KKR Real Estate Finance Trust Inc (KREF)

Are you serious, lol.

That kind of comparison might be considered an immoral financial and logistical metric, but does it make sense to waste a $2M missile to defend against a $20k drone? Research Palmer Luckey, co-founder of Anduril and watch his interviews. He makes a LOT of sense.

Owlet Announces New $25 Million Credit Facility with Wells Fargo, Significantly Reducing Borrowing Costs and Enhancing Financial FlexibilityJune 30, 2026 4:15 PM
Business WireOwlet, Inc. (“Owlet” or the “Company”) (NYSE: OWLT), the pioneer of smart infant monitoring, today anno

green light given
https://iaac-aeic.gc.ca/050/documents/p80149/167029E.pdf

a bunch of AH action

NIKE, Inc. Reports Fiscal 2026 Fourth Quarter and Full Year ResultsJune 30, 2026 4:15 PM
Business Wire NIKE, Inc. (NYSE:NKE) today reported financial results for its fiscal 2026 fourth quarter and full year ended May 31, 2026. Full year revenues

Lincoln Financial to Report 2026 Second Quarter Results on July 30June 30, 2026 4:15 PM
Business Wire Lincoln Financial (NYSE:LNC) announced today that it will report its results for the second quarter ended June 30, 2026, at 6:00 a.m. Eastern Time on Thursday, July 30, 2026. A

Agreed

Correct. The SP I almost irrelevant on a sale. Future cash flow is where it's at

Seven Hills Realty Trust Second Quarter 2026 Conference Call Scheduled for Wednesday, July 29thJune 30, 2026 4:15 PM
Business Wire

More patents filed! Getting ready to rumble 
https://www.networknewswire.com/american-fusiontm-inc-amfn-files-additional-texatrontm-patent-application-as-development-advances-toward-testing-milestones/?fbclid=Iwb21leASxAx5jbGNrBLEDDWV4dG4DYWVtAjExAHNydGMGYXBwX2lkDDM1MDY4NTUzMTcyOAABHoTdK6Wypw

American Tower Plans Second Quarter 2026 Earnings Release and Conference CallJune 30, 2026 4:15 PM
Business Wire American Tower Corporation (NYSE: AMT) announced today that the press announcement of its second quarter 2026 results is scheduled to be released to the news service

ANGHAMI CONFIRMS RECEIPT OF PRELIMINARY, NON-BINDING GOING-PRIVATE PROPOSAL FROM CONTROLLING SHAREHOLDER, OSN STREAMING LIMITED; ANNOUNCES APPOINTMENT OF INDEPENDENT DIRECTORS AND FORMATION OF SPECIAL COMMITTEEJune 30, 2026 4:15 PM
PR Newswire (US) cla

M-tron Industries, Inc. Awarded $4 Million in Production Contracts for Advanced Electronic Warfare SystemJune 30, 2026 4:15 PM
PR Newswire (US) class="legendSpanClass"ORLANDO, Fla., class="legendSpanClass"June 30, 2026 /PRNewswire/ -- M-

Hasbro to Announce Second Quarter 2026 Earnings on July 21, 2026June 30, 2026 4:16 PM
Business Wire  

Incline P&C Group Announces Enhanced Partnership with AccelerantJune 30, 2026 4:15 PM
PR Newswire (US) class="legendSpanClass"AUSTIN, Texas, class="legendSpanClass"June 30, 2026 /PRNewswire/ -- Incline P&C Group, the premier insurance pr

Select Medical Holdings Corporation Acquired by Consortium Led by Robert A. Ortenzio, Martin F. Jackson, and WCASJune 30, 2026 4:15 PM
PR Newswire (US) class="legendSpanClass"MECHANICSBURG, Pa., class="legendSpanClass"June 30, 2026 /PRNe

Calm down guys!Stop shooting at each other fellows! We need to united together and make money here!

Cousins Properties Announces Dates for Second Quarter 2026 Earnings Release and Conference CallJune 30, 2026 4:15 PM
PR Newswire (US) class="legendSpanClass"ATLANTA, class="legendSpanClass"June 30, 2026 /PRNewswire/ -- Cousins Properties

Nope, his time-limited deal with GBT as stated on file.

Right to say post split, and not post merger because there is no merger.

We, I, and many others bought shares of a dog food company ( good or not, I don't care ) which just acquired a dream from a Canadian person.
There is NO merger. That is the reality.
So what to think

Didn’t see any Ackman pump for the quarter closing - doesn’t really matter. Burry is right on money on Palantir - in case folks failed to notice. It’s great that he has increased his position to 7% of his portfolio. At this price, f2 is a call option that never expires!

And 300k shares at the close today

Caldera Launches PrimeCenter 5.0 to Streamline Workflows for Print ProvidersJune 30, 2026 4:15 PM
PR Newswire (US) class="legendSpanClass"DOWNERS GROVE, Ill., class="legendSpanClass"June 30, 2026 /PRNewswire/ --

ONCO~~$1.13