✨Monthly Continental Star | #AmericasStar_Sep# 🔗 Winner of this poll gets 1,000 bonus votes #JUSTB# #GEONU# #저스트비# #건우# #RIIZE# #SUNGCHAN# #라이즈# #성찬# #ENHYPEN# #JAKE# #엔하이픈# #제이크# #TREASURE# #CHOIHYUNSUK# #트레저# #최현석#

genuinely if you’re down bad right now and it’s getting to you, taking the loss and doing a total mental reset might be the best move you can make. this market isn’t worth your health. spend some time with family, put effort into your relationships, get your sleep and health back in order. probably a better return on your time than whatever you’re forcing in the trenches rn. the R/R just doesn’t feel there anymore. half the game feels like bundle slop deployers manufacturing the next narra while everyone else rotates into it hoping to make back the last loss.

GENUINE PARTS $GPC Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $6.52B (Est. $6.52B) 🟡; +4.2% YoY 🔹 Adj. EPS: $2.07 (Est. $2.05) 🟢; +4.5% YoY 🔹 Comparable Sales: +2.9% FY26 Guide: 🔹 Adj. EPS: $7.50-$7.75 (Est. $7.78) 🔴 🔹 GAAP EPS: $5.60-$5.85 🔹 Total Sales Growth: +3% to +5.5% 🔹 FCF: $550M-$700M Segment Sales: 🔹 North America Automotive: $2.54B; +2.2% YoY 🔹 International Automotive: $1.57B; +4.5% YoY 🔹 Industrial: $2.41B; +6.1% YoY Segment Comparable Sales: 🔹 North America Automotive: +1.7% 🔹 International Automotive: +1.1% 🔹 Industrial: +5.5% Segment EBITDA: 🔹 North America Automotive: $194M; -2.9% YoY 🔹 International Automotive: $141M; +4.7% YoY 🔹 Industrial: $317M; +11.2% YoY Other Q3 Metrics: 🔹 GAAP EPS: $1.62; flat YoY 🔹 Adj. Net Income: $286M (Est. $285M) 🟢 Key Updates: 🔹 After-tax adjustments: $61M ($0.45/share), costs associated with the company's global restructuring initiative and the planned separation of the company's Automotive and Industrial businesses 🔹 Restructuring and other costs: $65M ($0.47/share) 🔹 Separation costs: $21M ($0.15/share) 🔹 Tax impact of adjustments: -$25M (-$0.18/share) 🔹 Previous FY26 Adj. EPS outlook: $7.50-$8.00 🔹 Previous FY26 GAAP EPS outlook: $5.90-$6.40 🔹 Planned separation on track for completion in the first quarter of 2027 Comments: 🔸 “Our third quarter performance demonstrates the strength of our market leading businesses and our teams' continued focus on serving customers and executing our strategic priorities.”

GENUINE PARTS Q3 EARNINGS: - NET SALES: $6.5B (EST $6.5B) - ADJ EPS: $2.07 (EST $2.04) - NARROWS 2026 ADJUSTED EPS OUTLOOK - SEES FY ADJUSTED EPS: $7.50 TO $7.75 (PREV $7.50 TO $8; EST $7.73) - SEES FY SALES: +3% TO +5.5% (EST +3.22%) - SEES FY CASH FROM OPERATING ACTIVITIES: $1.0B TO $1.2B

Genuinely find the narrative that China "flooded" the Tungsten market to be partially correct at best. 1. China had many easy to mine Tungsten & improper mining practices + operations that was rampant across the country. 2.This meant that while volume was up, the operational metrics were rubbish - low recovery across mining & production 3.China decides to spend money & train people to improve overall Tungsten mining operations 4.China is so good at it now that it can easily reach 80% recovery China simply got good at what it wasn't good at doing. Now they're restricting Tungsten mining similar to rare earths. Never forget that mining economics are largely dependent on grade & recovery. While China has depleted some of their high grade resources, you can be certain they'll beat you in recovery. They've got universities & professors that are given state-of-the-art "labs" that are considered to be pilot plant outside of China, training talents. All backed up by decades on "on-hands" experience. West is playing the catch up game in the field China spent decades on.