Offshore
Photo
The Transcript
AMD CEO @LisaSu: "2025 was a defining year for AMD, with record revenue and earnings driven by strong execution and broad- based demand for our high-performance and AI platforms. We are entering 2026 with strong momentum across our business,..."
$AMD: -5% AH https://t.co/1EfLZxPu48
tweet
AMD CEO @LisaSu: "2025 was a defining year for AMD, with record revenue and earnings driven by strong execution and broad- based demand for our high-performance and AI platforms. We are entering 2026 with strong momentum across our business,..."
$AMD: -5% AH https://t.co/1EfLZxPu48
tweet
Offshore
Photo
The Transcript
$AMD CFO: "Our record fourth quarter and full-year results demonstrate AMD’s ability to deliver profitable growth at scale. We achieved record non-GAAP operating income and free cash flow..." https://t.co/wSAnJx1ofV
tweet
$AMD CFO: "Our record fourth quarter and full-year results demonstrate AMD’s ability to deliver profitable growth at scale. We achieved record non-GAAP operating income and free cash flow..." https://t.co/wSAnJx1ofV
tweet
Offshore
Photo
The Transcript
Chipotle CEO: "Against a dynamic consumer backdrop, we opened a record number of restaurants globally and grew Q4 and full year revenue"
$CMG: -3% AH https://t.co/QMj17RTihY
tweet
Chipotle CEO: "Against a dynamic consumer backdrop, we opened a record number of restaurants globally and grew Q4 and full year revenue"
$CMG: -3% AH https://t.co/QMj17RTihY
tweet
Offshore
Photo
Benjamin Hernandez😎
Solo trading is fine… but shared momentum hits different and feels way better. We cover live trends, key news drops, and my curated daily stock shortlist inside.
Join here 👉 https://t.co/71FIJIdBXe
Message “Hi” to hop in and see today’s list.
$RR $SOC $BMNR $BYND $PULM https://t.co/XjRSUjWbnr
tweet
Solo trading is fine… but shared momentum hits different and feels way better. We cover live trends, key news drops, and my curated daily stock shortlist inside.
Join here 👉 https://t.co/71FIJIdBXe
Message “Hi” to hop in and see today’s list.
$RR $SOC $BMNR $BYND $PULM https://t.co/XjRSUjWbnr
tweet
Offshore
Photo
Michael Fritzell (Asian Century Stocks)
Index providers and exchanges? You’d think they should have network effects
tweet
Index providers and exchanges? You’d think they should have network effects
Merci Anthropic. https://t.co/2QAPPw1b9k tweet
Offshore
Photo
Michael Fritzell (Asian Century Stocks)
RT @HedgeVision: Relentless selling in SaaS
"I ask clients, ‘what’s your hold-your-nose level?’ and even with all the capitulation, I haven’t heard any conviction on where that is. People are just selling everything and don’t care about the price."
-Jefferies Trading Desk, Jeffrey Favuzza https://t.co/yM29cY5KO1
tweet
RT @HedgeVision: Relentless selling in SaaS
"I ask clients, ‘what’s your hold-your-nose level?’ and even with all the capitulation, I haven’t heard any conviction on where that is. People are just selling everything and don’t care about the price."
-Jefferies Trading Desk, Jeffrey Favuzza https://t.co/yM29cY5KO1
tweet
Offshore
Photo
Wasteland Capital
The slop-bowl-apocalypse continues. $CMG Same store sales down -2.5%, and the fourth Q in a row of declining traffic (-3.2%). Margins ok, BUT guidance for flat SSS for this year, implying that nothing is working to get more orders in, and +3-4% topline? No bueno at 33x ‘26 P/E! https://t.co/Dj7Q4FJEaa
tweet
The slop-bowl-apocalypse continues. $CMG Same store sales down -2.5%, and the fourth Q in a row of declining traffic (-3.2%). Margins ok, BUT guidance for flat SSS for this year, implying that nothing is working to get more orders in, and +3-4% topline? No bueno at 33x ‘26 P/E! https://t.co/Dj7Q4FJEaa
tweet
Offshore
Photo
Pristine Capital
RT @realpristinecap: • US Price Cycle Update 📈
• Rotating into $XLP Consumer Staples 🔄
• $NVDA Testing Yearly POC Into Earnings 🟡
Check out tonight's research note!
https://t.co/eYtaSwtTRt
tweet
RT @realpristinecap: • US Price Cycle Update 📈
• Rotating into $XLP Consumer Staples 🔄
• $NVDA Testing Yearly POC Into Earnings 🟡
Check out tonight's research note!
https://t.co/eYtaSwtTRt
tweet