Hyperscalers’ off-balance-sheet lease and purchase obligations rose from roughly $1 trillion to $1.5 trillion, turning the AI buildout into a debt-driven cycle.
@keisan_15 Yes that is why I liked $MEDP
@olliejmorgan $MEDP was like this.
@MoodyWriter13 I think $NBIS is as viable of a business as $OKLO is -- that is to say, a clear stock promote as opposed to a for-profit business. But little reason to post about it. The bulls have their view and reality will come for them in due time. I'm not going to change their mind.
New writeup on the 'Stack. MegaChips (TYO 6875). After-tax stake in $SITM in the U.S. + NCAV is ¥19,842 vs ¥11,250 stock price. Operating biz is capital light and management aims for ¥10bn in OP in FY30. There's other financial assets too. mcap: ¥158.3 billion ($1 bn USD) https://t.co/gPhHG8P5nY
@boujee_banker @Nobilis_Capital @HettyGreen2020 $FMX reports Bara data, it's growing double digits as well, albeit slower than $TBBB. https://t.co/hlJy1GhSnZ
@sadvalueinvestr Anthropic buying Pacifico Airports $PAC at 25x EBITDA would be accretive to their earnings, and I'd be a willing seller at that price. Let's make a deal!
@tinderboxman No. I added another 20% of the account in $AMZN weekly options, on top of the 50% already in $AMZN equity which was 1x levered. Been applying this leverage strategy for 18 years.
DNOW’s MRC Global merger targets $75 million of synergies, with a 2029 bull case of $30 to $32 per share driven by cash flow and rerating.
CoreWeave and Nebius cite AI compute shortages and higher-priced GPU renewals, but older-chip utilization and depreciation vary across…
Macy’s and Kohl’s face renewed short cases as their recent reratings ignore fading store-refresh gains, credit-card earnings exposure and…
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…
GFL’s proposed acquisition of Secure follows 19% revenue growth at Secure and 14.8% EBITDA growth at GFL, with Permian produced-water and…
Entravision’s ATS revenue rose 230% to $182.8 million in Q2, but shares fell from above $14 to about $8 after management forecast…
UWMC booked a roughly $600 million Q2 hedging loss tied to TWO months after the deal collapsed, contributing to an expensive capital raise.
Glenn Schorr and Ken Worthington discuss risks in private-credit software loans, agentic AI at retail brokers, crypto use cases and bank…
RCKY · long Rocky Brands, a nearly century-old footwear maker, sells owned workwear, western and recreational brands into industrial and consumer end…
Alphabet’s 2Q’26 revenue rose 24% to $119.8 billion as Google Cloud grew 82% and tripled operating income, while heavy investment drove…
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…
United Parks trades at 8x EBITDA with an 8%+ unlevered cash yield, aggressive buybacks and roughly 80% effective short interest, while…
Boston Scientific built its interventional-medicine portfolio through acquisitions, but early-2000s growth became heavily dependent on the…
Braemar’s BHR-PB preferred trades near $13 against a $25 liquidation preference, yielding 10% amid hotel sales, a $480 million Ashford…
Diversified Energy (DEC) has paid $21.84 per share in dividends since June 2017 and trades at $13.35 amid a bullish U.S.
TSMC’s 2Q 2026 operating margin exceeded 60% as AI-driven demand for advanced chips pushed profitability beyond the prior cycle’s…
Synopsys and Cadence retain EDA pricing power through entrenched design flows, foundry relationships and high switching costs; AI-driven…
CBIZ activist Ryan Bunn urges ending buybacks, issuing equity and resuming bolt-on acquisitions to delever after the $2.3 billion Marcum…
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