AXSM Jumps 10.5% on Approval and Analyst Boost
$AXSM up over 10.5% on approval, calls hit nicely from recent write-up on this catalyst play https://t.co/H2E75g3iRB
John Story Grabs 40% of AEG Placing, Others Excluded
Who is John Story that he takes 40pct of #AEG placing while every previous supporter gets zeroed? And that’s after shares have halved in 2 weeks ! Stinks John Story is a substantial SH of AEG and has agreed to subscribe for...
Vireo’s Fluent Buy Crowns It #4 Global Cannabis Leader
With the purchase of Fluent, $VREOF is the #4 largest cannabis company in the world by revenue and has clear sights on being the largest. One of the most fascinating stories in cannabis is how Vireo keeps rolling up distressed...
Targeting the Underserved Turned NetZero Into a Nasdaq Star
Back in 1999, I met Mark Goldston through Jennifer Fonstad. We became friends instantly. Mark saw something most people missed: America Online was only going after the high-end user. The low-end of internet access was completely ignored. He called it "Joe Sixpack." I called...
Wider Upside in LQDA Options Implies Higher Downside Risk
Looking at $LQDA option chain, with some prodding ChatGPT comes up with the following analysis. Note that the predicted distribution has to square with current stock price, and because there is a wider upside range, that requires a larger probability...
Inseego to Acquire Nokia's Fixed Wireless Access Business
"Inseego $INSG said on Thursday it will acquire Nokia's $NOK fixed wireless access, or FWA business, to expand its global footprint in wireless broadband." https://t.co/O5VEKjus4K via Seeking Alpha
Molybdenum Prices Surge Past $28, $MOLY Near $3B Valuation
Molybdenum prices keep rising. Now firmly above US$28 lb/Mo. That's roughly $ 3bn for $MOLY Expect more announcement re financing and off-take agreement over the quarters. $150m market cap.
Biotech Liquidation Opportunities: ENDI, FNCH, LQDA Outlook
Please find Arquitos Capital's Q1 2026 letter below. I discuss opportunities in liquidating biotechs, $ENDI $FNCH and the range of potential outcomes for $LQDA. https://t.co/LJCczZ04W6
Hokuriku Electric FY2026: Shika Nuclear Restart Highlights
Hokuriku Electric just dropped their FY2026 earnings. Key takeaways: nuclear restart updates at Shika plant and full-year financials. Always worth a look for energy market watchers. HokurikuElectric
ASIC Posts Decade‑best 87.4% Combined Ratio
ASIC just dropped Q1 2026 results—best combined ratio in a decade at 87.4%. Net income jumped to $25.6M. They’re playing it smart, cutting property and focusing on higher-margin casualty lines. Solid execution. 📈 InsuranceEarnings
Space ETF Hits Jan/Mar 2026 Highs, Closes April Gap
Space ETF landing right at the January and March 2026 highs, filling the April gap. $UFO https://t.co/NPJA1jc4pE
Avoid PSUS Until It Breaks $42, Else Risk Collapse
In the “Art of the IPO”. U don’t touch $PSUS unless it gets back above and stays above $42 Or gets killed in weeks ahead. It’s $40.79 now
CoreWeave Rebounds, Remains in Momentum Book
CoreWeave bouncing right where we needed it to. Dancing around our exit, but for now it stays alive in the momentum book. $CRWV https://t.co/O8fYAxvVzg
GRUSF’s $361/Lb Breakeven Fuels Bullish Outlook
$VEXTF on their call said that cultivation costs "once you bake everything in for ROIC its $800-900/lb range." They are exiting Arizona because the price is below that cost. $GRUSF has reported $361 a pound four wall costs (EBITDA breakeven...
Undervalued EVGO Poised for Earnings-Driven Rally
$EVGO - one of the most fundamentally sound companies in the EV space, yet they get no attention. Watch for a move higher on earnings next week.
ZIM Dividend at Risk as Freight Rates Cool
ZIM’s dividend is looking shaky as freight rates cool. The post-pandemic shipping boom is over, and with new vessel supply flooding in, earnings are expected to drop. A dividend cut feels inevitable, and the risk/reward has soured. 🚢 ShippingStocks
GDWN Foundry Extension Approved, Completion Set for August
#GDWN foundry extension planning approved…unanimously I hold & this is great news …building is scheduled to complete in August https://t.co/dp6OTU3JDO
Kopin Jumps 14% on $15M Optical Tech Order
(KOPN) surged over 14% yesterday and in pre-market trading after receiving a $15 million optical technology order. 🔥🚀🚀🚀 Fabric.AI placed a $15 million purchase order with Kopin to fund the development of a demonstration chipset.
