John F. Heerdink, Jr., Author at Vista Partners LLC

Stocks Rebound as Earnings Shine While Oil Keeps Everyone Humble – July 21, 2026 -( $AMD $EPRX $INTC $MODD $LPL $NVDA Rise!)

by John F. Heerdink, Jr. 17 hours ago 1162Views 0Likes

U.S. stocks rebounded on Tuesday, July 21, 2026, after Monday’s risk-off tone, with futures and sentiment improving as investors leaned into earnings strength and a modest easing in some geopolitical pressure. The best read for today is a “rotation-within-risk” tape: cyclicals and…

When Barrels Get Data-Driven: Vivakor, Sable Offshore, and Similarweb Rewriting Wall Street’s Energy Script -( $SHEL $SMWB $SOC $VIVK $XOM )

by John F. Heerdink, Jr. 20 hours ago 124Views 0Likes

Sable Offshore Corp. (NYSE: SOC) and Similarweb Ltd. (NYSE: SMWB) add two very different—but highly instructive—chapters to the evolving energy and data narrative already being written by Vivakor Inc. (NASDAQ: VIVK), Exxon Mobil Corporation (NYSE: XOM) and Shell plc (NYSE: SHEL). Offshore…

The $600 Million Cut: Ben Affleck’s AI Company, Netflix’s Bet, and the Data Behind the Drama – ( $NFLX $NVDA $SMWB )

by John F. Heerdink, Jr. 23 hours ago 170Views 0Likes

Hollywood just added a new kind of tentpole: the AI post‑production startup. Investors would be wise to pay attention, because behind the celebrity headlines around Ben Affleck’s InterPositive sale to Netflix sits an emerging stack that runs straight through NVIDIA (NVDA) and…

Sable Offshore: Refinancing The Exxon Lifeline Without Spilling The Coffee -( $SOC $XOM )

by John F. Heerdink, Jr. 23 hours ago 189Views 0Likes

Sable Offshore Corp. (NYSE: SOC) is one of the market’s most combustible stories: a small-cap oil name with real production upside, serious legal overhangs, and enough headline voltage to keep traders awake and counsel employed. The investment case is not subtle, but…

Paging Dr. Cash Flow: Doximity Turns Clinical AI Into A Profitable House Call -( $DOCS )

by John F. Heerdink, Jr. 1 day ago 150Views 0Likes

Doximity Inc. (NYSE:DOCS) is quietly building one of Wall Street’s more compelling healthcare-tech narratives: a profitable, AI‑infused digital platform for U.S. clinicians that is leaning into clinical AI, telehealth, and value‑based care just as the medical establishment starts asking for them in…

Not Your Grandfather’s Diabetes Kit: Eli Lilly’s Smart Ring Bet and Modular Medical’s Pivot Pump Rewire the Care Stack -( $LLY $MODD )

by John F. Heerdink, Jr. 1 day ago 128Views 0Likes

Eli Lilly and Company’s (NYSE: LLY) recent equity investment in ŌURA Health and the Oura Ring ecosystem, paired with Modular Medical’s (NASDAQ: MODD) launch of its Pivot tubeless insulin patch pump, is giving Wall Street a preview of what next‑generation metabolic care…

Jerry Seinfeld’s Quiet Empire ( Now Starring Hudson Pacific Properties – $HPP )

by John F. Heerdink, Jr. 2 days ago 399Views 0Likes

Jerry Seinfeld has built the kind of real estate-and-collector-car portfolio that makes developers, auction houses, and REIT analysts all reach for a second espresso—and Hudson Pacific Properties, Inc. (NYSE: HPP) would likely approve of the playbook. The Asset Class Behind The Laughs…

AI Trade Pauses, Oil Climbs, AMC Surges: What Drove the S&P 500 Lower Today – July 20, 2026 -( $AMC $CNK $DOCS $IMAX $NVDA Rise!)

by John F. Heerdink, Jr. 2 days ago 1091Views 0Likes

US equities traded somewhat mixed to lower on Monday, July 20, 2026, as investors balanced rising oil prices, an AI-led factor rotation, and mounting anticipation around upcoming Big Tech earnings. The S&P 500 slipped modestly while the Dow underperformed and the Nasdaq…

The Esophagus Economy: How EP‑104GI Could Reshape EoE Treatment—and Eupraxia’s Valuation -( $EPRX $REGN $SNY )

by John F. Heerdink, Jr. 2 days ago 89Views 0Likes

Eupraxia Pharmaceuticals, Inc. (NASDAQ: EPRX) is quietly setting up one of the more intriguing biotech inflection points on Wall Street as it marches toward Phase 2b data for EP‑104GI in eosinophilic esophagitis (EoE) this December, with investors increasingly framing the “bar” in…

AI’s New Memory Wall: Why Investors Are Piling Into the Brains Behind the Boom -( $AVGO $META $MU $NVDA $SKHY $SMWB $STX )

by John F. Heerdink, Jr. 3 days ago 139Views 0Likes

Wall Street has finally found something that can make even the most swaggering AI GPU look nervous: the memory wall. The very chips designed to feed artificial intelligence its endless diet of data are hitting physical, economic, and manufacturing limits—and the result…

Author page: John F. Heerdink, Jr.

Stocks Rebound as Earnings Shine While Oil Keeps Everyone Humble – July 21, 2026 -( $AMD $EPRX $INTC $MODD $LPL $NVDA Rise!)

When Barrels Get Data-Driven: Vivakor, Sable Offshore, and Similarweb Rewriting Wall Street’s Energy Script -( $SHEL $SMWB $SOC $VIVK $XOM )

The $600 Million Cut: Ben Affleck’s AI Company, Netflix’s Bet, and the Data Behind the Drama – ( $NFLX $NVDA $SMWB )

Sable Offshore: Refinancing The Exxon Lifeline Without Spilling The Coffee -( $SOC $XOM )

Paging Dr. Cash Flow: Doximity Turns Clinical AI Into A Profitable House Call -( $DOCS )

Not Your Grandfather’s Diabetes Kit: Eli Lilly’s Smart Ring Bet and Modular Medical’s Pivot Pump Rewire the Care Stack -( $LLY $MODD )

Jerry Seinfeld’s Quiet Empire ( Now Starring Hudson Pacific Properties – $HPP )

AI Trade Pauses, Oil Climbs, AMC Surges: What Drove the S&P 500 Lower Today – July 20, 2026 -( $AMC $CNK $DOCS $IMAX $NVDA Rise!)

The Esophagus Economy: How EP‑104GI Could Reshape EoE Treatment—and Eupraxia’s Valuation -( $EPRX $REGN $SNY )

AI’s New Memory Wall: Why Investors Are Piling Into the Brains Behind the Boom -( $AVGO $META $MU $NVDA $SKHY $SMWB $STX )

Your Guide To Staying Informed In The Markets