What happened According to a SEC filing dated Feb. 17, 2026, Apis Capital Advisors, LLC increased its position in Turning Point Brands (NYSE: TPB) by 106,948 shares during the fourth quarter. The estimated transaction value was $10.46 million, based on the average quarterly closing price. The quarter-end position value increased by $12.14 million, reflecting both the additional shares acquired and...
What happened According to a SEC filing dated Feb. 17, 2026, Apis Capital Advisors, LLC increased its position in Turning Point Brands (NYSE: TPB) by 106,948 shares during the fourth quarter. The estimated transaction value was $10.46 million, based on the average quarterly closing price. The quarter-end position value increased by $12.14 million, reflecting both the additional shares acquired and changes in the underlying stock price. What else to know The buy lifted the Turning Point Brands stake to 3.1% of 13F reportable AUM following the filing. Top holdings after the filing: Celcuity : $60.04 million (10.5% of AUM) Aris Mining : $39.31 million (6.8% of AUM) Garrett Motion : $38.87 million (6.8% of AUM) Talen Energy : $32.69 million (5.7% of AUM) SSR Mining : $32.49 million (5.7% of AUM) As of March 4, 2026, shares of Turning Point Brands were priced at $97.58, up 38.6% over the past year, outperforming the S&P 500 by 21 percentage points. Company Overview Metric Value Price (as of market close 3/4/26) $97.58 Market Capitalization $1.86 billion Revenue (TTM) $463.06 million Net Income (TTM) $68.15 million Company Snapshot Turning Point Brands: Offers branded consumer products, including rolling papers, moist snuff, chewing tobacco, cigars, and vapor/CBD products under the brands Zig-Zag and Stoker's. Generates revenue through the manufacturing, marketing, and distribution of tobacco and alternative products, leveraging both wholesale and direct-to-consumer channels. Serves wholesale distributors, retail merchants, convenience stores, tobacco outlets, and online consumers across the United States. Turning Point Brands, Inc. is a diversified consumer products company focused on the tobacco and alternative products market. The company operates through multiple well-known brands and segments, enabling it to address both traditional and emerging consumer preferences. Its scale, established distribution network, and brand portfolio provide a competitive advantage in a...
James Talarico barely mentioned Donald Trump when he finally got to give his victory speech on Wednesday night as Democrats’ nominee for US Senate in Texas. But the 36-year-old state lawmaker is now a frontman for the left’s opposition to Trump, not just in his own state but around the country. With his victory over US congresswoman Jasmine Crockett, the state lawmaker from Austin will test whethe...
James Talarico barely mentioned Donald Trump when he finally got to give his victory speech on Wednesday night as Democrats’ nominee for US Senate in Texas. But the 36-year-old state lawmaker is now a frontman for the left’s opposition to Trump, not just in his own state but around the country. With his victory over US congresswoman Jasmine Crockett, the state lawmaker from Austin will test whether a smiling message of unity and change is enough to answer voters’ frustrations amid discord at home and now a war abroad. The Texas Senate race holds implications for which party will control the chamber after the midterms and whether there could be a check on Trump’s sprawling agenda Advertisement “We’re done being divided. We’re done being played,” Talarico said, several times invoking his Christian faith and promising a “politics of love”. “We’re not just trying to win an election. We are trying to fundamentally change our politics,” he said, adding that he’s “tired of being told to hate my neighbour.” Advertisement Talarico acknowledged that his immediate challenge is consolidating support from Crockett’s supporters who flocked to the congresswoman’s unapologetically pugilistic approach to Trump and Republicans. He told them: “I hope to earn your trust”.
