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Every article we have published, filed by the company it is actually about.
1260 articles about companies over $2B
@MLedrappier @roadkillrecipes @CalgaryLeveen @FishOnCapital $NN No doubt the smartest people in the room think Sept and Oct are very live months. The SpaceX news is critically important great news. I may be wrong, but I love the company’s position right now.
It's a decade long race to the bottom $QQQ FCF yield https://t.co/5CtAH61ylK
TWG Global’s roughly $2 billion Carvana stake is already pledged to Citigroup, limiting Walter and TWG’s ability to use CVNA shares for…
Interesting take on $FTAI and the securitisation of jet engines for use in AI datacenters. https://t.co/x17VtGdXLt
I just published the Earnings Update about the Shelly Group $SLYG H1 2026 results. You can find it in the Portfolio section of the blog :) https://t.co/8oHEkLEiea
It’s the same picture: time to get SHORT $CASY and $MUSA https://t.co/EFTszhSvv9
Corporacion America Airports $CAAP announces a 91 cent dividend, nearly a 4% yield on today's stock price, and 40% yield-on-cost for people that bought in 2020. The top complaint about CAAP had been it didn't pay a dividend, so that it is now resolved. ✈️
Veeva plans Falcon agents for pharmacovigilance, clinical-trial documents and regulatory writing, targeting multibillion-dollar…
Elroy Air makes big inroads in military eVTOL, here autonomous cargo drones. $KTOS to manufacture. Going public soon via merger with $CMII / $IPXG SPAC. https://t.co/GgJ06SqbKI
IREN awarded each co-CEO roughly 9 million RSUs, about 2.5% of shares and $400 million, in exchange for no further equity grants until…
Great qtr from $AS . Np yet but definitely considering now. https://t.co/o4I4E81r5S
Nubank's 140 million customers, 20% efficiency ratio and 30% ROE frame whether its high-teens P/E reflects a scalable fintech or a maturing…
The analogy gets better... it took medallion 3 years to successfully expand from FICC markets to equities. Required a completely different data set and tick-by-tick data. They lost money the first couple of years, but eventually became their largest market. Feels similar. $APP
Now that Cursor is owned by $SPCX, are corporations really going to use Grok Bot or Cursor over ChatGPT Work and Codex, regardless of how good they are? Grok / X / Elon's brand in corporate America is pretty toxic...
Overview of new Permian gas takeaway options $ET https://t.co/d6v7olZYwB
$ACMR evolving its institutional shareholder base as its earnings power & liquidity increase: US-listed bet on China Semicap. Capital Group now top 4. Ward Ferry, 12 West, Citadel… https://t.co/7mMHvefEYe https://t.co/cY0fynu04r
Nubank’s 140 million customers, 30%-plus ROE and 20% efficiency ratio fuel a debate over whether it is an early Capital One or a mature…
Hyperscalers need so much capital they're exporting their financing needs to...Australia $GOOG just mandated its first AUD deal. Issuance (called Kanagroo bonds) is up 40% y/y to ~A$60B (a new record) https://t.co/ZIypM3QiFx
DoorDash’s integrated autonomous-delivery strategy contrasts with Uber’s 2026 divestment of Serve Robotics, its former delivery-robot…
@ryanTesling @mact3333 @Kalshi_Finance Unless I’m not in a short-dated highly leveraged trade, I’m not paying attention to the day-to-day. I want to see $AMZN go down so I can re-lever at lower prices.
Anyone follow $LFTO closely? What price does this get interesting? https://t.co/wBRnTTafXG
Rubrik, RBRK, has risen more than 100% since a February pitch at $48; the investor updates plans for shares bought at a $53 average.
$OUST $LUNR - depending on pace of lunar expansion $CLPT $NURS.v
@HugoManenti Hah! Thinking I've got any chips left! But also, imagine selling $AMZN after it went down 95% and then ripped 20% higher in '01! Nah man, tHeSe aRe sEcuLAR coMpoUndERS searching for a narrative! #neversell
