eric Jackson has expressed interest in becoming an activist investor, highlighting the potential of Opendoor's iBuying platform, which allows for quicker home sales online [5] - Jackson has criticized the company's management but believes that under a proper turnaround plan, the stock could be valued as high as $82 per share, compared to its current trading price of around $1.56 [6] Group 3: Financial Considerations - Opendoor faces challenges with a high cash burn rate and elevated debt levels, although much of the debt is asset-backed [7] - The company has been negatively impacted by the high-interest rate environment, which has affected the broader real estate sector, but lower rates could provide a significant boost [7] Group 4: Business Model Comparison - Opendoor's business model is viewed as more compelling than other meme stocks in declining industries, such as GameStop and AMC, despite the financial challenges and macroeconomic uncertainties [8]

Market Trends & Meme Stocks - The report highlights the potential for deals similar to Tom Lee's, involving substantial investments in specific coins [1] - The analysis emphasizes the significant influence of meme stocks, particularly those traded on platforms like Robinhood and Coinbase, coining the acronym "Park" to represent this phenomenon [1] - The report suggests that these meme stocks are being heavily bought early in the morning, potentially controlling the opening prices [1] - The report raises concerns about potential market manipulation in these stocks, suggesting that a more vigorous SEC might investigate such activities [1] Company Specific Analysis - H&R Block is celebrating 70 years at the NASDAQ [2] - ADMA Biologics, a company focused on treating immune deficiencies, is mentioned [2] - Waters' biologics test market position was strengthened by the Beckon Dickson reverse Morris trust deal [2] - The report suggests that the market may not fully appreciate the Waters deal, but expresses confidence in the company's strategic direction [2]

Group 1: Meme-Stock Trend - The meme-stock phenomenon is resurging in 2025, with investors focusing on unprofitable companies for investment opportunities [1] - Among the Russell 3000 stocks, 10 out of 14 that have tripled since the market bottom on April 8 are unprofitable [1] - By late June, the 858 money-losing stocks in the index gained an average of 36%, outperforming profitable stocks [1] Group 2: Avis Budget Group - Avis Budget Group has seen a significant stock increase of 161% since April, driven by operational improvements and tariff-driven demand shifts [2][6] - In Q1, Avis reported a 4.7% year-over-year revenue decline to $2.43 billion but exceeded EBITDA expectations with a smaller loss of $93 million [6] - Q2 adjusted EBITDA is projected to exceed $200 million, supported by a focus on higher-margin rentals and better vehicle utilization [6] Group 3: Carvana - Carvana's stock has surged 108% since April, with Q1 revenue increasing by 38% to $4.2 billion and retail sales up 46% to nearly 134,000 vehicles [2][10] - The company achieved a net income of $373 million and a record adjusted EBITDA of $488 million in Q1, while operating with lower inventory and reduced costs [10] - Carvana's stock was up 73% for 2025, trading at $346, benefiting from the proposed 25% tariff on imported cars, which is expected to boost used-car demand [11]

Market Trends & Investment Opportunities - The discussion revolves around the resurgence of meme stocks and how investors should approach the market in the current environment [1] - Palantir (PLTR) is used as an example of a company considered a meme stock, but is becoming more established through its ties with corporate America and the US government [1] - Bitcoin (BTC-USD) and the future of cryptocurrency in the United States are also discussed [1] Media & Information - Investopedia editor in chief Caleb Silver joins Yahoo Finance to discuss meme stocks [1] - Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, and advanced tools [1] - Yahoo Finance can be found on various social media platforms including X, Instagram, TikTok, Facebook, and LinkedIn [1]

Market Trends - Meme stocks and money-losing companies are regaining popularity [1]

Investment Philosophy - Advocates for a long-term, value-oriented investment approach [2] - Emphasizes the importance of resisting short-term market trends and maintaining a steady investment strategy [2] Financial Prudence - Promotes financial discipline and avoiding unnecessary lifestyle inflation [2] - Recommends reinvesting regularly to build wealth over time [2] Investment Choices - Favors index funds over speculative investments like meme stocks [2] - Suggests prioritizing financial freedom over displaying wealth through material possessions [1]

