A Qualitative Primer on the Nicotine Pouch Space
Nicotine pouches show low brand loyalty and sharply varied preferences, with U.S. users favoring Velo Plus over Velo Max and expecting it to overtake Zyn by 2027.
Nicotine pouches show low brand loyalty and sharply varied preferences, with U.S. users favoring Velo Plus over Velo Max and expecting it to overtake Zyn by 2027.
Form 144 indicates that $DUOL CEO is dumping $16.3m worth of stock. that's a shit-ton in any language https://t.co/57BBYQsRo2
Another lousy quarter at $LEVI. And what are they blaming on the call? Weather. The lamest excuse you can use in retail.
$LULU just now https://t.co/CMBjD201I0
$24b in equity from the gulf funds cut Larry’s personal guarantee by 50%. Liontree, Redbird, and the non Larry Ellison family money cuts it further Another $orcl boogeyman story that’s a nothingburger https://t.co/QifC1wSxtE
At this point $NKE and $LULU should just merge to create one big piece of shit
Cerebras retains its 750 MW commitment despite OpenAI's Nvidia move, but TSMC supply, owned capacity and gross-margin recovery remain the…
Salad and Go filed Chapter 11 after its Texas and Oklahoma expansion failed, seeking to sell 65 leases to Dutch Bros for $105 million as 7…
West Pharmaceutical Services’ GLP-1 demand, HVP upgrades and Annex 1 conversions support double-digit growth, but its premium valuation…
OpenAI’s enterprise privacy push and Synopsys’s Factory 2 royalty model anchor a technology roundup, alongside oil above $100 and Bitcoin’s…
Adobe rates Accumulate at $189-$266 after Q3 FY26 revenue grew 12.9%, while management guided slower growth and RPO growth decelerated.
BP is investing $10 billion annually in oil and gas through 2027 as higher crude prices, LNG expansion and debt reduction support earnings,…
Marvell’s 2026 investor day draws a skeptical review of its optical connectivity, DSP and AI infrastructure claims, while crediting its…
On Holding (ONON) is gaining sportswear share, expanding store space and launching soccer with Kylian Mbappé as investors debate U.S.
Rollins’ recurring pest-control base requires ongoing spending to replace departing customers, a concern tied to its nearly 50%…
Intuit’s $21.4 billion software franchise faces AI-driven pricing pressure in tax and accounting, even as QuickBooks and TurboTax retain…
SOLS · long
Zoetis trades at about 11x 2026 earnings after falling more than 60% from its peak, as disappointing launches and safety issues pressure…
Colombian election risks for Grupo Aval, CAAP's near-doubled Q1 EPS and new dividend, and May buy-and-hold purchases.
Inter, Nu and MercadoLibre reported 38%, 53% and 51% revenue growth, respectively, as Latin American political and macro risks drove a…
DoorDash is framed as an undervalued giant with potential to double.
Installed Building Products and Mettler-Toledo, down 38% and 32%, test whether lower valuations reflect deteriorating moats or cyclical…
Transocean's acquisition of Valaris faces a DOJ second request, putting the offshore-drilling merger's antitrust approval and closing…
MercadoLibre combines Latin American e-commerce, proprietary logistics and Mercado Pago’s payments data to build a consumer lending…
Grab reported Q1 2026 operating leverage, targeted financial-services breakeven by H2 and held $5 billion cash while advertising average…
Jeremy Raper’s 2017 Sharp and Japan Display shorts bet OLED disruption would puncture inflated LCD valuations; his 2019 NIO short lost…
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