CLSA commented that Broadcom (AVGO.US) reported no significant surprises in its earnings report and guidance, with an estimated 67% year-on-year revenue growth for the current fiscal year. 富途牛牛
CLSA commented that Broadcom (AVGO.US) reported no significant surprises in its earnings report and guidance, with an estimated 67% year-on-year revenue growth for the current fiscal year. 富途牛牛
JetBlue Airways Chief Digital and Technology Officer Carol Clements, The Estée Lauder Companies Chief Technology Data & Analytics Officer Brian Franz and Paramount Chief Technology Officer Laksh Nathan discuss the ways they are leveraging technology to drive growth in discussion with Bloomberg Television's Romaine Bostick. (Source: Bloomberg)
JetBlue Airways Chief Digital and Technology Officer Carol Clements, The Estée Lauder Companies Chief Technology Data & Analytics Officer Brian Franz and Paramount Chief Technology Officer Laksh Nathan discuss the ways they are leveraging technology to drive growth in discussion with Bloomberg Television's Romaine Bostick. (Source: Bloomberg)
(RTTNews) - Athabasca Oil Sands Corp. (ATH.TO) revealed earnings for full year that Dropped, from last year The company's bottom line came in at C$245.11 million, or C$0.49 per share. This compares with C$467.74 million, or C$0.85 per share, last year. The company's revenue for the period fell 3.6% to C$1.323 billion from C$1.372 billion last year. Athabasca Oil Sands Corp. earnings at a glance (G...
(RTTNews) - Athabasca Oil Sands Corp. (ATH.TO) revealed earnings for full year that Dropped, from last year The company's bottom line came in at C$245.11 million, or C$0.49 per share. This compares with C$467.74 million, or C$0.85 per share, last year. The company's revenue for the period fell 3.6% to C$1.323 billion from C$1.372 billion last year. Athabasca Oil Sands Corp. earnings at a glance (GAAP) : -Earnings: C$245.11 Mln. vs. C$467.74 Mln. last year. -EPS: C$0.49 vs. C$0.85 last year. -Revenue: C$1.323 Bln vs. C$1.372 Bln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Below is Dolphin Research's curated transcript from Broadcom's (AVGO) FY2026 Q1 earnings call. For our earnings take, see:《AVGO: AI Fully Loaded; A Sharper Rival to Nvidia?》. $Broadcom(AVGO.US) Key takeaways: 1) AI biz. (i) AI revenue grew 106% YoY in Q1, and Q2 guidance implies an acceleration to +140% YoY to $10.7bn. (ii) AI Networking grew 60% YoY in Q1, accounting for one-third of AI revenue; ...
Below is Dolphin Research's curated transcript from Broadcom's (AVGO) FY2026 Q1 earnings call. For our earnings take, see:《AVGO: AI Fully Loaded; A Sharper Rival to Nvidia?》. $Broadcom(AVGO.US) Key takeaways: 1) AI biz. (i) AI revenue grew 106% YoY in Q1, and Q2 guidance implies an acceleration to +140% YoY to $10.7bn. (ii) AI Networking grew 60% YoY in Q1, accounting for one-third of AI revenue; Q2 is expected to jump to 40% of AI revenue (approx. $4.2bn). Longer term, AI networking components should be ~33%–40% of AI revenue. 2027 AI outlook: chip-only AI revenue (incl. ASICs and switch silicon) to exceed $100bn in 2027. 2) AI customer pipeline: six deep, strategic customers, adding a 6th, OpenAI, which moved from a framework agreement to a substantive customer. The portfolio has broadened and deepened. Engagements span multi-year ASIC/XPU programs. (i) Google: growth to continue in 2026, with strong demand for 7th-gen Ironwood TPUs. Demand for the next-gen TPU is expected to be even stronger in 2027 and beyond. This underscores sustained momentum. (ii) Anthropic: the 1 GW TPU compute deployment in 2026 is off to a solid start. Demand is expected to surge to >3 GW in 2027. Scale-up plans are intact. (iii) Meta: the custom accelerator MTIA roadmap is alive and well, with shipments underway. The next-gen XPU is expected to scale to multi-GW in 2027 and beyond. Ramp remains on track. (iv) 4th and 5th customers: strong shipments in 2026, with 2027 expected to more than double. Visibility is improving. Growth vectors are diversified. (v) OpenAI (6th): expected to deploy its first-gen XPU at scale in 2027, exceeding 1 GW of compute. This adds a new growth leg. Program milestones are defined. 3) On in-house chips: any hyperscaler or LLM developer aiming to go fully in-house faces major hurdles, requiring top-tier chip design teams, cutting-edge SERDES, advanced packaging, and clustered networking capabilities. Competition from self-build will not materialize for many yea...
What happened According to a Feb. 17, 2026, SEC filing, Steadfast Capital Management LP reported the sale of its entire Pool Corporation (POOL 0.35%) holding -- a reduction of 504,418 shares. The estimated transaction value was approximately $156.40 million, calculated using the quarter’s average share price. The quarter-end position value for Pool Corporation decreased by $156.40 million, encompa...
