El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against customer-float, regulation and normalization risks.
YMTC is another top customer of $ACMR ACM Research seems to be the most clear direct US-listed beneficiary of the inevitable Chinese memory wave https://t.co/zrRv9YQSXQ
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
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
Will be interesting to finally see the first look of the new Shelly Camera! $SLYG https://t.co/dWIQfPA150
@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.
ZETA 2026-08-19 Zeta Global’s Athena AI superusers grow four times faster, while comprehensive adopters generate 70% of revenue.
Alpha Line 1 click
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.
Macy’s and Kohl’s face renewed short cases as their recent reratings ignore fading store-refresh gains, credit-card earnings exposure and…
UWMC booked a roughly $600 million Q2 hedging loss tied to TWO months after the deal collapsed, contributing to an expensive capital raise.
Hims & Hers investor Paul Cerro is long again on lab and patient data driving retention and LTV, despite management concerns, GLP-1…
Perimeter Solutions’ 2Q26 revenue rose 31%, while operating income fell 11% as USDA pricing and DLA delivery timing hurt Fire Safety; it…
Floor & Decor’s same-store sales improved to minus 2%, while $45 million of tariff refunds lifted second-quarter gross profit and operating…
Builders FirstSource reported Q2 2026 sales down 9% to $3.9 billion as weak housing demand and aggressive competitor pricing cut EBITDA…
Floor & Decor held 2026 guidance after a 2Q beat, with comps improving through June; tariff refunds lifted margins and may fund pricing…
CBIZ activist Ryan Bunn urges ending buybacks, issuing equity and resuming bolt-on acquisitions to delever after the $2.3 billion Marcum…
SLGN · long Silgan’s long thesis rests on roughly 10% historical EPS growth and a potential rerating as its end-market exposure evolves.
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