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InvestmentGuru
@InvestmentGuru_
Tracking disruptive innovation | AI • Space • Robotics • Biotech | Long-term investor | Asymmetric opportunities |Compounding |Not financial advice | 🇨🇦
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$INTU Q4 FY26 🚨 Strong quarter, but the FY27 outlook is what matters now. 📊 Revenue: $4.35B, +14% YoY — beat estimates 💰 Non-GAAP EPS: $4.03 — strong beat 🚀 QuickBooks Online Accounting: +20% 🚀 Credit Karma: +16% 📉 TurboTax units: -2% ⚠️ Mailchimp: expected flat to down FY27 revenue guidance of $23.28B–$23.51B implies 9–10% growth, a meaningful slowdown from FY26. (Reuters) The bigger question for $INTU is no longer whether it can beat earnings — it’s whether AI becomes a growth accelerator or a competitive threat. After being down more than 40% YTD, this is an important report for the software sector. Management’s AI commentary and ability to reaccelerate growth will matter more than the Q4 beat itself.
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Nuclear energy stocks had one of their best days in a while today. Was this value buying, an oversold bounce, or the start of a bigger rotation back into the nuclear theme? Either way, the sector showed some serious strength today, with uranium miners and nuclear names leading the move. $OKLO $SMR $NNE $UEC $LEU $CEG $XE
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Oil cooling off and bond yields moving lower are giving the market some much-needed breathing room. $VIX is holding levels, while today’s broader market participation looked healthier. Energy stocks are also catching a bid. Now all eyes turn to $NVDA earnings tomorrow — a big day for AI and potentially the broader tech sector. The reaction could set the tone for the next market move.
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$CJMB — This Story Keeps Getting More Interesting From pharmaceutical cold-chain logistics to government preparedness, pharma onshoring, and now domestic energy — Callan JMB is building a broader critical-infrastructure platform. The addition of Mike Reger + Andy Weigman, both with deep Williston Basin and non-operated acquisition experience, strengthens the energy strategy. With the proposed 23-well program, potential future acquisitions, and multiple growth initiatives, $CJMB has several potential catalysts ahead. Still early, still high risk — but definitely a company worth keeping on the radar. Paid promotion Communicated Disclaimer: @TheTitanMedia Not financial advice.
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🚨 $CJMB — A Small-Cap Story You Should Know About Sometimes the most interesting opportunities are not the companies everyone is already talking about. They’re the companies quietly building infrastructure behind critical industries. At its core, $CJMB operates in pharmaceutical cold-chain logistics, fulfillment, storage and monitoring, with experience connected to emergency preparedness and the U.S. Strategic National Stockpile. And this isn’t just a startup with a good story. $CJMB says it has managed 3M+ pharmaceutical shipments since 2007, with a reported 99.9% success rate. Its Sentry monitoring platform and VIP reusable thermal shipping systems provide real-time visibility into temperature, location and shipment handling — critical capabilities when you’re moving high-value pharmaceutical products. 🇺🇸 The Government Opportunity $CJMB has worked with organizations including: • City of Chicago • Oregon Health Authority • Texas DSHS Government relationships and emergency-preparedness contracts can create an important foundation for a company operating in this niche. But the bigger opportunity may be what comes next. 🚀 $CJMB Is Expanding The company is building a broader critical-infrastructure platform through: 🏭 Atlas Complex — pharmaceutical onshoring 🧬 Attune Biotech — potential $50M–$75M total revenue over the life of the agreement 🇮🇳 Callan JMB Services India — international expansion ⚡ Callan Power — domestic energy infrastructure And now we have another major development: 🛢️ Callan Power has agreed to acquire Reger Oil assets in the Williston Basin. The proposed 23-well Red River program is projected by the company to generate approximately $252M in cumulative net operating cash flow, with approximately $42M in annual net operating cash flow by 2029. Even more interesting: Michael Reger, former CEO and founder of Northern Oil & Gas, is joining $CJMB as President of Callan Power and as a Board member. That adds significant energy-development experience to the platform. 🧠 Why I Think $CJMB Is Interesting You’re potentially looking at a company sitting at the intersection of several major themes: 🇺🇸 Emergency preparedness 💊 Pharmaceutical supply chains 🏭 U.S. manufacturing/onshoring 🛢️ Domestic energy ⚡ Critical infrastructure 📦 Logistics 🌎 International expansion This is no longer just a cold-chain logistics story. The company is attempting to build a diversified critical-infrastructure platform. Of course, $CJMB is still a high-risk micro-cap, and execution will ultimately determine whether management can turn these opportunities into meaningful revenue and cash flow. But that’s exactly why I’m putting it on the radar early. The next things I want to see are: ✅ Revenue acceleration ✅ Attune monetization ✅ Government contract growth ✅ Atlas Complex progress ✅ Callan Power execution ✅ Improving cash generation ✅ Continued disciplined capital allocation If management executes, the company we’re looking at a few years from now could look very different from the company investors see today. Sometimes the opportunity isn’t in buying what’s already obvious. It’s identifying the companies that could become obvious later. This is paid promotion Communicated Disclaimer: @TheTitanMedia Not financial advice.
