Special Situations 🌐 Research Newsletter (Jay)
Some graphs & lithium-Ion data around spaces conversation $LTHM $ALB:

Many myths debunked here by the EPA. Lithium may not be the long term answer, but great discussion here.
https://t.co/e83JVZoTpp https://t.co/6nqaKlAOtt
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Special Situations 🌐 Research Newsletter (Jay)
Assumptions: EV with 300-mile range; vehicle lifetime of 173,151 miles for both EV and gas car; 30.7 MPG gas car; and U.S. average grid emissions. Depends on the assumptions you make on vehicle life when comparing lifecycle GHGs. $TSLA https://t.co/wgtm7mY8vP
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Morning Brew ☕️
"Per my last email"

Me: https://t.co/4ebJ3Rw2rR
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Rihard Jarc
$ABNB earnings are out.

Revenue $2.1B
EPS $0.56

3Q Guidance revenue $2.78B to $2.88B (higher than estimates)

Buyback to buy up to $2B of stock.

More after the call.
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Special Situations 🌐 Research Newsletter (Jay)
$HOOD ROBINHOOD SAYS CO. REDUCING HEADCOUNT BY ABOUT 23%
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Special Situations 🌐 Research Newsletter (Jay)
$SBUX 3Q Comparable Sales Misses Estimates
-Comparable sales +3%, estimate +4.26% (BBG Consensus)
-North America comparable sales +9%, estimate +9%
-US comparable sales +9%, estimate +8.85%
-International comp sales -18%, estimate -16.1%
-China comp sales -44%, estimate -39%
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FXHedge
ROBINHOOD SAYS CO. REDUCING HEADCOUNT BY ABOUT 23%
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Rihard Jarc
$SOFI earnings are out!

-GAAP Net Revenue $363M up 57% YoY
-Adjusted EBITDA $20M up 81% YoY
-EPS -$0.10
-Adds 450k members. Total members now 4.3M up 69% YoY
-Raises full year guidance

What recession?
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Special Situations 🌐 Research Newsletter (Jay)
$AMD SEES 3Q REV. $6.5B TO $6.9B (6.7), EST. $6.81B, SLIGHT MISS
$AMD 2Q REV. $6.55B, EST. $6.53B
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Special Situations 🌐 Research Newsletter (Jay)
This is what we were talking about this morning:
https://t.co/Vg6jStRRD3
Well that was quick. The entire UST yield decline of last week has been reversed. - Jeffrey Gundlach
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Morning Brew ☕️
how it feels being the new kid in the office https://t.co/4KtTuX2wgv
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Special Situations 🌐 Research Newsletter (Jay)
RT @simon_ree: The messaging is remarkably consistent. The Fed isn’t going to blink. There’s no dovish pivot coming https://t.co/uQwcIGZe2H
Bill Dudley: The Fed hasn’t pivoted and unfounded market speculation is counterproductive because it could require even tighter policy https://t.co/UfJUvVBlWz - Nick Timiraos
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Morning Brew ☕️
when your favorite co-worker takes a day off https://t.co/3icJPgsjIm
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