Timyan Bank Alert on X
@charrisinvest @dirtcheapbanks I think he’s talking about $PWBK not $NSTS
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Timyan Bank Alert on X
$OXBC Annual report excerpt. Thank you, @bankinvesting https://t.co/gXNZx5zwDd
Timyan Bank Alert on X
The First National Bank of Brookfield will merge w/ $NSTS . Congrats to the $NSTS faithful.
Timyan Bank Alert on X
@DrSichuan at this rate, a few more. I'm amazed people keep voting for Chevis' slate. He had ten years where he could have and should have sold to $FBMS for a large premium to today's price. The $PFBX over Chevis decades-long regime is anemic.
Timyan Bank Alert on X
Stilwell group nominee for $PFBX board inches closer every year. https://t.co/nT7keZuDLT
Timyan Bank Alert on X
Fresh $CFFN 13d by @HoldCoAM https://t.co/ecXNkAUTeX
Timyan Bank Alert on X
@JustBankStocks @StocksOddball Even happier 39 month and two week $FSEA anniversary. Congrats to you!
Timyan Bank Alert on X
@thebankzhar @SteveChuck5 There are many candidates for $BANR to pursue next. $CSHX $CWBC $OVLY $PVBK $SFBC the list is endless. https://t.co/ssMeFndZzi
Timyan Bank Alert on X
In Play Today: UMB Financial $UMBF reiterates future M&A requirements; Blue Owl rejects buyout offer | S&P Global Market Intelligence https://t.co/qDTqHhJTSr
BDC on X
Bingo. Executive order just signed to go into effect soon...domestic suppliers WIN. $MOB being FCC exempt, Blue UAS, and supplier to domestic OEMs like $TDY means they also win. And great quarter too...business is starting to inflect. https://t.co/Wj5fOsJxvh
BDC on X
How important is precise autoimmune diagnostics? How big is this market? How fast is it growing? $XGN, 2x sales. https://t.co/Q54JkIDLkQ https://t.co/a2FvxREDnN
BDC on X
Exagen trades at 2x projected 2026 revenue versus 10x for peers after a Q2 beat and raised outlook, as it launches a myositis diagnostic marker.
BDC on X
@BillAckman @MikeBenzCyber Maybe it’s time for $mrna to you know reflect its fair value of $0.
BDC on X
SanDisk's long-term agreements smooth revenue and soften cyclicality, but reduce the upside investors expected from a semiconductor-cycle recovery.
BDC on X
STLN, formerly TOI, reports rising revenue, positive free cash flow and EBITDA after a debt refinancing and rebrand. Management is positioning the former distressed equity as a growth company.
BDC on X
Outstanding results from $STLN (formerly $TOI) https://t.co/csecGWhVFe
AltayCap on X
Megachips Corp 6875.T looking interesting given the +30% move on $SITM after earnings+forecast. Megachips owns more than its marketcap worth of SITM. (no debt, net cash). They've done some real buybacks recently too! Core biz is meh. Megachips is about ~¥140bn mcap.
BDC on X
ESPN remains a disaster for $DIS https://t.co/IHc4sav9Et
BDC on X
Really starting to like this $XGN mgmt team.
BDC on X
Neuronetics, $STIM, gains backing from its largest shareholder and an activist as new management pursues a turnaround, with shareholder board nominations focused on maximizing equity value.
David Orr on X
@Biohazard3737 I was leaning way more great bet for Citadel before today's $SOXX action. Opinion will change again fast from here... if $SOXX randomly nukes 10% in a few days though, yikes.
David Orr on X
Citadel’s semiconductor bet depends on whether SOXX’s drop is technical or reflects weakening AI-chip fundamentals, with forced selling and redemptions shaping the near-term exit.
David Orr on X
I give it 50%+ chance that $BTC bitcoin trades for under $1k by 2032, probably a bit sooner.
David Orr on X
@FixedIncQuant @nickgiva1 $IBIT has a $46 billion AUM.
