Linda
@lindalebrun.bsky.social
Partnerships for Business/Finance/Investing @ Bluesky
Pinned
Reposted by Linda
with this transaction from Tuesday, it is done. If LVMH cancels its treasury shares, the Arnault family group will own 50.01% of LVMH's issued shares. Félicitations.
February 6, 2026 at 8:34 PM
with this transaction from Tuesday, it is done. If LVMH cancels its treasury shares, the Arnault family group will own 50.01% of LVMH's issued shares. Félicitations.
Reposted by Linda
Four of the biggest US technology companies together have forecast capital expenditures that will reach about $650 billion in 2026 — a mind-boggling tide of cash earmarked for new data centers and all the gear housed within them.
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
February 6, 2026 at 5:13 PM
Four of the biggest US technology companies together have forecast capital expenditures that will reach about $650 billion in 2026 — a mind-boggling tide of cash earmarked for new data centers and all the gear housed within them.
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Reposted by Linda
Jassy throws shade at #$GOOGL saying +24% on $142 billion base is special. True. But to spend capex at pace #$AMZN is, AWS needs to accelerate beyond +24%. Backlog +40% is a start. But Q1 sales guide (into accelerating capex) at +9-13% doesn't evidence planned acceleration.
February 6, 2026 at 1:28 PM
Reposted by Linda
Weekly low right on the 20-wma (arrows). We've been down there twice in recent weeks. Normally, that signals a weakening trend (as also shown by RSI and MACD). You don't want to go back down there anytime soon
February 6, 2026 at 10:26 PM
Weekly low right on the 20-wma (arrows). We've been down there twice in recent weeks. Normally, that signals a weakening trend (as also shown by RSI and MACD). You don't want to go back down there anytime soon
Reposted by Linda
On the “huge vibe divergence” between tech and finance on AI:
Enhanced AI tools are much more to the world, but AI is also much more of investors. sherwood.news/markets/why-...
Enhanced AI tools are
February 6, 2026 at 3:17 PM
On the “huge vibe divergence” between tech and finance on AI:
Enhanced AI tools are much more to the world, but AI is also much more of investors. sherwood.news/markets/why-...
Enhanced AI tools are
Reposted by Linda
On Wednesday, we released our new podcast episode with Dr. Ashwin to discuss telehealth and #$HIMS
The timing couldn't have been more perfect. We talked
➡️ The issues with their GRAIL test
➡️ The dark side of lab tests and telehealth in general
➡️ The SNAC patent (perfectly timed)
➡️ And much more
The timing couldn't have been more perfect. We talked
➡️ The issues with their GRAIL test
➡️ The dark side of lab tests and telehealth in general
➡️ The SNAC patent (perfectly timed)
➡️ And much more
🎙️ IC #9: Talking Telehealth and HIMS w/ Ashwin Sharma
Our chat on all things telehealth and our views on HIMSwith our medical friend from across the pond
www.cedargroveresearch.com
February 6, 2026 at 5:38 PM
On Wednesday, we released our new podcast episode with Dr. Ashwin to discuss telehealth and #$HIMS
The timing couldn't have been more perfect. We talked
➡️ The issues with their GRAIL test
➡️ The dark side of lab tests and telehealth in general
➡️ The SNAC patent (perfectly timed)
➡️ And much more
The timing couldn't have been more perfect. We talked
➡️ The issues with their GRAIL test
➡️ The dark side of lab tests and telehealth in general
➡️ The SNAC patent (perfectly timed)
➡️ And much more
My first mentor in the investment industry used to say “they don’t ring a bell at the top” but I’m starting to wonder
AI.com bought by Crypto.com founder for $70mn in biggest-ever website name deal ft.trib.al/9BfjZtA
AI.com bought by Crypto.com founder for $70mn in biggest-ever website name deal
Kris Marszalek plans to launch new site with a Super Bowl ad this weekend
ft.trib.al
February 6, 2026 at 6:50 PM
My first mentor in the investment industry used to say “they don’t ring a bell at the top” but I’m starting to wonder
Reposted by Linda
Pretty normal earnings reactions this season... beats rising 0.9%, misses punished by 2.3% @factset
February 6, 2026 at 6:47 PM
Pretty normal earnings reactions this season... beats rising 0.9%, misses punished by 2.3% @factset
Reposted by Linda
Closed all my puts yesterday and covered most single name shorts. Hoping to see vol come down so I can put them back in place.
1H sees a big fiscal stimmy from OBBB taxes breaks, but going into 2H unhedged is crazy.
