Broken Clock Capital

Amazing what happens when you allow some good old fashioned competition

Prem puts up 19.5% for 40 years and gets left off the list $FFH.TO

$MDA MDA Space: Defense Pivot and Pipeline Expansion Analysis -- One of Jag's Top Long in space tech. Here is why stock is going to $100+ over time.

TD report on CANADA's BRAIN DRAIN is really interesting. Canada is quietly losing its top talent to the United States in what economists call a silent brain drain. While Canada does a strong job educating highly skilled workers in STEM, engineering, and entrepreneurship, it struggles to keep them due to higher taxes that kick in at much lower income levels, limited opportunities to scale companies, weaker commercialization of ideas, and much better pay and growth potential south of the border. -> Talent leaves mainly through temporary US work visas rather than permanent moves -> Outflows are heavily concentrated among the highest skilled, especially in tech and advanced degrees -> Onward migration is worst among immigrants and top university graduates -> Canada has a missing middle of medium sized firms, relying instead on many tiny businesses and a few large ones -> Personal tax rates often exceed 50 percent in major provinces and apply at much lower thresholds than in the US -> Complex corporate tax rules push entrepreneurs toward tax planning instead of growth All of this weakens productivity, innovation, and domestic returns on education, making Canada a feeder system for the US economy REPORT: economics.td.com/ca-silent-brai…

@StockPatternPro Contract pricing?

$RDDT Adding 18.35

Telling the barista at Starbucks i clogged the toilet as Im leaving

Wemby shot from here with the game on the line man What the hell

Angels Appearing before the Shepherds, by Henry Ossawa Tanner, 1910

“Wemby played 48 minutes, had 41 points, 24 rebounds and 3 blocks, changed 20 other shots and made a must-make 30 footer from the Curry spot, and by the end of the game the OKC fans looked like they’d just been strip-searched — anyway he’s our player of the game.”

$MDA

$UMAC Will try to put an article out when I have time over the weekend as we will look back at these early earnings reports in a few years as the infancy of a giant, but I wanted to clip this battery note early on its own. If new to the story $UMAC is predominantly a supplier to the defense industry right now (FPV drones especially but ISR as well), with a retail arm that is shrinking as % of business. 90/10 enterprise/retail ratio now. But the next layer coming in under 2 years will be general commerce - i.e. drone delivery to your house from the $AMZN of the world; from the local $CMG $MCD wherever. That 'should' be kicking off latter part of 2027. With this battery acquisition, the company is forward thinking in that space. While a drone that is built to self destruct for the military is only going to use 2 batteries, these commercial drones are meant to be re-used daily until end of life. Whereas the defense drone needs 2 batteries, these commercial drones need 10. That alone would be great. But on top of that these batteries have an end life that is shorter than the drone itself. In this example Allan is saying roughly 1 year of battery life - obviously that will be dependent on how busy the drone is; he says a battery has ~500 charges in it. So $UMAC (or competitor) can build a re-occurring revenue model around the battery business. The first 10 pack comes with the drone itself, then there would be a user agreement where we send you the next 10 pack in a year (or ~500 charges), then the next 10 pack 2 years hence, and so on and so forth. After about 4-5 years you will need a new drone and the cycle begins anew. The cool thing about that is it gives a small portion of their business a built in reoccurring revenue model that you can count on. And as the user base of drones in the country increases that reoccurring revenue grows. Anyhow that is down the road - for now the battery acquisition will increase margins later this year as $UMAC was a redistributor of Upgrade Energy's batteries to the Drone Dominance customers. So in a short time that margin will become theirs. Upgrade was running at about $6M in revenue but is moving from a smaller facility in El Segundo (or adding to that facility) to what sounded like triple the size (I'll need to re-listen this weekend) location in Torrance. Just ANOTHER example of thinking multiple steps ahead even while growing exponentially now. Anyhow none of this matters today - sell everything, send it to $1 etc etc. The business is the business, the stock is the stock.

@fundmyfund Fantastic thread, loved the commentary and overall tone in call yesterday

@StockPatternPro Love when I make a pick and then see Tim likes it too!

$FIG Winner. 24+ After hours. Subscribe.

Today, we announced our Q1 2026 financial results. Here are the highlights: - ARR grew 674% year-over-year; full-year guidance has been updated to ARR of $7-$9 billion and revenue of $3.0-3.4 billion. - Adjusted EBITDA margin in our AI cloud business nearly doubled quarter-on-quarter to 45%. - Contracted capacity now exceeds 3.5 GW, surpassing our 3 GW target; we now expect to have more than 4 GW of contracted capacity by the end of 2026. We also announced today that we have secured up to 1.2 GW of power and land for a new owned AI factory in Pennsylvania, bringing our total number of sites exceeding 100 MW to seven. Read more in our press release: nebius.com/newsroom/nebiu…

@JaguarAnalytics 🐂 or 🐻 $TEM? bOnK investing 2026

Stella Lefty (real name Stella Lefkofsky) is a 23 year old rising singer and songwriter. She is the daughter of billionaire businessman and Tempus AI $TEM co-founder Eric Lefkofsky. youtu.be/C2elY5Tctqg

$rddt +70% yoy rev growth 1 million in capex Ad dollars per user grew +40% They will renegotiate the data licensing deal next year S&P inclusion a given at this point 2 billion in cash and almost no debt Young founder Ceo What is there not to like? NFA

$UBER Another range bound stock that is set to go on a massive run Ideal entry: 60 - 65

$RDDT vs $SNAP Holding shares in $RDDT

$OSCR another home-run setup price is coiled after a two-year trading range, ideally waiting for a higher low for entry. Target is all-time high once the range breaks

$TTWO Friendly reminder. GTA VI is coming out in Nov-26. Nobody wants to buy the stock here while it's down and building a base. Everyone will be chasing after Thanksgiving.