Ahmad
Buy a GPU keeps on winning

@TheAhmadOsman First 3090 purchased ✅ Found one for $700. https://t.co/IPx6n50Pql - Joe Petrakovich
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AkhenOsiris
$NET

Sounds positive 🤔

@gilgNYC I’ve been working from Europe the last couple months and it’s a bit hard with time zones from there. Sometimes if we do any media it’s handy to be in NYC. But mostly did it once a few quarters ago and it went well and was fun so has become a loose tradition. - Matthew Prince 🌥
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Yellowbrick Investing
$GLNG

$GLNG is expected to rise significantly following the Argentine midterm elections, in which Milei won convincingly and now controls both the Senate and the Lower House. Argentina's bonds are hitting new highs, and ADR shares are showing strong premarket performance, with YPF up 25%.

To be fair, I didn’t expect this outcome. Indeed, the election results are shocking to me. Milei cut years of subsidies, imposing short-term pain on the economy and its people. Inflation decreased significantly, but economic activity slowed down. We all know this short-term pain is necessary after many years of money printing and waste. However, despite the theory, no politician worldwide has ever taken such radical steps because everyone wants to stay in power. They prefer to delay and let others bear the burden. Mr. Trump claimed he would adopt a long-term view to fix the deficit, but he ended up enlarging the problem, focusing on short-term stock market gains. I support Argentina, but it’s easier for me to advise them from Spain than to live there and act.

That said, Golar's fundamentals remain intact regardless of the outcome. The market was worried about the business, and some of you pointed to the YPF case as an example. I have been following Burford since 2018 and have been an investor since 2020, and I can confirm that this situation is very different.

Argentina expropriated YPF in 2012. Well, Repsol received compensation for 51% of its stake, while other shareholders did not, as the stock was traded in the US under US standards. This opened the possibility for an international case, led by Burford.

First, Argentina likely wouldn’t do it again. The liability now exceeds $16 billion, significantly higher than YPF’s market value, despite its stock trading at roughly the same levels as when it was expropriated. This case is very well-known and was used by Milei to win the national elections, exposing the Argentine government’s shame. Second, the expropriation had a specific reason: Repsol sold a large part of its stake to wealthy families who bought it on debt, leading YPF to cut investments to prioritize paying dividends to these shareholders, who needed them to service their debt. Around the same time, Argentina announced a significant Vaca Muerta discovery, and the populist government claimed Repsol wasn’t investing enough. Surprisingly, until Milei came to power, investments remained minimal despite the government’s control being regained in 2012, resulting in over a decade of lost progress. So that’s a very different case. Third and most importantly, all infrastructure was onshore, while Golar offers offshore liquefaction. Avoiding expropriation is simple anywhere, and history indicates that similar mobile offshore infrastructure can be shut down after expropriation. After expropriation, Golar’s FLNG assets will be reallocated. Golar might then look for new clients and potentially recover substantial costs, akin to Exmar’s approach in 2021.

We remain very bullish, and this unexpected midterm outcome opens the door to more business in Argentina, even though it is not a top priority. I can see how Shell and YPF are seeking Golar's expertise and its MK3 design (>5 mpta) to further develop Vaca Muerta. However, I believe this is not a priority for management, as they likely can secure better contracts in West Africa.

¡Viva la Libertad, carajo! - Gabriel Castro, CFA
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Yellowbrick Investing
RT @FeatherFund: I love visiting @joinyellowbrick to check the stocks I'm currently researching—in this case, $PYPL and @HatedMoats' deep dive. https://t.co/UfhNT6oSvm
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Dimitry Nakhla | Babylon Capital®
FTAI Aviation $FTAI builds and leases jet engines—but with a twist

Instead of just renting engines to airlines, it owns, repairs, and rebuilds them through a vertically integrated system of engine modules and aftermarket parts

This lets $FTAI capture profits from both leasing and maintenance—two recurring, high-margin businesses

In short: $FTAI helps airlines keep planes flying while earning “toll-like” cash flows every time an engine needs repair or replacement

$FTAI is a business worth keeping an eye on

$FTAI trades for $182💵 / $18.66B Market Cap
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AkhenOsiris
$SRAD:

Jefferies said recent investor queries around Sportradar reflect “a bearish near-term bias,” with concerns focused on customer exposure and the potential threat from prediction markets. The analysts stressed Sportradar’s operator clients “only do business where online sports betting is legal or not formally illegal,” adding that league oversight and internal audits mitigate risk. It also said prediction markets are “largely irrelevant” to the company’s model because they “don’t offer the sophisticated, real-time bets that require a live data feed.”
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AkhenOsiris
$SNOW

On October 26, 2025, an unauthorized Instagram interview with a Inc. executive led to statements about the company’s future results, which investors are advised not to rely on.

Snowflake reaffirms its previously issued revenue guidance for Q3 and the full fiscal year 2026, maintaining its guidance philosophy and standard practices for financial result releases.
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AkhenOsiris
$SNOW

Unauthorized financial disclosures made by one of its executive officers during an interview posted on Instagram account "theschoolofhardknockz" 😂

$SNOW

On October 26, 2025, an unauthorized Instagram interview with a Inc. executive led to statements about the company’s future results, which investors are advised not to rely on.

Snowflake reaffirms its previously issued revenue guidance for Q3 and the full fiscal year 2026, maintaining its guidance philosophy and standard practices for financial result releases. - AkhenOsiris
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AkhenOsiris
$FLUT

Stifel lowered the price target on FLUT to $339 (from $356) while maintaining a Buy rating.

The analyst commented, "We rate FLUT Buy. We forecast a compelling multi-year FCF growth algorithm (~56% CAGR 2024-27E) underpinned by secular TAM expansion and FLUT’s unique product/scale flywheel. FY25E Consensus appears reasonable, though we see upside to FY26/27E supported by TAM momentum, regulation-driven consolidation, bottoming headwinds, and top-line synergies. FLUT’s leading positions are not definitively unassailable and rapid M&A and diversification adds execution risk, though scale advantages in OSB/iCasino are powerful — especially as the industry transitions to a more recreational, inelastic user base. Despite T3Y outperformance, valuation remains attractive vs. historical and internet comps with the catalyst path skewed more positive (Consensus upgrades; S&P500 inclusion; state expansion) than negative (tax hikes/regulation), in our view."
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ToffCap
Out with TMM #76, our weekly overview of actionable event-driven and special sits 🔥🔥

A reminder that there's always plenty of free stuff in front of the paywall!

As always @ToffCap

Enjoy!
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Investing visuals
Thank you so much for all the kind messages about the $RBRK deep dive!

One visual didn’t make it into the thread, so here it is: a comparison of $RBRK versus its closest peers, $CVLT and $CRWD. https://t.co/96rNFDroc3

Presenting you my first deep dive, covering $RBRK:

• Founder led
• Mission-critical
• Growing over 50%
• Named 6x data protection leader

This is the story of a business that evolved from simple backups to an industry-leading cyber resilience platform.

Let’s dive in! (~25 min. read) 🧵👇 - Investing visuals
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