[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@R_and_Invest](/creator/twitter/R_and_Invest) "@TechFundies $AMZN is going to start shipping XX billion packages per day. $XXXX extra income per package is $200M/day or $70B/yr. Or Ads can be an incremental $20B. Incremental $50B at 20x PE suggests $1T Decent IRR for me"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1947375417264144470) 2025-07-21 19:17:34 UTC XXX followers, XXX engagements "#TFAAANNG COMP EV/EBITDA $TSLA 60x $META 14x $AAPL 21x $AMZN 14x $AVGO 28x $NVDA 24x $NFLX 31x $GOOGL 11x"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1947693707479945570) 2025-07-22 16:22:20 UTC XXX followers, XXX engagements "$TSM is reporting soon. Commentary & Questions 2Q25 earnings are 1) N2 capacity build and how thats progressing/2026 any color on capacity/pricing.(2026 75K-100K wafer starts.) 2) $Nvda $Amd $Avgo $Mrvl demand will obviously be good but any latest outlook after China un-ban 3) commentary for US trade tariffs and speed of US fab builds but also any demand pull-ins/drop off expected in 2H (remember $Aapl shipped tons of iPhone via Air); 4) Capex $42B high end/$40B mid. Any plan to accelerate that $Asml no growth could mean slow capex growth in 2026 for $TSM 5) revenues are known by street -"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1945694844648816748) 2025-07-17 03:59:34 UTC XXX followers, XXX engagements "Advertising $GOOG 7/23/2025 (tomorrow) $META 7/30/2025 $ROKU 7/31/2025 $SNAP 8/5/2025 $MGNI 8/6/2025 $SPT 8/6/2025 $TTD 8/7/2025 $PINS 8/7/2025 $CXM 9/3/2025"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1947754985590296966) 2025-07-22 20:25:50 UTC XXX followers, XXX engagements "@nikesharora has almost always talked about filling a technology gap/hole. When we did checks with Island $PANW swooped in and bought Talon (which was a surprise for us as George Kurtz $CRWD ceo was part owner). Smart acquisition. This is why I would be surprised if he bought $S as I am not sure what tech hole they are filing for $PANW"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1947368930827505690) 2025-07-21 18:51:48 UTC XXX followers, XXX engagements "I didnt realize McGraw Hill is not public. Looking to do more work on FIG but having used Gemini for kids I cannot see myself ever using $Adbe or $Fig"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1947851338286829818) 2025-07-23 02:48:43 UTC XXX followers, XXX engagements "$NFLX buried in the shareholder letter "our members watched over XX billion hours on Netflix in the first half of the year a X% increase year over year""  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1946261293146792364) 2025-07-18 17:30:26 UTC XXX followers, XX engagements "@EricJhonsa Have you seen so much positive data come out in one day This is like early 2020 post COVID This was unexpected strength in the retail sector and robust retail sales data in June - both core and total. Retail sales rising XXX% month-over-month in June was not on my bingo card or for that matter any $MACRO economist. Far exceeding the consensus expectation of 0.1%. Core sales ex autos retail sales still rose by XXX% I guess should have listened to Dimon yesterday when he said saw no stress in consumer (yet). Consumer resilience and a surprising healthy labor market (also reported"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1945870056736587855) 2025-07-17 15:35:48 UTC XXX followers, XXX engagements "20-year auction gets Santelli's A+ WOW. $GOOGL $META $QQQ $TSLA $MSFT $AAPL might 🧨🚀"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1948069097591455798) 2025-07-23 17:14:00 UTC XXX followers, XXX engagements "This is the first time I am seeing this. I wish I had known this when we met with $BALL and $CCK management teams