Evan
THE 2ND READING FOR Q2 GDP WAS JUST RELEASED
US 🇺🇸 GDP for Q2 just came in at +3.3% above expectations of +3% (2nd out of 3 adjustments)
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THE 2ND READING FOR Q2 GDP WAS JUST RELEASED
US 🇺🇸 GDP for Q2 just came in at +3.3% above expectations of +3% (2nd out of 3 adjustments)
BREAKING
Q2 GDP (QoQ) (2nd Preliminary Reading)
Act.: 3.3%, Est.: 3.0%, Prev.: -0.5% tweet
X (formerly Twitter)
REX Shares (@REXShares) on X
BREAKING
Q2 GDP (QoQ) (2nd Preliminary Reading)
Act.: 3.3%, Est.: 3.0%, Prev.: -0.5%
Q2 GDP (QoQ) (2nd Preliminary Reading)
Act.: 3.3%, Est.: 3.0%, Prev.: -0.5%
Dalius - Special Sits
$SGRP was one of my favorite small-cap shorts this year. It was essentially a merger-break bet with a bunch of red flags (worked out nicely). For more details, I’ll link the SSI write-up in the comments.
Now, SGRP is back to its pumpy ways. Here’s the announcement the company put out: “Investor group acquires 220k SPAR Group shares at 75% premium.”
The stock immediately jumped about 15% on this. There’s only one caveat: the investment was just $440k in total, peanuts compared to the company’s $30m market cap and YTD cash burn of $11m (six months ended).
Management purposely framed the release in a way that hinted at a potential offer or generally hinting at a prove of a signficant undervaluation. Apparently, these “group of third-party investors” are the same ones who were supporting the Highwire Capital bid (the buyer that walked away from the deal back in March).
Despite the fact that these investors have nothing to do with a potential buyout, and the amount they invested was minuscule, just because of how management framed the news the stock popped 15%. I love me some small-cap corporate shenanigans.
This stock will likely drift back to pre-announcement levels. If the jump had been much higher, I would have tried shorting it again, assuming borrow is still available. It could still move higher in the meantime, so it’s worth keeping an eye on for a short later.
And, of course, this is another addition to the small-cap corporate governance hall of fame, along with $SONM and $CNTM from this year’s crop.
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$SGRP was one of my favorite small-cap shorts this year. It was essentially a merger-break bet with a bunch of red flags (worked out nicely). For more details, I’ll link the SSI write-up in the comments.
Now, SGRP is back to its pumpy ways. Here’s the announcement the company put out: “Investor group acquires 220k SPAR Group shares at 75% premium.”
The stock immediately jumped about 15% on this. There’s only one caveat: the investment was just $440k in total, peanuts compared to the company’s $30m market cap and YTD cash burn of $11m (six months ended).
Management purposely framed the release in a way that hinted at a potential offer or generally hinting at a prove of a signficant undervaluation. Apparently, these “group of third-party investors” are the same ones who were supporting the Highwire Capital bid (the buyer that walked away from the deal back in March).
Despite the fact that these investors have nothing to do with a potential buyout, and the amount they invested was minuscule, just because of how management framed the news the stock popped 15%. I love me some small-cap corporate shenanigans.
This stock will likely drift back to pre-announcement levels. If the jump had been much higher, I would have tried shorting it again, assuming borrow is still available. It could still move higher in the meantime, so it’s worth keeping an eye on for a short later.
And, of course, this is another addition to the small-cap corporate governance hall of fame, along with $SONM and $CNTM from this year’s crop.
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Offshore
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Evan
Nvidia $NVDA CEO Jensen Huang said he’s in talks with 🇺🇸 President Trump's team about selling its better Blackwell AI chip to China 🇨🇳 and that he’s willing to give US government a cut of those sales - Fox Business https://t.co/8tataD5WrN
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Nvidia $NVDA CEO Jensen Huang said he’s in talks with 🇺🇸 President Trump's team about selling its better Blackwell AI chip to China 🇨🇳 and that he’s willing to give US government a cut of those sales - Fox Business https://t.co/8tataD5WrN
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Offshore
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Gainify
RT @StockSavvyShay: $NVDA OFFERS U.S. A CUT OF BLACKWELL SALES TO SECURE CHINA DEAL https://t.co/LVUTug6jyh
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RT @StockSavvyShay: $NVDA OFFERS U.S. A CUT OF BLACKWELL SALES TO SECURE CHINA DEAL https://t.co/LVUTug6jyh
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Offshore
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Simplifying Stocks, CPA
BREAKING ⚠️
$NVDA IN TALKS WITH U.S. GOVT TO SELL BLACKWELL AI CHIP TO CHINA IN RETURN FOR A CUT OF REVENUES https://t.co/ecRREYP8bZ
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BREAKING ⚠️
$NVDA IN TALKS WITH U.S. GOVT TO SELL BLACKWELL AI CHIP TO CHINA IN RETURN FOR A CUT OF REVENUES https://t.co/ecRREYP8bZ
$NVDA PRICE TARGET CHANGES 👇
JPMorgan Raises target price to $215 from $170
Rosenblatt Raises target price to $215 from $200
Benchmark Raises target price to $220 from $190
BofA Securities Raises target price to $235 from $220
Citi Raises target price to $215 from $170
Jefferies Raises target price to $205 from $200
KeyBanc Raises target price to $230 from $215
DA Davidson Raises target price to $195 from $135
Truist Securities Raises target price to $228 from $210 tweet
Offshore
Photo
Gainify
RT @BourbonCap: Howard Marks is one of the best investors, and everyone should know about him.
