Top Tweets for #circularReference
Event Drive News 2:
#Mergers #Acquisitions #EventDriven $NVDA $LITE $COHR $BX #BREIT $HAIN $NEOG $RLYB $SEE $TGNA $AES #CircularReference
I'm almost done with a website that will house most of my even-driven posts. I have no current plans to gate it, just trying to create a simple portal for easy reference/categorization, standby.
*NVIDIA TO INVEST $2 BILLION IN LUMENTUM
*COHERENT CORP ANNOUNCES $2 BILLION INVESTMENT FROM NVIDIA
*NVIDIA TO INVEST $2 BILLION IN $QQQ
*CONSORTIUM LED BY GIP & EQT AGREES TO BUY AES FOR $15/SHR CASH
*BLACKSTONE BREIT RECORDS NET INFLOWS FOR FIRST TIME SINCE 2022
Hain Celestial Closes Sale of North American Snacks Business
Neogen Sells Genomics Business To Zoetis For $160 Million
Rallybio CORP and Candid Therapeutics Announce Merger Pact
Sealed Air 4Q Adjusted EPS Beats Estimates
TEGNA Inc. Reports Fourth Quarter and Full-Year 2025 Results
Event-Driven News:
#Mergers #Acquisitions #EventDriven $AES $SABR $TGNA $TM $ASCUF $ZYME $BRK $MBUU $STKL $WBD $PSKY $NFLX
on watch: AES, SABR, TGNA (traded off after the bell/offered pre)
*PARAMOUNT TO BUY WARNER BROS. DISCOVERY FOR $31/SHARE ...
Sabre Adopts Rights Plan as Constellation Accumulates Stake
Toyota Ind. Offer Price Raised to ¥20,600/Share; Elliott to Sell
*HUDBAY TO BUY ARIZONA SONORAN FOR ABOUT C$9.35 PER ASCU SHARE
Zymeworks and Royalty Pharma Enter into $250 Million Royalty-Backed Note Financing
https://t.co/jytJTEaEza: The LBO debt market is freaking out. Here comes a $20 billion test of nerves.
Berkshire Hathaway’s new chief still committed to dealmaking
Citadel Parts Ways With Event-Driven Portfolio Manager Taylor
*MALIBU BOATS TO BUY SAXDOR IN CASH AND STOCK DEAL
Sunopta Inc.: PREM14A 2026/02/27 (background, Party D $6.70, but this was pre PR and nothing since ...)
New York Post: How tampons in the men’s room helped derail the Netflix-Warner Bros. deal (you're welcome)
Event-Driven News:
#Mergers #Acquisitions #EventDriven $WBD $PSKY $NFLX $GEO $CXW $DOMO $ONTF $SEM $TXNM $BLFY $INVH #aliens $TECK $NVDA #circularreference
on radar: HSR update from PSKY on WBD (either a 2nd Request or pull&refile, this is expected, but maybe an excuse for some sort of update on this sit)
ICE $38 Billion Detention Plan Risks Sidelining Private Prisons (this isn't getting much play this morn, no headlines or tweets besides mine last night, but bberg reporter insisting this is new news to me, i haven't followed this narrative, just fyi)
Domo to Explore Strategic Alternatives and Reaffirms Certain FY2026 Guidance (small one, app software, super-vote stock here)
Funko, Inc. | Fund 1 Investments: SCHEDULE 13D " ... The Reporting Person stands ready to participate in any such process"
On24 Inc.: DEFA14A 2026/02/19 (gets hsr > expected)
Select Medical Holdings Corporation Announces Results For Its Fourth Quarter and Year Ended December 31, 2025, Its 2026 (" ... the Special Committee is evaluating other potential strategic alternatives to maximize stockholder value)
*Peak Rock Agrees to Buy UL Solutions Software Unit Through a Carve-Out -- WSJ, *Peak Rock's UL Software Carve-Out Value Exceeds $200 Million, Source Says -- WSJ (nothing size deal, $17b EV here)
Western Union Reports Fourth Quarter and Full Year 2025 Results (IMXI: "now expects to close the transaction in the second quarter of 2026" vs "mid '26")
New Mexico AG: The New Mexico Department of Justice Calls for Transparency and Regulatory Oversight in TXNM Energy Mer
*Fed Approves Fulton Financial Purchase of Blue Foundry
*Proposal Would Ban Investors With More Than 100 Single-Family Homes From Buying More -- WSJ (same 'ol here, midterms coming up, yay)
*TRUMP SAYS US TO BEGIN RELEASING FILES RELATING TO ALIENS, UFOS (lol)
*ANGLO AMERICAN EXPECTS FINAL BIDS FOR COAL BUSINESS IN 2Q, *ANGLO SAYS HAD NO INDICATION FROM CHINA ON TECK DEAL APPROVAL *ANGLO SEES APPROVAL PROCESS ENDING BETWEEN SEPT AND MARCH 2027
