+20% AH on $NRDS. Impressive beat and raise. +246% increase in insurance revenues and mortgages are up +23% too. The restructuring and cost cutting in 2H24 seems to have worked. A year ago $NRDS was seen as an ad‑dependent credit‑card affiliate. Today, Insurance, Banking, and

$CODI, a publicly traded PE-style roll-up behind brands like 5.11 Tactical, Lugano Diamonds, crashed ~60 % today. An internal probe found big accounting irregularities at Lugano, so $CODI said FY’24 financials can’t be trusted, will be restated, and its Q1’25 10-Q is delayed.

$CRWV is the $MSTR of data center leasing. They borrow aggressively to fund capex ($7.5B) way beyond OCF ($2B). They secure their debt to the GPUs. Only difference is that GPUs have a useful life of 6 years and $BTC has a useful life of infinity. They are effectively betting

$DKS buying $FL holy fuck

$ON jumps 8% after CEO speaks at BofA Global Technology Conference: "From a demand environment, we see signs of recovery. We noted recovery in the industrial market, our second largest market... we do expect Q2 to be the bottom even in automotive. We are expecting growth." Very

Got some time to go over the $SKYH quarter and updated my 2027 rent model. Biggest changes (in yellow) are that management was able to add 2 new facilities, PWK and BFI. BFI is the most interesting add here as they were able to acquire it and assume a rental agreement for an

$SKYH Writeup live now! Check it out: gabrielcortes.substack.com/p/sky-harbour-…

$ASML breakout! long shares here … it’s a monopoly, need I say more?

the only seasonality that works is buying airlines in Q4

$WU 20% operating margin up from 16% last year and 19% last quarter. Executing on cost cuts, everything else in line. Good progression but we aren’t there quite yet

I already told you $WU was launching a stablecoin. This has been in the cards since Q1, and just now the market is rewarding it… Remember, latin america rollout is happening THIS quarter. So not 2026, TODAY!

piece of shit lovers are surprised that the piece of shit index is full of pieces of shit

$EE developing iraq LNG terminal. While people are trying to play a squeeze on $NFE, $EE will be the greatest beneficiary of $NFE bankruptcy. All of $EE contracts are with governments that have never missed a payment. This should trade at a premium to $LNG but it doesn’t.

does this mean the market accurately priced $CSCO in 2000?