Offshore
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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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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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Offshore
Video
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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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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Offshore
Video
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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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: $TMDX is one of the most innovative and transformative companies in med-tech, offering a service and product no one else does.
Question is, how long before the market finally prices in the growth story and the importance of their service and hardware in the future of transplants?
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$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?
tweet
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Video
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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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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🔥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
tweet
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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?
tweet
$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?
tweet
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EndGame Macro
When Too Many Barrels Meet Too Little Demand
This kind of straight down move in oil is the market waking up to a mismatch that’s been building quietly in the background…producers kept pumping as if demand would stay strong, but the world just isn’t consuming barrels at the pace everyone expected.
Supply has been rising…U.S. shale, OPEC+, and a handful of secondary producers all leaning into high output. At the same time, demand has been softening for the better part of the year. Slower manufacturing, weaker global trade, tighter financial conditions, consumers being more cautious, none of it dramatic on its own, but together it adds up. Inventories creep higher, and then all it takes is one OPEC line about output topping demand for the whole curve to get repriced lower in a hurry.
The speed of the drop is the tell. Markets can digest steady declines. They don’t typically digest a cliff unless the underlying story has shifted.
Why It Matters Beyond the Oil Chart
Lower oil prices help in the obvious ways with cheaper fuel, cooler inflation, a bit of relief for consumers. But the reasoning behind this drop sends a different signal. If WTI is hanging around the high 50s to low 60s, a lot of new U.S. wells don’t make financial sense. Breakevens sit above that. So drilling plans get delayed, capex shrinks, and oilfield service companies feel the slowdown first.
That’s exactly how the 2014–2016 cycle unfolded. Households benefited from cheaper gas, but the energy sector tightened, parts of the credit market strained, and growth lost some of its momentum.
This chart hints at something similar, nothing catastrophic, just a world easing into a slower gear. When oil falls because supply is overwhelming demand, it often reflects a broader cooling in global activity. The market is starting to price that in even if the headlines haven’t fully caught up yet.
tweet
When Too Many Barrels Meet Too Little Demand
This kind of straight down move in oil is the market waking up to a mismatch that’s been building quietly in the background…producers kept pumping as if demand would stay strong, but the world just isn’t consuming barrels at the pace everyone expected.
Supply has been rising…U.S. shale, OPEC+, and a handful of secondary producers all leaning into high output. At the same time, demand has been softening for the better part of the year. Slower manufacturing, weaker global trade, tighter financial conditions, consumers being more cautious, none of it dramatic on its own, but together it adds up. Inventories creep higher, and then all it takes is one OPEC line about output topping demand for the whole curve to get repriced lower in a hurry.
The speed of the drop is the tell. Markets can digest steady declines. They don’t typically digest a cliff unless the underlying story has shifted.
Why It Matters Beyond the Oil Chart
Lower oil prices help in the obvious ways with cheaper fuel, cooler inflation, a bit of relief for consumers. But the reasoning behind this drop sends a different signal. If WTI is hanging around the high 50s to low 60s, a lot of new U.S. wells don’t make financial sense. Breakevens sit above that. So drilling plans get delayed, capex shrinks, and oilfield service companies feel the slowdown first.
That’s exactly how the 2014–2016 cycle unfolded. Households benefited from cheaper gas, but the energy sector tightened, parts of the credit market strained, and growth lost some of its momentum.
This chart hints at something similar, nothing catastrophic, just a world easing into a slower gear. When oil falls because supply is overwhelming demand, it often reflects a broader cooling in global activity. The market is starting to price that in even if the headlines haven’t fully caught up yet.
tweet
Offshore
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EndGame Macro
Home Depot Just Became the Pulse Check No One Can Ignore
When you look at this Home Depot chart, its clear that this is a steady loss of confidence that finally got confirmed by the company itself. The stock didn’t collapse in one blow. It leaked lower for weeks, like the market sensed something softening underneath, and then the earnings release flipped that quiet suspicion into an outright repricing.
