Chris Camillo on X
@LownTrevor if you believe that’s the consensus then $TTWO not for you
Yesterday
Thursday, August 27, 2026
Everything we published on this day.
38 stories — the front page that day →
Chris Camillo on X
Please let $TTWO open flat tomorrow because tonight’s GTA VI reaction is “priced in” test me
Timyan Bank Alert on X
Mutual Federal Bancorp, $MFDB Announces Adoption of Plan of Conversion and Reorganization to Undertake Second Step ... https://t.co/BkyVGHPxWU
Chris Camillo on X
Take-Two ($TTWO) gameplay quality will determine player engagement and long-term monetization, creating material upside and downside.
Chris Camillo on X
Take-Two's GTA VI gameplay reveal beat expectations after hacker leaks had primed the market for disappointment.
Maj Soueidan on X
What's the one stock you hope falls due to a "blip" quarter that is likely temporary due to unusual circumstances or investor misinterpretation? Two of my wishes already came true with $SIF and $KLNG. Could throw $FSI into the mix. Next on this early Christmas wish list? $PPIH
Maj Soueidan on X
@StableBread Nice summary. Thanks for sharing. I’m somewhat excited about the new CEO hire from the competitor, $CECO, who has actually been winning data center contracts.
Maj Soueidan on X
Anyone have a direct line to $MG, call them now. We have a code red!!! https://t.co/zgvG6Ik5vi
Raging Capital Ventures on X
SNDK faces greater NAND-cycle risk than HBM-focused memory peers as new capacity, de-speccing and pooling threaten supply discipline. The author is short SNDK and criticizes memory-stock buybacks.
Chris Camillo on X
13 years of hype should have made today almost impossible to live up to. Somehow for most GTA fans Rockstar delivered. $TTWO https://t.co/Uh56v646rL
Chris Camillo on X
GTA VI gameplay reveal reactions coming in 10/10. You know what I did. $TTWO
Timyan Bank Alert on X
$CLST 13d amendment by Stilwell https://t.co/lfqEymJzDt
The Verra Sneerer (NASDAQ:VRRM)
Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…
⚽️📡 on X
Silicom supplies cybersecurity hardware to customers including Fortinet, Netskope, Broadcom, Cisco and Dell, while its edge AI CustomNIC business begins scaling hyperscaler deals.
JabroniCoin.USD on X
Victory Capital $VCTR is a traditional asset manager that has crushed traditional and alternative asset managers over the last 8 years. Despite being in a “melting ice-cube” industry and not having that much multiple expansion… https://t.co/4uzVT9gRJl https://t.co/rrHsOqxTvM
SG on X
@1991Wolfpack Glad to hear you avoided that shitshow. I don't know what is more amazing: - Geert still being CEO - $CVM still being listed - Multikine still being "investigational" (I recall reading Asensio reports on it more than 2 decades ago)
Farmer on X
Quant strategies could incorporate expert judgment, such as treating IGV as sentiment-driven and tailoring models to assets that trade on vibes.
SG on X
Geert is one of the sleaziest ceos out there imo, but he does buy the stock from time to time. $CVM https://t.co/6a3DrvDyjj
BDC on X
@BoxLongs They wont close it down. But they could structure something so that $SNAP shareholders no longer footing the bill directly
Nvidia Climbing the Wall of Worries
Nvidia guided FY2028 revenue toward $700 billion, roughly 70% growth, while supply constraints and neocloud demand face concerns over…
BDC on X
Snap’s $2,100 Specs face limited demand despite 7,000 patents and $3.5 billion of investment, putting Evan Spiegel’s response to weak sales in focus.
BHVN 2026-08-27 Biohaven: Sale Of Opakalim Rights To SK Biopharmaceuticals Makes Sense On Many Levels
Edmund Ingham Broken Moats on X
Always fascinating people willing to pay over 2x multiple for a company like $TEAM which at current levels hard to argue is pricing in much disruption threat v. an $AMZN which has a higher growth rate too
BDC on X
Subs are the $SNAP inflection nobody has cared about, yet: H/T @Jack64128896 for the find on memories https://t.co/c5FVBZfK4c
KSTR 2026-08-27 KSTR: Exposure To China's Chips And Potential Diversifier For SOXX
Chetan Woodun 
Late August 2026 Random Ramblings
Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven…
Late August 2026 Random Ramblings
Higher rates threaten equity multiples and AI data-center economics, while UWMC and Cogent raise questions about CEO-driven capital…
ACIW 2026-08-27 ACI Worldwide: An Undercovered Payments Compounder Getting Better
SiliconBytes Insights SG on X
$MRNA offering $2B of Rule 144 convertible notes but says conversion price tbd. No 8-K so far. Great governance, guys. Keep up the insider sales. https://t.co/JK9PyjstS4
⚽️📡 on X
$SRAD already has deep partnership with Kalshi now adds poly Every other competitor will likely have to follow suit to keep up https://t.co/4zOwxX7fKZ
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.
Lee Roach on X
Hey @elonmusk. Can you DM me $SPCX next quarter EPS? I’m trying to forecast the company in my DCF model. I promise to not trade on this information.
MT 2026-08-27 ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company
Capital Connoisseur VRT 2026-08-27 Vertiv: AI's Physical Bottleneck Is Expanding Its Value Per Megawatt
LL Insights FUFU 2026-08-27 BitFuFu: A $93 Million Liability No One Can Explain
Dorine Cherop GM 2026-08-27 General Motors: The Billion Mile Moat
Muhammad Cheema KGC 2026-08-27 Kinross Gold: The Buy Case Is Margin, Not Growth
The Bullionaire TPC 2026-08-27 Tutor Perini: Q2 2026 Made My Strong Buy Case Stronger
The Curious Analyst 