Tim Carmichael

$AMZN CITI Top call Raising AWS Projections on AI Tailwinds from Anthropic, OpenAI, and Ramping GW Capacityraising AWS projections given continued AI demand and our analysis of revenue contributions from Anthropic, OpenAI, and core (non-AI) workloads. We now project AWS revenue growth to be +28% Y/Y in 1Q26, +29% Y/Y for 2026E, and accelerate to +37% Y/Y in 2027E as its partnerships with Anthropic and OpenAI ramp. The net-result, AI revenue accounts for ~58% of AWS’ incremental revenue in ‘26E and 72% in ‘27E and believe AWS can ramp its infrastructure capacity given demand (we are adjusting our CapEx projections slightly as well

$SRPT clearly a “show me” story

$TGTX

Jefferies reiterated $CTMX Buy/$16, and said: We spoke w/ mgmt following recent Ph1a topline to clarify several outstanding questions. $PFE MRK RHHBY DSNKY $ABBV Jefferies added: Varseta-M (masked EpCAM/Topo1 ADC) showed impressive results in late-line mCRC, with active dose narrowed to 8.6/ 10 mg/kg and updated dual Gl prophylaxis in dose optimization to select pivotal dose, with full package update (pivotal dose/ plan with supporting data) by YE26. With recent financing, we see good entry point at current value and expect stock move up into YE... While we all love to see more data, we think Varseta-M has been meaningfully derisked in a few ways including the absence of EpCAM-class toxicities in an expanded ~80 patient dataset and durability holding in a difficult 4L+ mCRC population (Topline, Debates). Narrative has shifted from "do we have a drug?" to "how can we best take on Varesta-M across the continuum of mCRC plus into other solid tumors?" Mgmt was candid that work remains (diarrhea AE mitigation and dose fine-tuning as active workstreams), but emphasized they had converged on doses that work, had raised capital for further development, and were prioritizing execution from here. We also note mgmt's continued effort to remain transparent and engaged w/ investors, mgmt booked back to back lately, reporting ~60+ meetings since our recent catch-up last week following topline results. Stock drivers we see from here: (1) incremental efficacy/ durability updates at chosen go-fwd dose; (2) evidence that mandated dual prophylaxis improves tolerability/ deliverability w/o eroding exposure/activity; (3) clarity on Gl toxicity mechanism/ algorithms to support pivotal design; (4) timing and design of a pivotal path initiating likely 1H27.

$VZ++ ascending triple top breakout—new 52 week highs. Throw in a 6%+ dividend and you have a double digit ROI💥💥💥

Breaking: The President's son can not stop winning Eric Trump became a strategic investor in XTEND on February 17, 2026. XTEND is an Israeli AI drone maker that has contracts with the Department of Defense and had already been battle tested in Gaza. On February 28, the U.S. and Israel launched strikes on Iran Five days later, XTEND mobilized drone teams from the U.S. at the request of Israel's Ministry of Defense XTEND is reportedly merging with JFB Construction Holdings in a deal valued at $1.5B to go public on Nasdaq, expected to close around mid-2026. The Trump's family intuition strikes again

5 minutes before Trump’s announcement: * $1.5B notional worth of S&P500 (ES) futures are bought in a single clip. * $192M notional of oil futures (CL) sold. More than 4x-6x any other trade size during the market close. Insiders profited from his lies in broad daylight!

BREAKING: Just five minutes before Trump's announcement to halt the attacks on Iran, massive trades reportedly hit the market. In one move, $1.5 billion in S&P 500 (ES) futures was bought while $192 million in oil (CL) futures was sold. These orders were 4–6x larger than anything else at the time. The trader seemingly made huge gains. Unusual.