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Wake me up when $AMD is $50

$LFMD is the better MD in the next 12 months

While revenue drop had improved from the previous quarter, gross margins worsened in Q3 FY 2025 $UAA No clear sight on revenue growth or >50% gross margins yet, seems $8 level will continue for a few quarters - unless there’s exogenous activities

Okay this is a really fun one because it's really simple and very few people got it. h/t Eric Hale  for the original conversation. Casually, it looks like the call overwrite strategy is outperforming throughout the sample, but this is a visual artifact of compounding. >>

S&P 500 sector valuations..

House of Huawei, the new book by Washington Post reporter Eva Dou, has to be one of the most important books on China and industrial policy in recent years. I’m still reading through it and will share parts I found striking in this ongoing thread: 🧵

$LYFT down 11% post earnings. Think this is an opportunity to add into a position. - FCF improved significantly from -$250M to +$700M - Delta Airlines partnership discontinuation will only affect 1-2% revenue - Duopoly structure remain intact - Partnership with Mobileye Q126

AppLovin $APP has a ridiculous related party pyramid scheme fueling "e-commerce growth" in 2025. This is pure horse manure and a complete embarrassment, even by our current standards. Opinion: Strong Sell thecaptainslog.io/flip-an-intro-…

I’m a local and I use Grab as well as its competitors. If you think Grab’s next users from Indonesia/Vietnam/others will have the Avg spending as Singaporeans, you’re up to disappointment. The high income population in SEA already use Grab, what juice do you have left?

Citadel $GRAB your cash

Thanks to the many who have reached out about $APP/Olivia Kory stock promotion.🪓💪🇺🇸 As I've suspected, a lot of the "expert network calls" (Tegus/GLG/etc.) that hedge funds buy to get "industry insights" into various trends and companies appear to be seeded for $APP from

Well, The Bear Cave Edwin Dorsey is out with an opinion on $APP. 1. Pretty sure most of the "expert network calls" are gamed lately (see below thread) 👇 2. I'm not sure $APP can even get out a clean 10-K. 3. Who is this mysterious Tang Hao investor? He'd be one of the