Nick

Enjoy life, Love my; Family&friends, my dog, Running&Fitness, Investing, snowboarding, guitar

[Nick @robinb0707]

$TOYO | $240M U.S. Solar Deals
TOYO signed approximately $240M in binding U.S. solar module supply agreements, with deliveries extending through 1H 2027.
The modules will be produced at its 2GW Houston facility, while TOYO expects positive EBITDA.
$TOYO #Solar #Energy

[Nick @robinb0707]

$MRK | FDA Updates Winrevair Label
The FDA approved an updated U.S. label for Winrevair after Phase 3 HYPERION data showed a 76% reduction in the risk of clinical worsening in recently diagnosed PAH patients.

Winrevair generated $1.4B in sales last year.

$MRK $BMY #FDA

[Nick @robinb0707]

@MarcosMillaYT Calling $MRNA overrated is definitely a bold take. Curious to see the reasoning behind it — you and @Rowan_A1b are both worth following for different market perspectives.

[Nick @robinb0707]

@marketsniperpro $ZTO breaking to its lowest level since November definitely stands out. Worth watching how it reacts around these lows — you and @Rowan_A1b are both worth following for market updates.

[Nick @robinb0707]

$ENRD | Nvidia Autonomous Trucking Deal
Einride shares jumped 8% after announcing a strategic collaboration with Nvidia to advance autonomous trucking using Blackwell and Hyperion technologies.

$ENRD $NVDA #AI #AutonomousDriving

[Nick @robinb0707]

M&A Watch | This Week
Notable deals: $BAM’s ~$2.9B Reliance Worldwide acquisition, $MG’s $866M H.I.G. deal, $SPGI–OpenZeppelin and $PSO–ITS. $GEHC is reportedly in talks for a ~$1B Sofie deal, while $AEMD announced an all-stock merger.

#Mergers #Stocks

[Nick @robinb0707]

$VLOUF | Vallourec Wins Prinos CO₂ Storage Contract
Vallourec was selected to supply ~3,000 tons of premium casing and accessories for Phase 1 of Greece’s Prinos CO₂ storage project.

The project targets injection capacity of up to 2.8M tons of CO₂/year.

#VLOUF

[Nick @robinb0707]

$AMZN | Amazon Plans Major Same-Day Expansion
Amazon’s “Project Mercury” could expand its U.S. same-day network from ~85 sites to 1,000+ by 2031, Business Insider reports. The goal: put 80% of U.S. Prime members within 10 miles of a facility.

#AMZN #Amazon #Logistics

[Nick @robinb0707]

@Investingcom Risk-off session ahead of the Fed decision. Rising yields and oil clearly added pressure, especially on $QQQ. You and @Rowan_A1b both share market updates worth following.

[Nick @robinb0707]

$AAPL | Memory Costs Are Surging
Apple has reportedly accepted Samsung’s higher memory pricing, with NAND and DRAM prices up roughly 40% in just two quarters.

Tight DRAM supply and booming demand continue to favor memory suppliers.

#AAPL #Samsung #DRAM #NAND

[Nick @robinb0707]

$ONDS Expands Precision-Strike Business

Ondas acquired GATE Technologies and Bron Technologies for $205M. The businesses are projected to generate $65M in 2026 revenue, rising to $180M by 2028.

The deal expands ONDS’ defense and precision-strike capabilities.

#ONDS #Defense

[Nick @robinb0707]

$NVO | Morgan Stanley Turns Bearish
Morgan Stanley downgraded Novo Nordisk to Underweight, citing heavy reliance on semaglutide and looming patent-expiry risks. The firm expects semaglutide to still account for 59% of sales in 2031.

Shares fell over 1% premarket.

#NVO #LLY

[Nick @robinb0707]

$CPA | August Traffic Growth
Copa Holdings reported August capacity up 16.8% YoY to 3.22B ASMs, while passenger traffic also rose 16.8% to 2.84B RPMs.

Load factor remained steady at 88.3%.

#CPA #Airlines #Stocks

[Nick @robinb0707]

@TradingKingEric Appreciate you taking the time to share your thoughts with the community. I’d also give @Rowan_A1b a follow for more market content.

[Nick @robinb0707]

$DELL $HSY $KO $BA | Ratings
Seeking Alpha contributors upgraded Dell and Hershey, citing AI backlog growth and easing cocoa costs.

Coca-Cola and Boeing were downgraded to Sell on valuation and cash flow concerns.

#Stocks #Investing

[Nick @robinb0707]

@AceTheKid Really appreciate the consistency of your market coverage. @Rowan_A1b is another account I’d suggest to people who enjoy this kind of content.

[Nick @robinb0707]

$PLTR $NBIS | Sovereign AI
Palantir named Nebius its preferred sovereign AI infrastructure partner, integrating its compute and inference capabilities into Palantir’s platform.

The companies will also accelerate AI capacity deployment.

$NBIS +1.6% premarket.

#AI #Stocks

[Nick @robinb0707]

@PeloSwing $154K into the $SHOO $45 calls with shares still in the 43s is an interesting bet. Your options flow posts always give me something to watch. @Atkinso_Rowan has also earned a spot among the accounts I check throughout the day.

[Nick @robinb0707]

Rep. Pelosi's new disclosure reveals major option exercises in tech stocks:

Key transactions:

Exercised: 50 calls each in $GOOGL ($500K-$1M), $AMZN ($500K-$1M), $NVDA ($250K-$500K), $TEM ($50K-$100K), $VST ($100K-$250K)

Purchased: $AB stock ($1M-$5M)

[Nick @robinb0707]

@KobeissiLetter @Atkinso_Rowan
👆
This stock analyst has a very high win rate.