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GLP-1s, Hairlines, and the Almost-Pumpers: Why Modular Medical May Be Ready for Its Close-Up -( $LLY $MODD )

by John F. Heerdink, Jr. May 2, 2026 446Views 0Likes

At this point, glucagon-like peptide-1 drugs, or GLP-1s, have become the market’s favorite lifestyle macro-theme, credited with trimming waistlines, lowering A1Cs, and supposedly reshaping everything from snack aisles to airplane seat designs. Yet in 2026, a new subplot is stealing some headlines:…

May 1, 2026 – AI, Oil, and the Fed Walk Into a Bar: Markets Close the Week Laughing -( $AAPL $CVX $EPRX $INSG $INTC $INTG $NOK $SNDK $SOAR $TSLA $WMT $XOM Rise!)

by John F. Heerdink, Jr. May 1, 2026 7261Views 0Likes

U.S. equities finished the week ending Friday, May 1, 2026 on a strong note, with the S&P 500 and Nasdaq punching out fresh record highs as mega-cap tech, AI beneficiaries, and a better‑behaved oil tape helped investors look through geopolitical and inflation…

Apollo’s Big Pickleball Bet: When Private Equity Meets America’s Fastest-Growing Sport

by John F. Heerdink, Jr. May 1, 2026 601Views 0Likes

In a sign that the “backyard craze” has officially made varsity, Apollo Sports Capital and billionaire investor Tom Dundon are putting a combined $225 million behind Pickleball Inc., the newly formed parent of Major League Pickleball and the PPA Tour. The deal…

Winning in the New FDA Era: Why Modular Medical’s Pivot Could Turn “Almost‑Pumpers” into Believers -( $MODD $PODD )

by John F. Heerdink, Jr. May 1, 2026 641Views 0Likes

Tribe Public’s (www.TribePublic.com) latest CEO spotlight managed to condense a multi‑year medtech inflection point into a crisp half hour—and still leave investors wanting a few more slides. On May 1, 2026, Modular Medical (NASDAQ: MODD) CEO Jeb Besser joined Tribe Public’s members…

From Sidekick to Co‑Star: SanDisk Quietly Joins Nvidia at the Center of the AI Trade -( $NVDA $SNDK )

by John F. Heerdink, Jr. May 1, 2026 682Views 0Likes

SanDisk’s (SNDK) latest quarter didn’t just beat expectations; it crashed through them with enough force to make even seasoned chip analysts wonder if they’d accidentally opened a slide deck for Nvidia (NVDA) by mistake. The AI infrastructure party now has more than…

Nokia Hands Inseego the Keys to 5G: Why Jim Cramer Thinks This Legacy Giant Is Back Online -( $INSG $NOK )

by John F. Heerdink, Jr. April 30, 2026 644Views 0Likes

Inseego’s (INSG) planned acquisition of Nokia’s fixed wireless access business is shaping up as one of those rare telecom deals where both sides can plausibly claim they got the better end of the bargain—and the market, at least for now, seems inclined…

Apple’s iPhone Revival: China Calls, Wall Street Answers -( $AAPL $DIA $SPY $QQQ )

by John F. Heerdink, Jr. April 30, 2026 386Views 0Likes

Apple’s (AAPL) latest quarter read like a reminder that gravity is optional when your flagship product is still defying the smartphone cycle—powered, this time, by a resurgent China and an iPhone franchise that refuses to act its age. Wall Street got the…

April 30, 2026 – Stocks Throw a 2020 Reunion Party—And the Dow Brings ~800 New Friends -( $CAT $EPRX $FMC $GOOG $MCD $MODD $MTWO $NOK $SOAR $TSLA Rise!)

by John F. Heerdink, Jr. April 30, 2026 7253Views 0Likes

US stocks ripped higher on Thursday, capping April with a powerful relief rally that delivered the strongest monthly performance for equities since 2020, as investors cheered resilient growth data, a calmer Treasury market, and Big Tech earnings that were good enough to…

A Friday Morning With Momentum: Tribe Public Hosts Modular Medical CEO on May 1 -( $MODD $TNDM )

by John F. Heerdink, Jr. April 30, 2026 498Views 0Likes

Wall Street has long favored complexity—until it doesn’t. This Friday, May 1 (8 a.m. PT / 11 a.m. ET), Tribe Public (www.TribePublic.com) is inviting all interested parties to spend ~30 minutes exploring a simpler path forward in diabetes care, as Modular Medical…

Foldable iPhones and Unfolding Backlogs: Why Apple’s New Era and Caterpillar’s Dirt-to-Data Story Might Just Dig You Higher Returns -( $AAPL $CAT $DIA $SPY )

by John F. Heerdink, Jr. April 30, 2026 553Views 0Likes

Apple (AAPL) and Caterpillar (CAT) just turned an ordinary earnings day into a masterclass in corporate reinvention, with one eye on cash flows and the other on AI-fueled futures. From iPhones to “iCEO”: Apple’s Earnings Sideshow On paper, Apple’s upcoming quarterly report…

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