The Few Bets That Matter
$PATH is in a buy now, think later setup.
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Wasteland Capital
$AEO +155% now at $26.74, new 52 week high.

Consensus Feb-27 YE EPS now at $1.63 (I’m at $1.80) as Aerie lingerie sales exploding higher.

Trust the DD. https://t.co/feUStn6wNg

Sydney Sweeney doing the fall campaign at $AEO.

Consensus EPS next year is $1.23 (Feb-27), which implies 8.5x P/E at the $10.50 price. Stock’s beaten down due to poor (-3%) Q1 SSS & tariff-induced margin pressure.

I think they can do $1.60 in EPS, which would be $24 @ 15x P/E. https://t.co/SiNGjPetF8 - Wasteland Capital
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AkhenOsiris
$ORCL new lows again since the peak, 6-mth lows in fact
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App Economy Insights
$ADBE Adobe is valued at ~14x FCF.

• ARR growing 12% Y/Y.
• Subscription-based business.
• 30%+ net margin still expanding.
• Incorporating AI tools everywhere.

Value play or value trap? https://t.co/c32E9IBHdF
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EndGame Macro
Understand what is happening https://t.co/9jPbycMj3f

Oil price is like the speed of the global economy; it needs to go fast enough for the economic wings to lift all those jobs and companies. At slow speeds, stall will create a tail spin & crash. https://t.co/IEAZsDHfPe - 471TO
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Fiscal.ai
MercadoLibre is currently trading near its lowest gross profit multiple in a decade.

Why wouldn't this work from here?

$MELI https://t.co/WjIUE2v5sI
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Clark Square Capital
Just shared a new write-up on a left-for-dead US-listed stock. Be sure to check it out. https://t.co/xT3CrKGqoA
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Quiver Quantitative
JUST IN: Kevin Warsh now has the best odds of becoming the next Fed Chair on Polymarket.

There was reportedly pushback against Hassett from high-level people close to Trump. https://t.co/L0KSdDBlHQ
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