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General Dynamics: Why Q2 Results And Market-Cap Weighted Multiples Trigger An Upgrade (Rating Upgrade)
BDC on X
@be4_the_h3rd @JasperRidley $xgn just getting started imo
Portillo's: Guidance Cut Confirms It's Cheap For A Reason
Ian Bezek on X
@taobanker Good chance this will be another 14% higher at some point between now and Dec. Things in motion stay in motion... $COLO https://t.co/CjrbroM2R3
BDC on X
@BoxLongs Wild truth is that if $SNAP chooses they can earn over $1/share in FCF next year. $5 stock.
Chris Camillo on X
Take-Two's leaked GTA VI footage shows denser worlds, more responsive NPCs and deeper systems, supporting a generational gameplay leap.
Ian Bezek on X
@taobanker $U up every day, $APP down every day, $RBLX demolished. Things as they should be.
Ian Bezek on X
@2suns2moons @bold_perception $CIB dividend up from $2.25/year in 2022 to more than $6/share now. Covers a lot of living expenses. If you relocate to another country, good to own some stuff there so you have an economic stake if its conditions improve...
SOXX: Growth And Profitability May Be Peaking
BDC on X
XGN’s AVISE autoimmune panels are used by a rheumatologist for greater accuracy than generic tests, with a Myositis marker planned for 2027.
Walmart’s Evolution
Walmart says Medicare Maximum Fair Price rules will cut FY27 US comps by 125 basis points, while pharmacy margins and prescription volumes…
Vistance Networks: The Valuation Makes This Stock A Strong Buy
Palantir Just Turned Its Biggest Weakness Into A Strength
Timyan Bank Alert on X
Deutsche Bank $DB freed from consent order in 2010s FX scandal https://t.co/BsHGBheaWK
iRhythm: The Algorithmic Margin Inflection Changes The Story
Recent Pullback Could Be An Appealing Entry Point For GlobalFoundries
Palantir: Why Michael Burry's Put Buys Should Not Deter Retail Investors
Like The Knick's, Corcept Rebounded And Is Crushing It
AltayCap on X
@finphysnerd @taobanker A sentiment check on X searching $DECK, its universally positive except @CatNyanpital who is the only bearish comments on this name. Doesn't mean it can't work though
Bank of America Preferreds: Better Propositions Available Than Series GG
KVH Industries
KVH Industries is winding down capital-intensive GEO antenna manufacturing and pivoting to an asset-light maritime connectivity business.
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against…
BDC on X
Contrarian view: $MRNA raises equity in next week. Bullish. No equity raise in the next 2-3 weeks? Very bearish.