Javier Blas
RT @megacontango: Mercuria Energy Group Ltd. has bought back its shares that were held by CNIC Corp., marking an end to a decade of minority ownership in one of the world’s biggest commodity traders by companies linked to the Chinese state.

https://t.co/sifgC1V0fA
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Michael Fritzell (Asian Century Stocks)
RT @smartkarma: S Korean corporates are showing how it’s done https://t.co/qz8Deyk0F3
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Benjamin Hernandez😎
The market is giving us incredible setups!

$AIR $AXTI $ZBRA $SSII $CROX $MH $CGNX $UONE $AAPL $TSM $NVDA $GOOG

$AIR hit a new 52-week high of $114.34. Aerospace parts demand is relentless. It's outperforming the broader defense sector.

Hit the link for analysis!
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Dimitry Nakhla | Babylon Capital®
Howmet Aerospace $HWM Q4 25’ Report🗓️

✅ REV: $2.17B (+15% YoY)
✅ EPS: $1.05 (+42% YoY) https://t.co/uwNGFTdNLF
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Dimitry Nakhla | Babylon Capital®
$AMZN has entered its own bear market, down -21% from its highs 📦 https://t.co/aRqmo2SEBA
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Benjamin Hernandez😎
The bear case for this stock just got dismantled.
Stock: $FSLY Price: $14.75 (+59.2%)

Positive free cash flow for four straight quarters kills the cash-burn thesis. Security revenue is compounding faster than expected.

Action: Overweight. Target: $17.80 https://t.co/OxesYOwzaP
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Wasteland Capital
SAAS valuations are still hilarious. A software co like $SHOP, with $1.5bn in operating income and $5.5bn in gross profit, still has a $150bn market cap.

A future side-bar feature in Claude still trades at a 1% EBIT yield.

There’s a bubble, sure… but it’s not in AI. https://t.co/0vYIsO4MpK

This is some candle. $SHOP

$30 intraday swing on a $110 stock / a $150bn market cap. Not exactly a micro cap. https://t.co/nwWQbmUoPr - Wasteland Capital
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