Lookn4TMLs📈⛳

Former PM managing $Billions. Now using WONs CANSLIM principles to uncover True Market Leaders (TMLs) to beat the market. Oh and a little golf mixed in!

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@orrdavid Windows profits dropping. Can you unpack this? How does this happen? Who are the players taking share? Thx

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@DollarCostAvg This is interesting. The question to ask is how durable is Memory Revenues. Amazon base business has a moat and steady cash flows. Can memory be the same or will cyclicality come back into play.

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@JohnHuber72 Agree John. Do you have any thoughts on the Mobility spin off?

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@RandolphDuke7 Great analysis

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@mikalche @grok 3. But today it is still a pilot beachhead, not the new core of HAL. Halliburton’s 2025 revenue was about $22.2 billion, and Q4 2025 revenue was $5.7 billion. Against that base, a 400 MW manufacturing commitment is strategically interesting, but it is not yet evidence that HAL

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@mikalche @grok Here is Chatgpts thoughts on $HAL:

This looks like an adjacent infrastructure diversification opportunity, not a full-blown reinvention of Halliburton into an “AI infrastructure” company. Halliburton and VoltaGrid first announced a strategic collaboration in October 2025 to

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@mikalche @grok 2. More “structural growth adjacency” than classic oil cyclicality. The investment case here is that AI/data-center power demand is driven by a long-duration digital-infrastructure buildout, while Halliburton’s legacy business is still tied mainly to drilling/completions budgets.

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@mikalche @grok operating in complex jurisdictions — to participate in a new bottleneck: getting reliable power to AI data centers. The partnership explicitly targets turnkey distributed power systems for data centers, not oil production equipment.

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@mikalche @grok 1. A move from oilfield services into “power-as-enabler” infrastructure. This is not upstream drilling demand in disguise. It is Halliburton using capabilities it already has — field logistics, large-project execution, gas-adjacent operations, global customer access, and

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@mikalche @grok ecured manufacturing for 400 MW of modular natural-gas power systems, with delivery targeted for 2028 and aimed at hyperscale data centers in the Eastern Hemisphere.

So the opportunity is best described as:

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@mikalche @grok deliver distributed power-generation solutions for data centers, with Halliburton contributing global footprint, local infrastructure, and regulatory/execution capabilities while VoltaGrid contributes the power platform and engineering. In December 2025, they said they had s

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@SamofAmerica Agree. But tying to understanding the investment implications especially 2nd derivatives.

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@SamofAmerica @awealthofcs Interesting. Bag7 has been under pressure. But everyone seems to have a different take on which cos has the existential risks

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@SamofAmerica @KeithMcCullough @RPKent question now becomes it a one day pod shop unwind or the start of a change in trend where software leads?

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@SamofAmerica
From your video today:

2007: 3 bank failures

2008: 25 bank failures

2009: 140 bank failures

Total (2007–2009): 168 U.S. bank failures or 1.98% of the 8,500 banks

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@BluthCapital These Saas look cheap on historic metrics. But are the MOATs gone, and business permanently disrupted?

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@TheProfInvestor @grok
how is Claude effecting $MA and $V

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@MysteryBroker Agreed on your take. Now the key question is how to best position.

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@grok How does Claude Code Security compare to Crowdsrike or PaloAlto offerings? Is Claude a legitimate threat to take business?

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@StockMKTNewz @grok when did soros star buying salesforce?