Lennar Stock (LEN)

Upside – $AEMD +403% (merger agreement with North Immunology adds an IL-13 x IL-18 bispecific-antibody program for atopic dermatitis) – $GNRC +30% (Amazon supply agreement includes $2.4B of backup-generator deliveries expected during 2027-2028) – $VEEA +30% (non-binding combination term sheet with NovaGen targets a $750M AI-health platform) – $DTSS +12% (strategic cooperation expands into AI-powered …

As you can see below, the pace of corporate earnings slows dramatically next week. Still, we will want to listen to comments on consumer spending from Dave & Buster’s PLAY and assess the sequential findings for Lennar’s…

At 2:30 p.m. the S&P Index is -19 handles. Today's "things": * I shorted NVDA today at an average cost of about $140. * I covered a portion of my homebuilder shorts late in the session on today's schmeissing: TOL at $154…

With the thrashing of homebuilder stocks (on average, 4% with losses of between -$4 and -$8/share) I have taken in some of my shorts: * TOL $154.02. * KBH $81.75. * GRBK $79.83. * DHI $187.41. * LEN $181.58.

Equities rose "from flag pole to that's all." (That's an old horse racing term!) There were no macro events that impacted the markets today. Today's " things": * Late last night —when SPOOS were flattish — I purchased SP…