dirt

[dirt @siclical]

Can I eat your lunch

[dirt @siclical]

If you justify ordering $dash because you own the stock, you are a $fatfuck

[dirt @siclical]

$tost looking pretty reasonable down here?

[dirt @siclical]

Goodbye

[dirt @siclical]

$embc still very shortable

[Jim Cramer @jimcramer]

Intel is such a horse. I have NO bear case

[dirt @siclical]

Also $ice vs $CME

[dirt @siclical]

Pretty close to peak $hei / $hei.a premium

[dirt @siclical]

A “Potemkin Limited” keeps offering mini-tenders at a 30% discount on a bunch of blue chips like $gehc $pg $pru hoping ppl hit the bid blindly

Hilarious and aptly named

[dirt @siclical]

@inglouriouscap

[dirt @siclical]

Drinking plain sparking water feels like reading Dilbert as a kid

[dirt @siclical]

Hello sharks. My idea: sell a certification to companies where the CEO wasn’t named in the Epstein files

[dirt @siclical]

$cmrc $rzlv just lol

[dirt @siclical]

@amuuhasuo @MoodyWriter13 Not B+L because they have seerlyra and I think are super levered. Zeiss maybe but probably have bigger fires to put out.

[dirt @siclical]

What is the future for $lnsr ? M&A not really an option, mgmt telling you they are going to ramp opex in FY27 implying a raise, also suggesting results will continue to stink…

[dirt @siclical]

This $lnsr situation will be fun. Out of cash and results have worsened substantially since the merger announcement. Already spent the deposit.

[dirt @siclical]

@MoodyWriter13 The $10m is already on the balance sheet and is just a removal of the liability

$18m dec 31
-5m immediately payable
-5m payable in 27
=10m actual cash

They will need to increase burn to re-ramp as a standalone co and have to do it before this is a GC = 2026 event

[dirt @siclical]

Femto always kinda sucked as a mkt and no real buyer left to benefit from the r&d embedded in the price. It also seems from the spin mgmt was entrusted to sell this and now are out of luck

[dirt @siclical]

Cholo detective Sherlock Holmes

[dirt @siclical]

Fun fact: I used to be a reporter covering the fed. At FOMC conferences we’d receive a small electric shock through the chair letting us know when to laugh.

[dirt @siclical]

This $lnsr situation will be fun. Out of cash and results have worsened substantially since the merger announcement. Already spent the deposit.

[dirt @siclical]

Chess elo has gone parabolic since I stopped playing at night. I assume this is because everyone on https://t.co/4UBvY6KTzK is in the eastern hemisphere and is tired themselves.