What happened According to a Feb. 17, 2026, SEC filing, Steadfast Capital Management LP reported the sale of its entire Pool Corporation (POOL 0.35%) holding -- a reduction of 504,418 shares. The estimated transaction value was approximately $156.40 million, calculated using the quarter’s average share price. The quarter-end position value for Pool Corporation decreased by $156.40 million, encompassing both the share sale and any price changes during the period. What else to know The fund sold out of Pool Corporation, taking the position from 2.7% of its AUM in the prior quarter to zero. Top five holdings as of March 4, 2026: Planet Fitness : $559.36 million (9.0% of AUM) Amazon : $372.44 million (6.0% of AUM) Alphabet : $301.54 million (4.9% of AUM) Wingstop : $226.82 million (3.7% of AUM) Texas Roadhouse : $217.05 million (3.5% of AUM) As of March 4, 2026, Pool Corporation shares were priced at $220.31, down 36.0% over the prior year, underperforming the S&P 500 by 53 percentage points. Company overview Metric Value Price (as of market close 2026-03-04) $220.31 Market Capitalization $8.21 billion Revenue (TTM) $5.29 billion Net Income (TTM) $404.2 million Company snapshot Pool: Offers a comprehensive range of swimming pool supplies, equipment, maintenance products, repair parts, and outdoor living accessories, with revenue primarily generated from the distribution of these goods. Operates as a wholesale distributor, sourcing products from manufacturers and supplying them through a network of sales centers to professional and commercial customers. Has main customer segments like pool builders, remodelers, specialty retailers, service businesses, irrigation contractors, and commercial facility operators. Pool Corporation is a leading distributor of swimming pool and outdoor living products, serving both residential and commercial markets across North America, Europe, and Australia. The company leverages its extensive distribution network and broad product portfolio ...
Key Points Steadfast sold 504,418 shares of Pool Corporation, with an estimated trade size of $156.40 million based on the quarterly average price. Quarter-end position value declined by $156.40 million, reflecting both trading and price movement effects. The change represented 2.69% of Steadfast Capital Management LP’s 13F reportable assets under management. Post-trade, the fund holds zero shares...
Key Points Steadfast sold 504,418 shares of Pool Corporation, with an estimated trade size of $156.40 million based on the quarterly average price. Quarter-end position value declined by $156.40 million, reflecting both trading and price movement effects. The change represented 2.69% of Steadfast Capital Management LP’s 13F reportable assets under management. Post-trade, the fund holds zero shares in Pool Corporation, with a reported position value of $0. The position previously accounted for 2.7% of the fund’s AUM as of the prior quarter, marking a significant allocation shift. 10 stocks we like better than Pool › What happened According to a Feb. 17, 2026, SEC filing, Steadfast Capital Management LP reported the sale of its entire Pool Corporation (NASDAQ:POOL) holding -- a reduction of 504,418 shares. The estimated transaction value was approximately $156.40 million, calculated using the quarter’s average share price. The quarter-end position value for Pool Corporation decreased by $156.40 million, encompassing both the share sale and any price changes during the period. What else to know The fund sold out of Pool Corporation, taking the position from 2.7% of its AUM in the prior quarter to zero. Top five holdings as of March 4, 2026: Planet Fitness : $559.36 million (9.0% of AUM) Amazon : $372.44 million (6.0% of AUM) Alphabet : $301.54 million (4.9% of AUM) Wingstop : $226.82 million (3.7% of AUM) Texas Roadhouse : $217.05 million (3.5% of AUM) As of March 4, 2026, Pool Corporation shares were priced at $220.31, down 36.0% over the prior year, underperforming the S&P 500 by 53 percentage points. Company overview Metric Value Price (as of market close 2026-03-04) $220.31 Market Capitalization $8.21 billion Revenue (TTM) $5.29 billion Net Income (TTM) $404.2 million Company snapshot Pool: Offers a comprehensive range of swimming pool supplies, equipment, maintenance products, repair parts, and outdoor living accessories, with revenue primarily generated from the ...
