899 storiesAug 12 – Aug 14
Leatt $LEAT Q2 '26 results: ▫️Revenues +1% *Consumer Direct +68% *Dealer Direct -2% *Distributor -6% ▫️EBIT -17.7% ▫️Net income -20% ▫️Cash of $19.5 million (+48%) ▫️Temporary supply chain timing challenges (now resolved) ▫️Consumer demand remains strong https://t.co/z8aStbpiKa
@eager28 @CAndreisen @quazijohir Correct. They’re tied to the same lockup as other pre-IPO investors. I’m not overthinking $SKM it’s simply my public equity proxy for Anthropic.
Bingo. Executive order just signed to go into effect soon...domestic suppliers WIN. $MOB being FCC exempt, Blue UAS, and supplier to domestic OEMs like $TDY means they also win. And great quarter too...business is starting to inflect. https://t.co/Wj5fOsJxvh
Citi $C Expands Customer Engagement and Commerce Media Capabilities With Addition of Kard - https://t.co/A0DL3zGdiS
@ShmuelLon Good. That was my intention. It was less about the merits of $EVC in the future and more about recognizing that 1) we have to think about growth properly; and 2)we have to guard against thesis drift.
Macy’s and Kohl’s face renewed short cases as their recent reratings ignore fading store-refresh gains, credit-card earnings exposure and…
$BAFN registers all the $3.50 stock. Document https://t.co/S4JoztfY0r
How important is precise autoimmune diagnostics? How big is this market? How fast is it growing? $XGN, 2x sales. https://t.co/Q54JkIDLkQ https://t.co/a2FvxREDnN
Entravision’s investment case shifted from sequential hypergrowth and SOTP upside to year-over-year growth after management guided Q3 below Q2. The investor exited after lighter-than-expected Q2 growth.
So now $SMCI is part of the agentic & SpaceX capex trade? https://t.co/BMrEvmCbQj
Exagen trades at 2x projected 2026 revenue versus 10x for peers after a Q2 beat and raised outlook, as it launches a myositis diagnostic marker.
Options strategies will manage portfolio risk after Meta, Alphabet and Amazon calls drove gains, while Lululemon LEAPs produced an 80% loss.
Zoetis’s U.S. companion-animal revenue fell 6% as dermatology competition drove rebates and discounts, pushing full-year net pricing to…
Copart faces a near-term lift from pricier AV repairs and total losses, but shrinking accident volumes could eventually force its…
Kenneth Dart’s Candle Lake offers 695 SEK per Evolution share after triggering a mandatory takeover bid, with acceptances due August 17 through September 15.
@RealJimChanos Simple, $HOOD investors at large are weighted heavier to high growth AI sector and crypto than the S&P.
$INTC is lucky to have Lip-Bu Tan https://t.co/jFSTzsfqgK
@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.
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.
Fuel Tech's new CEO, formerly of CECO, may target Fuel Tech's high SG&A costs and improve margins.
GFL’s proposed acquisition of Secure follows 19% revenue growth at Secure and 14.8% EBITDA growth at GFL, with Permian produced-water and…
@ShitFund Fills me with $GLE https://t.co/zsPt26H9HM
