🇨🇳 China Data Drop — What It Means for Our $BABA LEAPS Play

China just printed a mixed—but tradable—macro set:

• GDP: +5.0% (accelerating from 4.5%)
• Industrial Output: +5.7% (strong production)
• Retail Sales: +1.7% (weak consumer)
• Fixed Asset Investment: +1.7% (slow growth)
• Unemployment: 5.4% (ticking higher)

🧠 The Real Read (Not the Headlines)

This is…

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1. Oscar Health, Inc. ($OSCR)

Recent news

• Record 3.4M members + $11.7B revenue (2025)
• Guided $18.7–$19B revenue for 2026 + positive operating income
• Expanding plans + AI healthcare tools like “Oswell” 

Bull case

• This is basically “tech-enabled insurance”
• If margins flip → valuation re-rate happens FAST
• Healthcare = massive TAM + recurring…

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📈 Major Upgrades (4/15)

• ALEC – Alector
• Upgrade: Neutral → Overweight (Cantor Fitzgerald)
• AMT – American Tower
• Upgrade: Neutral → Outperform (Mizuho)
• PT: $205
• AESI – Atlas Energy Solutions
• Upgrade: Neutral → Buy (Citigroup)
• PT: $18
• NET – Cloudflare
• Upgrade: Neutral → Overweight (Piper Sandler)
• PT: $222
• CRH – CRH Plc
• Upgrade: Equal Weight → Overweight (Wells…

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PAYPAL (PYPL) – OUR TOP HIGH CONVICTION PLAY FOR 2026–2027 🚀

There are moments in the market where a stock isn’t just “interesting”… it’s mispriced, overlooked, and setting up for a major move.

👉 That’s exactly where PayPal sits right now.

📊 TECHNICAL SETUP IS LOADED

PYPL has:

• Built a strong base in the $40–$50 range
• Printed a double…

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