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@Breadcrumb_Cap
"@SayNoToTrading I think you're being too precise with that PT for $UNP. $CNI looks reasonable as well but I gather that the merger is partially to spite and will be partially at the expense of the Canadian railways"
X Link @Breadcrumb_Cap 2025-09-23T17:06Z XXX followers, XXX engagements
"@truthdotphd What if they spend it all on Vuori and Alo Yoga"
X Link @Breadcrumb_Cap 2025-09-18T18:44Z XXX followers, XX engagements
"Goldman Sachs has raised its PT for Samsung Electronics to KRW109000.00 from KRW96000.00 following positive pre-earnings guidance. $SMNSN $005930.KS"
X Link @Breadcrumb_Cap 2025-10-15T06:42Z XXX followers, XX engagements
"@JerryCap Might be worth thinking about which customers they are talking about. Samsung Intel and SK Hynix can you think of any others"
X Link @Breadcrumb_Cap 2025-10-15T10:38Z XXX followers, XX engagements
"@JerryCap This augurs well"
X Link @Breadcrumb_Cap 2025-10-15T10:27Z XXX followers, XXX engagements
"@SayNoToTrading I made the mistake of thinking $EL knew how to defend their moat and wasn't smart enough to bet on a family member dying like Michael Burry probably did. Hovering over the Italian Ferrari stock and Exor now but playing it cool"
X Link @Breadcrumb_Cap 2025-10-11T13:27Z XXX followers, XX engagements
"Samsung Electronics jut hit a new ATH $SMSN 005930.KS"
X Link @Breadcrumb_Cap 2025-10-02T04:25Z XXX followers, XX engagements
"At least Blackrock is up. $BLK"
X Link @Breadcrumb_Cap 2025-10-14T13:46Z XXX followers, XX engagements
"$LULU responding positively to a public thrashing from Chip Wilson"
X Link @Breadcrumb_Cap 2025-10-09T13:42Z XXX followers, XXX engagements
"Hermes up big this morning. Trading is still delayed on $LVMH which says it's going to come out of the bell flying. We chose the dips on Hermes and EssilorLuxottica over Louis Vuitton but should have bought that as well. $RMS"
X Link @Breadcrumb_Cap 2025-10-15T07:10Z XXX followers, XXX engagements