Yellowbrick Investing
Added 55 new stock write-ups to the site (pt final):
@wallstengine - $MU (analyst)
@1MainCapital (fund letter) - $RLGT
@DutchInvestors (quick overviews) - $RTO, $PAR, $ACOMO.AS
@NuggetCapital - $HR-UN.TO, $COLD, $MRT-UN.TO
@Wiseman_Cap - $AFRM (analyst)
and more... https://t.co/y9Z3h1t9Yr
tweet

ToffCap
RT @ToffCap: We're out with TMM #73, our weekly overview of actionable event-driven and special sits 🔥🔥

This week:

- again activist action all over the place
- some very intriguing merger arbs
- busted companies with pretty good assets, probably going to divest some (at >EV)
- cool liquidations
- cool tender offers
- a TON of Japanese companies doing interesting stuff
- wolves
- as always, companies nearing inflection points (and the market not caring much)
- ... and much more.

As always @ToffCap

Enjoy!
tweet

Yellowbrick Investing
https://t.co/bwmwJvvi9A

Told ya...memory > GPUs SKHynix - Josh Wolfe
tweet

App Economy Insights
$NVDA to invest $2B in xAI.

Another “back the customer” move, turning cash into demand visibility.

NVIDIA faces a Berkshire-style challenge: surging cash ($57B as of July 2025) and too few needle-movers. https://t.co/cd9z6pImJu
tweet

Emily
This is Grok Imagine 0.9
No upscale or tricks, just Grok Imagine, and this is just the beginning. https://t.co/Kc2dca600U
tweet

Capital Employed
The majority currently holding under 10% of their portfolio in cash.

How much of your portfolio are you holding in cash right now? 💵
- Under 10%
- 11-20%
- Over 30%
- 21-30% - Capital Employed
tweet

ToffCap
Let’s go! 💪👇

Have just posted my first blog article in a while:

"Artificial Intelligence or Authentic Stupidity".

Link to my blog is available in my bio (X's algo apparently dislikes posts with links to external social sites).

Apologies about the long wait/my inactivity.

LT - Lyall Taylor
tweet

Umesh
🎬 CONFLICT 🎬

A short film about when boundaries blur! https://t.co/jJNtDYA6lJ
tweet