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Is Glanbia PLC the Sandisk of GLP-1/Wegovy?

The protein powder that I used to buy went from $60 to $80, then yesterday, it's at $101. So I did a quick research and found that the demand for whey protein has gotten extremely high because of glp-1. Food companies are jumping in the fad by buying protein to …

critical minerals are not just a policy speech anymore

Canada lining up up to C$400M for Teck's Trail Operations is a useful datapoint for the critical minerals trade. Per Reuters, Teck's broader plan is up to C$850M to sustain and expand critical minerals processing capacity in BC. Canada is also looking at offtake rights tied to germanium, antimony and …

SqueezeFinder - July 8th 2026

https://preview.redd.it/7usuy2uam0ch1.png?width=2104&format=png&auto=webp&s=c4137fd12a07c64c607b1de1c954fff98a07ac8c Good morning, SqueezeFinders! It would seem the war is back on after Iran began re-escalating hostilities in the Strait of Hormuz, which may end up jeopardizing the MoU ceasefire. The $QQQ tech index closed down 1.85% to close at 709.43, which leaves the bulls teetering on the edge of …

Memory revenue is only up ~20-40%, but the memory makers' profits jumped an order of magnitude. What's actually driving the gap?

Trying to get my head around the memory cycle and something isn't adding up for me. Total DRAM+NAND revenue went from \~$170B in 2024 to \~$200B in 2025, and maybe \~$290B in 2026. So call it up 20% then 40%. Solid, but not insane. Meanwhile Micron's gross margin went from …

HMR - Uber of Shipping - #1 stock on Nasdaq, Trading at ~4x Forward Earnings While all Peers Sit at 15–20x, Acquisition PR out TODAY - price not moved yet, Still Sitting at the 200MA Buy Zone, Huge Discount to Fair Value. Zero debt cash pile nearly majority of mcap, insider buying too

Position from 80–95c, not sold a share. Treat this as a fresh post: today's PR adds another piece of proof that the thesis is playing out. Heidmar completed the acquisition of Q-Shipping B.V. for about $0.2M cash, adding nine vessels to the managed fleet plus operating presence in the Netherlands …

AquaBounty Technologies, Inc. (NASDAQ: AQB) canceled RS

The board **has decided NOT to proceed** with the previously approved reverse stock split. Shareholders had authorized a reverse split between **1-for-5 and 1-for-20** at the June 23, 2026 annual meeting, leaving the exact ratio and timing up to the board. On **July 6, 2026**, the board reviewed the situation …

$PPG $120 strike 8/7 exp calls

looks distressed for no good reason today, adding more if necessary earnings in late July should beat/beat imo https://preview.redd.it/on56p153j0ch1.png?width=793&format=png&auto=webp&s=41bef8c518554bd3ae48597ad1f98a629ac7fbb6

first options ever, ambitious about earnings

If the ceasefire was really over stocks should drop 20% in a week

And it's down like what, 0.5% today? Lol Trump is gonna TACO again in a few days.

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