Wednesday, August 12
Everything we published on this day.
11 stories — the front page that day →
@Nobilis_Capital @boujee_banker @HettyGreen2020 I can walk to three different Ara's ($JRONY) from my place in Colombia. Omnipresent. If I run out of eggs, bread, milk or whatever just go grab it in a couple minutes rather than getting in my car to go to a big store.
@boujee_banker @Nobilis_Capital @HettyGreen2020 I own $FMX and $JRONY (which owns one of the Colombian ones). $TBBB trading at a huge premium, but they get to 10000+ stores eventually will still work for you.
Fuel Tech's new CEO, formerly of CECO, may target Fuel Tech's high SG&A costs and improve margins.
Shelly Group $SLYG H1 '26 results: ▫️Revenues +26.5% ▫️EBIT +45.6% ▫️EBIT margin of 26% (vs. 22.6%) ▫️Net result +51.4% ▫️OCF +260.6% ▫️FCF +354.3% ▫️Cash +133.1% ▫️DSO of 147 days (-21) ✅ Guidance confirmed https://t.co/do39CfwTEk
$INTC is lucky to have Lip-Bu Tan https://t.co/jFSTzsfqgK
Nvidia’s vendor financing of neocloud customers creates Lucent-era credit risk, while LLM and memory innovation could erode AI infrastructure pricing power and ASIC competition.
@ShitFund Fills me with $GLE https://t.co/zsPt26H9HM
JPM taking $ACMR PT from $70 to $110 >105% order growth (memory likely more than half) > international markets expanding > ECP lead (#3 globally) > “Platform in the making” https://t.co/caRVrfHgSm
China’s wafer-fab-equipment market reaches $101 billion by 2028 as local vendors gain share, while logic and memory capacity ramps lift 2027-28 estimates for ACMR.
@RealJimChanos Simple, $HOOD investors at large are weighted heavier to high growth AI sector and crypto than the S&P.
GFL’s proposed acquisition of Secure follows 19% revenue growth at Secure and 14.8% EBITDA growth at GFL, with Permian produced-water and…
