Wasteland Capital
$GOOG +104%, All Time High at $304, +60% YTD.

One of the most over-analysed stocks in the world. Yet someone was first to claim it wasn’t DEAD last September. Many followed. No data supported the “it’s dead” narrative, and hasn’t since.

Trust the numbers. Trust looking ahead.

$GOOG now +40% after I bottom-ticked it on the hour in September. Many followed. Remember the fear then? “Google is about to die - again” LOL.

The fact you can make 40%+ on GOOGLE in 4+ months in the public markets is just f **king insane. Crazy mispricing. Easiest gain ever. https://t.co/OOtM2JYH3q - Wasteland Capital
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Quiver Quantitative
Wow.

Republican Bryan Steil just called out suspicious stock trades by former Republican Senator Richard Burr. https://t.co/szHOgCWg8p
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EndGame Macro
If you’re not already following David Levenson @levenson_david, you should be.
He’s one of the few people who can look across different markets and actually connect what’s really going on. 💪 https://t.co/7OHRrjfVnv
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Fiscal.ai
RT @StockMKTNewz: Heading into today's earnings Nvidia's $NVDA data center business is currently a

$164.4 Billion run rate segment https://t.co/oFJ3dBUXM8
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Quiver Quantitative
Representative Tim Burchett on proposals to ban congressional trading:

“Let’s give America a reason to trust Congress for once in our miserable lives”

https://t.co/YpFoavz5xv
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Quiver Quantitative
BREAKING: Representative Greg Murphy just called out stock trades by Pelosi.

Full trade list up on Quiver. https://t.co/BJUNmrMGp1
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WealthyReadings
$TMDX is one of the most interesting growth names in the med-tech sector, and one of the most interesting stocks in the entire market right now.

Here’s why 👇

🔷 The only company providing an end-to-end transplant system in the U.S., from organ recovery to transportation to transplant surgery.
🔷 Leader in organ-preservation technology with growing demand and innovative solutions.
🔷 Rising adoption of their technologies and services.
🔷 Upgrading both lung and heart platforms in FY26, with expansion into kidneys by 2028.
🔷 International expansion coming in Europe in 2026 and more regions after.
🔷 Hospitals tend to rely on specific technologies for decades once integrated into their workflow.
🔷 Revenue growth has been consistent, with multiple levers to sustain it for years.
🔷 Margins are expanding.
🔷 Valuation remains well below comparable med-tech innovators.

The bear case?
🔷 Regulations and social security systems can slow progress - innovation & expansion.
🔷 Reputation is critical in this sector and can be impacted by internal or external events.

You'll find more details in the full breakdown below, but one conclusion stands: $TMDX is one of the most innovative and transformative companies in med-tech, offering a service and product no one else does.

Question is, how long before the market finally prices in the growth story and the importance of their service and hardware in the future of transplants?
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Quiver Quantitative
BREAKING: Representative Norma Torres just implied that Attorney General Pam Bondi made stock trades based off inside information. https://t.co/9iZtApXwB1
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WealthyReadings
🔥Hot take: $DUOL is the next $NFLX.

Yet, you shouldn't buy it right now.

I don't. And I explain you why 👇
https://t.co/IqtMqADQqt
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WealthyReadings
$SLB is a key company within one of the most important sector of the world, yet completely ignored. A perfect hedge.

Here’s why 👇

🔷Leading provider of energy technology and oilfield services internationally, now leveraging AI to improve efficiency and margins.
🔷Constant demand for drilling, reservoir and production solutions around the world, especially in the U.S. with the drilling initiative.
🔷Strong exposure to international and offshore markets.
🔷Stable business, constant demand and cash generation.
🔷Large returns to shareholders, dividends & buybacks.
🔷Trading below historical multiples.

The bear case?
🔷Sensible to commodity cycles in term of price and demand - Although the company is only affected by the need for the commodity, not its price.
🔷Competitive field with new technologies rising; Schlumberger is part of this transition and integrating those new technologies as well.

Energy, fossil energies in particular have been overly ignored over the last years as liquidity was focused on AI and other growth names, while so many value names were left behind.

Question is, how long before the market reprices some of the most important companies of the world?
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