1H sees a big fiscal stimmy from OBBB taxes breaks, but going into 2H unhedged is crazy.
February 6, 2026 at 10:28 AM
Closed all my puts yesterday and covered most single name shorts. Hoping to see vol come down so I can put them back in place.
1H sees a big fiscal stimmy from OBBB taxes breaks, but going into 2H unhedged is crazy.
1H sees a big fiscal stimmy from OBBB taxes breaks, but going into 2H unhedged is crazy.
Reposted by Linda
Japan's 2-year bond yield has surpassed levels last seen during the 2007-08 crisis.
February 4, 2026 at 6:56 PM
Japan's 2-year bond yield has surpassed levels last seen during the 2007-08 crisis.
Reposted by Linda
BREAKING 🚨: U.S. Housing Market
Home Sellers now outnumber Buyers by 530,000, the largest gap ever recorded 🤯👀
Home Sellers now outnumber Buyers by 530,000, the largest gap ever recorded 🤯👀
February 6, 2026 at 11:37 AM
BREAKING 🚨: U.S. Housing Market
Home Sellers now outnumber Buyers by 530,000, the largest gap ever recorded 🤯👀
Home Sellers now outnumber Buyers by 530,000, the largest gap ever recorded 🤯👀
Reposted by Linda
AI cloud computing demand is white-hot.
Amazon, Google, and Microsoft each reported hundreds of billions in RPO (remaining performance obligations), that they can’t fulfill yet.
Collectively, the big three cloud providers reported a $1.1 TRILLION backlog of revenue.
sherwood.news/tech/big-tec...
Amazon, Google, and Microsoft each reported hundreds of billions in RPO (remaining performance obligations), that they can’t fulfill yet.
Collectively, the big three cloud providers reported a $1.1 TRILLION backlog of revenue.
sherwood.news/tech/big-tec...
Big Tech’s $1.1 trillion cloud computing backlog
White-hot demand for cloud computing has created a backlog of revenue that Big Cloud can’t fulfill due to infrastructure constraints....
sherwood.news
February 6, 2026 at 3:53 PM
AI cloud computing demand is white-hot.
Amazon, Google, and Microsoft each reported hundreds of billions in RPO (remaining performance obligations), that they can’t fulfill yet.
Collectively, the big three cloud providers reported a $1.1 TRILLION backlog of revenue.
sherwood.news/tech/big-tec...
Amazon, Google, and Microsoft each reported hundreds of billions in RPO (remaining performance obligations), that they can’t fulfill yet.
Collectively, the big three cloud providers reported a $1.1 TRILLION backlog of revenue.
sherwood.news/tech/big-tec...
Reposted by Linda
I'll be talking with Fed Vice Chair Philip Jefferson at 12 noon ET at this @brookings.edu event today.
Supply-side factors and inflation: What have we learned? www.brookings.edu/events/suppl.... In-person (registration required) & livestreamed.
Supply-side factors and inflation: What have we learned? www.brookings.edu/events/suppl.... In-person (registration required) & livestreamed.
Supply-side factors and inflation: What have we learned? | Brookings
On February 6, Brookings will convene an event to examine the relationship between supply-side factors and inflation.
www.brookings.edu
February 6, 2026 at 11:59 AM
I'll be talking with Fed Vice Chair Philip Jefferson at 12 noon ET at this @brookings.edu event today.
Supply-side factors and inflation: What have we learned? www.brookings.edu/events/suppl.... In-person (registration required) & livestreamed.
Supply-side factors and inflation: What have we learned? www.brookings.edu/events/suppl.... In-person (registration required) & livestreamed.
Reposted by Linda
Marriage is the biggest financial decision you’ll ever make. In a brand new section of the newsletter, Heather sits down with a top matrimonial attorney to discuss prenups, leverage, and the conversations couples shouldn’t avoid.
New on The Joint Account. www.readthejointaccount.com/p/prenups-po...
New on The Joint Account. www.readthejointaccount.com/p/prenups-po...
Prenups, power, and the convos couples avoid
Welcome to Above Our Pay Grade, feat. matrimonial attorney Jackie Combs
www.readthejointaccount.com
February 4, 2026 at 9:58 PM
Marriage is the biggest financial decision you’ll ever make. In a brand new section of the newsletter, Heather sits down with a top matrimonial attorney to discuss prenups, leverage, and the conversations couples shouldn’t avoid.
New on The Joint Account. www.readthejointaccount.com/p/prenups-po...
New on The Joint Account. www.readthejointaccount.com/p/prenups-po...