Porr Approves up to 10% Share Buyback
$POS Holding Equity Small Caps FI Porr authorizes share buyback of up to 10% of share capital
SDG's Cheap Shares Demand
#SDG too cheap https://t.co/vPrlSyJp9i …but they really need to buy back & cancel shares rather than just buy a few & give them to themselves https://t.co/J6pURfWIHW
Castrol India Posts 9% Revenue Rise, Expands Rural Market
Castrol India reported Q4 FY26 revenue of ₹1,545.24 crore, up 9% YoY from ₹1,422 crore. PAT increased 4% to ₹242.18 crore, while EBITDA rose 7% to ₹329 crore. EBITDA margin declined 30 basis points to 21.29%. The company achieved market...
Mersen Q1 2026 Call Highlights Market Outlook
Mersen (CBLNY) dropped its Q1 2026 sales call transcript. Key takeaways on market conditions and outlook from management. Worth a read if you’re tracking industrial plays. 📉📈 EarningsSeason
Figure Weighs SPAC Revival for Triple‑dip Gains
Should Figure run a SPAC? “The goal here is to triple dip. We can make money for Figure shareholders on the SPAC economics, we drive more usage on the Figure ecosystem and we get another listing on OPEN.” 🤔 maybe they should...
RSI Soars 123% Amid Industry Decline
Including an after-hours spike following increased revenue guidance projections, $RSI stock is now up more than 123% in the past 12 months; Rush Street's growth comes as most other digital operators have seen significant drops
DCBO's AI Pivot May Justify Tender Valuation
Anyone follow $DCBO, a SaaS casualty? Saw that management is saying it's actually an AI beneficiary (via recent integrations). Given the current estimates, valuation seems decent. $74 M in cash, but putting $60 M toward a tender above...
Ibotta Is Actually a B2B Ad‑Tech Platform
Day 14 of 30: How $IBTA Ibotta actually makes money (which one should I do next?) Most people think it's a consumer cashback app It's not. It's a B2B ad-tech company that uses cashback as the user-acquisition wrapper And the latest earnings exposed the...
Roth MKM Sticks to $108 ASTS Target, 40% Upside
Despite recent challenges, Roth MKM Reiterated its $108 Price Target for $ASTS 40% Upside. Are they right?
NewScorpioGold Uncovers Expansive Gold Corridor, Remains a Buy
A Corridor Starts Talking—that's JV's message behind @NewScorpioGold's step-out holes at the Manhattan District in Nevada. It's now defining a much larger mineralized corridor than previously thought. See the map + why this #gold stock is still a Buy: https://t.co/2oQrOjcX9O
Zeta's Guidance Will Drive Immediate Ad‑tech Valuation Shift
$ZETA reports in 2 days Ad-tech names can look cheap until guidance slips then multiples compress in one session The setup is simple: good print + strong guide = trend continuation good print + soft guide = fast repricing I care more about forward demand than...
Xpel's Free Cash Flow Soars, Stock Still Halves
Not always true, though. Xpel has doubled FCF and FCF/share over the last 3 years, and is very likely to double it again over the next 3 years, yet the stock has been cut in half. Xpel's stock price has...
Zomato's Sky‑high P/E Exposes Market Hype
Eternal ( Zomato ) - A company with 2.44L Crore marketcap just posted a PAT of 175 Crore with 2.5% margin. The stock is trading around 670x valuations ( Price to Earning ) and everybody is going crazy talking about targets...
FTEK's Modest Debut vs CECO's Booming Orders
Well, $FTEK inked its first data center account, but only $10 million. Will see if this becomes a launching pad. https://t.co/Duvm9hLBsv On the other hand, Comp $CECO is killing it with orders. https://t.co/Hzaw45AxJ8
Deep Sail Capital Sees 200% Upside in AMPG
Worth reading this one. Full AMPG pitch by Deep Sail Capital. Base case upside of 200%.
