Yesterday

Tuesday, August 25, 2026

Everything we published on this day.

@cfrischer1 17h ago

Charles Frischer on X

@JohnTwomey16 I think the podcast speaks for itself. The FCC is trying to light all available spectrum. Likely includes the 900 MHz owned by $NN.

@majgeoinvesting 17h ago

Maj Soueidan on X

NSYS trades near book on data-center, defense and medical-device growth, while USIO is a payment-processing turnaround backed by several investors.

@majgeoinvesting 19h ago

Maj Soueidan on X

Senstar’s Q2 call should clarify whether its new LiDAR business can offset weak, lumpy perimeter-security revenue and whether management will continue disclosing LiDAR results.

@leevalueroach 20h ago

Lee Roach on X

$MILFF’s up big today! https://t.co/auDf748wFm

@BrokenMoats 7h ago

Broken Moats on X

Uber faces an existential autonomous-vehicle threat from Waymo, Tesla and Amazon, while Lucid deliveries cannot offset lower driver costs, price competition and rivals’ superior AI investment.

@BlueDuckCap 11h ago

BDC on X

From $SNAP Q2 shareholder letter: In scheme of things, the stock barely budged. How much would $META or $AMZN be up if Zuck/Jassy had said the same exact thing? Hint: they would be up many multiples of $SNAP's entire market cap. https://t.co/8QeDQq1LFy

@TheBenSchmark 12h ago

JabroniCoin.USD on X

UBS on $CENX generating nearly $1 bn in 2026 FCF (v ~$800m consensus) Post this week, that Midwest premium looks solid for 2026… so that volume ramp should translate into higher numbers in Q3 and Q4 https://t.co/dhrEiBFWFf

@ChrisCamillo 13h ago

Chris Camillo on X

@sp3cul8r No. Been a bit since I’ve thought deeply about the short-term risk/reward on $NVDA.

@ChrisCamillo 13h ago

Chris Camillo on X

Too many of you are revving up to make an outsized bet on $NVDA earnings based mostly on vibes. Conviction without an information edge is just confidence dressed up as research.