Jimmy

[Jimmy @Ax3l_Blaze]

@FeatherFund @returnoncap FT probably

[Jimmy @Ax3l_Blaze]

@jeremie0117 @Sparrow_PM @marc_slans Why is it up? Cant find anything?

[Jimmy @Ax3l_Blaze]

@TribeRuffner What do you make of them expanding rapidly in mid-a where they don’t own any landfills? Competitor sites will prob squeeze them where possible and amount of municipal sites is also limited. Comps are moving in a different direction on internalization.

[Jimmy @Ax3l_Blaze]

@Johnny4Cash Where are you getting the insider selling from? Don't see much here:
https://t.co/cm84OTeTe4

[Jimmy @Ax3l_Blaze]

@DD17_Capital @leevalueroach AI benefit will be in opex, should be able to cut development expenses on software. They don’t have any datacenter exposure

[Jimmy @Ax3l_Blaze]

@Invesquotes @ZissouCapital Don’t think that’s the case anymore, $STVN has derated a lot in last few months

[Jimmy @Ax3l_Blaze]

@evfcfaddict its quite odd that ROVI and STEV have traded in opposite directions lately,. ROVI has large glp1 exposure as well - if I'm not mistaken pretty much all of the big disclosed contracts are glp1 related

[Jimmy @Ax3l_Blaze]

@QuantStrategist @Muzzlebuster Tho China steel demand will prob also fall over time and unsure whether rise of India will offset

[Jimmy @Ax3l_Blaze]

@QuantStrategist @Muzzlebuster By that time iron ore will be much lower % of rev anyway. Also as you said Rio tinto and the like in AUS have one of the lowest cost prices in the wrld so will surely keep pumping volumes even at lower prices - more likely smaller higher cost operators players being driven out

[Jimmy @Ax3l_Blaze]

@Muzzlebuster Doesn’t this make their business much more cyclical? Seems to be losmaking in downcycle years and staffing companies generally have not been great investments - also based on price they paid nobody seemed interested

[Jimmy @Ax3l_Blaze]

@LoneWolfTwit58 @jblan010 @ColubeatID @joinyellowbrick @Citrini7 @LDiscernment @InvestSpecial Do you think growth will accelerate from here? ‘26 guide seems conservative given Datacenter tailwind on NV5 - not sure how big % of rev that is atm tho.

[Jimmy @Ax3l_Blaze]

@Tintincapital @SowingAlphaSeed Which ones?

[Jimmy @Ax3l_Blaze]

@QuahogCapital @TribeRuffner Is software susceptible to AI disruption or are the utilities locked in?

[Jimmy @Ax3l_Blaze]

@avalondrexmore @Larryjamieson_ Why did they do this? Couldn’t really find a satisfactory answer