Market Participant
@riceforthought
Not financial advice, obviously.
Talvez você curta
Recessionistas coming out full force this weekend. I don’t blame them - they’ve probably had a good year and don’t want to give it back.
I was told of an AI bubble burst. Mercor quintuples valuation to $10B with $350M Series C
We're about to get 3 consecutive FED rate cuts and you're bearish smids? NGMI.
$aesi -50% off since July so 3 months ago? aha It's good they finally cut the divi.
Have you looked into $AESI for oil? My favorite play b/c of automated solutions angle. I've written on it, so has Yanis: substack.com/home/post/p-16…
Interesting... Korean Private Aero company buying equity in a US LNG Company. hanwha.com/companies/hanw…
🚨Insider Trade Alert🚨! 10% Owner Hanwha Aerospace Co., Ltd. has purchased 591,837 shares in $NEXT NextDecade Corp worth $3,591,562.83 $NEXT current value: $5.99 Market: NASDAQ full disclosure: sec.gov/Archives/edgar… Company Overview: NextDecade Corp develops and…
Grats to all the geniuses that loaded fins and metals yesterday.
AI Bear Case for $DOCU hasn't shown up in the financials...yet
$PAL missed on EPS w impairment charge but market is awarding them a/h for ripping the band-aid off and the sales beat. The CEO is old CEO from $SAIA.
📊 Proficient Auto Logistics $PAL Q3 EARNINGS [+2.17%] ❌ Earnings Miss Adj. EPS: $(0.11) YoY: ↓ 257.14% (from $0.07) ✅ Revenue Beat Sales: $114.300M YoY: ↑ 24.91% (from $91.506M)
This the same Dan_TMT who shorts $SATS aka then $DISH at the bottom and is now bullish LEO? hmm $ASTS
Frankly, if $ASTS is wildly successful, $IRDM's spectrum would then be a good target for them for more capacity and global coverage.
It's quite impressive that former Danaher spinco Veralto $VLTO is putting up 60% gross margins. Water treatment and product quality solutions. Not a flashy business, but essential operating expenses for customers. We'll see if growth picks up but I sorta regret selling my shares.
$DENN Denny's Corporation to be Acquired by TriArtisan Capital Advisors, Treville Capital Group and Yadav Enterprises in $620 Million Transaction All-Cash Deal, Stockholders To Receive $6.25 Per Share By A Group Consisting Of TriArtisan Capital Advisors
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