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.
Sezzle reports subscribers up 76.4%, transactions up 32% and quarterly GMV up 38%, with expanding margins supporting improved profitability…
The J Thesis 
Research Roundup covers AAON's data-center cooling ramp, Knife River's margin recovery, ChronoScale's Microsoft-backed neocloud buildout…
Sezzle’s Q2 revenue rose 51.7% as subscribers grew 76.4%, while SezzleCash and Sezzle Send add growth potential and greater underwriting…
Investor Overview 
The Trade Desk’s CEO received a new 10-year option package targeting $105 per share as the company seeks shareholder approval to reprice…
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.
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…
SPSC · long SPS Commerce, SPSC, runs a network software platform that lets retailers, suppliers and 3PLs exchange supply-chain and trading information.
GrabAGun’s $68 million market capitalization sits below $98.5 million net cash, while PEW Logistics and ammunition subscriptions target…
Wingstop generates most of its $697 million revenue from franchise royalties across a 3,153-restaurant, 98%-franchised system while…
Tidewater’s $22,600 average day rate and $598 million FY2025 EBITDA rest on an aging OSV fleet, scant newbuilds and fleet acquisitions…
Entravision’s lost Meta relationship reset its business model, setting up a bullish case for the company’s recovery.
Char Technologies’ Q2 brought $700,000 revenue and a $1.36 million net loss, while weak liquidity, related-party loans and dilution raise…
XPEL sells paint-protection film and DAP cutting software, using 90,000-plus vehicle templates to win share from 3M and Eastman.
A tiny defense supplier trades at roughly 6.5x estimated normalized EBIT as military-program volumes rise and a strategic review considers…
Aimia trades at 0.75 times pro forma book value, with C$163 million to C$192 million of cash after the Bozzetto sale and Rhys Summerton…
Deep Fission’s Blue Owl backing is a $20 million minority investment tied to a nonbinding MOU, while its June IPO raised $40 million at $16…
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