CVC.ai

Quite the move in $ACLS / $VECO today - anyone know what's going on beyond the broad strength in semicap? I'd posted a $VECO long pitch last month (tldr solid growth outlook, too cheap relative to comps): valueinvestorsclub.com/idea/VEECO_INS…

@XavierBecerra @daveweigel @ClyburnSC06 lmao

Honored to have @ClyburnSC06 in my corner. Rep. Clyburn and I fought side by side in Congress for the ACA, Social Security, and working families. His trust means everything. Let's finish the fight — as California's next governor.

@FishOnCapital It would be a fantastic ROI for DUG to do it at $15, and at that price they might get it done. They seem to want to do something here, and paying up a bit would still be a good deal. Or maybe they're not serious given the lowball bid, and they'll just walk for now...we'll see

@CVCResearch What's stopping DoubleU playing hardball and letting the stock languish again? As long as they have control over capital returns, it feels like a stalemate.

Parent company DoubleU Games offering to buy out minority shares of $DDI. The offer price seems way too low, and hopefully DoubleU will be forced to increase it I wrote up a $DDI long in February valueinvestorsclub.com/idea/DOUBLEDOW… "DoubleU offers $11.25 a share to buy out $DDI investors"

@Analyst1989 They’d need >5/6 approval from $DDI minority shares. This price is nowhere near high enough to get that imo. If DoubleU is serious here, they’ll have to meaningfully increase the bid. What should happen is the independent committee passes and $DDI starts buying back stock…

@CVCResearch And 95% affirmative vote is required… what do you think is the likely outcome here

No quit in $VECO / $ACLS. $VECO already reached my $50 PT (from $30 late Feb) but this still trades at a huge discount to comps at <30x PF '26 EPS w cost synergies vs high 40s median for semicap peers.

Quite the move in $ACLS / $VECO today - anyone know what's going on beyond the broad strength in semicap? I'd posted a $VECO long pitch last month (tldr solid growth outlook, too cheap relative to comps): valueinvestorsclub.com/idea/VEECO_INS…

$CMRC

Now that $CMRC is disclosing GMV, some observations: - $CMRC monetizes its GMV as well/better than $SHOP in terms of subscription revs - $SHOP's better monetization overall is driven by payments ( $CMRC is launching payments this qtr) - Biggest delta is of course in relative valn

Green shoots🌿 at $CMRC ? 🤔

Good pitch on $SPT 👇

Just closed this one out on VIC. Feels like $ADTN could keep running (still only ~1.5x EV/S), but I'm satisfied with a 2 year, 200%+ return on this particular dumpster dive 🫡

$ADTN upturn confirmed 🔥 Nice beat in Q424. Guided Q125 revenue to ~$245M vs consensus of $236M. As the cyclical rebound continues, I expect them to reach well north of $300M/qtr and $1+ in annual EPS. Street is only at $1.13B/$0.50 for CY26, which will prove far too low IMHO.

One of the things I try to do (ideally well) is look to invest in cyclical areas of tech hardware when they're in a downcycle. The biggest cyclical downturn in tech hardware I see rn is in telecom equipment - latest data is big guide-downs in the last week from $INFN & $CIEN

@DominicCardy a "NAFO Fella"? in the year 2026? where do they find these dipshits

This measure is political theatre by our government. They know Canadians are at risk, going to China. But they have to pretend China is a normal country, to please the Chinese government. So they put us at risk, and devalue the truth they know. Gross on many levels.

@donaldtusk Lmao

The threat of NATO’s break-up, easing sanctions on Russia, a massive energy crisis in Europe, halting aid for Ukraine and blocking the loan for Kyiv by Orbán - it all looks like Putin’s dream plan.

@PeteHegseth How tf did “angry and stupid” become a ‘legitimate’ and pervasive American political ideology…let’s see how this works out #werecooked #selleverything #panic

Back to the Stone Age.

@FCDOGovUK @YvetteCooperMP Lmfao

Today, the UK convened representatives from more than 40 countries to discuss the Strait of Hormuz, and the urgent need to restore freedom of navigation for international shipping, and see the Strait reopened once more.

Shouldn’t this be highly negative for $TSLA ‘s valuation? I mean the supply of droolers that can’t do math has to be finite at some point right ?

@TimothyDSnyder lmfao

The whole Iran war is looking more and more like a gimmick to drop energy sanctions on Russia and pressure Europeans to do the same. A war to make Russia’s much larger war easier and possible to sustain.

@JoshKraushaar This is Edward R Murrow levels of award winning journalism, I really don’t know why everyone says you’re retarded

“Hasan Piker, in a recent interview, called Sen. Jon Ossoff (D-GA), ‘my dark-horse pick, depending on how he presents himself if he has ambitions for higher office.’ But does Ossoff, a Jewish senator who is facing a tough reelection in a state President Donald Trump carried twice, return Piker’s affections? His team has been unresponsive about his views on Piker, even as some leading Democrats have spoken out against the influencer and kept their distance. Multiple spokespeople for Ossoff didn’t respond to several inquiries this week from JI”

@adamjohnsonCHI 60 Minutes was peddling Havana syndrome, moderate rebels propaganda etc years before Bari Weiss…she’s awful but it really doesn’t change anything

Bari Weiss’s makeover of CBS News has nothing to do with ratings or profit. It would be nice but it’s largely incidental to why she was brought in by the Ellisons

@garygold23 @StevenACohen2 He had a passable first half last year to get the all star nod, but that’s the best we’ve ever seen from him. Mostly been 6+ years of mediocrity imo

@CVCResearch @StevenACohen2 first of all he not the mets number 2 they just decided they wanted to split peralta and maclean 2nd he did make the all start team last year

Hate to say it but #Mets need to end the David Peterson experiment. 6+ years and never shown he can even be a passable mid-tier starter, never a WHIP below 1.20 etc. This is the Mets #2?? What exactly are we doing here @StevenACohen2 ?