Yellowbrick Investing
$1970.HK

$IMAX $1970hk Logic quickly being validated. This is an incredible business worth paying up for as it captures a wildly disproportionate share of value in the industry:
- 50% EBITDA margin, >20% profit margin;
- IMAX box office +29% domestically and 50% globally notwithstanding overall box office declining 11% YoY (>5% share domestically)
- Given the above demand, no surprise systems installs are booming - exhibitors and studios both need IMAX to draw crowds (hence the huge royalty IMAX can extract on both ends). Loads of white space still: - Dylan Marrello
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Investing visuals
From their peak:
• $CRWV is down -33%
• $NBIS is down -27%
• $IREN is down -25%

Year-to-date:
• $CRWV is up +203%
• $NBIS is up +223%
• $IREN is up +395%

Zoom out, pullbacks are healthy. https://t.co/6p2tm2PoSN
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Yellowbrick Investing
Quantum closes red today
- yay
- nay
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Quiver Quantitative
Things are heating up with Venezuela and we just saw a US congressman buy up shares in a defense contractor. https://t.co/NHwnseAT5t
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ToffCap
Just published 👇

Check it out (no paywall) $HCO https://t.co/rGUgbl1CM6
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Quiver Quantitative
We recently posted a report on Marjorie Taylor Greene's purchase of Impinj stock, $PI.

It caught our eye, because it was a small company that no one in Congress had traded for years.

The stock has now risen over 200% since her purchase.

Look at this graph: https://t.co/zDDw3s7328
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Investing visuals
$TSLA Q3 visualized🫰

• Car sales: $20.8B (+8%)
• Energy $3.4B (+42%)
• Services & Other $3.9B (+25%)

Total revenue: $28.1B (+12%)

~ Elon: We're really just at the beginning of scaling quite massively Full Self-Driving and Robotaxi and fundamentally changing the nature of transport.
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Quiver Quantitative
BREAKING: President Trump has pardoned Binance founder Changpeng Zhao.

$BNB is up almost 5% since the pardon.
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AkhenOsiris
Data centre start-up Crusoe has raised $1.4bn, more than tripling its valuation to over $10bn in one year, as investors pile cash into a booming market for artificial intelligence infrastructure.

The oversubscribed equity fundraising round was led by Mubadala Capital and Valor Equity Partners. Crusoe, which is building OpenAI’s first big data centre in the US, has raised about $3.9bn since it was founded in 2018.

Huge spending on the infrastructure needed to run AI models is leading to record deals and valuations. Investments in data centres, chips and computing power has become a significant driver of US GDP growth this year.

“We are seeing tremendous and accelerating demand for compute infrastructure, unlike anything I’ve ever witnessed in my career,” Crusoe chief executive Chase Lochmiller told the Financial Times.

“OpenAI has been the most public with [its] large announcements, but this is not a trend that’s isolated to them. We are seeing it across the ecosystem,” he added.
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Clark Square Capital
Always look forward to reading Dave's quarterly letter

And here it is, fresh off the press and exclusive, Dave Waters @alluvialcapital q3 letter:

https://t.co/dVI8XP9SCI

Enjoy! - Andy
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Quiver Quantitative
BREAKING: We received a list of publicly-traded companies who have reportedly donated to the Trump ballroom.

Every company listed has also spent large amounts on lobbying.

Here are the companies, along with their rank on our corporate lobbying leaderboard:

- Meta, $META (#1)
- Amazon, $AMZN (#4)
- Lockheed Martin, $LMT (#6)
- Google, $GOOGL (#7)
- T-Mobile, $TMUS (#10)
- Comcast, $CMCSA (#11)
- Altria, $MO (#16)
- Apple, $AAPL (#21)
- NextEra, $NEE (#29)
- Microsoft, $MSFT (#31)
- Caterpillar, $CAT (#38)
- Palantir, $PLTR (#61)
- Micron, $MU (#71)
- Union Pacific, $UNP (#84)
- HP, $HPQ (#92)
- Coinbase, $COIN (#96)
- Booz Allen Hamilton, $BAH (#116)
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Clark Square Capital
O'Keefe Stevens is looking for an intern. Check it out.

We are happy to announce our first-ever equity research internship. This 10-week Internship over the summer of 2026 is in our Rochester, NY office. Please forward this to anyone you think could be a good fit. We are looking for a current Sophomore or Junior in college. https://t.co/1d8JFKJ3sZ - O'Keefe Stevens Advisory
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Clark Square Capital
RT @AskeladdenTX: What are your best small and micro cap ideas in US / Canada / Australia / Western Europe - and why? (What's the pitch?)
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