BDC on X
@LogicalThesis Market might sell $AMZN some here. But the distinction that should be made is that a massive amount of $GOOGL's capex is funding internal compute needs. The majority of AMZN's capex is for external.
Archive
913 storiesJul 20 – Jul 22
Wednesday, July 22 9 stories
BDC on X
Sundar on ROIC: "It's very early" "still supply constrained" "multi year view" That should help everyone understand $googl
Tim Eriksen on X
@ValueHunter7 @youngermunger7 @dirtcheapstocks $MFBP
Timyan Bank Alert on X
M&F Bancorp, Inc. Announces First Quarter 2026 Results and Merger w/ Optus. It couldn’t happen to a nicer guy than James Sills. And a great steward of the bank as well. $MFBP https://t.co/Mp66Lwl0KJ
JabroniCoin.USD on X
$ORLA might have miner issues? https://t.co/fyc91D3J81
Danaher 2Q'26: Yet Another "Meh" Quarter
Danaher posted 3.0% core revenue growth in 2Q’26, with LTM adjusted EBITA flat at $7.1 billion since 2Q’24 despite a mid-20s earnings…
JabroniCoin.USD on X
Umm is SpaceX the high-margin customer of $SMCI that’s boosting their order book > $60 Bn? Short interest seems high https://t.co/BMrEvmCbQj
Laughing Water Capital on X
GSK reportedly made three bids for AnaptysBio over the past year, making the trial outcome a potential determinant of sale price rather than a barrier to a deal.
Tuesday, July 21 11 stories
Raging Capital Ventures on X
@gamesblazer06 I’m short $CAT and $GEV
Ian Bezek on X
@EdwardR02184224 Posted on the newsletter about $ASR recently. Similar thoughts for $OMAB except Sureste has the catalysts with the new airport packages and improvements in Colombia... https://t.co/ZO0t5ghX40
Timyan Bank Alert on X
WaFd's $WAFD valuation limits M&A ambitions, CEO says | S&P Global Market Intelligence https://t.co/7BDy1GI1mj
Timyan Bank Alert on X
Finward Bancorp Acquisition $FFBC is a great partner for $FNWD- 6.4 x cost save earnings, 7 month payback and a dividend increase. Everything’s Archie! - https://t.co/qymOJS625L
Timyan Bank Alert on X
Independent Bank, Simmons address credit quality; South Plains $SPFI interested in M&A | S&P Global Market Intelligence https://t.co/TWGUKwHaIL
Timyan Bank Alert on X
Small-bank M&A conversations are 'very active,' United Community $UCBI CEO says | S&P Global Market Intelligence https://t.co/uMs7lDzx1L
JabroniCoin.USD on X
Citi on SocGen: The Bank Within A Bank: Sizing The BoursoBank Opportunity We reiterate our Buy rating, new TP €90 $GLE https://t.co/chB2cIfOFI https://t.co/r4fP8B5HYe
JabroniCoin.USD on X
The basin isn’t that deep. Bullish $EQT. Low investment + LNG + datacenter demand = convexity https://t.co/USzDD8u9uB
catechwilliams on X
$SWIM. Stock has barely budged over the last 2 weeks despite: 1) $PNR pre-announcing pool pump sales -17% and 2) $LESL filing for BK citing slowing new pool demand. Expectation of HSD growth this year are disconnected from reality. Earnings miss and guidance cut likely coming.
RI(N)sing higher
RIN prices near all-time highs reflect tighter renewable-fuel mandates, a shrinking credit bank, and biodiesel production shortfalls.
Monday, July 20 4 stories
catechwilliams on X
@SILVERGOLDBTC28 @GalianoTiramani @Xectron You guys will probably be eating at Golden Corral when $BXBL is below $5 in a few weeks.
JabroniCoin.USD on X
$ACMR https://t.co/7I0HGYPlfP
BDC on X
$STIM https://t.co/OQ9UgUPoo4
$PRKS: SeaWorld, an 8% cash yield, and a possible 80% short squeeze | Hawkins Entrekin
United Parks trades at 8x EBITDA with an 8%+ unlevered cash yield, aggressive buybacks and roughly 80% effective short interest, while…
