$SOLS 0.55 Developing

Notable posts

• @wallstengine neutral 37 eng

  SOLSTICE $SOLS to acquire LEMENT SOLUTIONS in a $14.5B cash-stock deal, including debt. $ESI holders get $10 cash + 0.5 SOLS/share, a ~15% premium, and will own ~44% of the combined company. Close expected in H1 2027.

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• @wallstengine neutral 33 eng

  SOLSTICE, ELEMENT SOLUTIONS MUTUALLY TERMINATE MERGER PACT $SOLS $ESI

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• @faststocknewss neutral 14 eng

  COATUE Q2 13F: MICRON UP 1794%, NEW $3.2B SPACEX AND $1.5B CEREBRAS STAKES Largest holdings: - Taiwan Semiconductor $TSM: $4.26B - Lam Research $LRCX: $4.09B - Micron $MU: $3.63B, shares +1794% - SpaceX: $3.17B, 18.6M Class A shares, new - Applied Materials $AMAT: $3.05B - GE Vernova $GEV: $3.01B - Amazon $AMZN: $2.82B, shares +49% - Broadcom $AVGO: $2.21B - Eaton $ETN: $2.12B - Alphabet $GOOGL: $1.74B - Intel $INTC: $1.69B, new - Cerebras Systems: $1.55B, new - Meta Platforms $META: $1.42B - Equinix $EQIX: $1.33B - Nvidia $NVDA: $1.21B - Constellation Energy $CEG: $1.15B - Forgent Power Solutions $FPS: $1.15B, new - Hut 8 $HUT: $1.12B, new - Microsoft $MSFT: $1.10B Other new positions: - Booz Allen Hamilton $BAH: $65.7M - Advanced Micro Devices $AMD: $55.8M - Comfort Systems $FIX: $35.3M - Argan $AGX: $28.8M Added: - Carvana $CVNA: +382% - Alphabet Class A: +13% - Microsoft: +18% - Equinix: +17% Exited: - Visa $V: $217.2M - Chime Financial $CHYM: $188.6M - Solstice Advanced Materials $SOLS: $126.0M - C.H. Robinson $CHRW: $95.2M - iShares Bitcoin Trust $IBIT: $2.6M Trimmed: - Synopsys $SNPS: -58% - ASML $ASML: -40% - Netflix $NFLX: -32% - Pinterest $PINS: -29% - Applied Materials: -20% - Alphabet Class C $GOOG: -19% - UiPath $PATH: -14%

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