John Pork
21 posts
META IN TALKS TO LEASE COMPUTING POWER TO ANTHROPIC IN POTENTIAL $10 BILLION DEAL - NYT
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The fact that $META is up 10% just goes to show how stupid and short term the market is at times…
If you just paid attention the Meta compute “news” was obvious and a key reason driving our positive view on the stock and specifically 2H26 into 2027 timing…
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@HedgeyeFood @HedgeyeRestos Negative traffic back-to-back weeks. Maybe the Bearista cup will double the OM.
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On the ground in SF. Where do I go b4 meetings? The third place ofc. $SBUX packed to the gills this morning. Traffic proven. Two-year comps will look real good into 2Q FY27. Manage the NT Play for the LT. Still very much a turnaround! It’s a margin story from here @HedgeyeRestos
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@jporkcalinalpha @TIME I expected plenty of similac scented comments like this one that adds nothing of value.
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“My proudest achievement? Being a present father.”
Already the leading scorer in NBA history, basketball star LeBron James once again produced at an All-Star level in 2025–26, his 23rd NBA season. When we asked James how much longer he wants to keep playing, the question many fans wonder, he said “it’s up to the mind.”
Add in his off-court accomplishments, and James may be the most influential athlete of the past half-century. In the decades before his arrival, super star athletes mostly stayed in their lane. James ushered in the era of player empowerment, showing that you can start companies, mix it up in politics, and elevate the people around you—all while playing like the GOAT of your game.
Today, James leads TIME100 Sports, the list recognizing those shaping the sports today. Read the exclusive interview with the basketball star and see the full list here: time-magazine.visitlink.me/udUXTN
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U.S. Secretary of War Pete Hegseth speaks now at the 2026 Shangri-La Dialogue, a defense and security summit in Singapore. x.com/i/broadcasts/1…
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@ecommerceshares Look at MCD and DPZ having horrible traffic, even with cutting prices. Or even better listen to the Walmart call today where the general non-ralph Lauren segment of the economy shops.
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@ecommerceshares Hey man, when you list out a bunch of companies that are growing off shitty comps, that doesn't mean the customer is strong. The top end is doing well because the S&P is at ATH, the bottom half's only tailwind right now is tax refunds above expectations.
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US Retailers who have reported so far like $RL $WSM and $TGT have seen strongly accelerating US comparable sales last quarter.
The “weak consumer” narrative is in shambles.
Never underestimate the American shopper.
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@AnonValue @evfcfaddict Via IR they are eligible starting in june. You just need to be listed for a year in the us and have your headquarters here
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John Pork retweetledi
My favorite large cap atm:
- CEO with great track record (17% cagr when at sika/holcim) buying like crazy
- huge buybacks
- supply<demand
- oligopoly (monopoly in some regions)
- biggest player
- DD EPS growth for years to come
- S&P passive flows NTM
- <10x ev/ebitda
$AMRZ
Insider Monkey@insidermonkey
$1.4M Insider Buy: $AMRZ Chairman and CEO Jan Jenisch bought 28,417 shares on May 15 for $1.4M at an average of $49.53 (purchase made in CHF at 39.05). Direct post-buy stake: 1,724,999 shares. Plus 512,000 indirect via spouse. Total beneficial: ~2.24M shares (~$111M). Jenisch is one of the most credentialed building materials operators in the world. He was CEO of Sika 2012-2017, where he led the company into the Swiss Market Index. He then served as CEO of Holcim 2017-2024 and Chairman 2023-2025, transforming it into an industry-leading-margin business. He led the Amrize spin-off from Holcim in June 2025 and remains Chairman and CEO. 12+ year track record running SMI-listed building materials companies. Amrize is the former North American operations of Holcim, spun off