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[@ReadyfortheRun](/creator/twitter/ReadyfortheRun)
"Flight to safety. TJX Companies $TJX 🤣"  
[X Link](https://x.com/ReadyfortheRun/status/1976666889528209744) [@ReadyfortheRun](/creator/x/ReadyfortheRun) 2025-10-10T15:11Z XXX followers, XXX engagements


"Cleveland-Cliffs $CLF was sub $X. now $XX. now rare earth minerals have entered the discussion on top of what is already a strong thesis Good ol American steel (and maybe REM) ⛏💨"  
[X Link](https://x.com/ReadyfortheRun/status/1980352471290769823) [@ReadyfortheRun](/creator/x/ReadyfortheRun) 2025-10-20T19:16Z XXX followers, XX engagements


"Qorvo $QRVO"  
[X Link](https://x.com/ReadyfortheRun/status/1963945703652147202) [@ReadyfortheRun](/creator/x/ReadyfortheRun) 2025-09-05T12:41Z XXX followers, XXX engagements


"Flowserve $FLS M&A Deal with Chart Industries $GTLS terminated ❌"  
[X Link](https://x.com/ReadyfortheRun/status/1965147670227599588) [@ReadyfortheRun](/creator/x/ReadyfortheRun) 2025-09-08T20:18Z XXX followers, XXX engagements


"CenterPoint Energy $CNP. serves TX IN MN OH LA and MS. XXXX% data centers in those states ⚡🛢"  
[X Link](https://x.com/ReadyfortheRun/status/1967602002822902149) [@ReadyfortheRun](/creator/x/ReadyfortheRun) 2025-09-15T14:50Z XXX followers, XX engagements


"Super Typhoon Ragasa 🌀 was just there. casinos were closed from Sept 23-25. sure everyone will just rush back to Baccarat tables after a major storm Las Vegas Sands $LVS -X% Wynn $WYNN -XXX% Melco $MLCO -7%"  
[X Link](https://x.com/ReadyfortheRun/status/1974138427978510431) [@ReadyfortheRun](/creator/x/ReadyfortheRun) 2025-10-03T15:44Z XXX followers, XXX engagements


"Akero Therapeutics $AKRO to be acquired by Novo Nordisk $NOVO for $XX + $X CVR if efruxifermin (EFX) receives full U.S. approval for compensated cirrhosis due to MASH by June XX 2031. +19%premium to Akero 30-day VWAP and +42% premium to the May XX 2025 closing price +57% if you combine CVR. $XBI"  
[X Link](https://x.com/ReadyfortheRun/status/1976229765490036869) [@ReadyfortheRun](/creator/x/ReadyfortheRun) 2025-10-09T10:14Z XXX followers, XXX engagements


"S&P XXX $SPY largest exposure to China: 🐉 IPG Photonics $IPGP Corning $GLW Viatris $VTRS Albemarle $ALB Amphenol $APH Tesla $TSLA BorgWarner $BWA Mettler-Toledo $MTD Apple $AAPL Starbucks $SBUX"  
[X Link](https://x.com/ReadyfortheRun/status/1976672371898757338) [@ReadyfortheRun](/creator/x/ReadyfortheRun) 2025-10-10T15:33Z XXX followers, XXX engagements


"Just like the Waffle House is a sign to panic and evacuate when one closes during a hurricane. TJ Companies $TJX is my indicator in a market wide sell off. $QQQ -XXX% Meanwhile"  
[X Link](https://x.com/ReadyfortheRun/status/1976701352937242675) [@ReadyfortheRun](/creator/x/ReadyfortheRun) 2025-10-10T17:28Z XXX followers, XXX engagements


"Teladoc $TDOC running. XX day crossed XXX day"  
[X Link](https://x.com/ReadyfortheRun/status/1978820185919205615) [@ReadyfortheRun](/creator/x/ReadyfortheRun) 2025-10-16T13:47Z XXX followers, XXX engagements


"Shareholder Value (via price appreciation) created over the past five years: 💥 📺 Warner Bros. Discovery $WBD -XX% (Zaslav) 📺 Fox Corporation $FOXA +96% (Murdoch) 📺 S&P XXX $SPY +88%"  
[X Link](https://x.com/ReadyfortheRun/status/1977367657096606172) [@ReadyfortheRun](/creator/x/ReadyfortheRun) 2025-10-12T13:36Z XXX followers, XXX engagements


"Return of Capital to Shareholders over the past five years: 💥💥 🎬 Warner Bros. Discovery $WBD $X dividends and an increasing share count (Zaslav) 🎬 Fox Corporation $FOXA Dividends paid and a decreasing share count (Murdoch) Yay dividends Yay buybacks - Sheldon Adelson Source: Gemini $GOOG"  
[X Link](https://x.com/ReadyfortheRun/status/1977371897491795999) [@ReadyfortheRun](/creator/x/ReadyfortheRun) 2025-10-12T13:52Z XXX followers, XXX engagements


