Offshore
Jukan A new meme just dropped: Jensen Huang looking happy after getting a birthday cake. https://t.co/N2argPHqHY [Exclusive] Jensen Huang: "Show Me Greatness" … SK Hynix HBM4 Supply to NVIDIA Imminent The guests of honor at a dinner held on the evening of…
logy race has raised the possibility of shifts in supply share, the prevailing view is that SK Hynix stands a strong chance of securing the largest allocation once it completes quality optimization in Q1. A semiconductor industry source explained: "Final HBM4 optimization across all three memory makers won't be complete until around March. Recently, there has also been a trend of prioritizing increased commodity DRAM production to boost profitability over HBM market share." - Jukan tweet
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The Transcript
Jones Lang LaSalle CEO: "We are pleased with our...performance, achieving new highs at year-end across key top- & bottom-line performance metrics as well as FCF...Looking ahead, we see significant runway for healthy growth with continued margin expansion."
$JLL: +4% PM https://t.co/MbDNnUN1Ks
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Jones Lang LaSalle CEO: "We are pleased with our...performance, achieving new highs at year-end across key top- & bottom-line performance metrics as well as FCF...Looking ahead, we see significant runway for healthy growth with continued margin expansion."
$JLL: +4% PM https://t.co/MbDNnUN1Ks
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The Transcript
Wingstop CEO: "In a year marked by uncertainty, the structural advantages of our operating model are reflected in our 15% Adjusted EBITDA growth in 2025."
$WING: +19% Pre-Market 🚀 https://t.co/Hm4PlhfiRJ
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Wingstop CEO: "In a year marked by uncertainty, the structural advantages of our operating model are reflected in our 15% Adjusted EBITDA growth in 2025."
$WING: +19% Pre-Market 🚀 https://t.co/Hm4PlhfiRJ
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Bourbon Capital
$MSCI Projected FCF for the next few years https://t.co/NSUMAoTToY
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$MSCI Projected FCF for the next few years https://t.co/NSUMAoTToY
Fernandez $MSCI CEO keeps buying more and more shares.....
$3.5M today at $523 https://t.co/cQHqujkI6Q tweet
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The Transcript
RT @TheTranscript_: Wednesday's earnings:
Before Open: $ADI $GRMN $SEDG $MCO $FVRR $WING $CSTM $GPN $GLBE $LBTYA $PERI
After Close: $CVNA $KGC $FIG $DASH $PAAS $EBAY $BKNG $BTG $RELY $EQX $OXY $RGLD https://t.co/ycFoqlkQ1m
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RT @TheTranscript_: Wednesday's earnings:
Before Open: $ADI $GRMN $SEDG $MCO $FVRR $WING $CSTM $GPN $GLBE $LBTYA $PERI
After Close: $CVNA $KGC $FIG $DASH $PAAS $EBAY $BKNG $BTG $RELY $EQX $OXY $RGLD https://t.co/ycFoqlkQ1m
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The Transcript
Analog Devices CEO: "ADI's robust Q1 built upon the strong position & momentum with which we entered the year
CFO: "During our Q1, bookings growth continued, driven by broad strength in Industrial & record orders for our Data Center segment."
$ADI: +7% Pre-Market https://t.co/sf84jT3XqU
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Analog Devices CEO: "ADI's robust Q1 built upon the strong position & momentum with which we entered the year
CFO: "During our Q1, bookings growth continued, driven by broad strength in Industrial & record orders for our Data Center segment."
$ADI: +7% Pre-Market https://t.co/sf84jT3XqU
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The Transcript
Verisk CEO: "Verisk delivered a solid Q4 result, capping off another year of growth in line with our long-term financial targets. We enter 2026 with clear strategic momentum"
$VRSK: +13% Pre-Market https://t.co/h65oFHBi8a
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Verisk CEO: "Verisk delivered a solid Q4 result, capping off another year of growth in line with our long-term financial targets. We enter 2026 with clear strategic momentum"
$VRSK: +13% Pre-Market https://t.co/h65oFHBi8a
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memenodes
when you realize bear market is really here and there is nothing you can do but go back to 9-5 https://t.co/lAsccGN5sv
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when you realize bear market is really here and there is nothing you can do but go back to 9-5 https://t.co/lAsccGN5sv
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Michael Fritzell (Asian Century Stocks)
RT @nitinkinvest: I'm not entirely sure, but I've been monitoring this for about six months. There seems to be sudden notification fatigue that people are talking about. The analog watch does its job and respects boundaries.
I think smartwatch pricing is another factor. An analog watch is like permanent jewelry, whereas one has to continually upgrade to the latest Garmin. We've seen some switching to lower-priced smartwatches like the Zepp Helio band.
Quiet luxury and old money trends are also driving a pivot toward expensive analog watches as well I feel. Personally purchased an analog watch for the first time in 5 years.
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RT @nitinkinvest: I'm not entirely sure, but I've been monitoring this for about six months. There seems to be sudden notification fatigue that people are talking about. The analog watch does its job and respects boundaries.
I think smartwatch pricing is another factor. An analog watch is like permanent jewelry, whereas one has to continually upgrade to the latest Garmin. We've seen some switching to lower-priced smartwatches like the Zepp Helio band.
Quiet luxury and old money trends are also driving a pivot toward expensive analog watches as well I feel. Personally purchased an analog watch for the first time in 5 years.
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