And it makes sense once you read what Decker said. He didn’t hide the ball. He admitted that the boost they were expecting simply didn’t show up, that customers are more hesitant, and that consumer uncertainty and continued pressure in housing are disproportionately impacting home improvement demand. That line lands hard because Home Depot sits directly on the fault line between how people feel and how much they’re willing to spend.
Why This Is Happening
The core issue is the combination of a frozen housing market and a more cautious consumer. When housing transactions stall, renovation spending drops with it. When people aren’t moving, they don’t remodel kitchens, repaint rooms, or replace flooring. And when they’re unsure about their jobs or their budgets, even small improvement projects can wait.
You can see that dynamic right in the numbers. Home Depot did grow sales 2.8%, but nearly all of that came from the GMS acquisition. Without it, comps were flat +0.1% in the U.S. For a retailer with HD’s historical momentum, that’s basically a standstill. They even cut full year EPS guidance, expecting a 5–6% decline from last year. That’s the first real sign the company sees this softness as something that won’t disappear overnight.
What It Foreshadows for the Real Economy
This is where it gets more important than just one stock chart. Home Depot is a high beta readout on middle class behavior. It tells you things long before they show up in retail sales reports or GDP revisions. When HD slows, it usually means…
•big ticket spending is being delayed
•homeowners are choosing patch it over replace it
•small contractors are feeling lighter backlogs
•and the housing slowdown is finally bleeding into the broader consumer economy
Pair that with what you’re seeing elsewhere with falling oil prices from oversupply, global bond yields hinting at slower demand, volatility creeping up and the pattern becomes hard to ignore. Parts of the economy that normally hold up late in the cycle are starting to soften.
This doesn’t scream crisis. But it does say the runway is getting tighter, and the spending behavior that carried the last couple years is losing momentum.
Home Depot just confirmed that shift out loud. The stock chart merely showed it first.
tweet
Home Depot Just Became the Pulse Check No One Can Ignore
When you look at this Home Depot chart, its clear that this is a steady loss of confidence that finally got confirmed by the company itself. The stock didn’t collapse in one blow. It leaked lower for weeks, like the market sensed something softening underneath, and then the earnings release flipped that quiet suspicion into an outright repricing.
And it makes sense once you read what Decker said. He didn’t hide the ball. He admitted that the boost they were expecting simply didn’t show up, that customers are more hesitant, and that consumer uncertainty and continued pressure in housing are disproportionately impacting home improvement demand. That line lands hard because Home Depot sits directly on the fault line between how people feel and how much they’re willing to spend.
Why This Is Happening
The core issue is the combination of a frozen housing market and a more cautious consumer. When housing transactions stall, renovation spending drops with it. When people aren’t moving, they don’t remodel kitchens, repaint rooms, or replace flooring. And when they’re unsure about their jobs or their budgets, even small improvement projects can wait.
You can see that dynamic right in the numbers. Home Depot did grow sales 2.8%, but nearly all of that came from the GMS acquisition. Without it, comps were flat +0.1% in the U.S. For a retailer with HD’s historical momentum, that’s basically a standstill. They even cut full year EPS guidance, expecting a 5–6% decline from last year. That’s the first real sign the company sees this softness as something that won’t disappear overnight.
What It Foreshadows for the Real Economy
This is where it gets more important than just one stock chart. Home Depot is a high beta readout on middle class behavior. It tells you things long before they show up in retail sales reports or GDP revisions. When HD slows, it usually means…
•big ticket spending is being delayed
•homeowners are choosing patch it over replace it
•small contractors are feeling lighter backlogs
•and the housing slowdown is finally bleeding into the broader consumer economy
Pair that with what you’re seeing elsewhere with falling oil prices from oversupply, global bond yields hinting at slower demand, volatility creeping up and the pattern becomes hard to ignore. Parts of the economy that normally hold up late in the cycle are starting to soften.
This doesn’t scream crisis. But it does say the runway is getting tighter, and the spending behavior that carried the last couple years is losing momentum.
Home Depot just confirmed that shift out loud. The stock chart merely showed it first.
Home Depot $HD has now plunged more than 20% over the last 2 months 📉📉 https://t.co/8Mr4B3ouhu tweet