Jukan
SemiAnalysis was right. Micron’s situation is even more serious.
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Bourbon Capital
$NVDA CEO: Nobody uses AI better than $META

Just like $AMZN, they’re investing in the future, while revenue and EPS are still growing 20%+.

That’s a world class business right there.

Operating cash flow vs Free cash flow: https://t.co/UPPeXbIaao

$NVDA CEO: Nobody uses AI better than $META https://t.co/0auvuJ1BLu - Bourbon Insider Research
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 15 Quality Stocks That Reduced Share Count >10% Over the Last 10 Years 💵

📊Moody’s $MCO
•2015 shares: 203.40M
•LTM shares: 180.60M
•% reduction: 11%
•EPS boost: 12%

🖱️Alphabet $GOOGL $GOOG
•2015 shares: 13.86B
•LTM shares: 12.23B
•% reduction: 12%
•EPS boost: 14%

🎨Sherwin Williams $SHW
•2015 shares: 283.63M
•LTM shares: 250.40M
•% reduction: 12%
•EPS boost: 14%

🚛Old Dominion $ODFL
•2015 shares: 256.14M
•LTM shares: 211.60M
•% reduction: 17%
•EPS boost: 20%

💿KLA $KLAC
•2015 shares: 163.70M
•LTM shares: 132.65M
•% reduction: 19%
•EPS boost: 23%

💸Mastercard $MA
•2015 shares: 1.14B
•LTM shares: 0.91B
•% reduction: 20%
•EPS boost: 25%

💳Visa $V
•2015 shares: 2.44B
•LTM shares: 1.92B
•% reduction: 21%
•EPS boost: 27%

🏦Fair Isaac $FICO
•2015 shares: 32.61M
•LTM shares: 24.34M
•% reduction: 25%
•EPS boost: 33%

🖨️Lam Research $LRCX
•2015 shares: 1.77B
•LTM shares: 1.27B
•% reduction: 28%
•EPS boost: 39%

🏢NVR Inc $NVR
•2015 shares: 4.26M
•LTM shares: 3.07M
•% reduction: 28%
•EPS boost: 39%

🌐MSCI Inc $MSCI
•2015 shares: 109.93M
•LTM shares: 76.64M
•% reduction: 30%
•EPS boost: 43%

💽 Applied Materials $AMAT
•2015 shares: 1.23B
•LTM shares: 0.83B
•% reduction: 33%
•EPS boost: 50%

📱Apple $AAPL
•2015 shares: 23.17B
•LTM shares: 15.00B
•% reduction: 35%
•EPS boost: 54%

✈️ Booking Holdings $BKNG
•2015 shares: 51.59M
•LTM shares: 32.92M
•% reduction: 36%
•EPS boost: 56%

🚘 O’Reilly Auto $ORLY
•2015 shares: 1.52B
•LTM shares: 0.86B
•% reduction: 43%
•EPS boost: 75%
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*EPS BOOST means how much earnings per share increased (assuming 0 growth) solely from share buybacks💰
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𝘼 𝙨𝙝𝙖𝙧𝙚 𝙗𝙪𝙮𝙗𝙖𝙘𝙠, 𝙖𝙡𝙨𝙤 𝙠𝙣𝙤𝙬𝙣 𝙖𝙨 𝙖 𝙨𝙩𝙤𝙘𝙠 𝙧𝙚𝙥𝙪𝙧𝙘𝙝𝙖𝙨𝙚, 𝙞𝙨 𝙬𝙝𝙚𝙣 𝙖 𝙘𝙤𝙢𝙥𝙖𝙣𝙮 𝙪𝙨𝙚𝙨 𝙞𝙩𝙨 𝙤𝙬𝙣 𝙛𝙪𝙣𝙙𝙨 𝙩𝙤 𝙗𝙪𝙮 𝙗𝙖𝙘𝙠 𝙞𝙩𝙨 𝙤𝙬𝙣 𝙨𝙝𝙖𝙧𝙚𝙨.

