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.
@SilverBacked737 @ishedtruth444 I know you were not talking to me. But I hope you buy more $AMC anyway.
@SilverBacked737 @ishedtruth444 I am not mad about you buying $AMC. I have tried to encourage it. Please buy more.
@P_Remarks $THEON $DLO $TOI.NE
Happy $MKTW dividend day for those who celebrate ( $PAGS $EVC too)
@grok compare the revenue $RGTI has earned ytd with the proceeds of $RGTI insider stock sales ytd
Pretty good thesis on $MNRO here. I think it gets sold soon. https://t.co/nx6knvA1Ng
@ArgonathCapital Yeah Nice Info services and Misto (paired with a $GOLF short) are large positions for me.
The Trade Desk’s CEO received a new 10-year option package targeting $105 per share as the company seeks shareholder approval to reprice…
Cullinan Therapeutics plans December 2026 autoimmune updates for CLN-978, while zipalertinib awaits an FDA decision in previously treated…
Myriam Alvarez 2 clicks
Alpha Metallurgical Resources director Ken Courtis bought $10.5 million above $190 after a blackout lifted, while Conifer’s 12.7% Group 1…
Monte Investments upgrades Karman Holdings to Buy with a $133 target after a 65% drawdown, citing 28.83x EV/aEBITDA and governance changes.
Applied Optoelectronics targets $1.1 billion in 2026 revenue as 800G and 1.6T data-center demand drives capacity expansion, despite…
Infinity Curve 2 clicks
Gentherm’s Oct. 1 Reverse Morris Trust with Modine adds commercial and off-highway operations, leaving THRM at 7.4x pro forma EBITDA with…
QuantumScape faces a 2029 PowerCo plant delay, reduced partner commitments and no revenue, with a scenario-weighted $2.12 per-share…
Bears of Wall Street 
On Holdings targets premium growth through 2029, using LightSpray soccer cleats and higher pricing, with ASPs rising from $145 to $170…
NAIC oversight missed Delaware Life’s $13.34 billion affiliated-bond exposure and permits capital treatment that props up Brighthouse’s…
BPRE trades 45% below NAV as Saba and Bulldog press for buybacks or a manager change, challenging Bluerock’s incentive to preserve…
SFIX · long Stitch Fix’s 2017 IPO rested on overly ambitious long-term growth expectations and an unrealistic definition of its addressable market.
Sezzle’s Q2 2026 revenue rose 51.7% and adjusted net income 58.4%, while revenue per GMV reached 11.7% as Premium subscriptions lifted…
Blake Winiecki 1 click
VersaBank uses cash holdbacks and put-backs to buy point-of-sale loan cash flows, with C$7 billion in assets and AI-enabled real-time…
GitLab's Q2 FY2027 beat and raised guidance reflect large deals, paid consumption growth and AI demand, while valuation rests on revenue…
Research and Value 3 clicks
FGPR remains on track, PRTH's management buyout is set at $8.05, and microcap RAVE is described as cheap.
U.S. Treasury yields are testing credit and equity markets, while the discussion also targets recent changes at Glass House (GLAS).
Oklo shares have fallen 77% since October 2025 as commercialization slips beyond 2027, revenue estimates fall and dilution continues.
Ian Bezek 5 clicks
TSOH Weekly Roundup covers Ralph Lauren’s $1 billion distribution pullback, Peloton’s $2,195 foldable treadmill and $800 million…
Mach Natural Resources' Q2 distributable cash fell to $60.1 million as development spending rose, prompting a distribution cut; its units…
Ouster began coverage at Accumulate as lidar revenue rose 56% in Q2, while annual cash burn near $80 million has driven an 86% share-count…
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