BDC on X
$STIM https://t.co/OQ9UgUPoo4
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BDC on X
Bullish $amzn Former BAM teammates ftw ! https://t.co/MEg0CbeWq8
BDC on X
SanDisk’s forward EPS estimates have diverged sharply from its share price as the investor remains short the semiconductor ETF SOXX.
BDC on X
Netflix’s incremental margin fell to 28% from 36% as technology spending rose 22%. Sports rights and short-form investment could slow operating leverage beyond the second half.
BDC on X
Jorey is sizing up ahead of what mgmt has called a "hockey stick" 2H on the back of production orders scaling on at least two key PORs. $MOB https://t.co/5qF3GZFcFZ
BDC on X
Looks like the small cap sage Jorey Chernett has filed on $MOB. He is long term, buys in size, and will rattle cages if needed. Fantastic endorsement.
BDC on X
$STIM owns clinical distribution infrastructure for psychedelic treatments, while its stock price implies zero or negative equity value for the asset.
BDC on X
I remember the days when these 4 stocks going up by this much meant the $SPY was +2% on the day (at least). Says a lot. https://t.co/aLdbQlfL7W
BDC on X
$toi https://t.co/9pfaLXskXk
BDC on X
Greenbrook TMS operates about 95 U.S. treatment centers administering Spravato and NeuroStar TMS, with more than 60,000 patients treated and 2 million treatments delivered.
Psyop Capital on X
https://t.co/irXJODueym $ALAR is under investigation from the FBI. Many of the same hypergrowth microcap accounts that were pumping it a few years ago were also long Intellego before it collapsed under fraud revelations
Mike on X
If you’ve been following the $PESI situation, this is important reading. Especially regarding grouting 200E waste. https://t.co/bsf03iTPKg
Mike on X
@DeepSailCapital $RDCM is interesting.
Mike on X
They were! $WULF signed deal with Anthropic today https://t.co/82fVRUxJtN
Mike on X
Good results recently for $MEI https://t.co/pw7Uhce7ZB
Mike on X
$META probably can serve more tactical ads if you know exactly what each user is willing to put money on (aka is paying attention to) in the moment! https://t.co/9DnpLAIS4i
Psyop Capital on X
Is contextlogic interesting/worth digging into? $LOGC. I really like the Salt acquisition but seems like they paid a rich multiple for it. Fear this will end up in the graveyard of mini-Berkshires over time
Psyop Capital on X
If it gets to mid to low 20s copart $Cprt seems like a good bet. Insurance mkt will harden and yes they have competition but duopolistic markets are still attractive and at 3-3.5x sales I think you’re good
Mike on X
TeraWulf could secure a data-center tenant by late June as Anthropic pursues leases, raising the prospect of AI infrastructure upside.
Mike on X
KVH Industries' NASA ETF inclusion has driven its runup and decline, obscuring the company's underlying business momentum.
Psyop Capital on X
What’s the $BR mega bear case?
Psyop Capital on X
$UTGN looked promising as an illiquid deep value sit with buybacks at way below IV, but this relatively recent option grant struck below NAV seems like a thesis killer. Anybody know the name well?
Mike on X
$HPE let's fucking go. https://t.co/OjNXeIX0yM
Mike on X
@Minnvestor $NVT you'd think would be up more today. Also w/ TPUs and Project Deschutes what w/ Anthropic S-1 and rev growth. Do you think just overlooked?
