Company Research

Macau GGR

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Inside Asian Gaming is reporting that Macau GGR (Gross Gaming Revenue) was up 19% in July. $LVS reported a huge 2Q earnings beat crushing estimates. Results were spectacular and mixed/good in Macau. On the conference call, management said that July was going well in Macau. The 19% growth number covers the entire sector including the … Read more

Update on Multiple Stocks

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Talen Energy ($TLN): Just a day ago, the White House announced plans to make Pittsburgh an AI hub with huge investments made in new datacenters. This morning, Talen Energy ($TLN) announced plans to purchase two gas plants for $3.5 billion. Not coincidentally, these plants are both located in the nearby Pennsylvania-New Jersey-Maryland interconnection market. As … Read more

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