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.
GameStop $GME just extended all stores hour to open earlier and close later. Wall Street suits are drooling all over their fat bellies and don’t understand foot traffic is through the roof. https://t.co/P0WXv5QKT3
This is the short thesis on $GME btw. https://t.co/punvkn77Jo
King William as my son likes to refer to him out with his first public position. Don’t sleep on him. $LIFE https://t.co/598FwOWcDh
$SOXX – Semis have underperformed the Nasdaq 100 by about 14% since the start of July, putting semis on track for their biggest quarter of underperformance relative to the broader tech index since 2007 per Bloomberg. Really puts into perspective how wild Q2 was: https://t.co/LpGHKEZKu3
$orcl https://t.co/LsFi1hM04V
Just covered the $CTVA $VYLR spin-off... could be interesting, but not likely pre-spin... Going to unpack the THRM/MOD spin/RMT next week https://t.co/8w2zrsxlNd https://t.co/bxh5z5LpNc
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…
Monte Investments upgrades Karman Holdings to Buy with a $133 target after a 65% drawdown, citing 28.83x EV/aEBITDA and governance changes.
Robinhood’s long-term value rests on retaining customer assets and becoming a primary financial platform beyond trading.
Thomas Veth 
Cisco’s Sam Badri says roughly 90% of AI users remain at basic prompting, with few advancing to skills files or AI agents.
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…
Uber's $193 billion in gross bookings and $10 billion in free cash flow contrast with modest stock gains as autonomous vehicles and…
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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…
Oracle faces rising credit and spending risks as OpenAI-linked backlog, Project Jupiter delays and higher component costs threaten FY27…
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