Source material behind every call on the tape.
I’ve been looking into Campine NV and wanted to sanity-check the thesis here. The company had a monster 2025, mostly because antimony prices went crazy. So I’m not assuming the recent EBITDA is a normal run-rate. That’s probably the biggest …
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I’ve had Reddit on my watchlist for quite some time now. After peaking well above $280 last year, the stock has taken a pretty significant hit and is currently sitting around the $141 mark. Given the massive pullback, I’m seriously …
So hyperscaler capex started 2026 at $515B and it's now $740B mid-year, with 2027 already pencilled in at $889B that's 2.7% of US GDP going into AI infrastructure, in 2019 this number was 0.3%. The part that's really breaking my …
I posted in here a month ago about how BlackBerry wasn’t a meme stock anymore. I got called crazy / a bag holder. I posted when the price was $5.03… we are now currently at $8.00. Blackberry is up 50% …
Is it possible we get a paradoxical reaction to rate cut/hike? They probably won’t actually move on the rates side and will let long duration assets run off the balance sheet to get other voters to cut but if Warsh …
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Ranveer Singh's Dhurandhar 2 saw a stunning 87.5% jump in box office collections on its 10th Saturday, pulling in 30 lakh from just 236 shows. Even after 66 days in theaters, the spy thriller is defying expectations with a 29% …