Timyan Bank Alert on X
Community Corner: $HBT Financial's buying power gives it an edge in Illinois bank M&A | S&P Global Market Intelligence https://t.co/R8CBN3O7t8
Search
Find coverage by company
Every article we have published, filed by the company it is actually about.
1934 articles about companies over $50M
Evan Tindell on X
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...
Raging Capital Ventures on X
Overview of new Permian gas takeaway options $ET https://t.co/d6v7olZYwB
Timyan Bank Alert on X
Some may not have noticed that this fellow now on the $EGBN was a 3rd party rep on the $BRBS board. Activist investor prepares for round two with Maryland bank https://t.co/j264ThuQ0C
JabroniCoin.USD on X
$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
JabroniCoin.USD on X
The $ENVX chart looks like a battery losing its charging capacity over time… https://t.co/kOK3rpZR17
Mike on X
$ESP - >$70B of funding for the submarines they are sole source suppliers of certain power components (e.g. transformers) to. Minor InfoArb: Trump's recent exec order (see photo). This does three nice things: 1. Establishes a component repair centair for critical components (what Espey makes) for submarines. This will increase depot stocking orders and can push demand to Espey ahead of actual submarines builds. 2. Freezing designs w/out approval from DoW is bullish incumbents 3. Given that the memo is identifying the need for robust supplier bases, I'd expect the possibility of more Naval grants/investments
$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
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…
junkbondinvestor on X
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
Why DoorDash’s Autonomous Strategy Beats Uber’s Hodgepodge
DoorDash’s integrated autonomous-delivery strategy contrasts with Uber’s 2026 divestment of Serve Robotics, its former delivery-robot…
Chris Camillo on X
@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.
Lee Roach on X
Anyone follow $LFTO closely? What price does this get interesting? https://t.co/wBRnTTafXG
Revisiting my Rubrik pitch and what I am doing now after a 100% run
Rubrik, RBRK, has risen more than 100% since a February pitch at $48; the investor updates plans for shares bought at a $53 average.
Maj Soueidan on X
@InfoArbMonitor @BlackScholesMan @Mike10947310 @Diego_La_Torre_ @SimeonResearch_ @NickCortellucci I’ll kick this off… I think you all know mine … $SIF :) The Big misinterpretation👉 the non-cash LIFO charge, masking the record quarter the company reported.
Myles on X
accounting I’ve seen in a while. $CURI is now one of my largest single-stock shorts. @StockJabber @BreakoutPoint
Myles on X
The Curious Accounting of CuriosityStream $CURI jumped 40% after reporting blowout Q2 earnings and 48% licensing growth. The 10-Q released the next day tells a very different story. Of $14m licensing revenue, $5.3m was non-cash content swaps and $8.5m https://t.co/8ixiiAgb5t
SG on X
$DLTH weekly chart looks like it has found a bottom. No position but adding to watchlist. https://t.co/Tlbm21NX5n
BDC on X
$MOB making it clear that they stand to benefit from higher drone tariffs. https://t.co/s9NvgFyjtw
Deep Sail Capital on X
$OUST $LUNR - depending on pace of lunar expansion $CLPT $NURS.v
Stock Trade Compilation Diez
E.W. Scripps, Team Internet, Monro, doValue and Inter & Co feature as special-situation trades involving mergers, asset sales, leverage and…
kab60 on X
@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
Single Stock Spotlight #13: Entravision (EVC)
Entravision’s Smadex ad-tech unit grew Q2 revenue 230% year over year, underpinning a re-rating thesis despite its legacy Spanish-language…
kab60 on X
WHEN $FIS $GPN $FISV NO LONGER LEGACY, OVERLEVERED SHITCOS BUT 'POTENTIAL AI BENEFICIARIES' - TODAY! https://t.co/S5ilTTuxXS https://t.co/4DA9DwRteE
Cerebras Systems, Inc.
Cerebras Systems’ WSE-3 wafer-scale chip targets low-latency AI inference with faster decode than GPU racks, while higher per-token costs…