that are so proud of aluminum cans saving the planet"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1946265002060751089) 2025-07-18 17:45:11 UTC XXX followers, XXX engagements "2Q25 Earnings coming up. $GOOGL $TSLA 7/23 PM 2Q25 Street is expecting Revs/EBITDA/EPS $TSLA: $22.9B/ $2.8B/ $XXXX (expectations are one of their worst deliveries revs and margins quarter) $GOOGL: $93.8B/ $41.9B/ $XXXX (this includes April when everything stopped)"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1947690550620250152) 2025-07-22 16:09:48 UTC XXX followers, XXX engagements "Online Travel (brokers/booking) $BKNG 7/29/2025 $TRIP 7/31/2025 $YELP 7/31/2025 $EXPE 8/7/2025"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1947754650406433106) 2025-07-22 20:24:30 UTC XXX followers, XX engagements "Online Shopping $ETSY 7/30/2025 $BIGC 7/31/2025 $MELI 7/31/2025 $LMND 8/5/2025 $CPNG 8/6/2025 $SHOP 8/6/2025 $PINS 8/7/2025 $JMIA 8/12/2025 $SE 8/19/2025 $BILL 8/21/2025"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1947754413554340300) 2025-07-22 20:23:34 UTC XXX followers, XXX engagements "I am very very happy for you. But as we have discussed whenever Jack speaks to Wall Street or has lunch at Morgan Stanley conference investors and funds offload the stock. My sense is Hedge funds will still not let it work unless @Jack makes $XYZ more efficient. If @x didnt need XX% of people Square/CashApp need to grow 20-25% faster top line to support all that staff. In age of AI LLMs and efficiency unless they cut expenses S&P addition wont change funds and how they think longer term. No one wants to be in bed with someone taking out things like Tidal or whatever the F he is acquiring"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1946368520390160588) 2025-07-19 00:36:31 UTC XXX followers, XXX engagements "Backup API HR. & Analytics. Platform SaaS $FRSH 7/29/2025 $BL 7/31/2025 $HUBS 8/6/2025 $CRM 8/20/2025 $WDAY 8/21/2025 $NCNO 9/2/2025 $COUP acquired Workplace/Other $NOW 7/23/2025 $APPN 8/7/2025 $MNDY 8/18/2025 $BOX 8/20/2025 $VEEV 8/27/2025 $DOCU 9/4/2025 $PATH 9/9/2025 $ASAN na $PD na $SMAR na $TEAM na"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1947753536386982091) 2025-07-22 20:20:05 UTC XXX followers, XXX engagements "Database $DDOG 8/7/2025 $SNOW 8/20/2025 $ESTC 8/21/2025 $MDB 8/28/2025 $BASE 9/3/2025 $SPLK acquired $CFLT not available Security SAAS $TENB 7/30/2025 $CHKP 7/30/2025 $NET 7/31/2025 $FTNT 8/6/2025 $CYBR 8/7/2025 $PANW 8/25/2025 $OKTA 8/27/2025 $S 8/27/2025 $CRWD 9/2/2025 $ZS 9/4/2025 $PING na"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1947753021766832476) 2025-07-22 20:18:02 UTC XXX followers, XXX engagements "Cant tell is Zuck making a case for people to buy $Googl or $Amzn Dont they have the most compute"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1947185110996128146) 2025-07-21 06:41:22 UTC XXX followers, XXX engagements "#SaaS Earnings It will be kicked off by $NOW Streets expecting $3.1B revs $1.1B EBITDA and EPS of $XXXX Fwd expectations: Revs $31B EBITDA $1B EPS $3.50"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1947751537499115849) 2025-07-22 20:12:08 UTC XXX followers, XXX engagements "👀 it might also suggest or mean $MSFT Azure growth would exceed estimates"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1945570662560772567) 2025-07-16 19:46:07 UTC XXX followers, XXX engagements "Last three days did checks across $TGT $BBY $WMT $Cost Micro center Across the board whether its groceries food/drinks nuts chips electronics clothes or shoes- prices have gone up a LOT more than current rate of inflation. Last 12M I was very critical of Powell to keep rates this high. Now I think he had been right all along to get more data. I was wrong. The market might be expecting a cut but 