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Every article we have published, filed by the company it is actually about.
2123 articles about companies over $50M
I don’t have differentiated alpha on the memory bubble debate, but one important perspective: Sell side reports projecting the memory supply/demand imbalance to peak in the next few quarters are number crunchers modeling today’s known AI use cases. The problem is AI’s biggest use cases may not exist yet. I’d rather bet on AI creating unforeseen demand than on a spreadsheet correctly predicting its known memory needs two years from now. $SNDK $MU
Embarrassing press release. $OPEN Revenues fell 44% year-over-year. And they are still budgeting $110 million for SBC in Q3 alone. Absolutely shameful behavior. https://t.co/7vZtlVVy2j
Genius Sports reported $195.5 million revenue, up 65%, and signed Kalshi for soccer data, expanding sports-data sales to prediction markets…
Uber trades at 16x 2027 earnings after robotaxi disruption fears drove shares 25% below their highs, despite 16% trailing growth.
@DidierBlessing @FortuneMagazine @ajs @realDonaldTrump @NYCMayor @SpaceX @OpenAI Ask me on the $PS conference call and Spaces on August 13th.
@Emotionallkrs I think in terms of information parity not price targets. Long $BE
Expanding on the subject of Tom Patton’s CEO track-record at medical device companies. It’s absolutely🔥. Would have been interesting to see what he could’ve done at $KRMD had he been the first CEO to replace the founder during the Board battle - or at least joined the board. https://t.co/1nwW0XeFOQ https://t.co/SdrnV5f7HY
Linda actually just bought a little not too long ago. So, not sure she’s a seller anytime soon. But, I need to be honest. I really liked Linda. I viewed her as one of those high quality CEOs you rarely see at the microcap level. I’m surprised/saddened she’s moved on from $KRMD, although she’s exiting at the top of some of her accomplishments at the company. •Pharma partner platform •Product innovation (high volume infusion, pre-filled syringes) •Reaching profitability, although minor. This is where I was hoping to see better traction (been a while since i looked, but not sure if they hit original timeline on gross margin target). All and all, KRMD is a recurring revenue machine. I’m surprised no one has bought them yet. The new CEO looks legit, but I would have loved to have seen Thomas Patton involved in the company, at least at the Board level. He never seemed interested whenever I brought it up - when the founder and Board were battling. So much of what he has touched has turned into home runs and in exits… Although $ECOR didn’t quite workout, but to be fair, he was only on the Board. His CEO record is impeccable. @ipo_candy @MoneyMarkStocks @neilcataldi - Tom should be your next call.
WeightWatchers reaffirmed 2026 guidance after Q2 beats, while clinical revenue rose 30% and debt fell $42 million through discounted…
Shopify sustained 30% FX-neutral GMV growth in 2Q’26, reaching roughly 44% of Amazon’s retail GMV as international, POS and B2B volumes…
Noah Holdings trades near the value of its RMB 5.1 billion cash and short-term investments, while earning recurring fees on roughly RMB 140…
Google Cloud revenue only give a short term boost, but semi revenues to $nvda etc are recurring? 🤔🤔🤔 https://t.co/jCBQufOMDJ
Steve Eisman reviews SpaceX earnings, AI capital spending’s drag on free cash flow, Meta’s struggles, and the collapse of Situational…
Hims & Hers investor Paul Cerro is long again on lab and patient data driving retention and LTV, despite management concerns, GLP-1…
Conference Chatter: NBT Bancorp $NBTB eyes bank M&A; Community Financial seeks insurance opportunities | S&P Global Market Intelligence https://t.co/L1NY5yUkBc
Novo Nordisk’s Q2 adjusted sales rose 7% and operating profit 11%, prompting a 0% to -6% 2026 outlook as commercial recovery outpaces…
Occidental Petroleum’s plan targets debt-free operations and roughly double 2025 cash generation under new CEO Richard Jackson, following…
Pernas Research names Capstone Energy and Stabilis Solutions as AI data-center power beneficiaries, alongside Tenable, Upwork, Wise and…
$SB #sugar what a day! https://t.co/kWAiFObTRd https://t.co/zeODI0xbe5
Timna on $CENX “early innings of broader FCF rebound.” “Hugely undervalued” at 1.5x their ‘27 EBITDA. $83 PT at 4x! Direction of numbers up, delta to street up, and lots of multiple rerate room imho https://t.co/8wkrmh5S83
Daktronics allegedly paid Kawhi Leonard millions in a hidden sponsorship deal tied to the Clippers’ Intuit Dome, raising fresh questions…
GS on $ACMR beat and 2026 raise. PT $164 2027 numbers and memory contribution (CXMT matter more) imho https://t.co/XXKNyhL8Gg
“for the first time in over a decade, all Century assets should be operating at full capacity. I'm very proud to report today that our team has delivered” As expected, Q3 & Q4 will be when the real earnings power of $CENX is demonstrated. Still under-earning. Still bottleneck. https://t.co/Buw6H87Sed https://t.co/KyfyjMcJhq
have to admit I did not think $NRGV would ever reach this level of revenue https://t.co/QSPwlU6M3e
