Porter Collins on X
@CorneliaLake 100% probability Geck rules against $SOC. It's going to be funny to watch
Search
Find coverage by company
Every article we have published, filed by the company it is actually about.
1294 articles filed by company
Porter Collins on X
@JeffreyCherkin Not a bad purchase of $FTAI this time last year < $90! @MelissaLeeCNBC
Connor Haley on X
NCR Atleos expects ATM trends to stabilize or improve, arguing rapid per-share growth can justify a premium relative to slower-growing Diebold Nixdorf.
Connor Haley on X
A recent spin's accounting change cut 2024 adjusted EBITDA by 1% without affecting free cash flow; ex-working-capital FCF per share is forecast to grow more than 30% next year.
Connor Haley on X
Good quarter from $NATL and thesis on track. -The ATMaaS business continues to outperform... 37% y/y growth in Q3... and it's on track to be 40%+ in Q4, well ahead of our expectations -SSB delivered >50% incremental EBITDA margins in Q3, fueling 21% EBITDA growth for the segment
Chris Camillo on X
@eager28 @CAndreisen @quazijohir Correct. They’re tied to the same lockup as other pre-IPO investors. I’m not overthinking $SKM it’s simply my public equity proxy for Anthropic.
Chris Camillo on X
@RealJimChanos Simple, $HOOD investors at large are weighted heavier to high growth AI sector and crypto than the S&P.
Chris Camillo on X
@eager28 No I’m invested indirectly via $SKM
Chris Camillo on X
@Ghostlike @TheOneLanceB You’re missing critical context on my $AMZN trade. If you care to dig in, start with my high-level breakdown on this week’s @TheICHpodcast.
Chris Camillo on X
The full story of the hotly debated “irresponsible” $AMZN trade that made me $10M in a day. The research. The leverage. The near disaster. The comeback. Link in comments https://t.co/foSxtqY98m
Chris Camillo on X
@JonathanSeller Didn’t miss it, very much long $NVDA
Chris Camillo on X
AI’s future use cases could drive memory demand beyond sell-side supply forecasts, supporting a bullish view of SanDisk and Micron despite bubble concerns.
Chris Camillo on X
@Emotionallkrs I think in terms of information parity not price targets. Long $BE
The AI Compute Squeeze
CoreWeave and Nebius cite AI compute shortages and higher-priced GPU renewals, but older-chip utilization and depreciation vary across…
$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management
DNOW's MRC merger targets $75 million of synergies and $350 million of 2027 EBITDA, with a $30 to $32 2029 case relying on multiple…
Teradata CORP
Teradata is a short as its on-premises analytics business declines while enterprises shift workloads to cloud-native platforms.
Are Department Stores Finally Shortable?
Macy’s and Kohl’s face renewed short cases as their recent reratings ignore fading store-refresh gains, credit-card earnings exposure and…
Why I am going to utilize options more to manage my portfolio
Options strategies will manage portfolio risk after Meta, Alphabet and Amazon calls drove gains, while Lululemon LEAPs produced an 80% loss.
[scuttleslops] ZTS, APO, FISV, TTD, RELY
Zoetis’s U.S. companion-animal revenue fell 6% as dermatology competition drove rebates and discounts, pushing full-year net pricing to…
The Impact of Autonomous Vehicles on Copart, A Timeline-Based Assessment - ($CPRT)
Copart faces a near-term lift from pricier AV repairs and total losses, but shrinking accident volumes could eventually force its…
Workiva INC
Workiva, an enterprise software platform, trades at a reasonable valuation as it approaches its first profitable period since its 2008…
Permian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers
GFL’s proposed acquisition of Secure follows 19% revenue growth at Secure and 14.8% EBITDA growth at GFL, with Permian produced-water and…
Entravision Q2 Notes
Entravision’s ATS revenue rose 230% to $182.8 million in Q2, but shares fell from above $14 to about $8 after management forecast…
$UWMC lost $600m hedging a deal they'd already lost
UWMC booked a roughly $600 million Q2 hedging loss tied to TWO months after the deal collapsed, contributing to an expensive capital raise.
