Google AI Mode Adds Direct Links, Boosting RDDT
Def a big positive For $RDDT looks like GOOG is making some positive changes to AIO and AI Mode. crushes the bear thesis on $RDDT - #1) more direct links embedded inside AI answers, #2) Explore suggestions puses users to external sites, and #3) previews of community content to help connect back to the OG author. https://t.co/06SIkHjrKg
NVIDIA Secures Warrants to Buy Corning for AI Connectivity
LOL Jensen buying $GLW at 50x eps NVIDIA (NVDA) has received warrants to purchase up to 15 million shares of Corning (GLW) at an exercise price of $180 per share, as part of a new long-term partnership aimed at advancing AI connectivity....
Datadog Secures Deal with Anthropic, Says Insider
I think your thesis of $DDOG winning a deal with Anthopic is real @hntrbrkmedia . Good intel there https://t.co/uifo6lTwh7 Sholto Douglas from Anthropic is speaking
Liquid‑cooling Stocks Dip as Nvidia Shuns Gold‑tin
Definitely some read thru concerns for $VRT Jefferies Desk wrote that Liquid cooling stocks under pressure - ie $ETN , In Taiwan the liquid cooling sector under pressure as a local broker wrote a report saying Nvidia $NVDA...
LLY Takes Stake in Cabaletta Bio, 13F Expected
Very interesting Call out of Cantor on $CABA - they are saying $LLY bought a stake in Cabaletta Bio, Inc. $CABA Would expect a 13F filing
NACHO Means Hormuz Strait Won’t Open, Trader Says
"NACHO" Bloomberg columnist Javier Blas revealed “NACHO” on Wednesday, citing a trader who told him the acronym stands for: “Not A Chance Hormuz Opens.” https://t.co/JF8QdhaeCa
Google Pays Up to $1B for Intel TPU Capacity
Amazing that it only took this bullet point to move $INTC this way today (from 3pdata shop) but then again the Apple chowda is out there today "Intel appears to have won the GOOGL/MTK TPU ramping in late CY27. "We...
Oracle Shifts Supermicro Orders to Taiwan, Boosting Local Rivals
Oracle moves Supermicro orders to Taiwan, elevating local server makers More sources other than Bluefin (Research note last week) with the alarming loss for $SMCI https://t.co/Is2GQQmAkG
Rambus Receives DOJ Subpoena Amid Criminal Investigation
Rambus $RMBS disclosed a DoJ Subpoena in Connection with a Criminal Investigation on page 55 https://t.co/Xxwp6SMdww
Micron Set to Soar as Samsung Strike Spikes DRAM Demand
Few large specialists chiming in on $MU (memory) more bullish than ever. more server (or even client CPUs) means a lot more DRAM . MORE importantly SAMSUNG indicated a STRIKE, which cause $MU to surge https://t.co/7KhGWVDVdH
Livvy Dunne's SYRN Shoot Triggers Victoria's Secret Stock Plunge
, Victoria Secret $VSCO New guru Livvy Dunne poses for Sydney Sweeney’s lingerie brand SYRN — sending Victoria’s Secret’s stock plunging NY Post https://t.co/kaNjEhsNH8
Price Target Jump Seen as Political Hail Mary
Strange note on $NN - but def. makes a lot of sense PT increased to $29 from $20 calls the move today as essentially a Hail Mary political attempt https://t.co/caV1ZzyNn2
Spectrum Deal Valuation Ranges $4‑8B, Amendment Unlikely
This is a normal part of the negotiating process on spectrum, and there will potentially be more of it. We recognize the biggest risk is lower power levels, but that would hurt the GPS replacement service, PNT. A backup could...
Low Odds for $NN Amendment Before Oct 1
$NN defended at Oppenheimer The change was proposed by Republican representative Steve Womack of Arkansas, who argues the change would disrupt retail supply chains. We think the likelihood of the amendment passing is fairly low and must survive several steps left...
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Find me here - https://t.co/hilpk72Y87 Save the time - Don't wait for my tweets. Get the best newsflow around. All the news services congregate here. Competitors and discords lurk Where you at? Stop waiting"
Hasbro Signals Halt to Purchase Orders, Delaying Q2
$HAS -- UBS out very negative Purchase Order Delays Into Q2,, Aequs Engineered Plastics Private, has received communication from Hasbro indicating its intent to stop placing purchase orders
SMMT Spikes as Akeso OS Data Lands Plenary
Summit Thera. $SMMT Well… that answers that. SMMT shares initially popped (as much as ~15%) on today’s release of ASCO abstract titles with the unexpected news that the much-anticipated OS data from Akeso’s HARMONi-6 will be released in a Plenary slot...
