Microsoft, Amazon, Oracle, Meta and Alphabet face another two years of record AI data-center investment amid $3 trillion in commitments, leases, guarantees and potential off-balance-sheet…
@evantindell $ROIV chart is a good example of buybacks doing nothing, until they do. https://t.co/oD6s9AK5No
Does anyone know a way for an $IBKR account to sell the Oracle default swaps, and have those still been going up a ton? IE: I want to get paid if Oracle does not in fact go bust.
Very well stated, short $PANW https://t.co/QcEgBbM9Mg
$SOXX lost 30% in a month. So similar to $QQQ in 2000.
Looks like $NU US operations are live. Might consider if it has Zelle. https://t.co/SATYDU8b7y
It's 4:06 and $ORCL hasn't reported (they always go around 4:05) https://t.co/lF8nMF1LL5
Reddit’s DCF values shares at $225, driven by international ARPU expansion from $2.2 to $8.3 by 2035 and 38% operating margins.
Energy Transfer's volume growth and data center demand support EBITDA above guidance, potential Q3 upgrades and distribution growth.
White Star Research 2 clicks
TSOH Weekly Roundup covers Ralph Lauren’s $1 billion distribution pullback, Peloton’s $2,195 foldable treadmill and $800 million…
IonQ's Q2 2026 revenue rose 287% to $80.1 million, but durability hinges on its $485 million RPO and enterprise adoption for production AI…
Deep Value Investing 2 clicks
Rocket Companies combines Redfin, Rocket Mortgage and Mr. Cooper into an end-to-end homeownership platform, adding mortgage servicing fees…
Eckert & Ziegler trades near €12, about 14 times expected earnings, as its isotope supply business expands with radiopharma demand despite…
Ciena and Fabrinet benefit as AI clusters require high-speed optics within and between data centers, through networking systems and…
Oracle’s Q1 FY2027 AI infrastructure push relies on leasing, debt, customer prepayments and OpenAI’s Stargate project, resembling a…
Honeywell is refocusing on automation after its Aerospace and Advanced Materials spinoffs, with a 1.1x book-to-bill ratio, raised guidance…
Gen Alpha 1 click
Liberty Media bought Formula 1 for $4.4 billion in 2017 and monetizes its exclusive commercial rights through racing, media and sponsorship.
Atlassian targets a $140 billion market growing 14% annually, with Rovo reaching 5 million monthly active users and assisted actions rising…
Muhammad Cheema 
Micron’s customer agreements, Analog Devices’ acquisitions, Ondas’ GATE deal and Baker Hughes’ power systems position them for AI…
MA · long Mastercard trades near $495, about 18% below its $602 52-week high, framing a favorable long risk-reward case.
CoreWeave funds GPU data-center expansion with debt backed by $104 billion in contracted revenue, while GPU cloud rentals generate roughly…
Texas Instruments, ON Semiconductor and Vishay are rated Accumulate on rising robotics demand for analog, power and discrete chips after a…
Abbott’s Exact Sciences acquisition raises leverage, leaving Medical Devices’ 8% growth and 33.9% margin to carry cash flow until…
PV Research 1 click
Credo Technology was added at $170.54 after a 40% selloff, backed by its high-speed AECs and optical connectivity for AI data centers.
Copart’s $1.9 billion ACV Auctions acquisition targets renewed growth, with EPS accretion expected by fiscal 2028 as insurance…
Robert J. Lake 2 clicks
GameStop's collectibles mix rose to 45% of sales as gross margin reached 44%, supporting a deep-value case built on cash and store…
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