Practical Parametric Yield
Cerebras’s WSE-3 faces parametric-yield constraints that could restrict supply, making power and clock-speed tradeoffs central to its next 12 to 18 months.
Cerebras’s WSE-3 faces parametric-yield constraints that could restrict supply, making power and clock-speed tradeoffs central to its next 12 to 18 months.
@DavidWeinetayg @TidefallCapital Debt covenants matter. It won't however be the first or last company to buy itself back into ch11. I mean look at last quarter's buy backs in $FICO.
Looks like we got 13.5 million shares trading of $GME tonight. Not sure what’s going on. Besides the heavy insider buys. https://t.co/cU9aBeRwRR
$ONON so in vogue, it made it to the WSJ The Sneaker Taking Over America Was Inspired by iPhones and a Vacuum Cleaner https://t.co/rNjjRCEEnb
@At50w50882 @310Value @ctfn_news All of their existing debt is portable… this was by design and both mgmt / IR call this out regularly. Only need to raise the new debt….dovigi haters are always gonna hate. That’s why it needs to go private $GFL
Newest out. British American Tobacco: Harvest $BTI $PM $MO $IMBBY $HAYPP $STG https://t.co/IjOEe4izVz
Adding long exposure (through $IWM and $RSP mainly) makes me feel sick, which backs up my belief that the timing is good to add long exposure.
@TSOH_Investing this is what $nke tried to do unsuccessfully
Lennar is selling homes to former spinoff Millrose, whose revenue largely comes from Lennar and whose largest voting shareholder is…
Huckleberry.AI trades near $3.30 against $221 million of cash and $900 million-plus of NOLs after selling its operating business, creating…
Nike targets EBIT margin recovery from 5.2% in FY2027 to 13% by FY2032 as revenue declines persist and wholesale, China and digital remain…
Nike’s second Latticework program examines the company and the global athletic footwear and apparel industry for professional investors.
Nike grew from a $1,000 shoe-distribution venture in 1964 into the largest sports brand, using athlete endorsements, product innovation and…
Boeing won the $20 billion Navy F/A-XX contract after securing the Air Force F-47, concentrating U.S.
Rocket Lab reported Q2 revenue up 62% to $234.1 million and backlog up 137% to $2.36 billion, while operating losses and cash burn…
AAR’s $1.8 billion acquisition of a 65% stake in MRO Holdings adds widebody aircraft maintenance and targets a 19% to 20% EBITDA margin by…
American Healthcare REIT’s senior-housing and outpatient portfolio is driving FFO growth and dividend safety, while a rich valuation limits…
The Trade Desk's Q2 revenue grew 3% to $715 million as Q3 guidance called for a year-over-year decline; TTD has fallen over 90% from its…
FOUR · long Shift4 Payments trades at roughly 5 times a $7.50 2029 free-cash-flow-per-share estimate after stock compensation.
Roblox reached 144 million DAUs and 123.9 billion engagement hours by 2025, but Q3 FY26 bookings are set to fall mid-teens, renewing calls…
Verra Mobility's new seven-year Avis agreement replaces a customer worth over 10% of revenue on materially worse economics, exposing…
Seabridge Gold's KSM gold-copper project could re-rate on a joint venture, 2027 feasibility study and infrastructure progress, with gold…
Espey Mfg. & Electronics, ESP, supplies sole-source power systems for Navy Virginia and Columbia submarines, retaining fixed-price…
Norwegian Cruise Line’s $15 billion debt and 2026-27 capex delay deleveraging, despite fuel-efficient new ships and stronger projected 2028…
Airbnb shares have risen about 50% since October 2025, prompting a revised 2026 model and return assumptions at the current price.
AppLovin’s AXON 2.0 self-serve rollout, e-commerce onboarding and Connected TV expansion aim to revive growth after Q2 2026 revenue and…
Alpha Metallurgical Resources has $263 million of usable liquidity and targets zero cash burn by 2027 through mine cuts, Wildcat ramp-up,…
Pagaya Technologies reported Q2 2026 network volume of $3.54 billion, 19% revenue growth and 99% adjusted net-income growth, while trading…
Every publication on this site, hand-picked.
Every account on this site, hand-picked.
Ordered by how often our editor reaches for them.