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“Matthew Ball is back at Xbox. ... This news makes me the most bullish I've been on Xbox in seven years. And I completely agree.”
@TBPN
Microsoft's gaming division is poised for a major resurgence following the game-changing rehire of strategist Matthew Ball.
MSFTLONG@ $418.57
EXIT$381.02-8.97%
since call May 21
flipped Jul 22 · held 62d · record frozen at -8.97%
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“the cost of repair has just gone up so much compared to just the cost of buying a new pair of shoes... it was like a third the price of the car, the value of the car, just to repair the side”
@TBPN
Frontdoor margins are getting gutted as Q1 2026 contractor labor inflation makes fixing household appliances a losing game.
FTDRSHORT@ $60.21
$71.02-17.96%
since call May 21
“Incredible that Goldman beat out Morgan Stanley for the SpaceX IPO left lead left given that Michael Grimes returned to Morgan Stanley in part for this deal. Of course, Morgan Stanley is on the deal, ”
@TBPN
Goldman Sachs secures a massive win by beating Morgan Stanley for the lead left underwriter position on the historic SpaceX IPO.
GSLONG@ $979.05
$995.87+1.72%
since call May 21
peak +15.6%
“Nvidia results skyrocket on rise of AI agents. We talked a little bit about it yesterday, but the big news is that they're doing an $80 billion share buyback authorization and... He laid out pretty co”
@TBPN
Nvidia's skyrocketing results and massive $80 billion buyback authorization make a convincing bull case as AI agents drive demand.
NVDALONG@ $215.33
EXIT$208.76-3.05%
since call May 21
flipped Jul 23 · held 63d · record frozen at -3.05%
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