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Every article we have published, filed by the company it is actually about.
1293 articles filed by company
Semrush found that Reddit citations collapsed in ChatGPT through 2025. And in AI responses in general. Different reasons have been proffered, but I for one am glad SEO spam and human-generated nonsense is being weighted less $RDDT https://t.co/J1qIjVsvlO
Timna Tanners: We see limited impact from the aluminum tariff tweak $CENX https://t.co/B4tCNvsy5Z
Hmmm so what happens to China WFE and local semicap? $ACMR https://t.co/zCLlueeF3O
“Huawei’s report on its progress gave Ding leeway to be more aggressive. He delivered a blunt warning to China’s largest AI users, according to people familiar with the message: Anyone who resisted employing domestic chips was a traitor.” $ACMR https://t.co/2DDOgMTQEW
$THC smoked the hospital narrative and HCA, with a beat, raise and $2 Bn additional buyback. Bears might not be ambulatory for long… https://t.co/Jqp3snqr1l
As usual with Hemingway, the last three sentences here are key $ACMR https://t.co/GhNV2Ci8IM
$ORLA might have miner issues? https://t.co/fyc91D3J81
Umm is SpaceX the high-margin customer of $SMCI that’s boosting their order book > $60 Bn? Short interest seems high https://t.co/BMrEvmCbQj
Citi on SocGen: The Bank Within A Bank: Sizing The BoursoBank Opportunity We reiterate our Buy rating, new TP €90 $GLE https://t.co/chB2cIfOFI https://t.co/r4fP8B5HYe
The basin isn’t that deep. Bullish $EQT. Low investment + LNG + datacenter demand = convexity https://t.co/USzDD8u9uB
$ACMR https://t.co/7I0HGYPlfP
Software, semiconductors and financials look expensive, while CDW returned to revenue growth. High-ticket consumer goods and transport are weak, but travel and Canadian housing show strength.
@Anointed_Ape Inconsequential. $AMZN no small cap
Would’ve been a $20B+ positive swing if they’d just followed me into $AMZN at 1x leverage. And they call us Dumb Money. https://t.co/WZVVizF9zL
@pradeeepk $AMD + ASICs will eat $NVDA margins
Any fundamental views on $RH here? I’ve been recently trying on the short as a trade into the $180 level with some success, feels like it has squeezed higher due to de-grossing/de-leveraging. Other building names are very weak with 10-year testing 5%.
Bill.com was sold after a 50%+ rebound, while HubSpot and Workday positions are actively traded with calls and short puts. Small shorts target Adobe, ServiceNow, Atlassian, Sprinklr and Yext.
Altria's smokeless products lack traction as Marlboro loses share and cigarette volumes fall, making $MO a trading short.
OpenAI “ARR” apparently run rating at $60 b, and (for the most part) they haven’t yet monetized their 1 billion weekly consumer actives. Bullish $ORCL. https://t.co/pBDIrTTAqV
Booked the quick 8-10% gain on this $AAPL short, knock on wood. Have a great weekend.
Archegos’ March 2021 collapse exposed enormous equity-swap exposures and alleged float cornering, raising questions about prime-broker limits, short squeezes and passive-index buying.
Meta’s platform engagement and product pipeline remain strong despite higher capital intensity, framing recent weakness as a buying opportunity.
OpenAI’s CFO Sarah Friar also on a media tour spreading the good cheer… bullish $ORCL https://t.co/oymK8c7nVc
Sam Altman said OpenAI’s revenue ramp is strengthening and its compute commitments may have been too conservative, a positive signal for OpenAI and Oracle.
