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Finally, my regular reminder. There is only one me @fhoro (no additional punctuations) and I will never ask you for anything. Happy Canada Day.
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Frances Horodelski
33.3K posts
Frances Horodelski
@fhoro
I love stocks, music, words, time travel. I love laughter and tears. Believe life is Math. CFA. Bay Street & BNNTV alumnus. 🎗️🇨🇦 🌻
Katılım Nisan 2009
1.4K Takip Edilen11.8K Takipçiler
$SKHY. SK Hynix. Crazy time.
Michael A. Gayed, CFA@leadlagreport
The most-anticipated Nasdaq listing in years just started trading with two new daily-reset tools sized to it: $SKUU (2x Long) for a directional day-one view $SKDD (2x Short) for the opposite one Same underlying. Two sides of the tape. @GraniteShares
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$IBM -17% in software miss. Here is the explanation
“Given this was the strongest start to a mainframe program in our history, we expected Infrastructure revenue to decline low-single digits for the year, beginning this quarter. What played out was worse than our expectations, driven by a shortfall in our Z performance and the associated software stack, primarily in Transaction Processing. In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, storage, and memory purchases to secure supply-constrained infrastructure ahead of expected price increases. This dynamic impacted client buying patterns. While we anticipated some supply chain related impact in our expectations, we did not anticipate the magnitude of the capex reprioritization. In addition, clients were distracted with rapidly-evolving, industry-wide cybersecurity concerns in the quarter.”
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Frances Horodelski retweetledi
Robot bearings market: ~300x by 2050, per Morgan Stanley.
Robot complexity drives bearing demand: 8 to 12 per drone versus 70+ per humanoid.
$RBC makes custom bearings for regulated applications and scores 81 Quality with 62 Growth. A high-quality compounder sitting under one of the clearest long-term robotics megatrends.
P Equity Research 📰@pequityresearch
Morgan Stanley: Bearings The Big Picture: Bearings as a Core Robotics Play > Architecture-Agnostic Growth: Bearings offer a diversified way to invest in the robotics sector because they are required regardless of a robot's ultimate design or form factor. > Massive Market Expansion: Morgan Stanley forecasts a massive ~300x growth in the robot bearings market through the year 2050. > Low Risk of Obsolescence: Bearings face very low substitution, in-sourcing, or obsolescence risks—you simply cannot design moving machines around them. > OpenAI Endorsement: In a recent Request for Proposal (RFP) for U.S.-based hardware manufacturing capacity, OpenAI listed precision bearings as 1 of 6 critical components in its robotics category. Content Scales with Robot Complexity > Bearings 101: Every single motor in a robot requires at least one or more bearings to reduce friction and support rotating parts. > Degrees of Freedom (DoF): As robots get more complex, the number of bearings multiplies. Small quadcopter drone: Requires 8–12 bearings. Humanoid robot: Requires 70 or more bearings. > Pricing Variability: Depending on the specific use-case, individual bearings can range from under $1 to as much as $100 Global Bearings Market Dynamics > Consolidated Supply: The top 6 global manufacturers control over 50% of the global roller market, with Chinese manufacturers making up about 25%. > Current Demand Split: Roughly 40% of the overall market goes to industrial equipment OEMs, 30% to automotive, and 30 to distribution channels
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Frances Horodelski retweetledi
The renewed naval blockade hasn't come into effect yet, due to a legal requirement to notify ships owners 24 hours in advance. A U.S. official said the U.S. military central command will announce the specific timing later on Monday
Barak Ravid@BarakRavid
🇺🇸🇮🇷🚢Trump reimposes naval blockade on Iran amid escalating clashes in Hormuz. My report on @axios axios.com/2026/07/13/tru…
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And we thought tariffs were a problem.
Javier Blas@JavierBlas
BREAKING: US President Donald Trump says Washington is reinstating a naval blockade against Iran -- but also says the US will demand a 20% fee on all cargo shipped to guarantee the Strait of Hormuz is open to other countries (on first reading, that equals to ~$15 per barrel!!!!)
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$CGX.TO
FROM @barronsonline on movies
“What’s Next: Roth senior research analyst Eric Handler expects Hollywood’s third-quarter box office revenue to be up 17% from 2025, writing that Sony Pictures’ Spider-Man: Brand New Day, opening July 31, could gross more than $700 million, and The Odyssey could sell more than $400 million.”
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I don’t know anything about this company involved in A.I. info and communication management for churches. But I see the Lutherans are selling and Pat Gelsinger and others have been buying. Huh. $GLOO
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Frances Horodelski retweetledi
“I’ve now been disrupted at a podcast about Jewish entrepreneurs, at the opening of a Jewish community centre, and at a fireside chat about building companies. None of those events had anything to do with politics. The only common thread is me, a proud Jew, on a stage.”
Thank you @harleyf for saying it like it is.
nationalpost.com/news/shopify-h…
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Opinions on companies going to semi annual reporting (from quarterly) give it a thumbs down. @barronsonline
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Pipelines? A conversation with $ENB CEO
inthemoneypod.com/?mailpoet_rout…
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From Macleans - Canada fun. I knew the origins of most of the items listed - but I did not know this. I must say I haven’t thought about it in years but it was a staple game growing up #crokinole
macleans.ca/culture/a-hist…
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Today is SpaceX day again with coverage initiated across the street with largely buys and a whopping $800 ($11 billion valuation) at Raymond James. $SPCX. 🤪
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This drives me nuts. Doesn’t she know about the tariffs on 313 items from aluminium to iron/steel that the U.S.A. Has imposed on Canada.
tenney.house.gov/media/press-re…
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