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Every article we have published, filed by the company it is actually about.
1847 articles about companies over $50M
I’ll be studying the following Delta Sheets: $NSYS - another one of those never ending - “just wait for it, change is coming soon!” - stories. Anyways.. mentions data centers as an opportunity + has defense & medical device angles. Selling near book. $USIO - some smart investors seem to like this payment processing turnaround.
$OUST was really strong, Rev8 has some serious legs. $ZDC.v another solid quarter, good momentum in US.
@SimeonResearch_ $RCMT definitely got interesting in the last two quarters.
$SNT q2 call will be interesting. If there was a Hall of Fame list for Mgmt. that are cryptic and lack transparency on calls, they’d get a gold jacket. Still, I want to find out if the new LIDAR business can carry the weak/lumpy legacy perimeter security business. They teased us with transparency on the Q1 call, but weren’t sure they’d keep breaking out LIDAR moving forward. BTW.. $TPCS would also be on this list.
STNE 2026-08-25 
IWA Research 7 clicks SBLK 2026-08-25 
Kevin Avroutskii 4 clicks WLDN 2026-08-25 
Miletus Research 3 clicks TTMI 2026-08-25 
Jaden Mealy 2 clicks ARQQ 2026-08-25 
Luis Cortes Dequidt 2 clicks GEN 2026-08-25 
Manimala Misra 2 clicks DNTH 2026-08-25 
Equity Eagle 2 clicks$NN. This podcast is must listening. Doesn’t mention NN by name, but amazing insights into FCC strategy under Chairman Carr. This Week: The FCC's Spectrum Pipeline with Arpan Sura - The Week with Roger | Podcast on Spotify https://t.co/tSebqMRetN
$META prepares to launch consumer AI offerings https://t.co/cB3kWOricw
Yeah it’s pretty hard to predict, I think with good data tracking and social sentiment you might be able to gain an edge. If you can predict only a handful a year your returns could be outstanding. I successfully predicted $BYND last year for a sizeable return. You could also subscribe to https://t.co/7R7A2Nonkw
@herbgreenberg @ParagonIntelNYC As it turns out we've had a short call out on $LOPE since the start of the year...
$celh https://t.co/apPT4ADdcm https://t.co/kGhsFi95q7
$TGT continues to run post earnings now at 17x next year before considering net debt load with earnings expected to shrink next year on less than 3% growth Tough weekend too. ATF with 1.8m members (teachers union) announced a boycott for back to school of Target last week and today are having to make public comments about a racially insensitive clown costume….. might seem on the margin but prior issues with pride and other campaigns were a key contributor to TGTs foot traffic problems
US-Canada tariffs impose 50% duties on $20 billion of Canadian goods, lifting US steel makers while pressuring Canadian exporters and…
If the $BHF deal goes through the SEC needs to investigate whoever bought 500 of the September 55's for $1.30 today
Ziff Davis $ZD on their Q2 earnings call: "We've seen huge increases in the amount of code generated by AI. We shipped 24% more code in the second quarter and we expect nearly 100% of new code to be generated by AI by the end of the year"
Was also wondering if $WMT could use some of that electricity. e.g. would the grid destabilize if their usage increased 20-50%. The bolt-a-GPU-on-your-house thing seems a little silly, but maybe it makes more sense on commercial buildings? The scale of those Nebius/Coreweave numbers seems hard to believe...
@SowingAlphaSeed So $AMZN probably has lots of sites to divert to compute if needed, no real permits even really required I bet...
Someone just sent me a brief slide deck on $MCD and it made me realize that I never, I mean never hear anyone talk about it on this platform. Not even @jeffmacke mentions $MCD at his 3:45AM Denny's sessions and he likes to keep everyone on their toes about monster consumer franchises that receive little investor attention in this tech driven era. It did remind me that Ron Dottin called the bottom in this stock in late 2002 after $MCD went through 3-CEOs in a few years (one of which who died) and the company was seemingly in shambles. The stock went up 5x in 5-years. That was back when that meant something. On paper, $MCD looks like the least interesting setup (long or short) I've seen in a really long time.
NRIX 2026-08-24 Equity Eagle 3 clicks