Reposted by Linda
For those looking for freelance work in the wake of WaPo layoffs: I'm an editor at large overseeing Ideas & Culture at Bloomberg, including our Books coverage. Find me at skillingswo2@bloomberg.net
February 4, 2026 at 5:10 PM
For those looking for freelance work in the wake of WaPo layoffs: I'm an editor at large overseeing Ideas & Culture at Bloomberg, including our Books coverage. Find me at skillingswo2@bloomberg.net
Reposted by Linda
🚨The new @ckaiwu.bsky.social note on AI adopters is a banger. Great nuance, not just sweeping generalizations. etfarchitect.com/wp-content/u...
February 4, 2026 at 2:42 PM
🚨The new @ckaiwu.bsky.social note on AI adopters is a banger. Great nuance, not just sweeping generalizations. etfarchitect.com/wp-content/u...
Reposted by Linda
* BLS RESCHEDULES US JAN. CPI REPORT TO FEB. 13
February 4, 2026 at 5:01 PM
* BLS RESCHEDULES US JAN. CPI REPORT TO FEB. 13
Reposted by Linda
Main Street Deals: SMB Law Group’s new podcast about lower-middle-market M&A is now live 🔥
Watch Episode One here:
youtu.be/EdbV3qJEiM0?...
Watch Episode One here:
youtu.be/EdbV3qJEiM0?...
What Buyers Get Wrong in Acquisitions - Welcome to Main Street Deals #1
In the inaugural episode of Main Street Deals, co-hosts Sam Rosati, Eric Pacifici, and Kevin Henderson lay out why small and medium-sized business acquisitions deserve a more honest,…
youtu.be
February 3, 2026 at 10:24 PM
Main Street Deals: SMB Law Group’s new podcast about lower-middle-market M&A is now live 🔥
Watch Episode One here:
youtu.be/EdbV3qJEiM0?...
Watch Episode One here:
youtu.be/EdbV3qJEiM0?...
Reposted by Linda
Pouring one out tonight for Nick Train and Terry Smith, who rode consumer staples all the way down, before rotating into data services stocks, which are now getting smashed on the assumed threat from AI.
February 3, 2026 at 6:02 PM
Pouring one out tonight for Nick Train and Terry Smith, who rode consumer staples all the way down, before rotating into data services stocks, which are now getting smashed on the assumed threat from AI.
Reposted by Linda
I'll kick if off with #$CELH that I recently presented at Manual of Ideas Best Ideas 2026 conference www.latticework.com/p/celsius-ca...
Celsius: Capitalizing on the “Better-For-You” Shift in Energy Drinks
Presentation at Best Ideas 2026
www.latticework.com
February 3, 2026 at 7:46 PM
I'll kick if off with #$CELH that I recently presented at Manual of Ideas Best Ideas 2026 conference www.latticework.com/p/celsius-ca...
Reposted by Linda
But aren't stocks supposed to go straight up? Plus, Corning as a canary? And just when nobody wants to hear about short-selling, along comes a book on how to WIN doing it... something the author knows a thing or two about. www.herbgreenberg.com/p/the-wrap-b...
The Wrap – But Aren't Stocks Supposed To Go Straight Up?
Plus, Corning as a canary? And just when nobody wants to hear about short-selling, along comes a book on how to WIN doing it... something the author knows a thing or two about.
www.herbgreenberg.com
January 31, 2026 at 3:43 PM
But aren't stocks supposed to go straight up? Plus, Corning as a canary? And just when nobody wants to hear about short-selling, along comes a book on how to WIN doing it... something the author knows a thing or two about. www.herbgreenberg.com/p/the-wrap-b...
Reposted by Linda
Amazingly, seems that Epstein traded sovereign CDS from his gmail account.
January 31, 2026 at 2:08 PM
Amazingly, seems that Epstein traded sovereign CDS from his gmail account.
Reposted by Linda
People don’t want you to know that in order to outperform, you need to be doing something that the market doesn’t understand or hates for some period of time before it starts working.
January 30, 2026 at 4:07 PM
People don’t want you to know that in order to outperform, you need to be doing something that the market doesn’t understand or hates for some period of time before it starts working.
Reposted by Linda
Here's Visa reiterating consumer strength. Visa already accelerated 300bp in Q3 & over Holiday quarter #$V kept that pace of 8% & overseas accelerated from 10% to 13%. January more of the same. Like Mastercard, cross-border strong, particularly online. 🔥. #$MA #$AXP #$XLY #$XLF
January 29, 2026 at 9:11 PM