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Thursday, August 27, 2026

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Market caps over $300M

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Domo (Arigato), for this potential multi-bagger options trade

Domo’s $400 million sale to Progress would leave a cash-rich public shell with $900 million of NOLs; January 2028 $5 calls cost 22 cents.

PRGS $2B

Triple S Special Situations Investing 53m ago

2h ago MT $56B

ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company

Capital Connoisseur

3h ago VRT $99B

Vertiv: AI's Physical Bottleneck Is Expanding Its Value Per Megawatt

LL Insights

From X

@LaughingH20Cap Jun 18

Laughing Water Capital on X

GSK faces a July 14 trial over Jemperli, with AnaptysBio claiming rights that could restrict PD-1 partnerships. The dispute could end in a settlement or acquisition.

@LaughingH20Cap Jun 16

Laughing Water Capital on X

@darkstarsats 2/x) $NN can play a video for congress of them running tests right outside the capital building, or maybe even inside, and say "see, no interference."

@LaughingH20Cap Jun 16

Laughing Water Capital on X

@darkstarsats 1/x) the point is that next time $NN is front of congress, when the opposition claims interference, Miriam can say "congressman, did you notice your key card not working?" "Sergeant at Arms, were there any issues w/ electronic security?" etc etc

@LaughingH20Cap Jun 16

Laughing Water Capital on X

I think there is signal value here. No way the FCC runs $NN tests at the literal capital building unless they have sign-off from the highest levels. To much risk of this being labeled a “stunt” unless the FCC and higher powers are strongly supportive. https://t.co/Eaxyu0UbS4

@LaughingH20Cap Jun 5

Laughing Water Capital on X

@darkstarsats @dylan_ascencios @dan_tmt and why would anyone have to retool antennas or receivers when almost all (but not all) Part 15 are center tuned to 915, which $NN doesn't want. Why are 10 Mhz around 915 not enough when EU and China do it with 5 or 6 MHz?

@LaughingH20Cap Jun 5

Laughing Water Capital on X

The 907-918 MHz Part 15 allocation is compared with smaller European and Chinese bands for similar devices.

@LaughingH20Cap May 29

Laughing Water Capital on X

@mil01425146 @darkstarsats Hudson and Guthrie have both been vocal supporters of the need for terrestrial backup to GPS/PNT. Hudson has even spoken at the same events that $NN CEO Sorond has spoken at. This is bullish.

@LaughingH20Cap May 21

Laughing Water Capital on X

@scottwilsonUSD @cfrischer1 just more of the same. no effort to explain why US RFID/part 15 needs all of lower 900 when the rest of the world functions fine with much less, & ignoring that $NN is meant to be just part of a system of systems.