Monet

LNG - Cheniere Energy ?? Cheniere basically turns natural gas into liquid so it can be loaded onto ships and sent to Europe and Asia. @monettoks/note/c-261301927?r=6xxbsj&utm_medium=ios&utm_source=notes-share-action" target="_blank" rel="nofollow noopener">substack.com/@monettoks/not… $LNG #cheniere

On Friday my favourite activist, Nelson Peltz TRIAN Fund Management disclose a small position of 250,000 shares in Magnum Icecream MICC - SEC filing. it’s not enough to move the needle but it won’t go unnoticed. #nelsonpeltz $MICC #trian

@caret311 I am up 27% on 2/3 of a position. The plan was to make it a full sized position a week before earnings. Today’s news will accelerate future short term news catalysts. I’m going to wait and see what develops over the weekend. There should be a press release.

@Monettoks Whoa. That was a bit too quick. What are you thinking in terms of target price to exit at?

Magnum refocuses its out-of-home segment. Yesterday Magnum’s deal with MINI MELTS was a step in the right direction. Magnum gets instant access to 35,000 vending machines across the US in airports, malls, arenas. AND without building / owning a single machine.​​​​​​​​​ $MICC

In CELH @ 29.40 🦄 starter position tight SL $CELH #Celsius

@caret311 MICC Magnum - rumour: Blackstone, CD&R explore bids for Ben & Jerry's owner Magnum, sources say

@Monettoks I am now on with a position here. Let's hope it works out. :pray:

CALLED IT MICC Magnum - rumour: Blackstone, CD&R explore bids for Ben & Jerry's owner Magnum, sources say. Stock up premarket #magnum $MICC #crystalball #monettoks

@caret311 I started with a 1/3 position at 13.20. SL also 13.20 lol. Earnings June 30th 3-5% organic growth is all they need to post.

56,000 shares of Norwegian NCLH purchased by “Three” directors in the span of about a week, totaling roughly $1M in open-market buys; coordinated enough to be notable!?! 🤷‍♂️ $NCLH #insiderbuying #cruiselines

Any Opinions on NCLH Norwegian Cruiselines?? Stock at a multi-year low 16 bucks vs.$60 pre covid… @monettoks/note/c-258309498?r=6xxbsj&utm_medium=ios&utm_source=notes-share-action" target="_blank" rel="nofollow noopener">substack.com/@monettoks/not… $NCLH #Norwegian #cruiselines #monettoks

Yesterday Tyson Ronald Schellekens Magum’s Chief Human Resources officer bought $500,000 of shares. Tyson also bought $260,000 of shares last month to. 🔥 #magnum $MICC

The proof is in the pudding with Redwire. Peter Cannito another CEO making things happen. @monettoks/note/c-257034127?r=6xxbsj&utm_medium=ios&utm_source=notes-share-action" target="_blank" rel="nofollow noopener">substack.com/@monettoks/not… #cannito $RDW

CBRS - Cerebras Systems IPO Wednesday AI chip company think possible Nvidia competitor but with a completely different approach. they build one giant chip the size of a whole wafer instead of many small ones. Result: massively faster AI inference. $CBRS #cerebras #IPO

Redwire RDW 56M shares traded yesterday, more than double the 3 month average. You need to go back to January 27th to find a bigger volume day. What was it the Beatles sang about? … all you need is volume. #redwire $RDW #cannito 🚀

Did Celsius really double its revenue? @monettoks/note/c-255917751?r=6xxbsj&utm_medium=ios&utm_source=notes-share-action" target="_blank" rel="nofollow noopener">substack.com/@monettoks/not… $CELH

Space stocks evaluations based on trailing revenue: RLBS 75X PL 43X LUNR 14X ASTS 350X RDW 5.5X Redwire has spaceX exposure, multi mission Artemis contracts, growing defence business, a record backlog, guiding to 41% revenue growth! What am I missing? $RDW #space #spacex #ipo

Appl in talks with Intel to manufacture its device processors in the U.S. to diversify its supply chain away from TSMC. Aiming to utilize Intel's foundry services for Apple-designed chips, potentially including low-end M-series processors by 2027 LFG #apple $appl #intel $INTC

@caret311 Not before the AGM and earnings in June… it’s too early to tell. 3-5% organic growth before they make any attempt at improving the business is a great starting point. My entry and SL so far: 13.20.

@Monettoks Very interesting to see how it plays out. Do you happen to have any projections as to where this might go in say 6-12 months? Fair value, comparisons with peers, macro tailwinds, etc?

Magnum Ice Cream reaffirmed FY 2026 organic sales growth outlook of 3%-5% Stock up 12% pre market $MICC #magnum #magnumicecream

INTC Lip-Bu Tan gives Pishkar Ranade his chief of staff the permanent position as CTO the kicker - Tan is keeping him as chief of staff. Impact: the guy who’s implementing the tech roadmap is in Lip-Bu’s ear every single day. Tan won’t miss a beat. 🏃‍♂️ 🪢 🚢 #lipbutan $INTC #LFG

Hot take: Elon wins the case against Sam Altman, OpenAI IPO gets delayed, market freaks out. There’s your 20-30% correction. Trial started April 28, expected to last three weeks. #elon #samaltman #openai