Red Cat Lands US Air Force Black Widow Drone Contract
Red Cat Holdins $RCAT large drone win for $RCAT accdg to The US Air Force is purchasing Black Widow drones manufactured by Teal Drones (a Red Cat subsidiary) for feeding live targeting data directly to airborne F-35 fighters. https://t.co/HJrKPkG4tr
Northland Boosts AXTI Target, Yet Stock Stalls
Art of the Deal Pre market Northland raises the price target on $AXTI to $90 from $45 in what looks to be a super bullish note with bullets. - Stock wont rally early AM - boutique house highlights price drops in Indium. Post...
Samsung Strike Threat Boosts Micron Stock Outlook
Positive call out on $MU Samsung / MU: Quick thoughts on Samsung worker unrest What happened: According to credible reports out of S. Korea, unionized workers of Samsung Electronics are planning to rally outside its manufacturing facilities due to breakdown in wage negotiations....
Avid Budget Downgraded to Underweight Amid Overvaluation
Avid Budget Group $CAR downgraded to Underweight @ Barclays 'Rental Car 1Q Set-Up: fundamentals improving, but stock move is all technical; d/g CAR to UW' Nevertheless, while fundamentals have become favorable, we downgrade CAR to UW from EW and raise our PT...
Data‑center Delays Jeopardize US AI Expansion
Data centre delays threaten to choke AI expansion Almost 40% of such builds in US risk hold-ups, including projects tied to Microsoft and OpenAI $NBIS $CRWV https://t.co/6uooabWhYh
New Activist Targets PayPal, SG May Swap Buyer
Paypal $PYPL -- Big call out of Gordon Haskett (Bilson) saying they believe there is a new big activist in Paypal $PYPL Paypal has caught our attention and we see some signs in the Q1...
Midwest Boutique Says DRAM Price Forecasts Stabilizing
Did Midwest Boutique send a cautionary commentary out on $MU ? "Our work suggests conventional DRAM price forecasts are stabilizing somewhat after continued meaningful upside"
NextNav's PNT Service Offers 100k× GPS Power
Get your hands on the NextNav $NN Oppenheimer piece if you can "NN's Spectrum and GPS Backup (PNT) are Critical for Drones/Physical AI" It goes above the upgrade Cherry Pick "We see several strategic acquirers across wireless/satellite, with T the most logical fit,...
AXTI Calls
Big calls went off on $AXTI 15k August $115 calls hot on $AXTI Mizuho Optical Expert call on now $LITE $AAOI $AXTI
Amazon to Power Apple Devices via Satellite Networks
re Truist note Amazon$AMZN to power satellite services for Apple devices. As part of the agreement, Amazon struck a partnership with Apple (APPL, NR), which currently holds a ~20% stake in Globalstar $GSAT, to continue to power satellite...
Nomura Upgrades SoftBank to Buy on Rate Hikes
$SFTBY upgraded to buy at NOMURA - We raise our rating to Buy, regard growth investments and shareholder returns in next medium-term business plan as key. SoftBank Corp has just announced mobile rate hikes. It...
Aletheia Lifts LITE Target to $1,225, EPS to Quadruple
Aletheia Capital also bulled up comments on $LITE Price Target Raised to $1,225 from $500 Expect EPS to quadruple in 2026–2028
CTAs Set to Flip $34B Into S&P This Week
"CTAs are currently short $30b S&P 500. Our model suggests that at current market levels CTAs will buy $34b of S&P 500 over the next week (closing out shorts and flipping long)." After yesterday’s move higher in the S&P...
Needham’s M&A Note Erroneously Flags LLY‑VKTX Deal
1000% certain ,Needham made a mistake in their "The Biotech M&A Landscape" note -(or maybe Viking got bought and they are the only ones that know it lol) calling out a few M&A targets and inadvertently mentioning a $LLY $VKTX...
Redwire Lands Share of $1.8B Andromeda Contract
Redwire $RDW among the awardees of a new $1.8 Billion US Government contract for for the space Andromeda program from the Dept of War Air Force contract. Mentions several other co's $RDW most noteworthy https://t.co/cEThY0jpWC
KKR, Brookfield Near $250‑Share Deal for SBA Communications
on $SBAC+ KKR and Brookfield are in late stage talks to acquire SBA Communications (SBAC) for around $250 a share TMT FINANCE
South Africa’s ASP Offers US‑backed Gas Alternative to Russia, Qatar
ASP Isotopes to the rescue? $ASPI Strategically positioned in geopolitically neutral South Africa and bolstered by the backing of the U.S. International Development Finance Corporation (DFC), ASP’s Virginia Gas Project - integrated through the Renergen acquisition - stands as a...