He predicted:
- Dot-Com bubble in 2000
- Global Financial crisis in 2008
- The COVID crash in 2020
- He’s said stocks are in early days of a bubble 7 days ago
Let me tell you about it🧵 https://t.co/6JtstWn4ut
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RT @BourbonCap: Howard Marks is one of the best investors, and everyone should know about him.
He predicted:
- Dot-Com bubble in 2000
- Global Financial crisis in 2008
- The COVID crash in 2020
- He’s said stocks are in early days of a bubble 7 days ago
Let me tell you about it🧵 https://t.co/6JtstWn4ut
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Offshore
Video
The Startup Ideas Podcast (SIP) 🧃
Google exec blew my mind showing me what’s possible with nano banana (Google's NEW image model)
3-Levels of Mastering AI
Level 1: Chat with models
Level 2: Use pre-built apps
Level 3: Build custom software
99% of people haven’t even used these tools. (Or at level 1)
If you're reading this, you're early.
Ride the wave
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Google exec blew my mind showing me what’s possible with nano banana (Google's NEW image model)
3-Levels of Mastering AI
Level 1: Chat with models
Level 2: Use pre-built apps
Level 3: Build custom software
99% of people haven’t even used these tools. (Or at level 1)
If you're reading this, you're early.
Ride the wave
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Offshore
Video
Iqra Saifi
Veo-3 fast on Gemini 💼
"A hyper-realistic shot of a vintage yellow suitcase sitting alone in a sterile, infinite white room. The suitcase suddenly springs open, revealing a vibrant, miniature, living world contained within.",
"mood": "Surreal, wondrous, magical, mysterious, charming.",
"style": "Cinematic, photorealistic CGI, magical realism aesthetic, 8K resolution."
},
"camera": {
"type": "Dynamic Dolly Shot",
"lens": "50mm Prime",
"aperture": "f/4.0",
"position": "Starts as a tight, low-angle medium shot on the closed suitcase. As the latches click, it begins to pull back and crane upwards in a smooth, dramatic arc.",
"focus": {
"point_of_interest": "The suitcase latches, then shifts to the center of the miniature world as it is revealed.",
"effect": "Shallow depth of field that deepens as the camera pulls back, keeping the suitcase and its contents in sharp focus against the soft, white background."
},
"movement": "A continuous, smooth pull-back and crane-up over the 8 seconds to create a powerful sense of reveal and wonder."
},
"environment": {
"location": "An infinite, seamless, pure white cyclorama studio. There are no corners, walls, or ceiling visible, just endless white.",
"atmosphere": "The air is perfectly still and clean."
},
"lighting": {
"primary_source": {
"type": "Soft, Shadowless Studio Lighting",
"position": "Overhead and all around, completely diffused.",
"color_temperature": "6000K (Neutral White)",
"intensity": "Bright and even, creating no discernible shadows on the outside of the suitcase."
},
"secondary_source": {
"type": "Miniature Golden Hour",
"position": "Emanating from within the suitcase's revealed world.",
"color_temperature": "4000K (Warm, golden light)",
"intensity": "Casts a warm, magical glow upwards from the suitcase interior once it opens."
}
},
"props": [
{
"name": "The Suitcase",
"materials": {
"body": "Bright, glossy yellow plastic with a subtle texture. Shows very minor, realistic scuffs from travel.",
"hardware": "Polished chrome latches and handle fixtures."
},
"animation": "The suitcase is perfectly still until the 2.5-second mark. The two front latches then flick open with a sharp, mechanical motion. At 3.0 seconds, the lid springs open quickly but smoothly, coming to rest fully open at 4.0 seconds."