2H25 would see rising inflation across every sector. Including electronics Hard to see any rate cut in July or even September. Tough unless fiscal stimulus (deficit) drops $1T"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1947406003680707060) 2025-07-21 21:19:06 UTC XXX followers, XXX engagements "@Mr_Derivatives Hey bro we have to look at the year of halving and the next August (after the halving). The year after halving AUGUST was MONSTER return months (as per LLMs). Aug 2013 XX 21"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1946394934006911106) 2025-07-19 02:21:29 UTC XXX followers, XXX engagements "OLD post From Aug 2023: When $ENTG was $XX. Quick thoughts on $ENTG.and some multiples on #Semi capex players. This is the most uncertain environment with no idea if China pull in is the peak or $MACRO drop in Chips demand is the bottom. Either way secular bull demand for Chips for low nm. Front-end $ASML 24x $AMAT 15x $LRCX 15x $KLAC 16x $ACLS 17x $ENTG 16x $MKSI 11x $AEIS 13x $UCTT 9x $ICHR 14x $TER 15x $ONTO 18x $FORM 15x $COHU 8x $AEHR NA $INTT 9x A couple of my favorite management in #Semis are: Bertrland Loy Entegris. Gary Dickerson Applied KLAC ONTO COHU. Not a single $NVDA GPU Samsung"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1945174097148961200) 2025-07-15 17:30:19 UTC XXX followers, XX engagements "Its pretty surprising how little competition & few publicly listed cos. remains in #Semi software $CDNS and $SNPS (who is acquiring $ANSS) The deal was announced XX mo ago: More inflation coming until @googleAI @grok figures out how to build better"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1944772686502318498) 2025-07-14 14:55:15 UTC XXX followers, XX engagements "3Q25 expectations: $TSLA $24.7B/ $3.1B/$0.50 - expecting delivery and margins recovery to start. $GOOGL $97.5B/ $43.4B/ $XXXX - this is one of the LOWEST valuation on any megacap. 17x forward PE"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1947691266814448115) 2025-07-22 16:12:39 UTC XXX followers, XXX engagements "$GOOGL. @sundarpichai122 should definitely get to the bottom of this and what happened to OpenAI whistle blower. If what Abhishek is claiming to be true then its a serious data infringement against Google. @BigBullCap this is fascinating"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1947431374211977298) 2025-07-21 22:59:55 UTC XXX followers, XXX engagements "Older Feb 2024 tweet: Saving it here. $ATRO is a monopoly in In-Seat Power reports tonight Recent mis-steps by mang to raise cash using ATM offering was driven by debt bankers. The co. grew too fast so needed money for WC. Burnt small cap investors. 2021 Revs $445M - $760M '21 EBTIDA $2M - $70M today An Aero peer $KAMN that doesnt have same market share was taken out (or taken under) at 15x EBITDA. My mental notes: 1) Aero KPIs very healthy especially for $ATRO's big market in Wide-Body jets that fly internationally. Load factors Available seat miles Rev/ASM and RPK rev pax kilometers were"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1945170741114363982) 2025-07-15 17:16:58 UTC XXX followers, XX engagements "Gaming $EA 7/29/2025 $DKNG 7/31/2025 $U 8/6/2025 $LNW 8/6/2025 $FLUT 8/7/2025 $TTWO 8/7/2025 $ATVI acq $ZNGA acq"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1947754094816596033) 2025-07-22 20:22:18 UTC XXX followers, XXX engagements "@emo__girl_ @EricJhonsa @DeepSailCapital I was not speaking about $Joby and not really condoning. I have been burnt SS some names in the past so just presenting free research on what I have learnt"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1947724596054237228) 2025-07-22 18:25:05 UTC XXX followers, XX engagements "VOIP $BAND 7/29/2025 $TDOC 7/29/2025 $FIVN 7/31/2025 $RNG 8/5/2025 $EGHT 