THE WEEK · JUL 20–26, 2026

The loudest new takes
this week.

A quiet week for reversals. Instead, here are the 8 loudest new takes of the week across the most-watched tickers, framed as takes, not flips.

$XOMExxon Mobil Corporation Common Stock2 NEW TAKES
DDDividend DataBEAR→BEARExxon Mobil is trading at an excessively high valuation, so I trimmed to allocate to better opportunities.9:50
DDDividend DataBEAR→BEARExxon Mobil is trading at an excessively high valuation, so I trimmed to allocate to better opportunities.9:50
$MOAltria Group, Inc.2 NEW TAKES
DDDividend DataBEAR→BEARAltria is overvalued at $74, trading at the lowest dividend yield in 5 years, leading to a trim.8:44
DDDividend DataBEAR→BEARAltria is overvalued at $74, trading at the lowest dividend yield in 5 years, leading to a trim.8:44
$NVDANVIDIA Corporation2 NEW TAKES
DDDividend DataBULL→BULLNVDA is an attractive value over the next 2 years with earnings growth far outpacing the stock price, a forward PE of 22.5, and potential to re-rate to $228-$261.6:41
DDDividend DataBULL→BULLNVDA is an attractive value over the next 2 years with earnings growth far outpacing the stock price, a cheap forward PE, and massive free cash flow.6:48
$MSFTMicrosoft Corp.2 NEW TAKES
DDDividend DataBULL→BULLMSFT is a high-quality company at a fair price, making it a long-term dividend growth staple.5:29
DDDividend DataBULL→BULLMSFT is a high-quality company trading at a fair price — a solid long-term hold.5:31
The weekly archive
JUL 20–26, 2026THIS WEEK2026-07-13view →2026-07-06view →2026-06-29view →

Each week is its own page: a permanent, citable record of who changed their mind, and when.

Few flips landed this week, so the page leads with the loudest new takes instead. Same layout, framed as takes rather than reversals.

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