AMAT 2026-08-22 Applied Materials: I Am Reiterating My Strong Buy As AI Manufacturing Demand Accelerates
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AMAT 2026-08-22 The Curious Analyst NEXT 2026-08-22 NextDecade: The Ownership Staircase Is The Real Bull Case
Capital Connoisseur STX 2026-08-22 Seagate: Shares May Fall Aggressively If Gross Margins Won't Last
Cavenagh Research 1 click CNC 2026-08-22 Centene Corporation: The Margin Recovery Is Real, And The Market Is Still Catching Up
Chris Bazzle O 2026-08-22 Realty Income: European Growth Engine Backs This Monthly Dividend Payer
IWA Research GD 2026-08-22 General Dynamics: Why Q2 Results And Market-Cap Weighted Multiples Trigger An Upgrade (Rating Upgrade)
Burak Kaan Yilmaz BDC on X
@BoxLongs Wild truth is that if $SNAP chooses they can earn over $1/share in FCF next year. $5 stock.
Chris Camillo on X
Bought $TTWO after seeing the GTA VI leaked footage. Forget the graphics. Unpolished gameplay is showing a massive leap in world density, NPC behavior and systemic depth. The world feels alive. First real evidence GTA VI may actually be a generational leap. That’s the signal. https://t.co/r6HKMVSYgc
Evan Tindell on X
Blog post alert: $MRNA https://t.co/32w6RYXr0p
Ian Bezek on X
@taobanker $U up every day, $APP down every day, $RBLX demolished. Things as they should be.
Ian Bezek on X
@2suns2moons @bold_perception $CIB dividend up from $2.25/year in 2022 to more than $6/share now. Covers a lot of living expenses. If you relocate to another country, good to own some stuff there so you have an economic stake if its conditions improve...
Deep Sail Capital on X
$MRNA - Who wants to hold this over the weekend after the week it had and potential secondary overhang?
Walmart’s Evolution
Walmart says Medicare Maximum Fair Price rules will cut FY27 US comps by 125 basis points, while pharmacy margins and prescription volumes…
Trevor Scott on X
$APP price now under when Muddy Waters released a short report on the stock last year. https://t.co/U3w8oUnomI https://t.co/SS1Mp9vjRi
Farmer on X
All that complexity and blow-up risk to clone $SPY's returns in a bull market? https://t.co/kYImPyU49M
PLTR 2026-08-21 Palantir Just Turned Its Biggest Weakness Into A Strength
Quantryon Capital 2 clicks
Intercontinental Exchange (ICE): Inside the ICE House
Intercontinental Exchange combines high-margin exchanges, recurring data services and mortgage technology, trading at about 18 times 2027…
Timyan Bank Alert on X
Deutsche Bank $DB freed from consent order in 2010s FX scandal https://t.co/BsHGBheaWK
BREAKING: Modine's Anchor Multi-Billion-Dollar Customers Are Google and Amazon
Modine's undisclosed customer on a more than $4 billion agreement is Google, with potential data-center demand from AWS, Crusoe and others.
IRTC 2026-08-21 iRhythm: The Algorithmic Margin Inflection Changes The Story
Equity Eagle 1 clickTrevor Scott on X
$DECK back at multi year low valuations but concern is the classic value trap risk that margins and ROC are at cyclical peaks. Growth has really fallen off too from 15-18% in 2023-2025 to just 7% in 2026. https://t.co/jvT5HnDjnH
Trevor Scott on X
@GHadjia @MattJMcClintock Growth has been coming off fast at $DECK no? https://t.co/NvAKB2OyqN
GFS 2026-08-21 Recent Pullback Could Be An Appealing Entry Point For GlobalFoundries
Jason Ditz Myles on X
@ShmuelLon I actually don't think $PFF is the best expression of this trade, I'm just using it here cause it's got a long track record. But I've been going through the securities in stuff like $PGC and $PGF and I think as a basket they're very attractive.
