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[@MWG_Jamie](/creator/twitter/MWG_Jamie)
"$AZN great results for Enhertu Enhertu reduced the risk of disease recurrence or death by XX% vs. T-DM1 in patients with high-risk HER2-positive early breast cancer following neoadjuvant therapy in DESTINY-Breast05 Phase III trial"  
[X Link](https://x.com/MWG_Jamie/status/1979574994121175066) [@MWG_Jamie](/creator/x/MWG_Jamie) 2025-10-18T15:47Z 2664 followers, XXX engagements


"$CHE.UN completing a series of capital structure moves which will culminate in an elimination of its converts. Yesterday to backfill company closed a $250M offering at XXXX% lowest rate on the cap table"  
[X Link](https://x.com/MWG_Jamie/status/1970838008833434020) [@MWG_Jamie](/creator/x/MWG_Jamie) 2025-09-24T13:09Z 2662 followers, 1137 engagements


"$PPL.TO $META Kineticor close to announcing large datacenter - Pembina stock up 5%"  
[X Link](https://x.com/MWG_Jamie/status/1974176887749705949) [@MWG_Jamie](/creator/x/MWG_Jamie) 2025-10-03T18:17Z 2663 followers, 11.8K engagements


"What an iconic Blue Jays moment"  
[X Link](https://x.com/MWG_Jamie/status/1979010125953114515) [@MWG_Jamie](/creator/x/MWG_Jamie) 2025-10-17T02:22Z 2663 followers, 2758 engagements


"Some thoughts (opinions not investment advice) on $ATZ.TO post Q2. X. Oh Canada Yes the US shoots the lights out with XX% growth yoy but Canada was the upside surprise this Q. Aritzia sold as much per boutique in Q2 as they did in Q3 (Black Friday) last year. X. $ATZ.TO beat midpoint of guide by X% this Q. Average for past two years is closer to 5%. X. Company is operating on a new level (larger stores better marketing) with more to come (app international). Very clean quarter from a margin perspective too which bodes well despite tariff challenges. X. Stock needs to 'comp the comp' this Q4"  
[X Link](https://x.com/MWG_Jamie/status/1978147009845440627) [@MWG_Jamie](/creator/x/MWG_Jamie) 2025-10-14T17:12Z 2663 followers, 2217 engagements


"$LVMUY beats across the board"  
[X Link](https://x.com/MWG_Jamie/status/1978126521249206645) [@MWG_Jamie](/creator/x/MWG_Jamie) 2025-10-14T15:51Z 2663 followers, 1160 engagements


"A good thread (and comment section) highlighting where $CCOI went wrong. I think on the waves business just because it hasnt worked doesnt mean it wont work. Those in industry Ive talked to agree this is the best wavelength asset in the market. Datacenters should have a bid at some level. There is a need for power and as models get smaller and more specific inference doesnt require massive DCs. On leverage maybe mgmt thought it would imbue confidence but came off tone deaf to market with wacky calculation and share buyback. Doesnt sound like as of mid q3 issues are improving but fall into"  
[X Link](https://x.com/MWG_Jamie/status/1954185581233135688) [@MWG_Jamie](/creator/x/MWG_Jamie) 2025-08-09T14:18Z 2664 followers, 2712 engagements


"This quote is being way overblown. Sounds like its from Salesforce event and mostly related to app personalization barista chatbot for employee manuals new order algo which has been discussed for X months. $SBUX"  
[X Link](https://x.com/MWG_Jamie/status/1979906692331503953) [@MWG_Jamie](/creator/x/MWG_Jamie) 2025-10-19T13:45Z 2664 followers, 1272 engagements


"$MSFT estimates look too low. I know AI capex is less productive but considering A) MSFT focus on inference & B) Short capacity and offloading work - consensus implies a further deterioration in Capex productivity into 2026 and beyond. On one hand AI capex is table stakes and returns seem lower in early days as evidenced by the deteriorating trend and more capex heavy business. Revenue from datacenter capex is more lagged and these are long life assets. On the other hand $MSFT is short compute and is likely keeping its best business internal. Ramp up from low utilization in 2023/2024 makes"  
[X Link](https://x.com/MWG_Jamie/status/1979994208325849514) [@MWG_Jamie](/creator/x/MWG_Jamie) 2025-10-19T19:33Z 2664 followers, XXX engagements