𝘽𝙮 𝙙𝙤𝙞𝙣𝙜 𝙩𝙝𝙞𝙨, 𝙩𝙝𝙚 𝙘𝙤𝙢𝙥𝙖𝙣𝙮 𝙧𝙚𝙙𝙪𝙘𝙚𝙨 𝙩𝙝𝙚 𝙩𝙤𝙩𝙖𝙡 𝙣𝙪𝙢𝙗𝙚𝙧 𝙤𝙛 𝙤𝙪𝙩𝙨𝙩𝙖𝙣𝙙𝙞𝙣𝙜 𝙨𝙝𝙖𝙧𝙚𝙨 𝙖𝙫𝙖𝙞𝙡𝙖𝙗𝙡𝙚 𝙩𝙤 𝙩𝙝𝙚 𝙥𝙪𝙗𝙡𝙞𝙘, 𝙩𝙝𝙪𝙨 𝙞𝙣𝙘𝙧𝙚𝙖𝙨𝙞𝙣𝙜 𝙮𝙤𝙪𝙧 𝙥𝙚𝙧𝙘𝙚𝙣𝙩𝙖𝙜𝙚 𝙤𝙬𝙣𝙚𝙧𝙨𝙝𝙞𝙥 𝙤𝙛 𝙛𝙪𝙩𝙪𝙧𝙚 𝙚𝙖𝙧𝙣𝙞𝙣𝙜𝙨 𝙖𝙣𝙙 𝙛𝙧𝙚𝙚-𝙘𝙖𝙨𝙝-𝙛𝙡𝙤𝙬𝙨.

𝙔𝙤𝙪 𝙘𝙖𝙣 𝙪𝙣𝙙𝙚𝙧𝙨𝙩𝙖𝙣𝙙 𝙬𝙝𝙮 𝙒𝙖𝙧𝙧𝙚𝙣 𝘽𝙪𝙛𝙛𝙚𝙩𝙩 𝙞𝙨 𝙖 𝙗𝙞𝙜 𝙛𝙖𝙣 𝙤𝙛 𝙨𝙝𝙖𝙧𝙚 𝙗𝙪𝙮𝙗𝙖𝙘𝙠𝙨.

𝙄𝙣 𝙝𝙞𝙨 2022 𝘼𝙣𝙣𝙪𝙖𝙡 𝙇𝙚𝙩𝙩𝙚𝙧, 𝘽𝙪𝙛𝙛𝙚𝙩𝙩 𝙬𝙧𝙤𝙩𝙚:

“𝙏𝙝𝙚 𝙢𝙖𝙩𝙝 𝙞𝙨𝙣’𝙩 𝙘𝙤𝙢𝙥𝙡𝙞𝙘𝙖𝙩𝙚𝙙: 𝙒𝙝𝙚𝙣 𝙩𝙝𝙚 𝙨𝙝𝙖𝙧𝙚 𝙘𝙤𝙪𝙣𝙩 𝙜𝙤𝙚𝙨 𝙙𝙤𝙬𝙣, 𝙮𝙤𝙪𝙧 𝙞𝙣𝙩𝙚𝙧𝙚𝙨𝙩 𝙞𝙣 𝙤𝙪𝙧 𝙢𝙖𝙣𝙮 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨𝙚𝙨 𝙜𝙤𝙚𝙨 𝙪𝙥. 𝙀𝙫𝙚𝙧𝙮 𝙨𝙢𝙖𝙡𝙡 𝙗𝙞𝙩 𝙝𝙚𝙡𝙥𝙨 𝙞𝙛 𝙧𝙚𝙥𝙪𝙧𝙘𝙝𝙖𝙨𝙚𝙨 𝙖𝙧𝙚 𝙢𝙖𝙙𝙚 𝙖𝙩 𝙫𝙖𝙡𝙪𝙚-𝙖𝙘𝙘𝙧𝙚𝙩𝙞𝙫𝙚 𝙥𝙧𝙞𝙘𝙚𝙨.”
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The Few Bets That Matter
More free advertising for $HIMS!