Group 1: Insider Transactions - Insider buys are closely monitored by investors as they provide insights into the long-term outlook of companies [1][6] - In 2025, CEOs of GameStop, MicroStrategy, and Everest Group have made significant share purchases [6] - Strict rules govern insider transactions, and insiders typically have longer holding periods than average investors [1][12] Group 2: GameStop - GameStop's CEO Ryan Cohen purchased 500,000 shares for approximately $10.7 million, despite the stock being down nearly 20% year-to-date [2] - Analysts have revised GameStop's EPS estimates upward, with the current Zacks Consensus EPS estimate at $0.75, a significant increase from $0.02 per share in June of the previous year [3] Group 3: MicroStrategy - MicroStrategy shares have risen nearly 34% in 2025, outperforming the S&P 500, largely due to the surge in bitcoin [5] - CEO Phong Le acquired 6,000 shares at a total value of around $510,000 [5] - The high volatility of MicroStrategy shares is influenced by fluctuations in bitcoin prices [8] Group 4: Everest Group - Everest Group, which provides reinsurance and insurance products, saw its CEO James Williamson purchase 1,000 shares for about $340,000 [9] - The company has demonstrated consistent sales growth over recent years [11]

Market Trends & Analysis - Market experienced mixed performance with high volume due to triple witching options expiration, wiping out $7 trillion in notional value [5] - "Christmas in July" phenomenon, referring to the last three trading days of June and the first six of July, historically shows high potential for market gains [8] - Meme stocks are experiencing a comeback, with some showing significant gains [13][14] - Altcoins are expected to pick up momentum, potentially leading to all-time highs in the crypto market [17][18] Company Performance & Deals - Paramount Global's merger with Sky Dance Media is a complex, multi-billion dollar deal, with BET still under Paramount's umbrella [2][3] - AMD and Micron showed positive performance in the chip sector, with Micron surpassing its previous highs and up almost 50% year-to-date [10][12] - Circle's revenue split with Coinbase is 50%, with Circle up 675% from its IPO and Coinbase up 27% [16] - FedEx's Q4 earnings may be affected by demand challenges and US tariff policies [58] - Micron's stock is rising ahead of earnings, with analysts expecting growth in computer, memory, and data storage segments and raising the price target to $150 [59][60] - Nike's Q4 results are expected to show sales dropping around 15% year-over-year due to tariffs and discounts [60][61] Media Industry - Linear TV networks are facing challenges due to the shift to streaming, but still generate significant revenue [23][24] - Consolidation is expected on both the streaming and linear sides of the media business [27] Sports Industry - Mark Walter is acquiring a majority stake in the Lakers at a $10 billion valuation, the highest price ever paid for a sports franchise [33][34] - FIFA's revamped Club World Cup offers $1 billion in prize money, but raises concerns about the distribution of wealth and potential influence from Saudi Arabia [45][47][48] Technology & Innovation - Meta and Oakley are collaborating on AI sunglasses, with the limited edition version starting at $499 and the regular version at $399 [51][54]

What Millionaires Don’t Do:• Chase meme stocks• Time the market• Obsess over FOMO• Inflate their lifestyle• Brag about moneyThey’re too busy letting compounding work. ...

Core Viewpoint - Ryan Cohen, CEO of GameStop, is facing a lawsuit from Bed Bath & Beyond to recover $47.2 million in profits from stock trading prior to the retailer's bankruptcy [1][4]. Group 1: Lawsuit Details - The lawsuit claims Cohen and his RC Ventures bought and sold more than a 10% stake in Bed Bath & Beyond within six months, making them liable for "short-swing" profits as insiders [1][4]. - US District Judge Naomi Reice Buchwald stated that Bed Bath & Beyond had disclosed its stock buyback program, questioning the credibility of Cohen's claim that he was unaware of his stake exceeding 10% [4]. - Cohen sold his Bed Bath stake in August 2022, realizing an estimated profit of $60 million [4][8]. Group 2: Background Information - Bed Bath & Beyond filed for bankruptcy in April 2023, and its name and trademarks were later acquired by Overstock.com, which is now known as Beyond [8]. - Cohen is recognized as a prominent figure in the meme stock phenomenon, which gained traction among retail investors in early 2021 [6]. - A previous lawsuit by former Bed Bath shareholders regarding Cohen's profits was dismissed due to the bankruptcy, which rendered their claims moot [8].