ToffCap on X
If you're in the 'SoH closed / oil higher for longer' camp, just know that it will be a PERFECT environment for the spec chems disributors. And they are just starting to rebound from pretty low levels. $BNR $IMCD $AZE
Thursday, April 30
Thursday, April 30, 2026
Everything we published on this day.
12 stories
ToffCap on X
Lynrock using the strong share price move to take some chips off the table $RDCM https://t.co/Es7p8XSA9w https://t.co/2l52A8yPOB
ToffCap on X
Vistance $VISN selling Ruckus for $1.85bn. Clean up continues https://t.co/and6BAfSyY
mavix on X
▫️$4058, $SLYG, $EVO, -undisclosed-, $LDB.MI, $CIRC.MI, $RDUE, $TRT.L
mavix on X
I just published my Portfolio Update for April '26. It includes: ▫️My full Portfolio & position sizes ▫️Short introduction of 2 new stocks in my portfolio ▫️Reasons why I sold $FQT & $ALLOG.PA ▫️Earnings Update about $BRM.V, $FQT & $EVO ▫️Recent news & information about: (1/2) https://t.co/aOHLmVU17u
Laughing Water Capital on X
if "MNO’s will never give SpaceX and Amazon low band" is true, then invert the logic and consider what SpaceX, $AMZN, and the MNOs would pay to prevent someone else from getting $NN's low band. This how you get the extreme upside case. Multiple parties that NEED to own it. https://t.co/EnjF9Wpc86
Meta: 1Q26 Business Update
Meta’s Q1 2026 revenue rose 33% as ad impressions gained 19%, while AI-driven ranking and targeting lifted engagement and conversion;…
PSKY · short Paramount Skydance CORP
Paramount Skydance (PSKY) is a levered media conglomerate expected to merge with Warner Bros. Discovery in the third quarter.
QXO · long QXO, Inc.
QXO, led by Brad Jacobs, is consolidating North America’s fragmented building-products distribution industry after rapidly building scale…
PTON · long Peloton Interactive INC
Peloton trades near $5.50 with a $2.3 billion equity value and $2.7 billion enterprise value after weak December-quarter earnings and its…
IMMR · long Immersion CORP
Immersion Corp. (IMMR) is presented as trading at a 121% discount to estimated fair value, with a projected 100%+ return within months.
GXO · long GXO Logistics, Inc.
GXO Logistics is undergoing transformation under new leadership in the growing contract-logistics business.
