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Graded daily on value B-, growth A, profitability C, momentum C+, revisions A-. Sector-relative, identical for every user.
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Key events, in time order
Company announcement confirms Q3 results with discontinued ops loss; raises 2027 housing rents but RV profits decline
Core FFO per share was $2.35 in Q3 2026, $0.02 above the high end of guidance.
AI data provenance protocol migrates to Sui, Walrus as default storage; foundation becomes largest institutional holder
Samsung Wallet brings USDC on SUI to US Galaxy users with zero network fees
Company announcement confirms major divestiture and provides updates on share repurchase activity, sharpening focus on core MH/RV platform
Pure-play North American MH/RV landlord; guidance raised to $6.94-$7.10/share
Company announcement confirms new CFO, a management change with direct operational impact
Phantom exits SUI after 20 months; users must migrate or swap before deadline
Core FFO per share for Q2 2026 was $1.84, exceeding the high end of guidance by $0.05.
Earnings call confirms beat driven by MH strength, resilient RV ops, expense mgmt
Core FFO per share for Q2 2026 was $1.84, exceeding the high end of guidance by $0.05.
Company sets date for quarterly results, investors to watch performance
BNY Mellon and CalPERS both reduced SUI holdings, extending institutional selling trend
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Facts and opinions separated · All items sourced · Not investment advice