"Share Burn Rate: The Burn Rate (SBC Shares Granted as % of Shares Outstanding) is the most direct measure of annual shareholder dilution from stock compensation. 💥💥💥 For established large-cap companies like Warner Bros. Discovery $WBD and Fox Corporation $FOXA in the media sector a burn rate below X% is generally considered healthy for managing shareholder dilution. WBD's recent rates (2.34% and 2.43%) are elevated while FOXA's rates (around 1.6%) are more moderate and sit within a generally acceptable range for a company of its size and maturity. Source: Gemini"  
[X Link](https://x.com/ReadyfortheRun/status/1977378133901746239) [@ReadyfortheRun](/creator/x/ReadyfortheRun) 2025-10-12T14:17Z XXX followers, XXX engagements


"Waking up to Cleveland-Cliffs $CLF earnings and two big announcements from my guy Chair Lourenco Goncalves: 1) Signed MoU with a major global steel producer who seeks to leverage Cliffs unmatched U.S. footprint and trade-compliant operations. Deal expected to be highly accretive to shareholders and 2) a new focus on rare earth minerals 💥 💥"  
[X Link](https://x.com/ReadyfortheRun/status/1980239364136337638) [@ReadyfortheRun](/creator/x/ReadyfortheRun) 2025-10-20T11:47Z XXX followers, XXX engagements


"I asked Gemini if TheFork (owned by TripAdvisor $TRIP) would be a good bolt-on acquisition for Block $XYZ 💡 TheFork is the leading online restaurant booking platform in Europe operating in over XX countries including France Spain Italy and the UK and has a presence in Australia and parts of LatAm (e.g. Brazil and Mexico)🍴"  
[X Link](https://x.com/ReadyfortheRun/status/1975859081576333446) [@ReadyfortheRun](/creator/x/ReadyfortheRun) 2025-10-08T09:41Z XXX followers, XXX engagements


"I could see the WH making an investment in Cleveland-Cliffs $CLF on this comment from Chair Goncalves: 💥💥💥 We have looked at all of our ore bodies and tailings basins and two sites in particular one in Michigan and one in Minnesota show the most potential. At these two sites geological surveys show key indicators of rare-earth mineralization. If successful it would align Cleveland-Cliffs with the broader national strategy for critical material independence similar to what we achieved in steel. American manufacturing shouldnt rely on China or any foreign nation for essential minerals and"  
[X Link](https://x.com/ReadyfortheRun/status/1980240737397588063) [@ReadyfortheRun](/creator/x/ReadyfortheRun) 2025-10-20T11:52Z XXX followers, XXX engagements


"@MorgenHatton eBay reports next week. it will be a good indicator on how strong collectibles (trading cards) was this quarter. its essentially eBay Target and GameStop. but Target doesnt highlight it as much"  
[X Link](https://x.com/ReadyfortheRun/status/1980579171807162663) [@ReadyfortheRun](/creator/x/ReadyfortheRun) 2025-10-21T10:17Z XXX followers, XXX engagements


"Maybe Chair Ellison and Paramount Skydance $PSKY should submit a best & final offer and if rejected by Zaslav and Warner Bros. Discovery board. pursue Lionsgate $LION studio and 20000 title library instead 💥💥💥"  
[X Link](https://x.com/ReadyfortheRun/status/1980739970848682128) [@ReadyfortheRun](/creator/x/ReadyfortheRun) 2025-10-21T20:56Z XXX followers, XXX engagements


"The NBA belongs on NBC $CMCSA like College Basketball (March Madness) belongs on CBS $PSKY. From the pre-game show to the game crew NBC already much better than that crap ESPN put out the last few years Thank God and thank you @NBA"  
[X Link](https://x.com/ReadyfortheRun/status/1980772636633203008) [@ReadyfortheRun](/creator/x/ReadyfortheRun) 2025-10-21T23:06Z XXX followers, XXX engagements


"Sunday charting. Aramark $ARMK. SI down -XX% p/p. call it C&H. call it IHS. call it a beautiful chart Sysco $SYY also looks interesting. I am just afraid the space will see consolidation. not sure who buying who though"  
[X Link](https://x.com/ReadyfortheRun/status/1936814862379688175) [@ReadyfortheRun](/creator/x/ReadyfortheRun) 2025-06-22T15:53Z XXX followers, XXX engagements


"How can you reject $24/sh. the track record is just not there I imagine post split Warner Bros. Discovery $WBD networks side valuation is going to get pummeled. and Studios/Streaming side will waffle. Antitrust risk is sky high to me. so add in duration risk and a HUGE break up fee"  
[X Link](https://x.com/ReadyfortheRun/status/1980986261377859983) [@ReadyfortheRun](/creator/x/ReadyfortheRun) 2025-10-22T13:15Z XXX followers, XXX engagements