"ALL"  the News Services (big and small) congregate here.  investorsunderground.com/new… FACT! Ask yourself, why do NEWS Services pay to be here ?- Pretty simple to figure that out. Competitors and discords lurk Why wait for second hand info when you can see it in realtime. That's why "ALL" these other services are here! Time is money Get the best newsflow around. - Save the time - Don't wait for my tweets. One of the best news guys around is TradernewsAi - you can catch him here daily. Guy is a razor sharp veteran Don't do yourself a disservice , stop paying for info/ideas that are minutes old See you there -  investorsunderground.com/new…

Well $U aged very well Hope you enjoyed the ride And to the one kind fellow that had some choice words for me earlier Remember this one : The banker teller doesn’t ask if you made your money day trading , swing trading .shorting ,what have you You can be a bump on a log and sit around waiting and waiting or you can be a visionary and succeed. Losers sit around moping and blaming others Wake the “F” up Thanks for the attention to this matter 🖕

Cheaters always know $U

Unity $U calls en fuego like 55k+ October $46 calls Ahem

And one PE fund replied: “Thanks — we were the seller on slide 47. Didn’t know we were shopping ourselves.”

MSFT MICROSOFT UPGRADED TO BUY AT STIFEL Upgrade to Buy and increase TP to $575. We are increasingly comfortable with the company's ability to sustain mid/upper teens revenue growth as open-weight model advancement has boosted management's LLM agnostic strategy (Azure & Copilot), COGS/OPEX operational efficiencies are supportive of stable operating margins and strong cash-flows should limit the company's need for outside financing. Within Azure, even in the face of capacity constraints, we expect accelerating revenue growth

NBIS price hikes up to 20% , last price hikes , stock was up $20+ - nitter.cf/BKad2005/status/210246…

on $CPRI JEFFERIES saying CPRI is worth $25-$26 in a takeover (longer note) A reasonable upside of $25-$26 could yield >60% , they say

$ZIM - offer says $35 - Lloyd CEO to arrive in Israel tomorrow to promote new offer to acquire ZIM with FIMI calcalist.co.il/market/artic…

Sell side desk out on the Fins for this debacle MUSE coming for the wealth managers $SCHW $JPM $GS the concern being that AI agents could disintermediate traditional brokerage and wealth management platforms."

We going with more from Savage + or the Circana data that shows that Alani Nu is back on top? $CELH @davidfaber

if you didnt see CPRI Potential Buyers Circle at Michael Kors-parent Capri Holdings: Sources wwd.com/business-news/financ…

For any of the old Lehman Bros Alum out there Legandary and still the same

This was great intel @OddStats

And the October $30 call cheaters win. VKTX sniffed that one out

Sandisk Corp $SNDK | This is Not Your Father's Sandisk; Initiating coverage with a Buy rating and $2,400 PT ~ Rosenblatt Management’s FY28–FY30 framework calls for mid-to-high-teens revenue growth, approximately 80% Non-GAAP gross margin, 75% Non-GAAP operating margin, and 50% adjusted free-cash-flow margin. Management attributes its confidence in this four-year outlook partly to New Business Model agreements with eight of the world’s largest NAND customers, which we estimate may cover approximately 65% of FY28 production. These agreements could increase demand visibility and reduce historical NAND-cycle volatility. Based on the framework, we conservatively estimate FY30 Non-GAAP EPS of approximately $300 per share.

Good handicap on the $VKTX maintenance data thats imminent As the cheaters load the October $30 calls VK2735 SC Maintenance 3Q Readout - Stock Scenarios Differentiated weight loss, with continued loss in maintenance (>18% wk 21, >20% wk 33), safety improved (vomiting <20%): ~15% odds, +30-40% Differentiated weight loss at induction, flatlined maintenance, safety improved (vomiting <20%): ~30% odds, +20-25% Differentiated weight loss at induction, rebound at maintenance, safety in-line with ph.II: ~30% odds, flat-to-+10% Weight loss not differentiated (<18% wk 21, <20% wk 33): ~15% odds, -20-25% Safety worse vs. ph.II (vomiting >30%): ~10% odds,-25-30%

fwiw those ACER comments from the CEO spewed all weekend fell on deaf ears , he's said the samething about memory for the last 16 months

def neg for $VRT neg for VRT -- NVIDIA Launches DSX Ready to Qualify Power and Cooling Products for AI Factories blogs.nvidia.com/blog/dsx-re…

If you want the LEAST LIQUID names with big buy and sells

Little cheat sheet for tonite (REBALANCE) Tons of other names , but narrowed down