young_geri

[young_geri @_rhys12]

@dolfiniran @grok how real is this?

[young_geri @_rhys12]

@investingluc Iran operating with leverage. Why would they want to concede anything? They will ask for demands that Trump will not approve, even from afar

[young_geri @_rhys12]

@EarningsB4Hugs Move has happened before in anticipation

[Warsh’s portfolio @turkishwarsh]

Forgent Power Solutions NYSE: $FPS, a recently public electrical equipment manufacturer, shows strong growth potential driven by data center demand, grid upgrades, and industrial expansion. Its recent financials highlight accelerating revenue and a massive backlog signaling sustained momentum.

Revenue Growth Trajectory

Fiscal 2025 revenue hit $753.2 million, up 56% from 2024's $482.7 million pro forma figure. Q1 FY2026 (ended September 30, 2025) delivered $283.3 million, a sharp 84% year-over-year jump fueled by custom products for data centers (42% of revenue) and grid projects (23%).

Backlog swelled 44% to $1.03 billion by September 2025—exceeding full-year FY2025 sales—for clear multi-quarter visibility.

Profitability Expansion

Adjusted EBITDA reached $169.2 million in FY2025 (22.5% margin), improving from 20.6% in 2024, with adjusted net income at $88.7 million. For six months ended December 31, 2025, estimates project $565–$580 million revenue, $11.9–$16.7 million net income, and $123–$126 million EBITDA.

Capacity and Outlook

A $205 million expansion aims to triple FY2025 production by end-2026, targeting up to $5 billion annual capacity amid AI-driven power needs. End markets remain balanced: data centers (47% of backlog), utilities/power gen, and industrials, with no single customer over 9% of sales.

This new IPO looks strong!

[young_geri @_rhys12]

@HayekAndKeynes Sweet, moving 1-3 people at a time through a one way tunnel. What a marvel.

[young_geri @_rhys12]

@TheWaveCount Zero chance this happens

[Trad West @trad_west_]

Novak Djokovic: "My most important title in life is not 'Grand Slam Champion.';

It is 'Orthodox Christian.'"

[young_geri @_rhys12]

@WerewolfHolding @CNBC Doo-doo hold

[young_geri @_rhys12]

@TicTocTick Don’t know about beauty, lots of brutality. Great read though

[young_geri @_rhys12]

@Spotify @SpotifyUSA

Why did smart shuffle shift to only showing new songs? I’ve updated, deleted and redownloaded. This app is crazy buggy for a 110bn mc company.

[young_geri @_rhys12]

@XFreeze It’s literally a slow one way tunnel where you have to wait up to 30 minutes sometimes to get your car because they can’t have more than one vehicle in there at a time. Waste of tax payer money. Slower than walking the strip at points

[young_geri @_rhys12]

@CoachAdes @TheDebtReaper @AggieCapitalist doing it fine without them so far

[Taylor Henderson @taylor_hndrson]

Goodell at $GENI Investor Day

On prediction markets: “that’s not something we’re about to enter into”

“Red zone was one of the greatest innovations in sports… a high bar, but BetVsion has the potential to reach that level”

[muji @ hhhypergrowth @hhhypergrowth]

Cloudflare $NET acquiring Replicate, a win-win for both.

Cloudflare just upleveled the inference capabilities of Workers, expanded their available OSS models (plus closed models GPT5 & Claude Sonnet), and will soon add Replicate's fine-tuning & custom models via containers.

Replicate stays as its own standalone platform, but will now be backed by Workers/AI (Cloudflare's GPUs). Look for them to add way more agentic & tool orchestration capabilities from here.

[Nick Timiraos @NickTimiraos]

For those keeping score at home, that's now four Fed presidents with a vote (Collins, Musalem and Goolsbee, plus Schmid who dissented against an October cut) who are not actively agitating for a December rate cut (to put it mildly).

[young_geri @_rhys12]

@Hartik__ @akhenosiris For sure in terms of real numbers, but annoyingly markets can ignore that in short run sometimes. Agree big picture. It’s a threat and a potential book depending on how it all shakes out.

[young_geri @_rhys12]

@Hartik__ @akhenosiris Yeah but I'm responding to a post tagging geni and srad for news about event contracts on DK. I am not sure this news particularly is bullish until regulators demand any sort of validating for CFTC settlement. Short term, this news appears bearish. Long term, it could be bullish

[young_geri @_rhys12]

@vettepassby35 @KDTrey5 Using a shitty metric like ppg to make you point, lmao

[young_geri @_rhys12]

@RyanQualtrics K - E - S - S - L - E - R