$VG 0.57 Developing

Notable posts

• @wallstengine neutral 78 eng

  Today's Key Events (All EST) — 08/11/2026 06:00: US NFIB Business Optimism Index 08:15: US ADP Wkly Employment Change 10:00: US Existing Home Sales 11:00: NY Fed Credit Report 13:00: US 3-Year Note Auction Before Open 👇 05:00: On Holding $ONON 05:00: Tencent Music $TME 05:15: Elbit Systems $ESLT 06:00: Flowco $FLOC 06:00: Organigram $OGI 06:05: Venture Global $VG 06:30: Sea $SE 06:30: Aramark $ARMK 06:35: Lithium Argentina $LAR 06:45: Cardinal Health $CAH 06:55: Janus International $JBI 07:00: Ceragon Networks $CRNT 07:00: Autolus Therapeutics $AUTL 07:00: eToro $ETOR 07:00: ECARX $ECX 07:00: Terrestrial Energy $IMSR 07:00: Legend Biotech $LEGN 07:00: Middleby $MIDD 07:00: Vestis $VSTS 07:30: Ambiq Micro $AMBQ 07:30: 908 Devices $MASS 07:50: Neuronetics $STIM After Hours 👇 16:00: Lumentum $LITE 16:00: Aquestive Therapeutics $AQST 16:00: NextNav $NN 16:05: Super Micro Computer $SMCI 16:05: CoreWeave $CRWV 16:05: H&R Block $HRB 16:05: Velo3D $VELO 16:05: Absci $ABSI 16:05: Evolv Technologies $EVLV 16:05: Hyliion $HYLN 16:05: Energy Vault $NRGV 16:05: Owlet $OWLT 16:10: Firefly Aerospace $FLY 16:10: CAVA $CAVA 16:15: Astronics $ATRO 16:15: SES AI $SES 16:15: Factorial Energy $FAC 16:30: Adecoagro $AGRO 16:30: Fold $FLD 17:15: Franco-Nevada $FNV 19:00: Quantinuum $QNT 20:15: Denison Mines $DNN 22:55: Borr Drilling $BORR

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• @wallstengine neutral 65 eng

  Venture Global $VG has signed a 20-year LNG supply agreement with ConocoPhillips. $COP will buy 1.0 million tonnes of LNG per year starting in 2030, implying roughly 20 million tonnes over the full contract term. Supply will come from Venture Global’s U.S. LNG portfolio. https://t.co/gtVlKk2Sti

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• @faststocknewss neutral 18 eng

  APOLLO OPENS $346M SPACEX STAKE, LIFTS RUSSELL 2000 PUT 208% Largest holdings: - iShares Russell 2000 ETF $IWM puts: $1.20B, shares +208% - EchoStar 3.875% notes: $968.8M, +34% - Rackspace Technology $RXT: $846.3M - Phoenix ED Partners $PXED: $818.0M - Hilton Grand Vacations $HGV: $654.4M, shares -31% - Nvidia $NVDA puts: $582.3M, shares +191% - Grupo Aeromexico $AERO: $495.1M - Vanguard S&P 500 ETF $VOO: $406.8M - EchoStar $SATS: $375.4M, shares +96% - Global Business Travel $GBTG: $203.9M - USA Today Co $GCI: $103.7M New positions: - SpaceX Class A: $345.7M, 2.02M shares - Primo Brands $PRMB: $168.3M - Core Scientific $CORZ: $115.7M - Taiwan Semiconductor $TSM: $95.5M - Genuine Parts $GPC: $88.3M - Freeport-McMoRan $FCX calls: $22.8M - Cameco $CCJ calls: $14.8M - Charter Communications $CHTR: $10.6M - Ovintiv $OVV: $9.2M - Devon Energy $DVN: $9.1M - Venture Global $VG: $5.6M Added: - State Street IG ETF $PRIV: +100% - Lineage $LINE: +75% - Invitation Homes $INVH: +29% - Uniti Group $UNIT: +15% Trimmed: - MannKind $MNKD: -93% - Comcast $CMCSA: -54% - CarMax $KMX: -52% - Aeva Technologies $AEVA: -42% - TPG $TPG: -25% Exited: - VanEck Semiconductor ETF $SMH puts: $766.8M - ADT $ADT: $670.1M - JPMorgan $JPM puts: $328.0M - Nvidia common: $174.4M - Ares Management $ARES: $36.0M - Owens Corning $OC: $26.0M - Mohawk Industries $MHK: $23.8M - Builders FirstSource $BLDR: $23.7M - Concentrix $CNXC puts: $22.7M - James Hardie $JHX: $22.3M - MasterBrand $MBC: $21.9M - Optimum Communications $ATUS: $7.9M The REIT sleeve was largely unchanged, including $VICI $SPG $O $PSA $EXR $VTR $KIM.

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