Axon Enterprise is the weirdest company in the world. 🚨

They own 90% of their market, have an $11.4 billion backlog, and their name comes from a 1911 sci-fi novel.

Here is how they are architecting a global empire. 🧵

1/13 Why this matters right now: Axon is undergoing a digital renaissance.

They’ve moved from selling "zap guns" to becoming a cloud-native behemoth that runs the entire justice system. 🚀

2/13

A 500-year-old sketch by Leonardo da Vinci is currently helping NASA land on Mars. 🚀

Most people have never heard of the company behind it.

But without them, every plane, rocket, and mining truck on Earth would stop moving.

The business of RBC Bearings (ROLL): 🧵

#RBCBearings #investing #Aerospace #BusinessStories #DaVinci

1/13 RBC makes bearings. These are the tiny balls and rollers that let machines move without catching fire. 🔥

If it spins, tilts, or flies, it’s probably using an RBC part.

They just hit a record $1.6 Billion in sales. Here is how they became an industrial fortress.

2/13

Everyone thinks the age of oil is dead. They are wrong.

In the frozen wilds of Alberta, a $100B "Sands Sovereign" has quietly architected the most durable cash-flow machine in industrial history.

This is the "Empire Building" narrative of Canadian Natural Resources $CNQ. 🇨🇦🧵

#Investing #OilAndGas #CNQ #Stocks

1/13 While Silicon Valley chases "eyeballs," Canadian Natural Resources ($CNQ) is chasing the Cretaceous.

They own an area the size of Florida that contains the 4th largest oil reserve on Earth.

But they don't "drill." They harvest. 🚜💨

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Everyone thinks SanDisk is just those $20 memory cards you buy at the airport. 📸

Actually, they are the hidden engine powering the global AI revolution.

Since spinning off from Western Digital in Feb 2025, the stock has surged over 650%.

Here is the breakdown of a Silicon Resurrection. 🧵

#StockMarket #SanDisk #SNDK #Business #AI #Investing

1/11 The Context 📍

For 9 years, SanDisk was trapped inside Western Digital. 🖇️

In Feb 2025, they finally "divorced".

WDC stockholders received 1/3 of a share of $SNDK for every share they owned.

The market initially saw a "cyclical underdog," but they missed a pure-play giant.

2/11

EOG Resources is the weirdest company in the world. 🌎

They were born from the biggest corporate scandal in history (Enron).

But while their parent company was a disaster, they became a money-making machine.

Here is the breakdown of how they win. 🧵

#Stocks #BusinessStorytelling #OilAndGas #EOGResources #Enron

1/14 Most people remember Enron for all the wrong reasons. 📉

But while the bosses there were playing games, a small team was actually finding oil.

In 1999, they got an "acrimonious divorce" and escaped right before Enron sank.

2/14

In 2020, experts thought Occidental Petroleum was going to go bankrupt.

Today, it is a lean, mean cash machine and a top pick for the world’s greatest investor.

Here is the 10-tweet breakdown of the $OXY "Turnaround" and what it teaches us about business. 🧵

#StockMarket #OccidentalPetroleum #Business #Investing #WarrenBuffett

1/11 🧵 THE HOOK

In 2020, $OXY stock was worth less than a sandwich. 🥪

The company was buried under $40 billion in debt. Oil prices had crashed to zero. Everyone said they were finished.

Fast forward to January 2026: They just pocketed $9.7 billion in cash. Warren Buffett is the lead cheerleader.

How did they survive? 👇

2/11

Anglo American PLC is the ultimate industrial shape-shifter. 💎⚒️

Founded in 1917 with J.P. Morgan’s cash, it once controlled 54% of South Africa’s entire stock market. It was less of a company and more of a private empire.

Today, it is architecting the most radical renaissance in mining history.

Here is the breakdown of how a century-old behemoth is burning its past to power the future. 🧵👇

#AngloAmerican #Copper #Mining #Investing #AngloTeck #BusinessStrategy

1/10 The Founding "Nexus" 🤝

In 1917, Sir Ernest Oppenheimer saw a gap in the South African goldfields.

He didn't just want a mine; he wanted a financial bridge between London and New York. He fused British mining expertise with American capital (hence the name).

The goal: Earning profits that made a "permanent contribution" to society.

2/10

TJX Companies is the weirdest business in the world.

They don't have a functional website, they have no idea what they’ll be selling next Tuesday, and they just hit a $174 Billion market cap. 📈

Here is why $TJX is the ultimate retail final boss. 🧵👇

#TJX #Investing #BusinessStrategy #Retail #StockMarket #Marshall

1/12 Retail is supposed to be dying.

Macy’s is shrinking, and everyone is terrified of Amazon.

Yet, The TJX Companies (TJ Maxx, Marshalls, HomeGoods) just raised guidance and reported a 7% revenue surge.

How? They weaponized chaos. 🌪️

2/12