Bullpen.News · the best place to find stock ideas

ASML Is Building a Hybrid Bonding Tool!

ASML’s patent filings point to a track-based die-to-wafer hybrid bonding tool that could challenge Besi in advanced logic packaging.

ASML $660B

SemiAnalysis 25m ago 1 click

2h ago APP $88B

AppLovin Deep Dive

Speedwell Research 7 clicks

5h ago ASML $660B

ASML 3Q’26: 2030 Arrived Four Years Early

MBI Deep Dives 3 clicks

From X

@leevalueroach 21m ago

Lee Roach on X

Gamestop's $GME’s eBay stake is now worth $5.3B at $122.75, up $886M on a $4.4B cost. $379M of that gain is unbooked since Aug 1 and hits Q3 GAAP earnings. ebay alone is a $0.47 per share positive impact. Consensus is ~$0.20. Consensus is ignoring the massive demand for Pokemon cards, Magic the Gathering, GTA 6, Zelda, etc. Sell side analysts continue to prove they need to be hooked up to a ventilator to breathe.

@negligible_cap 1h ago 1 click

Negligible Capital on X

$DELL down 20% in the last 2 days. If things get any worse we might have a Scott’s Tots situation on our hands https://t.co/GWR20XOft9

@junkbondinvest 1h ago 1 click

junkbondinvestor on X

Six Flags' stock is trading at its LOWEST level since the GFC...and its bonds are yielding as much as 13%. We're approaching $CRWV territory This is all on the back of the fatal coaster accident in Georgia in what was an already fragile situation. Don’t forget, legacy Six Flags filed for bankruptcy during the last financial crisis in 2009 My thoughts on how this situation could play out, what the docs allow, and cross cap stack rel val $FUN https://t.co/iIISfHsXSg

@negligible_cap 2h ago 1 click

Negligible Capital on X

$CRWV CDS spreads hit new highs today, pricing in over a 60% chance of default within the next 5 years per bbg https://t.co/ABpSnUk8az

@AsifSuria 2h ago

Asif Suria on X

For a minute today, I was excited that Mattel $MAT was up today because of the potential acquisition by Authentic Brands or the toy company Zuru. But then I looked over at Hasbro $HAS and it was also up nearly 4%. Feels like everything non-AI is up 4% to 5% today. Part of my Mattel article from last night:

@stockgutter 2h ago

SG on X

Reminder: $KSPI has nothing to do with KOSPI https://t.co/E9XdtsYHS5

@valuedontlie 3h ago

Colin King on X

$GME up 50% since this post as insiders scoop up shares hand over fist https://t.co/uKFkMe6jep https://t.co/peHc0ImMzs

@AsifSuria 3h ago

Asif Suria on X

@RAMCOCAPITAL That is exactly where I landed! I can see how this would appeal to Buffett even if Greg couldn't get his head around it. Although like the $SNOW IPO, maybe it was someone else who made the decision.

Investor Letters

All letters

Free Recaps of the best new stock ideas, delivered every morning.

Read past recaps

Berkshire B: Holding, Developing Headwinds Have Yet To Reflect In Stock Price, In My View

BRK.A $1.1T

Pearl Gray Equity and Research 6h ago 1 click

[scuttleslops] MRVL, APP, AMZN, Chips

Marvell is positioning networking, optical connectivity and server-management chips as AI data centers link GPUs, custom accelerators and…

MRVL $241B

scuttleblurb 8h ago 7 clicks

Constellation: Stars Aligning?

Constellation Brands trades near $127 at roughly 11x next-twelve-month EV/EBIT, with recent business results offsetting concerns over…

STZ $21B

TSOH Investment Research 9h ago 16 clicks

TSMC Q3 FY12/26 Earnings Review

TSMC reported excellent Q3 results, guided Q4 revenue growth higher and saw its shares slip despite strong AI-driven earnings momentum.

