Raw signal, scraped and timestamped.

Iran official says ‘no plan’ for direct US talks this week

⚡MORNING WATCHLIST⚡

$NNBR Entry above: $4.13 🎯 $4.35/$4.70 🛑 $3.99 $TNMG Entry above: $.85 🎯 $.92/$1.00 🛑 $.81 $DCOY Entry above: $13.50 🎯 $14.50/$15.50 🛑 $13 $UPC Entry above: $12.20 🎯 $13/$13 🛑 $11.80 Note: These are trade ideas based on break-out …

Daily Crypto Discussion - June 29, 2026

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CLARITY Act Faces 50-50 Odds as Community Banks Step Up Opposition

CLARITY Act Faces 50-50 Odds as Community Banks Step Up Opposition

CLARITY Act Faces 50-50 Odds as Community Banks Step Up Opposition

Published a Comcast DCF last week with sum-of-parts spinoff scenario at $55-75. This morning they announced the NBCUniversal spinoff. Full methodology below.

Background: I run a Substack where I pull 16 years of SEC XBRL data on roughly 1,700 tickers and build true FCF screens — operating cash flow minus CapEx minus SBC. Last week I published a detailed DCF on Comcast. …

As stable as my portfolio

Memory Trio Samsung, SK Hynix & Micron Face Class Action Lawsuit As Prices Reach Historical High Due To Shortages

Last week I published a bear case DCF on Comcast with a "dream scenario" of an NBCUniversal spinoff at $55-75 per share. This morning they announced it. Stock is up 20% premarket. Here's the original math.

Last week I ran a bear case DCF on Comcast using normalized FCF of $16B, assumed 3% annual decline for 12 straight years, 10% discount rate, and explicitly stripped $89B in net debt from the terminal value. Bear case fair …