The gift that keeps on giving.

#PRESS Novo Nordisk takes legal action against Hims & Hers to protect patients from unsafe, knock-off Wegovy® and Ozempic® Learn more here: https://t.co/N1dI3QCAeh https://t.co/Wku8VdnORx - Novo Nordisk
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Moon Dev
heres that billion dollar clawdbot you wanted

the one that replicates Chris's strategy that helped him run $20,000 to $80,000,000 (social arb)

spent a bit of time this morning going over the code and idea behind it so you can experiment

take it to the next level young fella https://t.co/m8FMf2r82l
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Javier Blas
Cuba is running out of oil.

The island warned airlines that they wouldn't be able to re-fuel at its 9 major airports from Tuesday for at least one month. The Communist government has closed international hotels to save fuel, too.

In the past, Cuba relied on Venezuelan oil.
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Wasteland Capital
Tough start to the year for many Mag7 investors.

$GOOG outperforming $MSFT by 20% points at this point during the year is truly something. Funds that were on the wrong side of this positioning are f**ked. https://t.co/cVoqBvCeQv
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: The quote is widely attributed to Charlie Munger:

“IF ALL YOU EVER DID was buy high-quality stocks on the 200-week moving average, you would BEAT ‘most INVESTORS’ by a large margin over time.”

Here are 10 high-quality stocks trading near their 200-week moving average 🧵 https://t.co/r4u6zLffJe
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Brady Long
RT @zoomyzoomm: Imagine if this was a way to advertise a new AI hardware device without paying $8 million LOL

Dime would be the greatest guerilla marketing strategy of all time.

Alexander Skarsgård stars in a mysterious #SuperBowl commercial for a product called 'dime' https://t.co/xlgtsjPqIB - DiscussingFilm
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Michael Fritzell (Asian Century Stocks)
RT @capitalemployed: A round-up of the best ‘fresh-off-the-press’ stock pitches from last week.

39 ideas to get stuck into from SaaS to critical infrastructure monopolies.

Feat. @memyselfandi006 @HiddenGemsInves @Carlos_MoraM @TailwindLani @ResearchGrizzly @AmatuerCapital @valuedontlie @MikeFritzell @KonekoResearch @e_pap4 @UnderlyingValue @HiddenRockCap @MillerValue @SFarringtonBKC @askjussi @from100kto1m @KennyChanFD @TheRayMyers @TheAtomicMoat @AklanResearch @alluvialcapital @Picolinie @CDInewsletter @BuffettsDiscipl @MoS_Investing

Find your next idea... 👇

https://t.co/ulZt1ru0Or
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Benjamin Hernandez😎
Let's attack the open with these!

$NEXN $DT $VAL $QS $MBIN $CWEN $MNTS $CRD.B $ZS $MRK $AAPL $NVDA

$NEXN buyback program is active. $DT is the earnings gapper to trade. $VAL volume is 5x normal on the merger news. Don't fight the deal flow.

DM me for the targets!
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Bourbon Capital
Are you buying anything from Dev?

$MSCI purchased $2.4B billion at $559 in 2025, and the CEO has been very active buying at the same price.

$MA The stock is down because of the 10% credit card bs, but Revenue and EPS still growing 15%+, plus they gonna purchased over $14B in 2026

$FICO 90% of U.S. lenders use FICO. The company reiterated its 2026 guidance, with revenue and EPS growing 18%

$SPGI The stock is back to Liberation Day levels. It’s rare to see this company with a 4.8% FCF yield... and it remains one of the strongest moats out there.

$INTU The largest tax software company in the world, the stock is trading at the lowest level in more than 10 years, FCF yield is at 10 years high.... one of many Saas companies experiencing an indiscriminate sell off
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