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Nuclear energy $OKLO $SMR $NNE
Physical AI / Robotics Nuclear Energy Quantum Computing These are my load-and-hold themes for the next few years. building exposure and letting the thesis play out.
$RR we added recently at $1.48
$RR Richtech Robotics Announces Stock Repurchase Program RR announces that its board of directors has approved a stock repurchase program to purchase up to $12 million of the Company's Class B common stock, pursuant to a Rule 10b5-1 trading plan under the Securities Exchange Act of 1934,
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$NVDA OpenAI Claims Its New Chips Can Outperform Nvidia Processors in Tests
$CJMB — Another Strong Addition to the Callan Power Story Callan JMB continues to build out its energy strategy, and today’s announcement adds another experienced name to the team. Andy Weigman is set to join Callan Power as Senior VP of Land & Acquisitions following the closing of the previously announced Williston Basin acquisition. Why does this matter? Weigman brings: 🛢️ 14+ years of Williston Basin experience 🏢 9 years at Northern Oil & Gas ($NOG) 💰 Experience sourcing $1B+ of potential acquisitions ⛽ Exposure to opportunities across 900+ wells 🤝 Nearly a decade working alongside Mike Reger, now President of Callan Power This isn’t simply adding another executive. The bigger picture is that $CJMB appears to be building a repeatable non-operated oil & gas acquisition platform, rather than relying on a single drilling project. The non-operated model allows Callan Power to participate in wells operated by other companies while diversifying exposure across: • Multiple operators • Multiple wells • Different development timelines • Different geological opportunities And with Mike Reger + Andy Weigman now reunited, Callan Power is bringing together a team with significant Williston Basin and non-operated acquisition experience. Remember, this is still an early-stage energy expansion, and the previously announced acquisition still needs to close. But step by step, $CJMB is building something much bigger than the original cold-chain logistics story. Healthcare + Emergency Preparedness + Energy + Critical Infrastructure. Communicated Disclaimer: @TheTitanMedia Not financial advice.
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🚨 $CJMB — A Small-Cap Story You Should Know About Sometimes the most interesting opportunities are not the companies everyone is already talking about. They’re the companies quietly building infrastructure behind critical industries. At its core, $CJMB operates in pharmaceutical cold-chain logistics, fulfillment, storage and monitoring, with experience connected to emergency preparedness and the U.S. Strategic National Stockpile. And this isn’t just a startup with a good story. $CJMB says it has managed 3M+ pharmaceutical shipments since 2007, with a reported 99.9% success rate. Its Sentry monitoring platform and VIP reusable thermal shipping systems provide real-time visibility into temperature, location and shipment handling — critical capabilities when you’re moving high-value pharmaceutical products. 🇺🇸 The Government Opportunity $CJMB has worked with organizations including: • City of Chicago • Oregon Health Authority • Texas DSHS Government relationships and emergency-preparedness contracts can create an important foundation for a company operating in this niche. But the bigger opportunity may be what comes next. 🚀 $CJMB Is Expanding The company is building a broader critical-infrastructure platform through: 🏭 Atlas Complex — pharmaceutical onshoring 🧬 Attune Biotech — potential $50M–$75M total revenue over the life of the agreement 🇮🇳 Callan JMB Services India — international expansion ⚡ Callan Power — domestic energy infrastructure And now we have another major development: 🛢️ Callan Power has agreed to acquire Reger Oil assets in the Williston Basin. The proposed 23-well Red River program is projected by the company to generate approximately $252M in cumulative net operating cash flow, with approximately $42M in annual net operating cash flow by 2029. Even more interesting: Michael Reger, former CEO and founder of Northern Oil & Gas, is joining $CJMB as President of Callan Power and as a Board member. That adds significant energy-development experience to the platform. 🧠 Why I Think $CJMB Is Interesting You’re potentially looking at a company sitting at the intersection of several major themes: 🇺🇸 Emergency preparedness 💊 Pharmaceutical supply chains 🏭 U.S. manufacturing/onshoring 🛢️ Domestic energy ⚡ Critical infrastructure 📦 Logistics 🌎 International expansion This is no longer just a cold-chain logistics story. The company is attempting to build a diversified critical-infrastructure platform. Of course, $CJMB is still a high-risk micro-cap, and execution will ultimately determine whether management can turn these opportunities into meaningful revenue and cash flow. But that’s exactly why I’m putting it on the radar early. The next things I want to see are: ✅ Revenue acceleration ✅ Attune monetization ✅ Government contract growth ✅ Atlas Complex progress ✅ Callan Power execution ✅ Improving cash generation ✅ Continued disciplined capital allocation If management executes, the company we’re looking at a few years from now could look very different from the company investors see today. Sometimes the opportunity isn’t in buying what’s already obvious. It’s identifying the companies that could become obvious later. This is paid promotion Communicated Disclaimer: @TheTitanMedia Not financial advice.