Key Points BlackBarn Capital increased its Warby Parker stake by 2,000,000 shares; estimated transaction value is $43.52 million based on quarterly average price. Quarter-end value of the Warby Parker position rose by $37.79 million, reflecting both trading activity and stock price movements over the period. The estimated transaction represented 2.86% of BlackBarn Capital’s reportable U.S. equity ...
Key Points BlackBarn Capital increased its Warby Parker stake by 2,000,000 shares; estimated transaction value is $43.52 million based on quarterly average price. Quarter-end value of the Warby Parker position rose by $37.79 million, reflecting both trading activity and stock price movements over the period. The estimated transaction represented 2.86% of BlackBarn Capital’s reportable U.S. equity assets under management as of December 31, 2025. Post-trade, BlackBarn Capital held 3,000,000 shares of Warby Parker, valued at $65.37 million. The position now represents 4.3% of the fund’s 13F assets, placing it outside the fund’s top five holdings. 10 stocks we like better than Warby Parker › What happened According to a recent SEC filing dated February 17, 2026, BlackBarn Capital Partners LP bought an additional two million shares of Warby Parker(NYSE:WRBY), bringing its total position to three million shares. The estimated transaction value was $43.52 million, calculated using the average closing price during the fourth quarter of 2025. The quarter-end value of the stake increased by $37.79 million, reflecting both share accumulation and price changes. What else to know BlackBarn Capital’s Warby Parker position increased, now accounting for 4.3% of its 13F reportable assets under management. Top five holdings after this filing: NASDAQ: ROIV: $66.93 million (24.0% of AUM) NASDAQ: DHC: $31.67 million (11.4% of AUM) NASDAQ: PRVA: $30.82 million (11.1% of AUM) NYSE: NIQ: $29.68 million (10.6% of AUM) NYSE: NEE: $26.89 million (9.6% of AUM) As of February 13, 2026, Warby Parker shares were priced at $22.46, down 15.0% over the past year and underperforming the S&P 500 by 26.8 percentage points. Company overview Metric Value Revenue (TTM) $871.91 million Net income (TTM) $1.64 million Market capitalization $3.34 billion Price (as of market close February 13, 2026) $22.46 Company snapshot Warby Parker delivers affordable eyewear and vision services through a direct-to-consume...
In "Historic Day For Nuclear Industry", Novel Technology Reactor Gets First Federal Permit In A Decade To Start Building In a move that's got America's energy bureaucrats finally moving at something approaching market speed, the Nuclear Regulatory Commission has handed TerraPower - the Bill Gates-backed outfit pushing the Natrium advanced reactor - the first commercial nuclear construction permit ...
In "Historic Day For Nuclear Industry", Novel Technology Reactor Gets First Federal Permit In A Decade To Start Building In a move that's got America's energy bureaucrats finally moving at something approaching market speed, the Nuclear Regulatory Commission has handed TerraPower - the Bill Gates-backed outfit pushing the Natrium advanced reactor - the first commercial nuclear construction permit issued in nearly a decade. After years of regulatory theater and the usual alphabet-soup delays, the NRC unanimously approved the permit on March 4, 2026, for the Kemmerer Power Station Unit 1 in southwestern Wyoming. Construction on the actual reactor can now commence, with TerraPower signaling work will kick off "in the coming weeks." When he isn't hanging out with Jeffrey Epstein, Bill Gates is digging up new vaccines... or just digging. When actual construction of the reactor breaks ground, the US will finally appear on this chart of countries which currently have nuclear reactors under construction, where China is at 38, Russia and India at 6... and the US is below Iran and Pakistan with 0. For once, this isn't just another ribbon-cutting for legacy light-water tech that's been choking on paperwork since the Carter administration. The Natrium is a sodium-cooled fast reactor — pool-type design, paired with a molten-salt energy storage system that lets it ramp output like a gas peaker plant while running baseload clean. The reactor uses High-Assay Low-Enriched Uranium (HALEU) fuel, which as we explained in our nuclear primer for investors , is enriched to around 15-20% U-235, and allows for smaller, more efficient reactor cores. Reactor capacity clocks in at 345 MWe, with the storage boost potentially pushing it higher for grid flexibility. It's the kind of innovation that actually addresses intermittency complaints from the wind-and-solar crowd without pretending batteries the size of small cities are economically sane. In a shocking reversal to its standard operating p...
