TRILLION CAPITAL

CEO/founder of TRILLION CAPITAL

[TRILLION CAPITAL @TRILLIONCAP]

$NNXPF - NanoXplore and Techmer PM Launch Revolutionary GrapheneBlack xGnP™ Masterbatch for High-Performance Plastic Films https://t.co/LyvtGMVjot

[Violence is a construct @wokeupviolent]

[REUTERS] Plains All American Pipeline And Plains GP Holdings Provide Updated Capital Spending Guidance For 2026
$PAA $PAGP

[Maximilian @Amarildo1502]

$TENB doesn’t trade like a typical cybersecurity stock.

It moves when investors start rethinking what “security” actually means.

Most companies are still focused on adding more tools to stop threats.

But enterprise environments have already become too complex for that approach to scale cleanly.

AI systems, cloud infrastructure, APIs, and connected assets are expanding faster than most teams can track.

The real problem today isn’t protection.

It’s visibility.

A lot of organizations don’t fully understand where their actual risks are anymore.

That’s where Tenable fits.

It’s not sitting at the perimeter blocking attacks.

It’s focused on mapping and prioritizing exposure across the entire environment.

Core view:

This isn’t a simple “cybersecurity demand” story.

That part is already established.

It’s about a shift in spending—from buying more security tools to paying for clearer risk understanding.

When that shift shows up in enterprise budgets, companies like $TENB don’t need hype.

They get re-rated by the market.

#TENB #Cybersecurity #Stocks #AI #Investing

[seekingvalue @seekingvalue2]

No wonder why Wael Mohamed left retirement to join $RPD Rapid7. If he turns this ship around and exits for $30+ (~$2.1B EV, 2.5x ARR), he stands to make $100m in stock alone! JANA Partners 🔥 w/ a VERY LARGE carrot $TENB $QLYS $CRWD $PANW $ZS $OKTA https://t.co/6bZGbTN469

[Similarweb @Similarweb]

Big news:
$SMWB secured two massive enterprise contracts totaling $47M in TCV, driving us past the $300M ARR milestone! 🚀

Our strongest quarter for ENT growth in history proves that AI is the engine, but our data is the fuel.

>>

[The Fly @theflynews]

Parsons awarded multiple contracts for $1.4B bridge replacement $PSN https://t.co/W7zh8vJhw3

[Katrine @Kaspa_Girl]

📊 $Kaspa HODL Waves are getting interesting.

• ~48% of KAS hasn't moved in 1+ year (1-5 years) 🐳
• ~65% hasn't moved in 6+ months 🐬
A large portion of supply is sitting with long-term holders.

If a major Tier-1 exchange listing brings significant new demand while supply remains dormant, the market could experience a real supply squeeze.

Scarcity + demand = something worth watching. 👀

[Ishmael Asad @AsadIshmael]

One datapoint in favor of this is that the last time Bitcoin hit a price range it was at 5 years prior… was in fact the market bottom

I’m talking about in 2022 when BTC bottomed at ~$16k, which was close to its peak back in 2017

$60k today was the peak in 2021

👀

[Similarweb @Similarweb]

YoY growth rate of the top 10 websites in the world

[TRILLION CAPITAL @TRILLIONCAP]

bitcoin:native @luxor

[Crwe World @CrweWorld]

Solidion Technology Announced AI-Assisted Design and Manufacturing Technology of Bipolar Solid-State Batteries for Space Vehicles, Ground, Sea, Air and Infrastructure $STI, #SolidionTechnology, #SolidionTech, #Solidion https://t.co/HoqGLXTiqI

[Keith McCullough @KeithMcCullough]

OIL: down again this morning, crashing -30% from its Inflation (War) Cycle Peak ... and we remain short of it in $USO terms

[Keith McCullough @KeithMcCullough]

Minor USD correction within its Bullish @Hedgeye TREND which, mathematically, implies volatility that's trending lower

[TRILLION CAPITAL @TRILLIONCAP]

https://t.co/Tu83O94qY1 $STI

[Javier Blas @JavierBlas]

CHART OF THE DAY: What goes into backwardation, can go into contango.

The time spreads of some key Middle Eastern crude grades have collapsed. Murban from UAE is now in contago, even before Hormuz formally re-opens with the signing of the deal, scheduled for Friday.

[TRILLION CAPITAL @TRILLIONCAP]

https://t.co/urwNVgj2xH $ARGO.CN

[Keith McCullough @KeithMcCullough]

VOLUME: accelerated during yesterday's #Quad1 Peace Ramp

[R. Patrick Kent (RPK) @RPKent]

Morning! Game 114 in the 2026 season. Get cracking.

[R. Patrick Kent (RPK) @RPKent]

The Machine doesn't care about valuation... but I find this dynamic fascinating.

[R. Patrick Kent (RPK) @RPKent]

US M3 expanding with some assistance from Fed and Treasury. Fed balance sheet growth at 6.5% annualized rate + TGA reductions adding $200B to liquidity in the last month.