8/5/2025 $ZM 8/25/2025 $VG acq $AVYA BK"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1947753790721208572) 2025-07-22 20:21:05 UTC XXX followers, XXX engagements "$FCX posted decent results but quiet surprising that realized price was only up X cents/lb YoY. If you see the old debt filled FCX (earlier tweet) this EBITDA and BS is to die for. Copper prices are running around $XXXX. Realized prices are around $XXXX. $X is $4B higher annual EBITDA for FCX (on a $10-12B EBITDA). The one terrible thing from the report was the buyback. Despite earning $2B in op cash management team decided to ONLY use $52M to buyback stock in $30s. Clearly they are clue less about future forecasting like everyone else"  [@R_and_Invest](/creator/x/R_and_Invest) on [X](/post/tweet/1948007096186007653) 2025-07-23 13:07:38 UTC XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@R_and_Invest
"@TechFundies $AMZN is going to start shipping XX billion packages per day. $XXXX extra income per package is $200M/day or $70B/yr. Or Ads can be an incremental $20B. Incremental $50B at 20x PE suggests $1T Decent IRR for me"
@R_and_Invest on X 2025-07-21 19:17:34 UTC XXX followers, XXX engagements
"#TFAAANNG COMP EV/EBITDA $TSLA 60x $META 14x $AAPL 21x $AMZN 14x $AVGO 28x $NVDA 24x $NFLX 31x $GOOGL 11x" @R_and_Invest on X 2025-07-22 16:22:20 UTC XXX followers, XXX engagements
"$TSM is reporting soon. Commentary & Questions 2Q25 earnings are 1) N2 capacity build and how thats progressing/2026 any color on capacity/pricing.(2026 75K-100K wafer starts.) 2) $Nvda $Amd $Avgo $Mrvl demand will obviously be good but any latest outlook after China un-ban 3) commentary for US trade tariffs and speed of US fab builds but also any demand pull-ins/drop off expected in 2H (remember $Aapl shipped tons of iPhone via Air); 4) Capex $42B high end/$40B mid. Any plan to accelerate that $Asml no growth could mean slow capex growth in 2026 for $TSM 5) revenues are known by street -" @R_and_Invest on X 2025-07-17 03:59:34 UTC XXX followers, XXX engagements
"Advertising $GOOG 7/23/2025 (tomorrow) $META 7/30/2025 $ROKU 7/31/2025 $SNAP 8/5/2025 $MGNI 8/6/2025 $SPT 8/6/2025 $TTD 8/7/2025 $PINS 8/7/2025 $CXM 9/3/2025" @R_and_Invest on X 2025-07-22 20:25:50 UTC XXX followers, XXX engagements
"@nikesharora has almost always talked about filling a technology gap/hole. When we did checks with Island $PANW swooped in and bought Talon (which was a surprise for us as George Kurtz $CRWD ceo was part owner). Smart acquisition. This is why I would be surprised if he bought $S as I am not sure what tech hole they are filing for $PANW" @R_and_Invest on X 2025-07-21 18:51:48 UTC XXX followers, XXX engagements
"I didnt realize McGraw Hill is not public. Looking to do more work on FIG but having used Gemini for kids I cannot see myself ever using $Adbe or $Fig" @R_and_Invest on X 2025-07-23 02:48:43 UTC XXX followers, XXX engagements
"$NFLX buried in the shareholder letter "our members watched over XX billion hours on Netflix in the first half of the year a X% increase year over year"" @R_and_Invest on X 2025-07-18 17:30:26 UTC XXX followers, XX engagements
"@EricJhonsa Have you seen so much positive data come out in one day This is like early 2020 post COVID This was unexpected strength in the retail sector and robust retail sales data in June - both core and total. Retail sales rising XXX% month-over-month in June was not on my bingo card or for that matter any $MACRO economist. Far exceeding the consensus expectation of 0.1%. Core sales ex autos retail sales still rose by XXX% I guess should have listened to Dimon yesterday when he said saw no stress in consumer (yet). Consumer resilience and a surprising healthy labor market (also reported" @R_and_Invest on X 2025-07-17 15:35:48 UTC XXX followers, XXX engagements