},
{
"name": "The Miniature World",
"description": "A hyper-detailed, living diorama of a Southeast Asian city and landscape, perfectly contained within the suitcase.",
"elements": {
"architecture": "Features miniature, hyper-realistic models of the Petronas Towers and a golden Thai temple.",
"landscape": "Lush, green mountains, palm trees, and a turquoise river with tiny, moving boats.",
"flora": "Miniature, vibrant pink cherry blossom trees and realistic moss.",
"animation": "Two miniature hot air balloons are animated to rise slowly and gently sway. Tiny birds are animated to fly across the sky. The river has a realistic, flowing water simulation."
}
}
],
"audio_design": {
"style": "Minimalist, magical, and high-fidelity.",
"timeline": [
{
"time": "0.0s - 2.5s",
"sound": "Perfect silence."
},
{
"time": "2.5s - 3.0s",
"sound": "Two sharp, distinct, and slightly reverberant 'CLICK-CLACK' sounds as the latches spring open."
},
{
"time": "3.0s - 4.0s",
"sound": "A soft 'WHOOSH' followed by a gentle 'thump' as the lid opens and settles."
},
{
"time": "4.0s - 8.0s",
"sound": "A faint, magical, and immersive soundscape begins to fade in, consisting of distant city hum, gentle river sounds, and a soft, wondrous musical score."
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Veo-3 fast on Gemini 💼
"A hyper-realistic shot of a vintage yellow suitcase sitting alone in a sterile, infinite white room. The suitcase suddenly springs open, revealing a vibrant, miniature, living world contained within.",
"mood": "Surreal, wondrous, magical, mysterious, charming.",
"style": "Cinematic, photorealistic CGI, magical realism aesthetic, 8K resolution."
},
"camera": {
"type": "Dynamic Dolly Shot",
"lens": "50mm Prime",
"aperture": "f/4.0",
"position": "Starts as a tight, low-angle medium shot on the closed suitcase. As the latches click, it begins to pull back and crane upwards in a smooth, dramatic arc.",
"focus": {
"point_of_interest": "The suitcase latches, then shifts to the center of the miniature world as it is revealed.",
"effect": "Shallow depth of field that deepens as the camera pulls back, keeping the suitcase and its contents in sharp focus against the soft, white background."
},
"movement": "A continuous, smooth pull-back and crane-up over the 8 seconds to create a powerful sense of reveal and wonder."
},
"environment": {
"location": "An infinite, seamless, pure white cyclorama studio. There are no corners, walls, or ceiling visible, just endless white.",
"atmosphere": "The air is perfectly still and clean."
},
"lighting": {
"primary_source": {
"type": "Soft, Shadowless Studio Lighting",
"position": "Overhead and all around, completely diffused.",
"color_temperature": "6000K (Neutral White)",
"intensity": "Bright and even, creating no discernible shadows on the outside of the suitcase."
},
"secondary_source": {
"type": "Miniature Golden Hour",
"position": "Emanating from within the suitcase's revealed world.",
"color_temperature": "4000K (Warm, golden light)",
"intensity": "Casts a warm, magical glow upwards from the suitcase interior once it opens."
}
},
"props": [
{
"name": "The Suitcase",
"materials": {
"body": "Bright, glossy yellow plastic with a subtle texture. Shows very minor, realistic scuffs from travel.",
"hardware": "Polished chrome latches and handle fixtures."
},
"animation": "The suitcase is perfectly still until the 2.5-second mark. The two front latches then flick open with a sharp, mechanical motion. At 3.0 seconds, the lid springs open quickly but smoothly, coming to rest fully open at 4.0 seconds."
},
{
"name": "The Miniature World",
"description": "A hyper-detailed, living diorama of a Southeast Asian city and landscape, perfectly contained within the suitcase.",
"elements": {
"architecture": "Features miniature, hyper-realistic models of the Petronas Towers and a golden Thai temple.",
"landscape": "Lush, green mountains, palm trees, and a turquoise river with tiny, moving boats.",
"flora": "Miniature, vibrant pink cherry blossom trees and realistic moss.",
"animation": "Two miniature hot air balloons are animated to rise slowly and gently sway. Tiny birds are animated to fly across the sky. The river has a realistic, flowing water simulation."
}
}
],
"audio_design": {
"style": "Minimalist, magical, and high-fidelity.",
"timeline": [
{
"time": "0.0s - 2.5s",
"sound": "Perfect silence."
},
{
"time": "2.5s - 3.0s",
"sound": "Two sharp, distinct, and slightly reverberant 'CLICK-CLACK' sounds as the latches spring open."
},
{
"time": "3.0s - 4.0s",
"sound": "A soft 'WHOOSH' followed by a gentle 'thump' as the lid opens and settles."
},
{
"time": "4.0s - 8.0s",
"sound": "A faint, magical, and immersive soundscape begins to fade in, consisting of distant city hum, gentle river sounds, and a soft, wondrous musical score."
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