Chevron moved to Distribute at $204 after Q2 free cash flow reached $18.1 billion on $104 Brent, with near-peak margins driving supernormal cash flow.
@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
Stratus Properties liquidates Austin real estate below projected distributions, while Atlantic Lithium and Intermex await approvals for…
POSCO Holdings trades at a 78.6% P/B discount as lithium, gas and trading profits reshape the steelmaker, while capex and lithium prices…
Capital Connoisseur 
Research Roundup covers AAON's data-center cooling ramp, Knife River's margin recovery, ChronoScale's Microsoft-backed neocloud buildout…
Annaly Capital Management’s rate swaps and MBS expansion lifted earnings available for distribution 28% year over year, supporting its…
Andres Veurink 
Asia's elevator boom favors maintenance and modernization providers, with Otis deriving nearly 90% of operating profit from after-sales…
Portfolio returned 65.7% through September 28 versus the S&P 500’s 13.2%, while backing Tourmaline, EQT, Athabasca and SLB on gas demand…
FTAI Aviation’s engine-exchange model swaps CFM56 engines in days rather than 200-day overhauls, driving Aerospace Products adjusted EBITDA…
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…
EEFT · long Euronet Worldwide (EEFT) is presented as an asymmetric opportunity, citing its strong balance sheet and shareholder-friendly capital…
Mercado Libre (MELI) long position was increased at $1,850.
GFL’s proposed acquisition of Secure follows 19% revenue growth at Secure and 14.8% EBITDA growth at GFL, with Permian produced-water and…
Palantir’s Q2 revenue beat, Sony’s physical-media exit and Diamondback’s Permian gas constraints frame a roundup on AI adoption, oil prices…
Mercado Libre’s Q2 revenue and financial income rose 50% past $10 billion, while operating margin fell 550 basis points to 6.7% as Mercado…
Entravision’s ATS revenue rose 230% to $182.8 million in Q2, but shares fell from above $14 to about $8 after management forecast…
Lumentum’s CW lasers offer wider mode-hop-free operating ranges for co-packaged optics, supporting premium pricing and 80–90%…
Molina Healthcare was increased at $198 to a full position, with political-season benefits supporting the long-term thesis.
Sea Limited reported Q2 2026 revenue of $7.8 billion, up 48%, as Shopee, Monee and Garena lifted adjusted EBITDA to $917 million.
Nintendo’s sales fell 9.5% while operating profit rose 150%, aided by digital mix, a $300 million tariff refund and Switch 2 comparisons…
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