Scorecard: 6/6 — every call held into the close

Final grades on this mornings featured picks — 6/6 directionally correct, with PCRX excluded as a deal-arb pin.

In this brief: 5 sections 2 min read

- Closed ~$161.78 vs $161.52 prior close — directionally correct.
- Opened ~$165.34 and sold off most of the day; Scotiabank called the wireless-carrier ambition credible.
- Tower operators (CCI, SBAC, AMT) surged 7-16% on the ground-infrastructure angle.
- Closed ~$431.87 vs $387.12 prior close (+11.6%) — correct call.
- New 52-week high intraday (~$456.50); faded from the open but finished near the weeks highs.
- 95% of Humana MA members now in 4+ star plans — a 2028 revenue tailwind.
- Closed ~$7.41 vs $8.71 prior close (-14.9%) — correct call.
- Traded as low as $6.02; recovered from the ~$6.90 after-hours print.
- William Blair cut to Market Perform on the bonus-payment risk.
- TMUS -13.3% ($148.58), T -10.8% ($22.18), VZ -9.5% ($41.28) — correct call.
- Scotiabank cut all three price targets while keeping its ratings.
- Morgan Stanley: the threat likely materializes gradually, starting in rural markets.
- Closed ~$36.32 vs $36.39 prior close (-0.2%) — no directional call to grade.
- Viatris $36.50/share cash deal pegs the quote; JPMorgan moved to Neutral at $36.50.

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