Umesh
Think of an idea that inspires you so deeply, you feel destined to make it happen. --chaos 25 --ar 16:9 --stylize 500 https://t.co/TlSJjU5ROh
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Yellowbrick Investing
Added 56 new write-ups to the site (pt 1):
@SFarringtonBKC - $LYB (watchlist), $ZIP, $CRESY, $VET
@NuggetCapital - $COLD
@orel2589 - $BWAY
@TheParadoxIntel - $META / $ESLX.PA
@PatchesAKF (updates) - $INTP.JK, $MEGACPO.MX, $NEXI.MI, $EDEN.PA, $LOG.MC, $7094.T, $BARN.SW https://t.co/67KvtCLMjy
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Yellowbrick Investing
Added 56 new stock write-ups to the site (pt final):
@IdeaBrunchEmail (with Grey Value Mgmt) - $RCO.PA
@DavidDiranko (Monday Monitor) - $OPG.L, $EC.PA, $MANO.L, $0MCY.L, $SYNNF
@BlokeOak57182 - $SCZ.V
@alc2022 - $SNAP
@fugaziresearch - $BREA (short)
VIC pitches
and more... https://t.co/SmSDGCTK8P
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Investing visuals
Billions are still being poured into the AI buildout:

• $NVDA $100B deal with OpenAI
• $MSFT $19B deal with $NBIS
• $GOOGL $9B data center expansion
• $META pledging $600B in AI investments by 2028

These are the key players set to benefit: https://t.co/sE2eKrD6qX
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AkhenOsiris
$RIVN nearing the bitchslap zone, has struggled to stay above $16 for any sustained period past 18 months.

Are lower rates and R2 deliveries potentially in H1 2026 the coctkail here for a push?
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Dimitry Nakhla | Babylon Capital®
Though Intuitive Surgical stock is down ~27% from its highs, it still trades at a lofty 52x NTM EPS

Yes $ISRG is a wonderful business

Yet, its current valuation, given growth estimates & looming competition from $JNJ Ottava, offers little margin of safety for investors today https://t.co/ltRaHIpRzR
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