PAA Research on X
SPCX pricing puts space-related stocks and tech leaders in focus ahead of potential Anthropic and OpenAI IPOs.
X
PAA Research
Everything we have picked from this writer, newest first.
PAA Research on X
LLOK trade targets lower-income consumer names, with DLTR, CASY, CBRL, PENN, PRKS and CAKE outperforming on employment tailwinds and easing gas-price concerns.
PAA Research on X
@YodeLeaheyWho Sorry yes, I always think of $MS as Musk's banker. $GS will have its hands full
PAA Research on X
SPCX's offering drew bearish scrutiny over weak order-book demand, a 30% retail allocation and the risk of Morgan Stanley supporting the issue.
PAA Research on X
$MTN is the $FICO of consumer discretionary.
PAA Research on X
@firstadopter any thoughts or expectations heading into $NTDOY's #NintendoDirect event?
PAA Research on X
Is there a company that has employed a more "prisoner of the moment" approach to capital allocation than $META?
PAA Research on X
Alphabet’s capital raise signals rising data-center and token costs as AI search threatens Google’s advertising margins and search traffic.
PAA Research on X
Not sure what to think about the action in the $SMH and $NVDA ecosystem names ripping higher as $GEV and $ENR giving back ALL of their gains since they reported 1Q26 results. Notable at the very least.
PAA Research on X
Berkshire Hathaway’s TMHC deal is the third announced takeout of a public homebuilder this year, despite deeply negative housing-sector sentiment.
PAA Research on X
Abercrombie & Fitch rose 10% after a solid quarter and guidance, while buybacks cut share count 7-10% annually and tight inventory supports Hollister sales.