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$RR Richtech Robotics Announces Stock Repurchase Program RR announces that its board of directors has approved a stock repurchase program to purchase up to $12 million of the Company's Class B common stock, pursuant to a Rule 10b5-1 trading plan under the Securities Exchange Act of 1934,
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🚨 $CJMB — A Small-Cap Story You Should Know About Sometimes the most interesting opportunities are not the companies everyone is already talking about. They’re the companies quietly building infrastructure behind critical industries. At its core, $CJMB operates in pharmaceutical cold-chain logistics, fulfillment, storage and monitoring, with experience connected to emergency preparedness and the U.S. Strategic National Stockpile. And this isn’t just a startup with a good story. $CJMB says it has managed 3M+ pharmaceutical shipments since 2007, with a reported 99.9% success rate. Its Sentry monitoring platform and VIP reusable thermal shipping systems provide real-time visibility into temperature, location and shipment handling — critical capabilities when you’re moving high-value pharmaceutical products. 🇺🇸 The Government Opportunity $CJMB has worked with organizations including: • City of Chicago • Oregon Health Authority • Texas DSHS Government relationships and emergency-preparedness contracts can create an important foundation for a company operating in this niche. But the bigger opportunity may be what comes next. 🚀 $CJMB Is Expanding The company is building a broader critical-infrastructure platform through: 🏭 Atlas Complex — pharmaceutical onshoring 🧬 Attune Biotech — potential $50M–$75M total revenue over the life of the agreement 🇮🇳 Callan JMB Services India — international expansion ⚡ Callan Power — domestic energy infrastructure And now we have another major development: 🛢️ Callan Power has agreed to acquire Reger Oil assets in the Williston Basin. The proposed 23-well Red River program is projected by the company to generate approximately $252M in cumulative net operating cash flow, with approximately $42M in annual net operating cash flow by 2029. Even more interesting: Michael Reger, former CEO and founder of Northern Oil & Gas, is joining $CJMB as President of Callan Power and as a Board member. That adds significant energy-development experience to the platform. 🧠 Why I Think $CJMB Is Interesting You’re potentially looking at a company sitting at the intersection of several major themes: 🇺🇸 Emergency preparedness 💊 Pharmaceutical supply chains 🏭 U.S. manufacturing/onshoring 🛢️ Domestic energy ⚡ Critical infrastructure 📦 Logistics 🌎 International expansion This is no longer just a cold-chain logistics story. The company is attempting to build a diversified critical-infrastructure platform. Of course, $CJMB is still a high-risk micro-cap, and execution will ultimately determine whether management can turn these opportunities into meaningful revenue and cash flow. But that’s exactly why I’m putting it on the radar early. The next things I want to see are: ✅ Revenue acceleration ✅ Attune monetization ✅ Government contract growth ✅ Atlas Complex progress ✅ Callan Power execution ✅ Improving cash generation ✅ Continued disciplined capital allocation If management executes, the company we’re looking at a few years from now could look very different from the company investors see today. Sometimes the opportunity isn’t in buying what’s already obvious. It’s identifying the companies that could become obvious later. This is paid promotion Communicated Disclaimer: @TheTitanMedia Not financial advice.
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$ASST is firing on all cylinders. Just disclosed another $80M+ Bitcoin purchase, bringing its total holdings to 21,356 BTC. With $BTC back around $80K after trading near $56K–$58K earlier this year, CEO Matt Cole says the Bitcoin rally is just getting started. The bigger the BTC treasury gets, the bigger the potential leverage to Bitcoin’s upside. $ASST $BTC
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Physical AI / Robotics Nuclear Energy Quantum Computing These are my load-and-hold themes for the next few years. building exposure and letting the thesis play out.
$BE $INTC
Breaking: Nancy Pelosi just filed up to ~13.5M worth of new stock trades Including buying up to $12M of Bloom Energy $BE Major Buys Include: • Bought 15,000 shares of Bloom Energy $BE • Bought 10,000 shares of Intel $INTC She bought new call options: • Bought up to $5M of $BE leaps • Bought up to $500K of $INTC leaps
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Choppy, non-directional tape today as macro crosscurrents keep pulling the market in different directions: Gold is staying strong, Bitcoin is rising. 10Y yield eased to 4.70%, but remains near 20-month highs. Now the focus shifts to $NVDA earnings Wednesday and Jackson Hole Friday, with Fed Chair Warsh speaking. Earnings beats are becoming the norm. The market is increasingly looking beyond the headline numbers and focusing on guidance, valuations, and the macro backdrop. For now: patience + selectivity.
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$AAOI eying for entry if it holds here.
Semiconductors/Tech: Chip stocks led losses - $MU - 6% $SNDK- 6% $AMD - 3.49 % $AVGO - 2.63% $COHR - 4.85% $LITE -4.22 % $STX -6.51%