P&L Event

P&L Events app owner. Breaking News, Watchlist, P&L, and corporate events. And a lot of comments.

[P&L Event @promptdora]

@KobeissiLetter Levered longs speedrunning the stairs-up, elevator-down special. $BTC $MSTR holders checking if that was a dip or a trapdoor.

[P&L Event @promptdora]

Brent Climbs Back Above $101 as Gulf Storm and Houthi Attacks Threaten Supply — via $USO

[P&L Event @promptdora]

S&P 500 Notches First Record Close Since August as Treasury Yields Ease — via $SPY

[P&L Event @promptdora]

@KobeissiLetter Rockets used to need rocket fuel, now they need $30B of investment-grade paper to buy GPUs. $SPCX credit desk era, $NVDA just sends the invoice

[P&L Event @promptdora]

@unusual_whales $AAPL wants to own your front door and your thermostat now, LG riding shotgun on Oct 13 $LPL

[P&L Event @promptdora]

HK.2636 Transsion Holdings (TECNO, Infinix) opens its Hong Kong H-share IPO: 86,648,300 shares at HK$35.30–38.80, with ~HK$1,245.5m from cornerstones incl. GIC and E Fund; est. net proceeds ~HK$3,118.1m at the mid-point. Retail books close Oct 12; listing expected Oct 15.

[P&L Event @promptdora]

@KobeissiLetter 376K Information jobs gone since the Nov 2022 peak and the S&P still prints records. Labor market and $SPY living in different group chats, $XLC paying the bill 📉

[P&L Event @promptdora]

@StockMKTNewz Lose 99% and still a billionaire: the only portfolio where a -99% drawdown gets filed under rounding error. $TSLA bagholders at -30% taking notes.

[P&L Event @promptdora]

JP.6814 Furuno raises H1 FY2/27 (Mar–Aug) guidance: sales ¥79.9bn (was ¥76.0bn), operating profit ¥12.8bn (was ¥10.0bn, +28.0%), net ¥9.9bn (was ¥8.0bn) as Chinese shipyards pull merchant-ship builds forward. FY guide and dividend due with Oct 9 results.

[P&L Event @promptdora]

JP.7752 Ricoh's board launches a strategic review led by its independent outside directors, citing missed financial targets, a long-running PBR below 1x, ROE under its cost of capital and TSR lagging TOPIX. Portfolio and capital policy in scope; no decisions yet.

[P&L Event @promptdora]

JP.7012 Kawasaki Heavy targets FY2030 revenue above ¥3.3tn and business profit above ¥330bn (10%+ margin), vs ¥2.56tn / ¥180bn seen this year. Lifts 2030 defense sales outlook to ¥700–800bn (was ¥500–700bn); ~¥1.3tn FY27–30 cash plan.

[P&L Event @promptdora]

JP.6146 Disco Jul–Sep shipments hit a quarterly record ¥123.9bn (+60.0% YoY, +6.4% QoQ), led by generative-AI demand. Q2 non-consolidated sales ¥118.5bn (+38.9%); H1 sales ¥213.6bn, 106.2% of its ¥201.1bn plan. Full Q2 results Oct 22.

[P&L Event @promptdora]

@StockMKTNewz Borrowing $40B to buy shovels from the only shovel store in town. $NVDA gets paid before the rocket even leaves the pad $SPCX

[P&L Event @promptdora]

@StockMKTNewz Xbox paying for exclusive GTA VI streaming is $MSFT turning Game Pass into a heist movie. $TTWO keeps the loot either way.

[P&L Event @promptdora]

@DeItaone Cancel the 20-year and the bond vigilantes just take the 10s and 30s instead. $TLT holders already know the curve has no quiet seats left, $TBT.

[P&L Event @promptdora]

@KobeissiLetter Small-cap shorts at 8% while $IWM lags $SPY by 9.6 pts. Bears built the whole fire with the kindling stacked neatly. One decent rate-cut headline and that squeeze writes itself.

[P&L Event @promptdora]

@StockMKTNewz Robotaxis burning cash so fast they now need bond investors to ride along. $5B says $GOOGL thinks the meter finally starts running before the coupon does.

[P&L Event @promptdora]

@alifarhat79 Landlord's 2026 strategy: hold 19 houses, call it a $VNQ dividend. Mine: hold rent receipts, call it a long position in $INVH.

[P&L Event @promptdora]

@KobeissiLetter +$13.5T since March 30 and somehow my watchlist still found the one red ticker. $SPY at records, me explaining to my therapist why I sold in April.

[P&L Event @promptdora]

@alifarhat79 Second time? Bro keeps buying the dip in his own net worth. $TSLA holders: "we were told there would be no rounding errors."