7tp

[Brad Thomas @bradthomas]

$CASY dropped 15% yesterday and is getting interesting.

It targets 120 new stores in FY27, while remodeled CEFCO sites are seeing ~30% PF&DB lifts.

I’m watching closely, but waiting for 25x earnings.

And yes, Casey’s pizza is the best. 🍕

[Javier Blas @JavierBlas]

CHART OF THE DAY: Saudi Arabia and Russia (the world's 2nd and 3rd top oil producers) suffered significant output drops in August due to the Iran and Ukraine wars, respectively. Combined, Riyadh and Moscow pumped last month ~5.5m b/d less than they did in January (@IEA data).

[7tp @7pt7pt7]

@Sovanna_Sek Potentiellement un scénario similaire sur $OSCR ?

[First Squawk @FirstSquawk]

IEA SAYS GLOBAL OBSERVED OIL INVENTORIES PLUNGED BY A FURTHER 95 MILLION BARRELS IN AUGUST

[Sovanna Sek @Sovanna_Sek]

$XAUUSD L'or doit encore consolider à mon avis.

Je pense que la purge n'est pas terminée dans la perspective d'enter avec un meilleur ratio risque/rendement.

La zone du rectangle comme achat est réaliste et souhaitable pour soigner un point d'entrée.

[BFM @BFMTV]

Jusqu’à 50% de ventes en moins certaines semaines : le consommateur chinois se retourne contre Louis Vuitton qui a trainé en justice une marque locale de thé pour son logo trop proche de sa fleur
https://t.co/1vc6CawJo8

[Marc Bond 📶 @fuckthedip]

Véolia
J'avais fait un article sur l'eau le 25 janvier sur substack, je parlais de cette M50 mensuelle comme support depuis trois ans, je mets le graphique pour voir ou l'on se situe actuellement, cela donne une idée comment on évolue.
Actionnaire PRU 24,012€(incluant les frais de transactions)
https://t.co/tqjt4MvDyb

[Wall St Engine @wallstengine]

Rocket Lab $RKLB completed its 16th Electron launch of 2026, successfully deploying an Earth observation satellite for a confidential customer. It marked Electron’s 95th mission overall, with another launch planned before the end of September.

[JustDario @DarioCpx]

Is it now clear why I am not yet bullish on gold and silver, and I believe it's better to wait for the oil crisis aftermath to unravel first to load up again before the next generational bull run begins?

[Yicai 第一财经 @yicaichina]

China yesterday issued a plan to strengthen the financial sector over the next five years, focusing on preventing financial risks, enhancing financial supervision, and promoting high-quality development. The securities regulator will ease rules for stock issuance, listings, and M&As to make the Chinese mainland market the preferred listing venue for high-quality domestic firms, CSRC Vice Chairman Li Chao said at a press conference.

[Marhelm @MarhelmData]

Qatar is now looking to the US for LNG. QatarEnergy is discussing long-term US LNG supply deals as the war with Iran cripples Qatar’s ability to serve its own customers.

[zerohedge @zerohedge]

*NVIDIA CEO SAYS CYBERSECURITY NEXT MAJOR USE CASE OF AI

Ah yes, a little more AI doom/gloom should help Crowdstrike revenues

[Techquity @0xtechquity]

$CSU.TO is back to 15 P/FCF...

[Marc Bond 📶 @fuckthedip]

Rost Stores $ROST
Pour l'instant rebond sur l'oblique, tant qu'elle tient c'est cool. Point hebdo du 23 aout https://t.co/wJK6STQ3Lx

[Marc Bond 📶 @fuckthedip]

#Vinci
Elle a sonné chez moi aujourd'hui mais je n'arrive pas à appuyer sur le bouton...😱

[The Assembly @InTheAssembly]

Chris Hohn added more Ferrovial.

TCI now holds 20.9 million shares worth $1.43 billion.

$FER

[Chips & Wafers @ChipsandWafers]

$TSM August revenue hits another ATH:
+44% YoY
+11% MoM

[Justin Skycak @justinskycak]

You cannot be creative at a high level unless you are robotic at a low level.

[Justin Skycak @justinskycak]

The anti-memorization movement has left millions of students unable to think because every elementary operation consumes working memory.

For instance, solving equations feels smooth when basic arithmetic is automatic. It's like moving puzzle pieces around, and you just need to identify how they fit together.

But without automaticity on basic arithmetic, each puzzle piece is a heavy weight. You struggle to move them at all, much less figure out where they're supposed to go.

It’s the same all the way up the ladder of math: from arithmetic, to algebra, to calculus, to all sorts of university-level math and beyond.

[zerohedge @zerohedge]

"Not Behind Us": Major US Tool Distributor Warns Tungsten Cost Shock Is Hitting Factory Floors https://t.co/ewtW2ydXdM