Ian Bezek on X
@stoked_on_waves @CapitalShipyard $open's backers also claim it is profitable. Apparently you can just say stuff now
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BDC on X
Could happen. Also - there will be a massive 2ndary soon and insiders will start dumping shares. I wish this was a cure for cancer. It is not. If it ever even commercializes (still a big if) it will be just another thearaputic that will be sold along with Keytruda and in some cases may deter relapse. That's it. In fact, we may learn that the same lipid nano particles that the mrna technology relies on and which have been speculated to be a cancer causer in their own right (hint, they are) actually cause occurence of other cancers such as colon and pancreatic and breast. Does lowering recurrence in melanoma in exchange for a higher chance of colon cancer sound like a "cure"? I wish it was. No material position as of now. Congrats to bulls, I guess. $MRNA
Trevor Scott on X
@ValueStockGeek @TSOH_Investing $UAA is a classic example https://t.co/l07hYqHs9w
Airbnb Model Update (2026)
Airbnb shares have risen about 50% since October 2025, prompting a revised 2026 model and return assumptions at the current price.
kab60 on X
$JKHY: "We delivered a record 58 competitive core wins for the year, including 14 institutions with more than $1B in assets, and both fourth-quarter and full-year non-GAAP revenue reached new highs." WONDER WHO THEY WON THOSE FROM $FISV https://t.co/60Z4Tv8OCK
SG on X
$MRNA news could be a huge breakthrough (probably will take years to know one way or the other), or it could be something not replicated in other trials. Either way the move is just enormous and the likelihood of a raise in the next few months is very high imo. Selling a few Jan27 220 calls, priced around 22.
kab60 on X
The way mkt values $FIS vs $JKHY is as if it's $AAP vs. $ORLY / $AZO. Wait to see what happens when mkt realizes it's a StiCKY, mIsSiOn CriTiCaL sYStEm oF reCoRD cOmPounDiNG FCF/SHARE > 15%!!! #NEVERSELL
APP 2026-08-19 AppLovin: Here's How I See 3 Catalysts That Could Drive Valuation Re-Rating
KL Research 2 clicksEvan Tindell on X
Hi please bring me all of your most bearish arguments on $MRNA and why this price is unsustainable, the final phase 3 data won't be that good, it won't work in other cancers, etc
JabroniCoin.USD on X
Steadily down, then suddenly. H/T @forgebitz Semrush showed signficant decline for $RDDT citations last year, and now a sudden further plummet. Perhaps human shitposting and SEO AI slop fest isn’t indispensable data… https://t.co/aSIBSTBUfE https://t.co/z0EEAvAm7E
BDC on X
Reality check: Ph2 $MRNA lead with the data. Ph3, no actual data. They are just saying they hit their endpoints. Those being RFS, DFMS, OS. "We have not disclosed with Merk kind of where the goalpost is". This is not a "personalized cancer vaccine". $MRNA gave themselves an A on the test but we don't know how hard the test was. That's what this is.
AZN 2026-08-19 AstraZeneca Vs. Bristol-Myers Squibb: Who's The Better Bargain For Investors?
kab60 on X
@BillRoman15 Yes, I broadly agree. $ABG and $LAD went big on M&A, now switched to buybacks. $GPI was more flexible, now a pretty sizeable deal. $AN and $SAH both with failed used dealership investments. As for $AN, you mean buying CIG Financial to launch their own DFC initiative?
CRWV 2026-08-19 CoreWeave: The Execution Story Is Flashing A Strong Signal (Rating Upgrade)
Future Stack Investment 1 clickkab60 on X
@BillRoman15 It looks rich vs. the stock today, but I think $GPI mngmt has done a great job clustering stores and balancing M&A with buybacks. Don't agree on empire building - they divested stores worth almost 400m in H1.
junkbondinvestor on X
NEBIUS GROUP TO OFFER $4.5 BILLION OF CONVERTIBLE SENIOR NOTES Wow, that's a monster convert issuance. But when your stock is this volatile, that vol is an asset. $NBIS https://t.co/B3VKZw72rx
kab60 on X
@B_Archibald I think that's a personal thing. I don't mind having 25-30% in a single sector, so I'm >20% in $GPI and $ABG currently. I find them easy to average down into given how resilient they are + few Q's around terminal value (imo), but again, miles vary (widely).
kab60 on X
I'm fishing but also tend to be early! At 6x earnings for the best store footprint+brand mix, $GPI looks dirt cheap to me. As does $ABG after change of CEO and change in capital allocation. $PAG launching a take-private & $LAD & $ABG hitting buybacks suggest ok outlook. https://t.co/nKPTwKHuDY
RDDT 2026-08-19 Reddit: Curb Your Enthusiasm About The Index Effect
Dilantha De Silva mavix on X
Shelly Group $SLYG has entered into a pan-European partnership with ALSO, Europe’s largest technology provider that provides an extensive network of resellers, system integrators and professional installers. It also supports Shelly’s international scaling strategy. https://t.co/E4Gg0SWhIA
ZETA 2026-08-19 Zeta Global's AI Story Just Became Measurable (Rating Downgrade)
Alpha Line 1 clickkab60 on X
Anyone seen any transcripts from JPM Automotive? $GPI $ABG or other dealership notes?
mavix on X
Shelly Group $SLYG major shareholder Svetlin Todorov has transferred nearly 1/4 of his shares (6.5% of Shelly) into a LLC he also owns. Maybe a preparation for a potential partial sale to Schneider Electric who would buy into Shelly as a strategic investor / partnership? https://t.co/YJfHzbSeeH
Boston Scientific (BSX): New Position
Boston Scientific’s Farapulse competition and weaker Watchman demand have slowed growth, prompting a $2 billion buyback, restructuring and…