"20-year auction gets Santelli's A+ WOW. $GOOGL $META $QQQ $TSLA $MSFT $AAPL might 🧨🚀" @R_and_Invest on X 2025-07-23 17:14:00 UTC XXX followers, XXX engagements
"This is the first time I am seeing this. I wish I had known this when we met with $BALL and $CCK management teams that are so proud of aluminum cans saving the planet" @R_and_Invest on X 2025-07-18 17:45:11 UTC XXX followers, XXX engagements
"2Q25 Earnings coming up. $GOOGL $TSLA 7/23 PM 2Q25 Street is expecting Revs/EBITDA/EPS $TSLA: $22.9B/ $2.8B/ $XXXX (expectations are one of their worst deliveries revs and margins quarter) $GOOGL: $93.8B/ $41.9B/ $XXXX (this includes April when everything stopped)" @R_and_Invest on X 2025-07-22 16:09:48 UTC XXX followers, XXX engagements
"Online Travel (brokers/booking) $BKNG 7/29/2025 $TRIP 7/31/2025 $YELP 7/31/2025 $EXPE 8/7/2025" @R_and_Invest on X 2025-07-22 20:24:30 UTC XXX followers, XX engagements
"Online Shopping $ETSY 7/30/2025 $BIGC 7/31/2025 $MELI 7/31/2025 $LMND 8/5/2025 $CPNG 8/6/2025 $SHOP 8/6/2025 $PINS 8/7/2025 $JMIA 8/12/2025 $SE 8/19/2025 $BILL 8/21/2025" @R_and_Invest on X 2025-07-22 20:23:34 UTC XXX followers, XXX engagements
"I am very very happy for you. But as we have discussed whenever Jack speaks to Wall Street or has lunch at Morgan Stanley conference investors and funds offload the stock. My sense is Hedge funds will still not let it work unless @Jack makes $XYZ more efficient. If @x didnt need XX% of people Square/CashApp need to grow 20-25% faster top line to support all that staff. In age of AI LLMs and efficiency unless they cut expenses S&P addition wont change funds and how they think longer term. No one wants to be in bed with someone taking out things like Tidal or whatever the F he is acquiring" @R_and_Invest on X 2025-07-19 00:36:31 UTC XXX followers, XXX engagements
"Backup API HR. & Analytics. Platform SaaS $FRSH 7/29/2025 $BL 7/31/2025 $HUBS 8/6/2025 $CRM 8/20/2025 $WDAY 8/21/2025 $NCNO 9/2/2025 $COUP acquired Workplace/Other $NOW 7/23/2025 $APPN 8/7/2025 $MNDY 8/18/2025 $BOX 8/20/2025 $VEEV 8/27/2025 $DOCU 9/4/2025 $PATH 9/9/2025 $ASAN na $PD na $SMAR na $TEAM na" @R_and_Invest on X 2025-07-22 20:20:05 UTC XXX followers, XXX engagements
"Database $DDOG 8/7/2025 $SNOW 8/20/2025 $ESTC 8/21/2025 $MDB 8/28/2025 $BASE 9/3/2025 $SPLK acquired $CFLT not available Security SAAS $TENB 7/30/2025 $CHKP 7/30/2025 $NET 7/31/2025 $FTNT 8/6/2025 $CYBR 8/7/2025 $PANW 8/25/2025 $OKTA 8/27/2025 $S 8/27/2025 $CRWD 9/2/2025 $ZS 9/4/2025 $PING na" @R_and_Invest on X 2025-07-22 20:18:02 UTC XXX followers, XXX engagements
"Cant tell is Zuck making a case for people to buy $Googl or $Amzn Dont they have the most compute" @R_and_Invest on X 2025-07-21 06:41:22 UTC XXX followers, XXX engagements
"#SaaS Earnings It will be kicked off by $NOW Streets expecting $3.1B revs $1.1B EBITDA and EPS of $XXXX Fwd expectations: Revs $31B EBITDA $1B EPS $3.50" @R_and_Invest on X 2025-07-22 20:12:08 UTC XXX followers, XXX engagements
"👀 it might also suggest or mean $MSFT Azure growth would exceed estimates" @R_and_Invest on X 2025-07-16 19:46:07 UTC XXX followers, XXX engagements
"Last three days did checks across $TGT $BBY $WMT $Cost Micro center Across the board whether its groceries food/drinks nuts chips electronics clothes or shoes- prices have gone up a LOT more than current rate of inflation. Last 12M I was very critical of Powell to keep rates this high. Now I think he had been right all along to get more data. I was wrong. The market might be expecting a cut but 2H25 would see rising inflation across every sector. Including electronics Hard to see any rate cut in July or even September. Tough unless fiscal stimulus (deficit) drops $1T" @R_and_Invest on X 2025-07-21 21:19:06 UTC XXX followers, XXX engagements
