$BTG Confirmed the Gramalote gold project feasibility study—will invest $740 million in Colombia; conference call scheduled for August 8.

$RIO Liberty recorded strong Q2 performance—13% YoY copper-equivalent output growth and operational resilience; CEO Simon Trott to begin August 25.

$CAAP June passenger traffic increased 11.3% year-over-year, with international traffic up 9.2%, led by Argentina.

$INTC Announces fresh layoffs of ~5,500 U.S. employees in a new round, expanding the broader 20% workforce reduction.

$CC Provided an updated Q2 2025 outlook showing sequential net sales growth of ~25%, led by its Opteon refrigerant segment fueling a 40% gain in adjusted EBITDA.

$ULTA Issues FY2025 earnings guidance, lowering EPS range to $22.65–23.20 vs. consensus ~$23.49.

$SNPS final regulatory approval from China for its $35 billion Ansys acquisition—deal is cleared and expected to close mid‑week.

🇬🇧 $REVB.aim Panmure Liberum filed a Form 8.5 today disclosing its exempt principal trading in Revolution Beauty, per RNS 8951R.

$CEG Announces a $2.4 billion investment to increase output at its Limerick nuclear plant in Pennsylvania.

$TTE reports Mozambique is close to resuming a $20 billion gas project, with President Chapo and CEO Pouyanne holding meetings.

Right now $GAMB is trading for $8.65 premarket, I do not believe it will stay at this price for long.

$GAMB: core SEO affiliate biz flattish, but subs/data growing triple digits, Vegas booking next. 51% recurring rev, insiders own ~40%, buybacks doubled. Valued like a melting ice cube, operating like a compounder.

$GAMB sold off on lowered EBITDA guide, but trades at 6-7x fwd EBITDA, 10% FCF yield. 30% rev growth, 40% insider ownership, expanding subs/data rev to 25%. Market pricing it like a dying affiliate, but it’s quietly becoming a data powerhouse. Deep dive up on Leeuwens.

🧵- Why I think the market is mispricing $GAMB: Pros: Strong growth, real profits – Q2 rev +30% YoY, adj. EBITDA +22%. 2025 guide: ~$173M rev, $63M EBITDA, ~36% margin. At ~$9/share it’s trading ~6–7x forward EBITDA, ~10% FCF yield. Diversifying beyond SEO – ~25% of rev now

Travelzoo ($TZOO) and why the market may be mispricing it: It is not a broken travel business. It’s an asset-light media + marketplace platform transitioning to a subscription model. The stock is priced as if the business is structurally impaired. That’s the mistake. 1/N

$TZOO I will be taking a small position in this one, NFA. Here’s the two ways to play this one imo: Aggressive: Buy before ~Feb 24 (Q4 25 ER) if you trust the Jack's Flight Club proxy (which suggests retention works). Conservative: Wait for the Feb 24 print. You will pay a

$APP potential opportunity; is the market misunderstaning the ER? They sold their mobile gaming business (Apps) to Tripledot Studios in Q2 2025. Q1 2025 Total Revenue was $1.48B, but that included ~$325M from the now-sold Apps segment. The Ad/Software segment in Q1 2025 was