anon
RT @stevehou: Hitachi Construction Machinery (6305 JT) has gone vertical as Japanese (and global) mining demand enters an inflection (from - to +).

Interesting signal for those that follow and consistent with what I’ve been discussing since my 2026 outlook and recent posts on heavy industry. https://t.co/e59wq8PfeQ
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Bourbon Capital
$AMZN one of the greatest businesses on earth still on sale https://t.co/mqAx1JGEmL
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The Transcript
Etsy CFO: "We ended the year with solid results, in-line with or better than our expectations...We saw stabilization and some improvement in our key customer metrics, including moderation in active buyer declines."

$ETSY: +21% Pre-Market https://t.co/d2RGSIQtKp
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Michael Fritzell (Asian Century Stocks)
This is great stuff. Worth a follow #FF

Buying :

Asset Value Investors Limited — SAXA, Inc. (TSE:6675) from 0.00% → 5.03%

Asset Value Investors Limited — Sharingtechnology, Inc. (TSE:3989) from 23.27% → 26.05%

Will Field Capital — Qol Holdings Co., Ltd. (TSE:3034) from 13.89% → 14.97%

Old Peak Group — Nakano Corporation (TSE:1827) from 6.11% → 7.12%

Old Peak Group — Akatsuki Corp. (TSE:8737) from 10.89% → 11.91%

Selling :

Brandes Investment Partners — Komori Corporation (TSE:6349) from 9.03% → 7.78%

Goodhart Partners — Sinko Industries Ltd. (TSE:6458) from 6.93% → 5.77% - Value Trapped 🇸🇬
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Moon Dev
I’m the only one doing anything productive with openclaws

I’ve got 5 of them here cooking all day https://t.co/yUoiF6LRZK
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The Transcript
The sign for AGI is when these two actually join hands: 😅 https://t.co/uPWdQAWJpJ
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Michael Fritzell (Asian Century Stocks)
RT @gvancomp: Quintessential reading provided by the one, the only @MichaelMcGaughy 🙏🏻 https://t.co/G9S0QUuM53
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The Transcript
Klarna CEO @klarnaseb: "The number of our banking consumers has doubled in the past year, generating more than three times the revenue of our average consumers."

$KLAR: -15% Pre-Market https://t.co/ejFVtsAzhJ
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Javier Blas
Paraphrasing a senior energy official attending the IEA ministerial meeting:

‘…We’re meeting at a time of huge political upheaval for oil: Venezuela, Iran… And, amazingly, oil prices aren’t a big concern for everyone here. It’s $70 a barrel and not $100-plus a barrel…’
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The Transcript
Wayfair CEO: "We had our third consecutive quarter of new customer growth, on top of healthy growth in repeat orders, all in the face of a category that contracted in the low single digits for the final quarter of the year. "

$W: -7% Pre-Market https://t.co/6sQbMZdabc
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The Transcript
Lemonade CEO: "Our first quarter results were strong, headlined by accelerating growth alongside healthy loss ratios and stability in our expense base."

$LMND: +12% Pre-Market https://t.co/a7NIXOaIm9
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