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Bourbon Capital
John Armitage (Egerton Capital) has increased his $AMZN position by 45%, and it’s now the largest position
Long $AMZN https://t.co/cC5ZsqkdeP
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John Armitage (Egerton Capital) has increased his $AMZN position by 45%, and it’s now the largest position
Long $AMZN https://t.co/cC5ZsqkdeP
$AMZN keeps getting cheaper https://t.co/XiDsV7Wp3N tweet
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The Transcript
$RLX CEO: "Q4 revenue was $1.4 billion, up 43% year-over-year, and our Q4 bookings were at $2.2 billion, which is up 63% year-over-year..In 2025, we significantly exceeded our guidance, both on revenue, where we grew by 36%, and on bookings, where we grew by 55% year-over-year" https://t.co/Fw64CPrF4g
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$RLX CEO: "Q4 revenue was $1.4 billion, up 43% year-over-year, and our Q4 bookings were at $2.2 billion, which is up 63% year-over-year..In 2025, we significantly exceeded our guidance, both on revenue, where we grew by 36%, and on bookings, where we grew by 55% year-over-year" https://t.co/Fw64CPrF4g
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Offshore
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Quiver Quantitative
JUST IN: Representative Balint vs. Attorney General Pam Bondi https://t.co/ByVgGdvaSS
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JUST IN: Representative Balint vs. Attorney General Pam Bondi https://t.co/ByVgGdvaSS
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Javier Blas
CHART OF THE DAY: If anything characterised January was oil outages: Kazakhstan, Venezuela, and the US (due to weather), plus several others. In total, it adds to nearly 3m b/d, highest in about 18 months, according to the @EIAgov https://t.co/Gb7hmQGvLw
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CHART OF THE DAY: If anything characterised January was oil outages: Kazakhstan, Venezuela, and the US (due to weather), plus several others. In total, it adds to nearly 3m b/d, highest in about 18 months, according to the @EIAgov https://t.co/Gb7hmQGvLw
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Javier Blas
OIL MARKET: President Trump says he told Israeli Primer Minister Netanyahu that his preference is to cut a deal with Iran. “I insisted that negotiations with Iran continue to see whether or not a deal can be consummated.” https://t.co/VhkfL7QBHF
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OIL MARKET: President Trump says he told Israeli Primer Minister Netanyahu that his preference is to cut a deal with Iran. “I insisted that negotiations with Iran continue to see whether or not a deal can be consummated.” https://t.co/VhkfL7QBHF
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Offshore
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Dimitry Nakhla | Babylon Capital®
$ASML
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$ASML
Our extreme ultraviolet (EUV) lithography systems print features just 13 nm wide – orders of magnitude smaller than the letters in even the densest books – because that’s the level of detail and complexity needed to make today’s advanced chips a reality. https://t.co/uI77TartUX tweet
The Few Bets That Matter
$ALAB had a strong quarter and is yet down ~20%.
I haven't seen quality coverage of this company on X and I believe it deserves one, so here is the complete analysis I shared with subscribers.
Review of the quarter, the reasons for the drop, how I think about it & what I do.
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$ALAB had a strong quarter and is yet down ~20%.
I haven't seen quality coverage of this company on X and I believe it deserves one, so here is the complete analysis I shared with subscribers.
Review of the quarter, the reasons for the drop, how I think about it & what I do.
https://t.co/l9nGdNNrQu tweet
X (formerly Twitter)
The Few Bets That Matter (@WealthyReadings) on X
AsteraLabs Earning Review
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Benjamin Hernandez😎
Started an exclusive WhatsApp hub for international stock enthusiasts.
We analyze flows, forward alerts, spot opportunities ahead, and empower one another.
Daily strong selections from me.
Join the thrill ⚡ https://t.co/71FIJId47G
Msg "Profit" to enter now.
$SOFI $HOOD $PLTR
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Started an exclusive WhatsApp hub for international stock enthusiasts.
We analyze flows, forward alerts, spot opportunities ahead, and empower one another.
Daily strong selections from me.
Join the thrill ⚡ https://t.co/71FIJId47G
Msg "Profit" to enter now.
$SOFI $HOOD $PLTR
The "Smart Furniture" Alpha
Recommendation: $HTLM near $3.59
Audio-integrated sofas? Yes, and it's highly profitable. $HTLM is up +70.35% as their Zeica Labs partnership goes viral.
One-line why: They are creating a lifestyle ecosystem, not just selling chairs. https://t.co/gRUsRMprYx tweet
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Dimitry Nakhla | Babylon Capital®
Sandisk is estimated to generate $76.34 EPS in 2027 and roughly $9.65B in FCF.
At ~$610 per share, $SNDK carries a market value near $90B.
That implies just ~8x 2027 EPS and ~9.3x FCF.
A potentially interesting setup if those forward estimates prove reasonably accurate. https://t.co/LHgKsj9kXU
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Sandisk is estimated to generate $76.34 EPS in 2027 and roughly $9.65B in FCF.
At ~$610 per share, $SNDK carries a market value near $90B.
That implies just ~8x 2027 EPS and ~9.3x FCF.
A potentially interesting setup if those forward estimates prove reasonably accurate. https://t.co/LHgKsj9kXU
$SNDK Incremental Operating Margins (QoQ)
Q3 2025→Q4 2025: ~9,495%*
Q4 2025→Q1 2026: 39%
Q1 2026→Q2 2026: 124%
Q2 2026 report, more than 100% of $SNDK incremental revenue converted into operating income
Operating leverage😮💨
*Operating income flipped negative to positive https://t.co/fqv5uzK8Ez tweet