And, the only downside to the deal in our view are the economics with GMs below corporate average and warrants being granted to Meta (similar to the OpenAI deal) though we'd also note that the warrant grants are predicated in part on AMD's stock performance (as well as Meta purchases).China, Foundry
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
Axelera AI, Accelerator, Edge: $250M raiseView: Axelera AI has raised an additional $250M (we believe in a Series C round) with participating investors in the latest financing including Blackrock. Axelera's chips are designed for inference, particularly at the edge. The designs appear to built on 1
We would highlight that the recent ruling (and subsequent imposition of global tariffs) has more modest immediate impact on our coverage universe, with most semiconductors largely exempt (though certain components have been tariffed, creating some modest potential relief depending upon OEMs supply
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
Tilray Brands and the Carlsberg Group Enter into an Exclusive Multi-Year U.S. Brewing and Commercial Partnership NEW YORK, Feb. 18, 2026 (GLOBE NEWSWIRE) -- Tilray Brands, Inc. (NASDAQ: TLRY; TSX: TLRY), a leading global consumer packaged goods company and the fourth-largest craft beer brewer in the United States, today announced that it has entered into an exclusive licensing agreement starting January 1, 2027 with the Carlsberg Group, one of the world’s premier brewing organizations and among the largest globally by revenue. Under the terms of the agreement, Tilray has been granted a m...
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