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)
American Assets Trust’s $AAT Chairman Rady continues to buy shares, now already owning 38% of s/o. The 13D also mentions that he may ‘discuss or encourage extraordinary transactions - including mergers, take‑private deals, asset sales, recapitalizations or board/management changes.’
@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…
Beyond Meat’s Q2 2026 revenue fell 8.2% as U.S. retail and foodservice volumes declined, while a flatter, not inverted, Treasury curve…
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 1 click
Research Roundup covers AAON's data-center cooling ramp, Knife River's margin recovery, ChronoScale's Microsoft-backed neocloud buildout…
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…
Archer Aviation's Insitu, Wisk and SkyGrid acquisitions add military and drone revenue, cutting FAA-certification dependence and leaving…
The Alpha Analyst 2 clicks
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
DASH · long DoorDash holds roughly 60% U.S. market share in on-demand restaurant logistics, underpinning a long thesis on its defensible delivery…
FTAI Aviation’s engine exchange model, owned fleet and Chromalloy PMA partnership target lower-cost CFM56 and V2500 maintenance while…
Evolution’s acquisition of Galaxy Gaming awaits regulatory approval, with a claimed 58.7% IRR if completed and a $5 million termination fee…
BitMine Immersion, an $18 billion Ethereum digital-asset treasury, faces a short thesis that its DAT model is becoming obsolete.
Arcadia Biosciences plans to merge with Permian E&P Roosevelt Resources, which targets CO2-enhanced recovery from a 13,892-acre Texas field…
Next PLC’s 9% IRR buyback hurdle helped cut its share count 53% over 20 years, lifting EPS 418% despite profit growth of just 2% annually.
Kaspi trades at 7 times earnings while growing 40%, with its $1 billion Hepsiburada acquisition adding Turkish expansion risk.
Oracle’s $455 billion RPO and four-year cloud guidance position it as OpenAI’s primary infrastructure partner, while requiring major…
High-FCF-yield stocks can compound through dividends, buybacks and business growth without P/E expansion.
CoreWeave (CRWV) has risen 30% in a week and nearly 200% above its IPO price, becoming a focal point of the AI infrastructure bubble.
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