Mizuho Hosts Optical Call on InP Demand, Constraints
FWIW, Mizuho has an Optical call on InP Demand $AXTI $LITE , InP constraints and many other optical topics on Thursday, April 9th @ 10am with a leading Japanese component supplier
AXTI Set for Q2 GaAs Wafer Price Surge
very positive for $AXTI - Tomorrows Digitimes China is reporting Gallium arsenide epitaxial wafers are poised for a Q2 price surge amid large demand. AXTI owns Tongmei Xtal Technology Co., Ltd in China https://t.co/lZIckgtRlu
Late‑day OTM $MRVL May $115 Calls Surge
Late day OTM call buyers in $MRVL May $115's ahead of the 5:15pm S&P 500 change replacing $HOLX
YMTC Poised to Overtake SK Hynix in NAND Shipments
For you Sandisk'ers $SNDK China's YMTC, having caught up to Korea, secures yield for cutting-edge NAND flash and begins full-scale production expansion. With the launch of a new line equipped with state-of-the-art equipment imminent and mass production of 300-layer high-stacking NAND stabilizing, and rumors...
NBIS Target Cut to $215 Amid Financing Doubts
The perma bull on $NBIS cutting their Price tgt to $215 and making a sly comment "We continue to believe that NBIS is innovating faster on the software front relative to other AIaaS peers, but we are slightly incrementally concerned...
Dell Partners Outpace Q1 Forecast, Raising Guidance
3pdata shop out on $DELL latest research into DELL suggests partners are tracking ahead of F1Q plan across segments driven by pull-forward and similar to better win rates. We slightly raised our F1Q estimates and are ahead of cons...
T‑Mobile, TPG Team up to Bid for Uniti Group
Hearing on $UNIT -- T-Mobile and TPG are partnering on a bid to acquire Uniti Group [NASDAQ: UNIT], according to sources. TMT FINANCE
Silverlake In‑Kind Distros Trigger One‑Day Dell Dip
You can blame Silverlake In Kind Distros for today's move down on $DELL specifically converting the B's to C's , only expected to be a one day, Qtr end event
Calling for Short Trade Amid Rally,
Need this guy to go short today for a rally Aka the new Cramer https://t.co/zf7l5xKmaB
AppLovin’s Real Moat Is MAX Mediation, Not AXON
on $APP new short out now from HEDGEYE with a 30% downside report - AppLovin's competitive moat is not primarily AXON, its machine learning model. It is MAX, the mediation platform that controls over 60% of mobile...
Google Post Triggers DRAM and NAND Rally
So the DRAMs $MU / NAND $SNDK smoked today on a Google post dated last night Yet the abstract is from April 28 2025 Deepseek Bs moment https://t.co/It0N68O7YX
AVGO Q2 Beats Expectations Amid Strong AI Chip Demand
Hearing Midwest boutique lit up $AVGO, **quarter (Apr-26, 2Q26) is tracking better than expected, **Discussions with customers and at OFC suggest AI semiconductor demand (XPUs plus front- and back-end networking/optics) should remain strong for several quarters
MP Materials Spotlighted on 60 Minutes Sunday
on $MP MP Materials Mountain Pass rare earth mine and processing facility will be featured on 60 minutes this Sunday. https://t.co/fMqakwaDvz preview video of MP CEO James Litinsky https://t.co/9Q7tyfTTw5
Court Rules Reddit's Claims Distinct From Copyright Infringement
Reddit $RDDT gets significant win against Anthropic The Court tentatively agreed that Reddit’s claims are "qualitatively different" from copyright infringement. Specifically, the judge noted that the claims arise from alleged:Violations of contractual restrictions on how and why data is accessed.Technical...
Publicis Can't Block Brands Using TTD Under Direct JSA Contracts
Sounds pretty good to me Laura Martin from Needham calls the $TTD Publicis drama a Negotiating tactic and calling it shortlived. key implication is that Publicis can NOT stop brands spending money on TTD in cases where TTD has...
Genentech Exits SMA Program, Boosting SRRK’s Lead
Very positive development for $SRRK - Genentech ceases drug development to spinal muscular atrophy - puts SRRK clearly in the lead Cantor on it now https://t.co/IjCyBm2Kcv