Yuanbao pairs a 10.2% dividend and cash exceeding its market value with 33.5% first-half profit growth from AI-enabled Chinese insurance distribution.
Hmmm so what happens to China WFE and local semicap? $ACMR https://t.co/zCLlueeF3O
Newest out. Philip Morris International: Juggernaut $PM $BTI $MO $IMBBY $STG $HAYPP https://t.co/cVKgrcU86T
@TidefallCapital I think macro beer is still deeply challenged, though I own a little bit of $TAP and $ABEV. I'm much more confident spirits will recover.
“Huawei’s report on its progress gave Ding leeway to be more aggressive. He delivered a blunt warning to China’s largest AI users, according to people familiar with the message: Anyone who resisted employing domestic chips was a traitor.” $ACMR https://t.co/2DDOgMTQEW
$SNAP will generate more FCF this year than $GOOGL and maybe more than the hyperscalers combined in the 2H ex MSFT! Just sayin...
Anybody like $DOMO here? Trading at $3.67 when they will have circa $4.84 in net cash after the sale closes + $900m in NOLs (at a 21% tax rate, that's worth $4.50 to the equity) https://t.co/UwaAd0UkLL
Beyond Meat’s Q2 2026 revenue fell 8.2% as U.S. retail and foodservice volumes declined, while a flatter, not inverted, Treasury curve…
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SEER · long SEER Inc became a founder-offer special situation just before publication.
Kimberly-Clark's 5% dividend yield and Kenvue merger upside outweigh Tylenol litigation risk after a 30% share-price decline.
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Robinhood’s long-term value rests on retaining customer assets and becoming a primary financial platform beyond trading.
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Zscaler posted 25% Q4 revenue growth to $898.2 million and a 24.3% operating margin, but guided FY27 growth down to 16.6%-17.5% as free…
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Veeva Systems moved VEEV to Distribute at $277 after a 41% gain in less than two months, despite Q2 revenue growth of 18% and 45% EBITDA…
Gentherm’s Oct. 1 Reverse Morris Trust with Modine adds commercial and off-highway operations, leaving THRM at 7.4x pro forma EBITDA with…
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