Michael Taylor

Hard Charger move from Iowa: Max T is the PINK car! - this clip just became avail.

For perspective:

I've been there, mauled by the Bulls in a meltup. It's the worst. Lots of Consensus Hedge Fund Positioning pain out there right now @Mike_Taylor1972

$ISRG put up a very solid Q on robot placements and procedures: Teens growth: Geographic Expansion and Mix-shift is next on deck for this New-Product-Story. Stock was down slight on slowing procedures - as docs get trained on the new robot systems.

$TXN - has 100k customers: Guided a wide (and lower) range for 3Q This very likely has to do with global trade/tariff disruption and a light inventory build for 3Q25. 15-20% price increases on imported goods is going to be very disruptive and bend the demand curve very spicy

Toronto lets GO from P3 start…

$SRPT This is SO very sad. And a poor reflection of the “old” FDA - where drugs with very “iffy” Risk-Benefit metrics were frequently approved. (And probably never should have been)

LFG!! Toronto -

Been doing Healthcare for 25 years: Have NEVER seen anything like what HMOs have done. $UNH playing the Enron card of selling assets to make a Q w an agreed upon repurchase price later. …chances are the bankers have been running this game for a while.

Airport french toast. Go figure.

We are off to Toronto (freshly returned from Iowa) one of the hardest Street-Courses in the world. Max T was on the podium here last year - let’s take it to the top for 2025!! @maxtaylorracing is pumped. @Hedgeye @SimplifyAsstMgt @SusanGKomen

$pct shorts, BOPP wasn’t even on the radar before last earnings call. Tick tock aaaahahahahaha

$TSLA - this is an interesting trend:

Elvis is leaving the building on the 30Y JGB.

First Oval race in IndyNXT. -Iowa Speedway- Good show! Picked up 9 places! Let’s Go Max Taylor!!! @SusanGKomen @Hedgeye @SimplifyAsstMgt @maxtaylorracing