I’ve just completed the review of the CHUWI CoreBook Air Plus 16, a laptop based on an AMD Ryzen 5 6600H SoC. All software testing on Windows 11 Pro and Ubuntu 25.10 confirmed that the laptop was based on an AMD Ryzen 5 6600H SoC, but I was asked to confirm that the actual CPU on the motherboard was indeed the advertised chip, for reasons I’ll explain below. Let’s do that right now. I had already ...
I’ve just completed the review of the CHUWI CoreBook Air Plus 16, a laptop based on an AMD Ryzen 5 6600H SoC. All software testing on Windows 11 Pro and Ubuntu 25.10 confirmed that the laptop was based on an AMD Ryzen 5 6600H SoC, but I was asked to confirm that the actual CPU on the motherboard was indeed the advertised chip, for reasons I’ll explain below. Let’s do that right now. I had already done a teardown of the laptop, but since the AMD Ryzen processor was covered by copper pipes for cooling, I could not read the markings on the chip. So earlier today, I removed the bottom cover of the laptop again and loosened the three screws holding the pipes on top of the CPU, so I could check the markings on the processor. It’s an AMD Ryzen 5, a good sign, but there’s nothing that directly confirms it’s a 6600H. For that, we need to check the number I highlighted in red. It’s the OPN (Ordering Part Number)or Product ID Tray, and 100-000000546 looks up to AMD Ryzen 5 6600H on the AMD website, so no problem here, and we can confirm the CoreBook Air Plus 16 comes with the advertised SoC, no deception here. So why did I do this? A reader commented about a post on NotebookCheck.net reporting a CPU scam that shows that the CHUWI CoreBook X laptop they had reviewed in September 2025 shipped with an AMD Ryzen 5 5500U instead of the advertised (and slightly more powerful) AMD Ryzen 5 7430U. While I had previously read stories about companies switching to similar chips in case of supply shortage, CHUWI did the switch in a non-transparent and pretty dishonest way: the BIOS was modified to show the AMD Ryzen 7430U instead of the real part used on the laptop: AMD Ryzen 5 5500U. So all utilities in Windows would still show an AMD Ryzen 5 7430U. They did notice that the measured performance was not quite at the expected level of a typical Zen 3 processor at the time of the review, but figured out that the causes for the ~10% drop in performance must have lain somewhere else, such as t...
slobo/iStock Unreleased via Getty Images AutoZone's ( AZO ) share price has been in the sweet zone over the last several years. The company's stock is up over 200% in the last five years and was up even further prior to the release of its fiscal Q2 results, which landed mixed relative to expectations. Seeking Alpha - 5-Yr Share Price Performance Of AZO Stock The mixed showing was due primarily to ...
slobo/iStock Unreleased via Getty Images AutoZone's ( AZO ) share price has been in the sweet zone over the last several years. The company's stock is up over 200% in the last five years and was up even further prior to the release of its fiscal Q2 results, which landed mixed relative to expectations. Seeking Alpha - 5-Yr Share Price Performance Of AZO Stock The mixed showing was due primarily to the winter weather, which impacted topline performance. While the company did miss on this reading, it's worth noting that AZO's Q2 is typically most subject to deviation due to the weather uncertainty. Given the unusually strong season this winter, it's not entirely surprising that AZO underperformed. I don't believe shares in AZO scream of a value proposition, and while the pullback following results is worth diving into, I don't necessarily believe investors should be in a rush to get into a stock that is trading fairly, in my view. AZO Stock Key Metrics AZO stock scores poorly on valuation , as assessed by the Seeking Alpha ("SA") quants, and I can understand why. Shares currently command a forward multiple of about 25x earnings, several clicks above the historicals and well above the sector median. Shares are more aligned to averages from a price/sales perspective but still a premium to the sector, nonetheless. The higher multiple and AZO's current market positioning are partly why I'm neutral on the stock today. Seeking Alpha - Valuation Metrics Of AZO Stock The analyst community is more bullish , though coverage is on the lighter side when considering SA analysts. Among the Wall Street crowd, chatter is more prevalent, with 28 analysts rating the stock over the last 90 days. Furthermore, about 60% of this population have rated shares as a 'strong buy' during this period. Seeking Alpha - Wall Street Ratings Summary Of AZO Stock This is likely due to AZO's continued pricing power in the face of higher consumer prices . With many priced out of the new vehicle market, mo...