Clark Square Capital
RT @dalibali2: True bottom fishing off my top of my head - what else is missing?

Zenv - 2x EBITDA (if you dont count the earn-out liability)
Expensify - 2-3x EBITDA
SSTI - 4x EBITDA
TDOC - 4x EBITDA
FRSH - 6x EBITDA
Adobe - 8x EBITDA
WDAY/CRM - ~9x EBITDA
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Quiver Quantitative
BREAKING: Representative Lisa McClain just filed a purchase of up to $100K of private stock in Apptronik.

Apptronik produces humanoid robots.

McClain sits on the House Armed Services Subcommittee on Cyber and Innovation. https://t.co/hM3VYZOIvX
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Clark Square Capital
RT @Reignots: Fun little pullback on what appears to be algo selling into a thin, thin stock - will you let <$2MM of volume (so likely <$400K of actual position change) convince you this company is worth 5% lower today, and <1x P/E ex-cash? Added ~25% to long today. Will explode higher. $GRVY

Been a good high-sharpe move on $GRVY so far which is more meaningful amid the elevated vol elsewhere. But this is just the beginning. Fair value floor is $120 at 6x P/E ex-cash. https://t.co/UmVi9uR71q - AuxReignots
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Michael Fritzell (Asian Century Stocks)
Want to be contrarian?
- Short gold and silver
- Short the S&P 500
- Short semicaps
- Short memory stocks
- Buy long-term US Treasuries
- Hold Japanese yen
- Buy Southeast Asian small caps
- Buy offshore oil & gas services stocks
- Buy alcohol stocks
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DAIR.AI
Claude Code is one of the most powerful tools for AI builders.

We are excited to introduce our new on-demand course on how to vibe code AI apps with Claude Code.

We cover topics ranging from connecting services to memory to leveraging Skills to build full AI apps. https://t.co/1xceurnf15
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Javier Blas
RT @megacontango: Mercuria Energy Group Ltd. has bought back its shares that were held by CNIC Corp., marking an end to a decade of minority ownership in one of the world’s biggest commodity traders by companies linked to the Chinese state.

https://t.co/sifgC1V0fA
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Michael Fritzell (Asian Century Stocks)
RT @smartkarma: S Korean corporates are showing how it’s done https://t.co/qz8Deyk0F3
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Benjamin Hernandez😎
The market is giving us incredible setups!

$AIR $AXTI $ZBRA $SSII $CROX $MH $CGNX $UONE $AAPL $TSM $NVDA $GOOG

$AIR hit a new 52-week high of $114.34. Aerospace parts demand is relentless. It's outperforming the broader defense sector.

Hit the link for analysis!
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Dimitry Nakhla | Babylon Capital®
Howmet Aerospace $HWM Q4 25’ Report🗓️

✅ REV: $2.17B (+15% YoY)
✅ EPS: $1.05 (+42% YoY) https://t.co/uwNGFTdNLF
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