TSM $2.3T

Cestrian Capital Research 10h ago 4 clicks

Why Broadcom Is My Largest Stock Holding Today

AVGO $1.7T

Fundamental Options 12h ago

October 2026 Random Ramblings

October 2026 market commentary covers SOLS’s cancelled merger, a hypothetical Starbucks-Chipotle deal, Russell 2000 weakness and AI…

SBUX $103BCMG $38B

Yet Another Value Podcast 28h ago 83 clicks

An Interview with Nvidia’s Ian Buck on Why GPUs Keep Winning

Nvidia’s Ian Buck says CUDA’s software ecosystem, GPU flexibility and annual Vera Rubin upgrades lower token costs as agentic AI pushes…

NVDA $5.5T

Key Context by Tae Kim 20h ago 3 clicks

A Conversation With Ari Emanuel About Entertainment and AI

Ari Emanuel discusses AI’s impact on Hollywood, live events, social networks and the future of advertising.

TKO $33B

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 20h ago 4 clicks

RTX Q3 Preview: Two Growth Engines Make This Aerospace And Defense Leader A 'Buy'

RTX’s $289 billion backlog, including $119 billion in defense, supports growth from defense contracts and commercial aerospace aftermarket…

RTX $247B

Blake Winiecki 25h ago 3 clicks

Coherent | Management Call

COHR $62B

P Equity Research 27h ago 17 clicks

My 2028 numbers

ASML’s €11.7 billion quarter benefited from €3.3 billion in installed-base sales and operating leverage, while the MATCH Act threatens…

ASML $660B

Best Anchor Stocks 31h ago 22 clicks

Visa: Unpacking The 7 Powers And Forward Valuation Ahead Of Q4 Earnings

Visa’s network economics support long-term compounding, but a 1.7–1.8 forward PEG and risks to high-margin payment revenues limit near-term…

V $731B

C Jessen 31h ago 35 clicks

Deep Dive: Applied Materials ($AMAT)

Applied Materials leads wafer-fab deposition and ranks third in etch, positioning it for tougher 3D chip manufacturing as investors weigh a…

AMAT $359B

Rebound Capital 31h ago 26 clicks

First Tracks Biotherapeutics: Teva Validated The Pathway, ANB033 May Own The Receptor

First Tracks Biotherapeutics’ ANB033 posted stronger Phase 1b celiac efficacy than Teva’s IL-15 inhibitor, with $168 million funding…

TEVA $48B

Equity Eagle 32h ago 6 clicks

Research Roundup Vol. LVI

Howmet Aerospace is framed as a beneficiary of turbine and aircraft-engine demand, while J.B.

HWM $86BJBHT $22B

Monte Independent Investment Research 33h ago 12 clicks

Palantir Is Not C3.Ai, But C3.Ai Wrote Its Watch List - Downgrade Palantir To Hold, Sell C3.Ai

Palantir is cut to Hold after a 35% multiple-driven rally, while C3.ai is rated Sell on stalled revenue, expensive valuation and weak…

PLTR $498B

The Alpha Analyst 33h ago 7 clicks

Lennar: The Misstep Is Temporary, the Operating Machine Is Not

Lennar cut build times to 116 days and adopted an asset-light land model, while gross margin fell to 15.8% from 27.5% as land costs rose.

LEN $17B

Latticework by MOI Global 33h ago 11 clicks

Lennar, Part One: The Story

Lennar grew from a Miami builder into one of America’s two largest homebuilders, controlling land largely through options and land banks…

LEN $17B

Latticework by MOI Global 34h ago 10 clicks

Lennar, Part Two: The Deep Dive

Lennar’s second audio program examines the homebuilder’s business for professional investors and housing analysts.

LEN $17B

Latticework by MOI Global 34h ago 11 clicks

ASML Q3 FY12/26 Earnings Review

ASML reported Q3 sales of €11.7 billion, up 55% year over year, and guided Q4 sales to €14.2 billion to €15.2 billion amid capacity…

ASML $660B

Cestrian Capital Research 34h ago 7 clicks

Latest News

Lee Roach on X

Negligible Capital on X

junkbondinvestor on X

Negligible Capital on X

Asif Suria on X

SG on X

Colin King on X

Asif Suria on X

Investor Letters

Recent recaps

Latest recap

Publications we follow

Newsletters 107

YouTube 4

Blogs 17

Seeking Alpha 49 of 228

X accounts we follow

Investor letters we follow

Sectors