in June 2025. The company is the #1 cement producer in North America with 19,000 employees and ~$12B+ in expected 2026 revenue. Two segments: Building Materials (cement, aggregates, ready-mix concrete, asphalt - ~70% of revenue) and Building Envelope (roofing and exterior systems - ~30%). End-market mix: 51% commercial, 28% infrastructure, 21% residential. Dual-listed on NYSE and SIX Swiss Exchange. Q1 2026 (April 29) showed the bifurcated story: Building Materials revenue +12.9% with adj EBITDA +41.7% and margin +230bps - driven by accelerating commercial demand from data centers and energy projects, double-digit cement and aggregates volume growth, and the PB Materials acquisition (West Texas aggregates leader, closed February 18). The Building Envelope (roofing) segment was the drag - revenue -9.8%, adj EBITDA -37.1% on soft roofing demand. Stock dropped 5% on the print. Management reaffirmed 2026 guidance (revenue +4-6%, adj EBITDA +8-11%), announced a $1B buyback to begin post-Q1, declared a first quarterly dividend of $0.11 plus a special $0.44 dividend, and pointed to roofing volume recovery in H2 2026 as commercial projects that started in 2025 convert to envelope work. ~50% of IIJA infrastructure funding still to be deployed, commercial construction accelerating into data center and energy buildout, conservative 1.7x net leverage. Jenisch is buying 2 weeks after the post-Q1 dip with his entire 12-year operating record at building materials companies behind him.
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@evfcfaddict Such a solid company.
Bringing all cement production inland which is margin accretive.
The CEO has his entire networth in the company
Commercial roofing recovery late-cycle with mega projects finishing.
PB Materials acquission gives them a monopoly in west texas.
Easy 2x.
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@HedgeyeFood @HedgeyeRestos This is literally the same thing; it's a free smokeshack with a $10 purchase. Lock in son
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The shift-to/target of the low income consumer is increasingly rooted in giving away food. $MCD’s approach is more disciplined/has been apart of the strat. Whereas a $SHAK & $CMG’s reliance hurts the underlying P&L more than you think/is not a fantastic signal. @HedgeyeRestos
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@evfcfaddict Next up: the most critical component of the next industrial revolution.
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@TokenizedSummit What a clown show if I wanted to gamble as much as these “investors” I would go to a roulette table. This host is fucking unbearable. I love how regulation is the biggest risk not the underlying investment that has litterally no intrinsic value😂
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Tokenized Capital Summit 2026 Miami Recording is Live! x.com/i/broadcasts/1…
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@KeithMcCullough Recently had my account liquidated due to shorting NVDA at 165 and going long oil at 100. Is there any way I can stay Quantumental with $10 in my brokerage?
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𝗔𝗻𝘁𝗵𝗿𝗼𝗽𝗶𝗰 𝗷𝘂𝘀𝘁 𝗲𝗹𝗶𝗺𝗶𝗻𝗮𝘁𝗲𝗱 𝘁𝗵𝗲 𝗵𝗮𝗿𝗱𝗲𝘀𝘁 𝗽𝗮𝗿𝘁 𝗼𝗳 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗔𝗜 𝗮𝗴𝗲𝗻𝘁𝘀 ⚡
Building a production agent always meant two jobs:
1st: design what the agent does.
2nd: build everything that makes it run. Sandboxed execution. State management. Error recovery. Credential handling. Checkpointing.
That second job took most teams 3 to 6 months. And it had nothing to do with the agent itself.
Anthropic just eliminated it.
Claude Managed Agents launched in public beta on April 8. You define the tasks, tools, and guardrails. Anthropic handles the rest.
$0.08 per runtime hour. An agent running 24/7 costs $58/month.
Notion, Rakuten, Asana, and Sentry are already in production.
I put together the full deployment playbook.
Inside you'll find
1. The full architecture explained simply: sessions, harnesses, and sandboxes
2. How to deploy your first production agent in under a week
3. The pricing breakdown: when it beats building your own
4. The real customer deployments and what they actually built
5. A ready-to-use system prompt library for 6 agent use cases
6. The honest limitations and how to design around them
Comment AGENT and I'll send it yo you🔥
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