How the narrative has changed. Before, it was all about saving energy. Now, deals are quoted in gigawatts.
October 8, 2025 at 6:17 AM
How the narrative has changed. Before, it was all about saving energy. Now, deals are quoted in gigawatts.
September 28, 2025 at 8:53 AM
Just 8.4% shy of Dow 50k 🫣
That's quite a journey from 40.94 on May 26, 1896, when it was first published. 1000x in 129 years ~5.5% CAGR, not counting the ~2% dividend that could have been reinvested to nearly double the CAGR.
That's quite a journey from 40.94 on May 26, 1896, when it was first published. 1000x in 129 years ~5.5% CAGR, not counting the ~2% dividend that could have been reinvested to nearly double the CAGR.
September 12, 2025 at 9:27 AM
Just 8.4% shy of Dow 50k 🫣
That's quite a journey from 40.94 on May 26, 1896, when it was first published. 1000x in 129 years ~5.5% CAGR, not counting the ~2% dividend that could have been reinvested to nearly double the CAGR.
That's quite a journey from 40.94 on May 26, 1896, when it was first published. 1000x in 129 years ~5.5% CAGR, not counting the ~2% dividend that could have been reinvested to nearly double the CAGR.
Shelly $SLYG launches first co-branded IoT devices with EcoFlow, integrating smart energy management solutions for seamless solar system control. This move opens new OEM growth channels. #IoT #solar #energytech
July 25, 2025 at 3:33 PM
Shelly $SLYG launches first co-branded IoT devices with EcoFlow, integrating smart energy management solutions for seamless solar system control. This move opens new OEM growth channels. #IoT #solar #energytech
Planet Labs popped 50% yesterday on first-ever Q of positive FCF of $8M 🎉 more contracts 🙌 and more AI 🤖
You can read more about Planet (and Endurosat) in my recent post.
You can read more about Planet (and Endurosat) in my recent post.
June 6, 2025 at 7:10 AM
Planet Labs popped 50% yesterday on first-ever Q of positive FCF of $8M 🎉 more contracts 🙌 and more AI 🤖
You can read more about Planet (and Endurosat) in my recent post.
You can read more about Planet (and Endurosat) in my recent post.
Shelly $SLYG to increase monthly production in primary China plant from 800k to 1.5m in H2 and to 2m in 2026.
> The additional production capacities will enable a potential sales contribution of up to more than €100m per year.
> The additional production capacities will enable a potential sales contribution of up to more than €100m per year.
June 3, 2025 at 6:19 PM
Shelly $SLYG to increase monthly production in primary China plant from 800k to 1.5m in H2 and to 2m in 2026.
> The additional production capacities will enable a potential sales contribution of up to more than €100m per year.
> The additional production capacities will enable a potential sales contribution of up to more than €100m per year.
Worth a listen, Chris Hohn with Nicolai Tangen
open.spotify.com/episode/3WvN...
open.spotify.com/episode/3WvN...
May 23, 2025 at 4:33 PM
Worth a listen, Chris Hohn with Nicolai Tangen
open.spotify.com/episode/3WvN...
open.spotify.com/episode/3WvN...
May 21, 2025 at 6:54 PM
Reposted by Student
1/ Was this the biggest miss in the history of pharma? Apparently in 1990, Pfizer preemptively abandoned development of the first GLP1 drugs
Ozempic, Zepbound, Wegovy, Mounjaro, etc. were doing $60B+ in runrate revenues at the end of last year. None are made by Pfizer
Ozempic, Zepbound, Wegovy, Mounjaro, etc. were doing $60B+ in runrate revenues at the end of last year. None are made by Pfizer
April 23, 2025 at 3:49 PM
1/ Was this the biggest miss in the history of pharma? Apparently in 1990, Pfizer preemptively abandoned development of the first GLP1 drugs
Ozempic, Zepbound, Wegovy, Mounjaro, etc. were doing $60B+ in runrate revenues at the end of last year. None are made by Pfizer
Ozempic, Zepbound, Wegovy, Mounjaro, etc. were doing $60B+ in runrate revenues at the end of last year. None are made by Pfizer
I followed some fintwit lookalike list over here, but I got almost 100% political commentary.
What are some accounts that post stock ideas?
What are some accounts that post stock ideas?
March 23, 2025 at 1:01 PM
I followed some fintwit lookalike list over here, but I got almost 100% political commentary.
What are some accounts that post stock ideas?
What are some accounts that post stock ideas?
US Navy shipbuilding branded “too slow” and “too expensive” by acquisition chief
www.shephardmedia.com/news/naval-w...
www.shephardmedia.com/news/naval-w...
March 16, 2025 at 3:43 PM
US Navy shipbuilding branded “too slow” and “too expensive” by acquisition chief
www.shephardmedia.com/news/naval-w...
www.shephardmedia.com/news/naval-w...
"We used to make so many ships, we don’t make them anymore very much"
- Donald Trump
- Donald Trump
March 6, 2025 at 4:29 PM
"We used to make so many ships, we don’t make them anymore very much"
- Donald Trump
- Donald Trump
Wrote a post about Huntington Ingalls $HII open.substack.com/pub/studento...
Huntington Ingalls The US Navy
Huntington Ingalls Industries (HII), the largest military shipbuilder in the United States, occupies a critical role in national defense infrastructure.
open.substack.com
March 5, 2025 at 5:32 PM
Wrote a post about Huntington Ingalls $HII open.substack.com/pub/studento...
Shelly $SLYG 2025 guidance
Growth in sales, markets, and products
Growth in sales, markets, and products
February 25, 2025 at 8:29 AM
Shelly $SLYG 2025 guidance
Growth in sales, markets, and products
Growth in sales, markets, and products
Looked at Kraken Robotics (maybe a bit too late) $PNG on TSX
open.substack.com/pub/studento...
open.substack.com/pub/studento...
Release the Kraken!
Navigating the Depths of Robotic Innovation
open.substack.com
February 16, 2025 at 7:14 PM
Looked at Kraken Robotics (maybe a bit too late) $PNG on TSX
open.substack.com/pub/studento...
open.substack.com/pub/studento...
That's what dead money for 15 years looks like.
February 6, 2025 at 11:40 AM
That's what dead money for 15 years looks like.
I've been here for a day, and I've noticed two things:
1. I've been followed by 10 smut bots already 🥵
2. I've followed the alleged fintwit community and found mostly comments about Musk in my feed 🤢
How is this better than X (formerly and currently Shitter)?
1. I've been followed by 10 smut bots already 🥵
2. I've followed the alleged fintwit community and found mostly comments about Musk in my feed 🤢
How is this better than X (formerly and currently Shitter)?
January 6, 2025 at 1:01 PM
I've been here for a day, and I've noticed two things:
1. I've been followed by 10 smut bots already 🥵
2. I've followed the alleged fintwit community and found mostly comments about Musk in my feed 🤢
How is this better than X (formerly and currently Shitter)?
1. I've been followed by 10 smut bots already 🥵
2. I've followed the alleged fintwit community and found mostly comments about Musk in my feed 🤢
How is this better than X (formerly and currently Shitter)?