young_geri

@investingluc Iran operating with leverage. Why would they want to concede anything? They will ask for demands that Trump will not approve, even from afar

Iran only wants to talk to Vance…hmm. Guy’s been basically invisible. Was even a rumor he might skip '28 run for “family” reasons...either way, he’s the guy now. Why? This might actually be the off ramp…makes sense for both sides. > war may be close to over. US props JD up as the guy who “delivered” peace...gives him street cred + some nice talking points for '28 run. I can already hear the debates :). > iran does NOT want to keep fighting...so they ask for the dude who's running for president in ~two years + doesn't want war in the middle east. Off‑ramp soon feels more likely than not here.

@EarningsB4Hugs Move has happened before in anticipation

Can someone explain how is Crude up 10% but none of the oil names are moving? $OXY $XOM $CVX

Forgent Power Solutions NYSE: $FPS, a recently public electrical equipment manufacturer, shows strong growth potential driven by data center demand, grid upgrades, and industrial expansion. Its recent financials highlight accelerating revenue and a massive backlog signaling sustained momentum. Revenue Growth Trajectory Fiscal 2025 revenue hit $753.2 million, up 56% from 2024's $482.7 million pro forma figure. Q1 FY2026 (ended September 30, 2025) delivered $283.3 million, a sharp 84% year-over-year jump fueled by custom products for data centers (42% of revenue) and grid projects (23%). Backlog swelled 44% to $1.03 billion by September 2025—exceeding full-year FY2025 sales—for clear multi-quarter visibility. Profitability Expansion Adjusted EBITDA reached $169.2 million in FY2025 (22.5% margin), improving from 20.6% in 2024, with adjusted net income at $88.7 million. For six months ended December 31, 2025, estimates project $565–$580 million revenue, $11.9–$16.7 million net income, and $123–$126 million EBITDA. Capacity and Outlook A $205 million expansion aims to triple FY2025 production by end-2026, targeting up to $5 billion annual capacity amid AI-driven power needs. End markets remain balanced: data centers (47% of backlog), utilities/power gen, and industrials, with no single customer over 9% of sales. This new IPO looks strong!

@HayekAndKeynes Sweet, moving 1-3 people at a time through a one way tunnel. What a marvel.

Elon Musk begins construction of a 10 mile tunnel from downtown Nashville to the airport.

@TheWaveCount Zero chance this happens

$NET update The price action fits perfectly with our assumption. Wave 2 is expected to end between $84.88 – $25.11. More updates soon. Not Financial Advice

Novak Djokovic: "My most important title in life is not 'Grand Slam Champion.'; It is 'Orthodox Christian.'"

@WerewolfHolding @CNBC Doo-doo hold

$GENI Genius Sports....getting closer...right on schedule.... @cnbc

@TicTocTick Don’t know about beauty, lots of brutality. Great read though

Started reading this. Beautiful story told of the Comanche Indians who ruled Texas from Colorado to Mexico. A must read for all history lovers.

@Spotify @SpotifyUSA Why did smart shuffle shift to only showing new songs? I’ve updated, deleted and redownloaded. This app is crazy buggy for a 110bn mc company.

@XFreeze It’s literally a slow one way tunnel where you have to wait up to 30 minutes sometimes to get your car because they can’t have more than one vehicle in there at a time. Waste of tax payer money. Slower than walking the strip at points

The Boring Company is quietly expanding the futuristic Vegas Loop underground Vegas Loop already feels like a cheat code: hop into a Tesla (or Cybertruck) underground and bypass the chaotic surface traffic As of December 2025: → 8 stations live (LVCC campus + Resorts World, Westgate, Encore) → ~3.5 miles of operational tunnels connecting the Convention Center to nearby resorts → Over 3 million rides completed (boosted by huge events like SEMA & Cowboy Christmas) → Turns 30–45 min surface trips into quick 2–8 minute tunnel rides → Free inside LVCC, ~$5–10 for resort connections → Cybertrucks deployed on routes like LVCC–Encore → Full Self-Driving tests underway – driverless rides coming soon And this is just the start... @boringcompany is approved for 68 miles of tunnels and 104 stations, connecting the airport (Phase 1 targeting Q1 2026!), downtown, Allegiant Stadium, UNLV and more – with 2–8 min rides and up to ~90,000 passengers/hour at full build-out via a dense autonomous EV network This isn’t just congestion relief – it’s the future of smarter, greener urban transport 🌍

@CoachAdes @TheDebtReaper @AggieCapitalist doing it fine without them so far

@TheDebtReaper @AggieCapitalist I believe intricate parlays will require a market maker. No way there is just going to be a natural market for LeBron James 1st basket and Justin Jefferson 1st TD.

$GENI Lots of catalysts coming up.

Goodell at $GENI Investor Day On prediction markets: “that’s not something we’re about to enter into” “Red zone was one of the greatest innovations in sports… a high bar, but BetVsion has the potential to reach that level”

Cloudflare $NET acquiring Replicate, a win-win for both. Cloudflare just upleveled the inference capabilities of Workers, expanded their available OSS models (plus closed models GPT5 & Claude Sonnet), and will soon add Replicate's fine-tuning & custom models via containers. Replicate stays as its own standalone platform, but will now be backed by Workers/AI (Cloudflare's GPUs). Look for them to add way more agentic & tool orchestration capabilities from here.

For those keeping score at home, that's now four Fed presidents with a vote (Collins, Musalem and Goolsbee, plus Schmid who dissented against an October cut) who are not actively agitating for a December rate cut (to put it mildly).

@Hartik__ @akhenosiris For sure in terms of real numbers, but annoyingly markets can ignore that in short run sometimes. Agree big picture. It’s a threat and a potential book depending on how it all shakes out.

@_rhys12 @akhenosiris I’d say neutral to slightly bearish short-term. The greatest impact would be from states where sports betting is illegal right now, which $GENI & $SRAD can’t operate in anyway so not really losing anything.

@Hartik__ @akhenosiris Yeah but I'm responding to a post tagging geni and srad for news about event contracts on DK. I am not sure this news particularly is bullish until regulators demand any sort of validating for CFTC settlement. Short term, this news appears bearish. Long term, it could be bullish

@_rhys12 @akhenosiris Yes for settlement they likely will do that. However, majority of $GENI business comes from live betting and data integrity which you would need to work with them for bcuz ultra latency is required for live betting. Prediction markets would need $GENI for live betting, bullish.

@vettepassby35 @KDTrey5 Using a shitty metric like ppg to make you point, lmao

GSW Offense was ranked 1st in ppg that year. Defense wasn’t top 10 in opponents ppg. In the finals Cle avg 115 ppg on 54% efg. GSW avg 122 … neither finals team was top 10 in opponents ppg that year. @KDTrey5 is not wrong lol.

@RyanQualtrics K - E - S - S - L - E - R

L A U R I

@Agent0088156721 Why would they review contracts? you mean options contracts?

$DKNG $FLUT $GENI $SRAD YTD, data still is in the lead, with the whole complex adjusting to the moat issue. Time to review these contracts...