Test Cricket

[Test Cricket @TestCricket4evr]

@3PeaksTrading Best wishes for next steps

[Test Cricket @TestCricket4evr]

@CharityHedge Was better this week for sure

[Test Cricket @TestCricket4evr]

@ContrarianCurse ENTG China revs headed lower as Hubei Dinglong / Zhuhai Firestone ramp capacity. TSM FOUPs market share losses to Gudeng. Advanced Filtration market share losses to Cobettor. No operating leverage demonstrated in most recent quarter. Legacy Cabot Micro share loss in CMP

[Test Cricket @TestCricket4evr]

@CharityHedge Touché

[Test Cricket @TestCricket4evr]

@CharityHedge Shouldn’t gold move lower?

[Test Cricket @TestCricket4evr]

@akramsrazor @Hypertonx @compound248 Epic - when’s the full book coming out

[Test Cricket @TestCricket4evr]

@TBU12345678 YTD outperformance versus ADI going to close fast starting tomorrow

[Test Cricket @TestCricket4evr]

@akramsrazor Banger

[Test Cricket @TestCricket4evr]

@CharityHedge Safe travels enjoy the time off

[Test Cricket @TestCricket4evr]

@TBU12345678 This style is just a way for pods to risk mitigate, won’t work in a chop market and tends to work in trending tapes?

[Test Cricket @TestCricket4evr]

@CharityHedge Fair. I would expect them to handily exceed the whisper bogeys also

[Test Cricket @TestCricket4evr]

@CharityHedge Expect AVGO to be a blowout sir

[Test Cricket @TestCricket4evr]

@CharityHedge Ty for this very helpful

[Test Cricket @TestCricket4evr]

@CharityHedge @BrendanMulhern on gold what are you waiting to see Nick? thanks

[Test Cricket @TestCricket4evr]

GE aero hit a post Covid cycle, benefitting from Boeing OE issues and has taken pricing up to the point where customers are seeing out alternatives. Also re-rated to 35x FCF. GEV trading at 75x FCF after adjusting for pre-payments and got lucky with an AI cycle, still only doing 10 percent ebit margins while losing money in their OE turbine business. Legacy GE was cheap pre spin but re-rating 15+ turns is wild

[Test Cricket @TestCricket4evr]

@onodacapital1 Less so after this month as the data shows

[Test Cricket @TestCricket4evr]

@onodacapital1 It’s because funds have kept nets tight even as gross exposure has gone up