The Transcript
$QCOM CEO on memory constraints

"It is fair to assume at this point that for the fiscal year, the size of the handset market, which one that is probably getting the blunt of the impact in our business, is gonna be defined by the availability of DRAM."
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Clark Square Capital
Anything else we need to add to this?

How to get free sell-side research:

Evercore ISI - via Interactive Brokers (fee waived if you trade enough)
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Special thanks to: @Kell_dog99 @timothychang01 @finance_sources @bingobongcap for sharing

Let me know what's missing / what else you can get for free or cheap. - Clark Square Capital
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Microsoft & Amazon — Price vs Operating Cash Flow 💵

$MSFT currently trades at a ~28% discount to its operating cash flow trend.

$AMZN trades at a ~29% discount to its operating cash flow trend.

When stock price diverges from cash generation, it’s worth taking a closer look. https://t.co/nwRG8sbrJw
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Javier Blas
ENERGY CRISIS IN CUBA: Granma, the mouthpiece of the Cuban regime, says that electricity generation in the island is covering less than half the expected demand. The island is suffering the largest energy shortages since the collapse of the Soviet Union.
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Clark Square Capital
Here is this week's special situations digest.

281 situations in activist campaigns, M&A/divestments, management changes, and other corporate events.

Make sure to check it out https://t.co/NZBTGqVC6P
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Moon Dev
I cracked openclaw today so needed some extra machines

1 machine per employee

No longer hiring humans

Just buying 24/7 ai agents for $580 a pop at Costco https://t.co/uXxC0ATW7m
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The Transcript
RT @TheTranscript_: $AMZN AWS CEO on worries around AI agents:

"We had examples internally where somebody was writing some code, and they asked the agent to go do something, and the agent was just about to go, like, delete some infrastructure because they thought that was the fastest way to do i" https://t.co/a7Tfqbe4Mz
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anon
RT @taobanker: If you're using Claude Code / Codex you're already so far ahead of everyone else it's insane.

Normies minds are being blown by cowork and they don't even realize yet that vibe coding has already arrived.

You don't need to know how to code anymore. Only how to think.

Use Claude Code
Much better than cowork - Zephyr
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The Transcript
$KO Coca-Cola CFO: North America's operating margins of 30% seen as structurally sustainable

“North America has been our star performer...And they, our folks running North America, expect and we expect them to continue to sort of lead the way because there's still tremendous opportunity to... just get a little bit better every day."
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Very well written — highly recommend the read. Well worth your time.

https://t.co/KRlTbtnA8A - Finbarr Taylor
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