Lightelligence Launches Hong Kong IPO, Raises $323M
Lightelligence, a Chinese optical-computing provider, is set to begin trading in Hong Kong on Tuesday after raising $323 million in an IPO https://t.co/zbtkjcpbnq
LendingClub's Growth Overshadowed by Rising Delinquencies
LendingClub’s originations hit $1.9B, but rising delinquencies and a private credit crunch are tough headwinds. The rebrand to LC signals a shift, but credit quality is key. Holding for now. 📉💳 Fintech
Peoples Bancorp Poised for New Deal Post‑Citizens Acquisition
Peoples Bancorp $PEBO 'ready, willing and able' to ink another deal after Citizens buy | S&P Global Market Intelligence https://t.co/j53URGsvbE
GMO Internet's Reverse‑takeover Re‑IPO Flops
Gosh. GMO Internet (4784) "re-IPO" didn't do so well. The stock was a reverse takeover where the parent injected a domain management (profitable) and sub-scale data centre business into the pre-existing internet ad sub GMO Ad Partners, renamed it GMO...
PMET Set to Surpass 2023 High Post‑2027 Permit
If this price deck proves prophetic, the only way PMET Resources $PMET.T $PMT.AX doesn’t trade at a level above the 2023 high of c$17 once the permit is in place in 2027 is if Ken decides he doesn’t like living...
Critical Metals Secures European Lithium, Targets $20 Rally
$CRML - "Critical Metals to buy European Lithium in $835M deal, taking full Tanbreez ownership" WOW, this daily chart looks good. Super high confluence setup here over that key 13 spot, and if we see higher lows forming over it in...
Celsius Profits From Three‑brand Roll‑up, Not Just Drinks
Day 13 of 30: How $CELH Celsius Holdings actually makes money (which one should I do next?) Most people think it's an energy drink brand It's actually 3 brands stacked into a roll-up - and PepsiCo's trucks do most of the heavy lifting Here's...
BRM.V Gains Near-Term Visibility with Revenue, Backlog Growth
First time in a while that $BRM.V has had any kind of near-term visibility. Grew revenue and backlog.. very nice to see.
AI Data Centers Drive 50
$OKLO +50% in a month The actual thesis: AI data centers need 24/7 baseload power that solar and wind cannot provide. Sodium fast reactors fit that gap Last Wednesday Nvidia and Los Alamos confirmed it by partnering with them on AI-designed reactor...
NBIS Eyes Support at 21‑Day EMA Amid Bullish Options
$NBIS trying to find support near its 21-day EMA (green line on chart). Recent bullish options flow in this one. @marketsurge @IBDinvestors #IBDPartner https://t.co/rUV2PA73qx
EM Small‑Cap Rally Likely, Few Hold Large Positions
EM small caps are ripping? I'm guessing not many folks hold a ton of that. GS https://t.co/qjtoYHe5yP
Skyline Bankshares Reports Strong Q1 2026 Results
Skyline Bankshares, Inc. Announces First Quarter 2026 Results $SLBK nice numbers from old friends https://t.co/FDxrPaXGOX
VUL Stock Rising Since 200p
Creeping up from my recent buy at 200p. #VUL More to go for though 👏👏👏 https://t.co/CKcSR3QNkP
Unverified Tips Can Mislead: False Compass Data
Interesting side note on today's disappointing $CMPX results: Yesterday, I received a message on Signal from someone claiming to be a Compass employee. He gave me the purported tovecimig PFS and OS data. I didn't do anything with the supposedly material...
Veradermics' Hair Loss Drug Clears Late-Stage Trial
Ok, here we go... $MANE Veradermics' hair loss drug succeeds in late-stage trial. A report from @ADeAngelis_bio https://t.co/jtSB36sPGO
OHGR Beats Expectations Yet Remains Risky Play
#OHGR "ahead of market expectations". ShareScope showing fwd p/e 18.5 falling to 17.9 and fwd Divvy 2.6% rising to 2.7%, BEFORE today's news and allowing for cash. Illiquid but play on NHS failure. I don't hold.
PWR Posts OK Results, Announces 1.6p Dividend
#PWR maiden results read OK. Cash $15.3m (but most from IPO). ShareScope has fwd p/e 9.5 RISING to 11 (could be way out), but no Dividend forecasts; however PWR announced Dividend 1.6p per Share & ongoing "progressive Dividend policy". Illiquid...