@unusual_whales Efficiency or hollowing out? Moving half the analyst base offshore cuts costs, but it might dilute the mentorship and culture that made Wall Street what it was.

$CRWV Relative strength all day 🚨 $NBIS $IREN as well So investors positioning themselves here on 1st day of year! So far amazing MTF longs for community

NEWS: Tesla deployed a record high 14.2GWh of energy storage in Q4 2025, up 29% YoY.

Tesla Q4 2025 Deliveries are out! 🚀 • 418,227 vehicles delivered — slightly below the company-compiled consensus of ~423K (mean 422,850, median ~420K) that Tesla strategically published in Dec to anchor expectations. • Headline says “beat” but it’s actually a small miss by

The problem with American healthcare in one chart

Solid start to 2026! 🚀 Futures pointing higher after a strong 2025 close, with AI optimism and precious metals leading the charge. Key highlights from today’s wake-up: • $BIDU surging pre-market on Kunlunxin HK IPO filing – huge unlock for Chinese AI chips amid self-reliance

BRITAIN'S FTSE 100 RISES ABOVE 10,000 LEVEL FOR THE FIRST TIME IN HISTORY… 🇬🇧

JUST IN: Warren Buffett confirms he won’t speak at Berkshire's 2026 shareholder meeting

Quanta $PWR says it will spend about $502M to buy three Bloom Energy $BE fuel cell microgrid systems for its California plants (B16, B18, B19), aiming to lock in reliable power for production as data center demand keeps climbing.

Q4 2025 deliveries: 9,745 vehicles (10,974 produced) • Full-year 2025 deliveries: 42,247 vehicles (42,284 produced) ✅ • In line with expectations Next step: Q4 & full-year results scheduled Feb 12, 2026 after the close (5 PM ET webcast). From an investment perspective: •

Rivian $RIVN said it delivered 9,745 vehicles in Q4 2025 (10,974 produced) and finished 2025 with 42,247 deliveries (42,284 produced), in line with expectations. Note: Q4 and full-year results are scheduled for Feb 12, 2026 after the close, with a 5pm ET webcast.

Good Morning! ☀️ Happy Friday! 🌞

$GOOGL cut its 2026 TPU target from ~4M to ~3M units after losing access to $TSM CoWoS packaging capacity to $NVDA. CoWoS is the final step needed to turn a finished AI chip into a usable product and there simply isn’t enough of it to meet demand.

Clear Street: 'Our top 2026 stock picks are American Superconductor $AMSC for Energy Transition and Magnolia Oil & Gas $MGY for Energy We believe there is a good setup for continued valuation multiple expansion and EBITDA estimate upgrades during 2026 for several of our other

What stock are you most excited for in 2026? For me, it’s $AMZN going into 2026. AWS is re-accelerating, Ads are compounding at a high rate, and operating leverage is finally starting to show up. You’re getting AI infrastructure, cloud, ads, and e-commerce in one platform at a

The 4 top-performing stocks on the S&P 500 in 2025 are all storage or memory hardware manufacturers:

$AXSM - FDA has accepted the supplemental NDA for AXS-05 to treat Alzheimer’s agitation and granted priority review, with a PDUFA date of April 30, 2026. From a portfolio perspective, this is a high-impact catalyst. Positive FDA action could drive significant upside, while risk

$NVDA highlights that portfolio optimization is balancing speed and complexity, and their new Quantitative Portfolio Optimization tools accelerate backtesting with high-performance computing. From a portfolio perspective, this shows how AI and HPC are not just

Amazon’s 2026 thesis is simple: - Ads = 29% 5Y CAGR - AWS = 20% YoY growth rate As AWS re-accelerates and Ads execute, operating leverage expands. $AMZN

🚨 $GOOGL MUST DOUBLE AI COMPUTE EVERY 6 MONTHS TO MEET DEMAND, AI INFRASTRUCTURE BOSS TELLS EMPLOYEES The current bearish sentiment is not what’s happening fundamentally.