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Disney: After Iger

substack_tsoh_investment_resea / May 14, 2026 · 11:18

From “Disney: Rewiring The Earnings Engine” (November 2025):“While I believe the stock is attractively priced at current levels, and is likely to deliver strong returns over the next five years, I think that conclusion is reasonably accounted for at its …

REDDIT

Clean Earnings

LostFaithlessness201reddit / May 14, 2026 · 11:02

Something I noticed when trading earnings- If something runs more than 5% pre earnings generally you will get a very volatile movement, whereby less than 5% it is much cleaner, two I can give you examples- Cisco-less than 5% during …

REDDIT

Crypto Graphs

Horror_Office_5737reddit / May 14, 2026 · 11:02

Does anyone else think crypto platforms are still way too intimidating for the average person? (By that I mean new traders, maybe even more advanced traders?) Most apps immediately throw people into complicated charts, technical indicators, trading terminology, and information …

REDDIT

Why I Think $QSI out of ALL the other Proteomic firms out there may be the FIRST to be nearing a major inflection point in Proteomics from their latest transcript call. (The first mover advantage you see in big tech. Think NVIDIA/Illumina/Apple etc) but for proteomics.

nifaireddit / May 14, 2026 · 10:38 / QSI BUY

I think a lot of people **completely missed** how important this Q1 call was for $QSI. The market is still valuing Quantum-Si like a failed early-stage hardware story, but this transcript sounded more like a company crossing from “science project” …

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