DJ

*US CONSIDERS $20B CASH-FOR-URANIUM DEAL WITH IRAN: AXIOS Whoa

@LargeWaterInv He posted on substack tonight "Today I purchased a new ~3.5% position in PayPal (PYPL) common stock..."

@mktoperative Source?

$PYPL Hearing Burry new position

Only up 100 points straight since this post... better to be lucky than good! @agnostoxxx says way too often 😜🤣

$META Big call out of Morgan Stanley tonight on Meta. Saying now is the time to step in and BUY. This will make the rounds for sure tom morning. "Sentiment Has Troughed…It's Time to Buy META:" "Key Debates, MetaClaw and Why to Buy META Now"

@SullyCNBC Great reporting, might want to contact someone with night vision, heat or thermal vision... to monitor actual traffic instead of relying on the AIS which we all know is useless during this conflict....

$CNI +2% off the juicy BOFA piece mentioned early

$CNI BOFA is bulled up, juicy piece "Raise to Buy on vol growth, share gains, service... Volumes set stage, should outpace mix & fuel pressure...Raise PO to US$122; trades at sizable group discount"

$CNI Upgraded to buy at Bofa

$AA Upgraded to Overweight at Morgan Stanley

*TRUMP: ALMOST ALL POINTS OF PAST CONTENTION HAVE BEEN AGREED

$LUV *SOUTHWEST AIRLINES TO LIMIT PORTABLE CHARGERS ON FLIGHTS: WSJ The kids are gonna be so happy when they cant get a charge

*BLACKSTONE CLOSES OPPORTUNISTIC CREDIT FUND AT OVER $10B Some want out, some want in... @agnostoxxx wants meme's only 🤣

*ANTHROPIC SAYS RUN-RATE REVENUE NOW SURPASSED $30 BILLION My god, it's addictive like nicotine and potent like crack

$STX 469 massive breakout... Better to be lucky than good I guess... 😜

$STX Big bullish piece out from Morgan Stanley may send this Seagate to new highs. PT to 582 and new TOP Pick/ Ests go up as well. "HDD Demand (and Pricing) Still Strengthening; Moving STX to Top Pick"

$SHAK Upgraded at BOFA

$META New TOP PICK at Morgan Stanley. They see 50% upside from here.

$META Goes to TOP PICK at Morgan Stanley tonight. "META’s multiple has fallen to 15X EPS, a 55% PEG discount to peers. We detail why Meta will grow faster for longer and potential agentic catalysts (meet ”MetaClaw”) to drive revisions and re-rating. Macro and regulatory also addressed. META new Top Pick, $775 PT, 50% upside"

Finally... lead by example