Funko, Inc. | Fund 1 Investments, LLC: SCHEDULE 13D
Nvidia Close to Finalizing $30b Investment in OpenAI: FT (#circularrerference)
Raindrops return to the cloud without ever watering the dry land.🫣
#NVDA #OpenAI #circularreference
https://t.co/yEyEi0xSKJ
Another month of no shopping! I rarely complete my new year's resolutions, forget outdoing them! I deserve to buy something nice now 😂 #circularreference
https://t.co/9Z3EfIN3yL
My new year's resolution for 2024 was no shopping for 6 months. Successfully completed!
One of my nephews likes to go on his mother’s phone and call me just to tell me that he’s going to call me again so he can leave me a voicemail. In the voicemail he tells me to call him. So when I call him he will ask if I heard his voicemail.
#circularreference
Colorado Springs Day Two, Part One: went for a run. Hid hotel room key in gas door of rental car. Didn’t know gas door locked since I was able to open it pre run. Could not get hotel room key as my car keys were in the room locked by the key locked in the car. #circularreference
Life as an Excel Spreadsheet. #CircularReference
SORRY FOLKS 🤯🔝
CoreWeave:
Is backed by $NVDA
Buys $2.3B in $NVDA chips
With $2.3B LOC financed by Blackrock
Using the the $2.3B $NVDA chips as collateral
Blackrock owns 182M shares of $NVDA
$NVDA claims $2.3B data center beat
$NVDA gaps up 11% in AH - of which ALL was unwound during RTH?!
This is more than a closed loop. It's #SoldToYou
@leadlagreport Since you are ultra-bullish, doesn't that make you ultra-bearish in turn? #circularreference
In MS Excel, this is known as the #circularreference
using more QE to reverse capital losses of pension funds who need liquidity to meet margin calls on their interest rate hedges, which the funds put in place because of QE lowering bond yields so much the funds could no longer just use the bonds themselves to do duration matching
@EnronChairman How does JPow “control” inflation if hiking rates causes economic harm which leads the government to print billions $$ to help those effected… #CircularReference
I just emailed someone who was OOO. The auto responder said to contact someone else. So I emailed that person, and they were also OOO...but better yet, the auto responder instructed me to contact the first person I emailed. #circularreference🤦♂️
Netflix launching ads in part due to Disney's decision to launch ads on @disneyplus, while at same time Disney says it's decision to launch ads has been validated by @netflix launching ads $DIS $NFLX
#circularreference 🤦♂️
@TheCulturalHall I don't understand why this is emphasized by some, when it's not a doctrine that can be conclusively settled based on scripture and even modern prophets' teachings. I mean, John said "God is Love". If He is Love, is he then conditional? #circularreference
As consumers worldwide become increasingly vocal about rising gas prices, watch governments cut gas taxes, which will result in larger budget deficits and more QE. 🔥🔥
So the more tech stocks crash the more money piles into commodities and energy sending gasoline higher, leading to more angry calls from Biden to Powell, leading to more Fed jawboning, more selling of tech stocks, etc.
Proof that OTP’s are archaic. I have a new mobile number so want to change my details @Discovery_SA but their system needs to send an OTP to my old number so I can change to my new number - #circularreference 🙈
Umm guys. Biden IS their North Star, that's the problem. But he's just a puppet. I run into this problem in my job on accident. #circularReference
#PutThatInYourPipe
Circular array and elimination in C, how to return the last "living" element index? https://t.co/wVB63Wn74Q #c #function #circularreference #arrays #josephus
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