"@Mr_Derivatives Hey bro we have to look at the year of halving and the next August (after the halving). The year after halving AUGUST was MONSTER return months (as per LLMs). Aug 2013 XX 21" @R_and_Invest on X 2025-07-19 02:21:29 UTC XXX followers, XXX engagements
"OLD post From Aug 2023: When $ENTG was $XX. Quick thoughts on $ENTG.and some multiples on #Semi capex players. This is the most uncertain environment with no idea if China pull in is the peak or $MACRO drop in Chips demand is the bottom. Either way secular bull demand for Chips for low nm. Front-end $ASML 24x $AMAT 15x $LRCX 15x $KLAC 16x $ACLS 17x $ENTG 16x $MKSI 11x $AEIS 13x $UCTT 9x $ICHR 14x $TER 15x $ONTO 18x $FORM 15x $COHU 8x $AEHR NA $INTT 9x A couple of my favorite management in #Semis are: Bertrland Loy Entegris. Gary Dickerson Applied KLAC ONTO COHU. Not a single $NVDA GPU Samsung" @R_and_Invest on X 2025-07-15 17:30:19 UTC XXX followers, XX engagements
"Its pretty surprising how little competition & few publicly listed cos. remains in #Semi software $CDNS and $SNPS (who is acquiring $ANSS) The deal was announced XX mo ago: More inflation coming until @googleAI @grok figures out how to build better" @R_and_Invest on X 2025-07-14 14:55:15 UTC XXX followers, XX engagements
"3Q25 expectations: $TSLA $24.7B/ $3.1B/$0.50 - expecting delivery and margins recovery to start. $GOOGL $97.5B/ $43.4B/ $XXXX - this is one of the LOWEST valuation on any megacap. 17x forward PE" @R_and_Invest on X 2025-07-22 16:12:39 UTC XXX followers, XXX engagements
"$GOOGL. @sundarpichai122 should definitely get to the bottom of this and what happened to OpenAI whistle blower. If what Abhishek is claiming to be true then its a serious data infringement against Google. @BigBullCap this is fascinating" @R_and_Invest on X 2025-07-21 22:59:55 UTC XXX followers, XXX engagements
"Older Feb 2024 tweet: Saving it here. $ATRO is a monopoly in In-Seat Power reports tonight Recent mis-steps by mang to raise cash using ATM offering was driven by debt bankers. The co. grew too fast so needed money for WC. Burnt small cap investors. 2021 Revs $445M - $760M '21 EBTIDA $2M - $70M today An Aero peer $KAMN that doesnt have same market share was taken out (or taken under) at 15x EBITDA. My mental notes: 1) Aero KPIs very healthy especially for $ATRO's big market in Wide-Body jets that fly internationally. Load factors Available seat miles Rev/ASM and RPK rev pax kilometers were" @R_and_Invest on X 2025-07-15 17:16:58 UTC XXX followers, XX engagements
"Gaming $EA 7/29/2025 $DKNG 7/31/2025 $U 8/6/2025 $LNW 8/6/2025 $FLUT 8/7/2025 $TTWO 8/7/2025 $ATVI acq $ZNGA acq" @R_and_Invest on X 2025-07-22 20:22:18 UTC XXX followers, XXX engagements
"@emo__girl_ @EricJhonsa @DeepSailCapital I was not speaking about $Joby and not really condoning. I have been burnt SS some names in the past so just presenting free research on what I have learnt" @R_and_Invest on X 2025-07-22 18:25:05 UTC XXX followers, XX engagements
"VOIP $BAND 7/29/2025 $TDOC 7/29/2025 $FIVN 7/31/2025 $RNG 8/5/2025 $EGHT 8/5/2025 $ZM 8/25/2025 $VG acq $AVYA BK" @R_and_Invest on X 2025-07-22 20:21:05 UTC XXX followers, XXX engagements
"$FCX posted decent results but quiet surprising that realized price was only up X cents/lb YoY. If you see the old debt filled FCX (earlier tweet) this EBITDA and BS is to die for. Copper prices are running around $XXXX. Realized prices are around $XXXX. $X is $4B higher annual EBITDA for FCX (on a $10-12B EBITDA). The one terrible thing from the report was the buyback. Despite earning $2B in op cash management team decided to ONLY use $52M to buyback stock in $30s. Clearly they are clue less about future forecasting like everyone else" @R_and_Invest on X 2025-07-23 13:07:38 UTC XXX followers, XXX engagements