Sleepy Moose

And they just keep on executing… these guys are on fire! $LIB.V $LIB

@kDarr66283 Yep! Under the same name Sleepy Moose. Didn’t know it existed until someone shared a couple weeks back lol

@mikkyvaky Are you in the discord?

We are watching a technological revolution unfold before our very own eyes ladies and gentlemen. $LIB.V $LIB

These guys just keep doing it! $LIB.V $LIB

$SEZL Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $135.54M (Est. $129.14M) 🟢; +29.2% YoY 🔹 EPS: $1.47 (Est. $1.24) 🟢; +47.0% YoY 🔹 GMV: $1.1B; +37.3% YoY 🔹 Adj. EBITDA: $71.1M; +38.3% YoY 🔹 FY26 Guide Raised Across All Metrics FY26 Guide: 🔹 Total Revenue Growth: 30%-35%, up from 25%-30% 🟢 🔹 Adjusted Net Income: $180.0M, up from $170M 🟢 🔹 Adjusted Net Income Per Diluted Share: $5.10, up from $4.70 Other Metrics: 🔹 Average Quarterly Purchase Frequency: 7.1x, up from 6.1x in 1Q25 🔹 MODS: 887,000; +34.8% YoY 🔹 Active Subscribers: +48.4% YoY 🔹 Total Revenue as % of GMV: 12.2% 🔹 Transaction Related Costs: 3.2% of GMV, down from 3.8% in 1Q25 🔹 Provision for Credit Losses: 1.2% of GMV, down from 1.6% in 1Q25 🔹 Earn Tab Visits: 4.8M since June 2025 launch Financials: 🔹 Operating Income: $69.0M; +38.4% YoY 🔹 Operating Margin: 50.9%, up 3.3 ppt YoY 🔹 Net Income: $51.3M; +41.9% YoY 🔹 Net Income Margin: 37.9%, up 3.4 ppt YoY 🔹 Operating Expenses: $66.5M; +20.9% YoY 🔹 Operating Expenses as % of Revenue: 49.1%, down 3.3 ppt YoY 🔹 Operating Cash Flow: $89.0M 🔹 Cash, Cash Equivalents & Restricted Cash: $147.4M 🔹 Credit Facility Outstanding: $145.5M Capital Return: 🔹 Buybacks: $24.8M repurchased in Q1 🔹 Authorization: $100.0M share repurchase program Commentary: 🔸 “This quarter’s results demonstrate the impact of the consumer engagement strategy we advanced throughout 2025.” 🔸 “Average quarterly purchase frequency reached a new Company high of 7.1x and Active Subscribers grew 48.4% year over year, reflecting the growing value consumers see in Sezzle.” 🔸 “The engagement flywheel we built is working, and our strong first quarter performance gives us the confidence to raise FY2026 Adjusted Net Income guidance to $180 million and Adjusted Net Income per Diluted Share guidance to $5.10.”

Crossing objectives off one after another; these guys are insane! Can’t wait to see what else they have in store for us 👀

@Premski_SGP $NURS.V $VST.CN

$NURS.NE did not disappoint. I do like how they had only business for Nurses, added dripbar backend (medspas) and combined two bricks into 3rd: vsdhone. Below for the first time i see breakdown per business. 350% revenue growth guidance for 2026. Lets go

LibertyStream Completes Texas Incorporation, Advancing U.S. Listing Pathway and American Growth Strategy $LIB.v $VLTLF businesswire.com/news/home/2026…

LibertyStream Commences Lithium Carbonate Production at Select Water Solutions Facility and Secures First U.S. Purchase Order $LIB.v $VLTLF businesswire.com/news/home/2026…

$NURS.V $HYDTF $NURS I have nothing else to say…

LibertyStream Shareholders Approve Texas Re-Domiciliation as Company Advances U.S. Listing Pathway and Texas Build-Out $LIB.v $VLTLF businesswire.com/news/home/2026…

@KarstenDahre @KyleAdamsStocks That’s what I was thinking, but just wanted to hear what others think as well

@mikkyvaky @KyleAdamsStocks I would expect companies that cover critical areas of the defense supply chain to be less affected. Anything else, in my opinion, makes no sense.

$BOSC should do very well, especially since Israeli defense spending about to go through the roof.

My first deep dive, a 60+ page report on $NURS.V, is now live at byronstreetresearch[.]com. It took a few weeks, but the full story is finally out there. It covers everything, from methods to systematically identify business partners to a detailed list of licensees. At 20,000+ words, it's now in the top ten by word count in @joinyellowbrick's database (ironic, after spending years arguing against lengthy book reports). $HYDTF $VST.CN

Select Water Solutions and LibertyStream Infrastructure Partners Announce Definitive Agreement to Build Out Commercial Lithium Carbonate Production Units in Texas; First 1,000‑Tonne Facility Slated for Commissioning by December 2026 $LIB.v $VLTLF $WTTR businesswire.com/news/home/2026…

LibertyStream President, CEO and cofounder, Alex Wylie, presented and fielded Q&A on Friday with the @MicroCapClub Business Breakdown Series. Check it out below. $LIB.v $VLTLF youtube.com/watch?v=RnI3CV…

@shravanrayhaan Yeah for sure. It can be found here: youtu.be/RnI3CVq9prg?si…

@mikkyvaky Please give link I've just started on the company

You know you’re in for a treat when the CEO cracks the biggest smile when asked about the future of the company in 5-10 years. 😂 Props to Alex for such a stellar interview, he clearly has a vision and a passion for what he is doing. Can’t stop won’t stop! $LIB.V $VLTLF

@onecentinvest @rubicon59 posted the link to the explanation: mailchi.mp/hydreight/an-u…

@ThatG_Cameron None of us are perfect. But hey, looks like Hydreight just sent out an official explanation regarding today’s offering. That’s a step in the right direction towards building trust! $NURS.V $VST.CN

I understand people’s frustration with the recent $NURS.V offering, but don’t let the short term blind you over the long term. We all know what is imminent. Hydreight beat the 1.3 million order mark which many considered to be impossible. (1/2) $VST.CN