johnatdesk

stocks ex @fidelity analyst @mackenzieinvest

[johnatdesk @Cryptocar222]

@BULLOFBRITAIN 🤣🤣

[johnatdesk @Cryptocar222]

@jimcx0 @BULLOFBRITAIN 100%

[johnatdesk @Cryptocar222]

@BULLOFBRITAIN Wow crazy thx sir

[johnatdesk @Cryptocar222]

I just claimed my .agent domain and joined the .agent community! get yours now and help shape the future of autonomous agents https://t.co/dxlPHZWbDo @agentcommunity_

[johnatdesk @Cryptocar222]

@jimcx0 Welcome back sir

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US oil prices surge above $99/barrel, now up nearly +10% on the week.

Once again, the US appears to be losing control of the oil market.

[johnatdesk @Cryptocar222]

@joshuf1020 @finneko_prgrm C'était un call sur x/sibstack ou chez eux ?

[johnatdesk @Cryptocar222]

@Im_Specter @Oink18363 @PolakBlockChain @fuckthedip @finneko_prgrm c'est vrai mais je te répondais. 😂
Tu es très pertinent aussi. Quand un space Finneko / Specter ?

[johnatdesk @Cryptocar222]

@Im_Specter @Oink18363 @PolakBlockChain @Frederi55284379 @fuckthedip @finneko_prgrm Ouais c'est le top fr Finneko sans contestation. Ça parle même d'eux dans des grosses structures. Pas de calls sur des valeurs par contre.

[johnatdesk @Cryptocar222]

@Im_Specter @Frederi55284379 Le space le reconnaît comme étant un clown. Tout le monde se fou de sa gueule en off, c'est assez fou. Il est très solide mentalement ceci dit d'être autant raillé et de continuer son compte.

[Oliver Prompts @oliviscusAI]

🚨 BREAKING: Someone just open-sourced software that sees you through walls using only WIFI signals.

it’s called WiFi-DensePose. It maps your exact body pose in real-time. no cameras. no sensors. just your living room router.

100% Open Source.

[Quinten | 048.eth @QuintenFrancois]

Dubai real estate index fell 21% since the beginning of the conflict.

If your landlord still thinks about raising your rent, show them this.

[Alex @AlexanderKim120]

Oil curve 뒷단이 오를 수 있는 리스크가 너무 저평가 되어 있을까?

S/D관점이 아니라 S관점에서 그 리스크가 충분이 반영되어 있을까?

가장 비대칭 적인 곳이 근월물인가? 원월물인가?

상황 전개와 무관하게 상업정 헷징이 먼저 줄어들 수 있을까?

[johnatdesk @Cryptocar222]

Teradyne just printed insane numbers.
I’ve been invested since ~$75 and flagged it nearly a year ago around $70.
Now trading near $300 !!!!!
This is what happens when you sit tight in high-quality names.
Robotics exposure, real earnings, real execution.

[Wall St Engine @wallstengine]

TERADYNE $TER Q4'25 EARNINGS HIGHLIGHTS

🔹 Revenue: $1.083B (Est. $969.33M) 🟢; +44% YoY, +41% QoQ
🔹 Adj. EPS: $1.80 (Est. $1.36) 🟢
🔹 Semiconductor Test Rev: $883M (Est. $786M) 🟢
🔹 Product Test Revenue: $110M
🔹 Robotics Revenue: $89M

Q1'26 Guidance:
🔹 Revenue: $1.15B–$1.25B (Est. $942.3B) 🟢
🔹 Adj. EPS: $1.89–$2.25 (Est. $1.25) 🟢

Other Metrics:
🔹 FY25 Revenue: $3.19B; +13% YoY

Financials:
🔹 Cash dividend declared per common share (Q4): $0.12
🔹 Repurchase of common stock (Q4): $183.437M
🔹 Cash & cash equivalents (12/31/25): $293.751M
🔹 Short-term debt (12/31/25): $200.0M
🔹 Net cash provided by operating activities (Q4): $281.638M

Commentary:
🔸 “Our Q4 results were above the high end of our guidance range, fueled by AI-related demand in compute, networking and memory within our Semi Test business.”
🔸 “In 2026, we expect year-over-year growth across all of our businesses, with strong momentum in compute driven by AI.”

[Jobson Growthe @ShowerCapAM]

Summary of the $EQR.AX call:

Iolanthe reached, feed to begin hitting the plant in 3rd week of Feb.

Expansion of Mt Carbine processing plant to begin in November, pending some external funding discussions.

Drilling program to begin in June quarter at Saloro and Carbine to expand the resources.

Exploration of old tungsten mines around Saloro and Mt Carbine (Wolfram Camp) and looking at joint ventures with others who hold similar tenements nearby to Carbine.

Looking at a NASDAQ listing but it isn’t a simple exercise or a priority at the moment.

Business is derisked from a financial perspective and looking forward to getting the plant and business fundamentals stronger throughout the year.

See the full thread attached:

[Short Squeez @shortsqueeznews]

BREAKING: Gokce Guven, the 26-year-old founder of fintech startup Kalder and Forbes 2025 30 Under 30 honoree, faces up to 52 years in prison for an alleged $7 million fraud.

[Investseekers @investseekers]

Nordea cuts its target price on $NVO to DKK 486 from DKK 520 ahead of next week’s earnings, but reiterates Buy.

Focus is on 2026 guidance, where Nordea expects headwinds from lower prices and rising competition, including Eli Lilly’s oral GLP-1 (Orforglipron) expected in April. While the Wegovy pill launch in the U.S. has started well, Nordea forecasts a 2–6% sales decline in 2026 and operating profit growth of 2–8%, below current consensus.

#StocksToBuy #Investor

[Jobson Growthe @ShowerCapAM]

4-6 month backlogs of Tungsten powder

Customers in Europe v USA fighting over deliveries.

$EQR.AX

[johnatdesk @Cryptocar222]

@jimcx0 Good thesis

[Global Markets Investor @GlobalMktObserv]

🔴Central banks are reducing their balance sheets at a HISTORIC PACE:

The Fed’s total assets-to-GDP ratio has fallen 13 percentage points in 3 years, to 22%, matching 2013 levels.

Central banks in the Euro Area and the UK have unwound their pandemic-era QE relative to GDP.