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What Lies Beneath: The Developer Building a Data Center on a Former Army Dump Laced With Munitions and Carcinogens

Digital Realty paid $120 million for Atlanta-area parcels including a former Army dump with buried carcinogens and military ordnance.

DLR $60B

Hunterbrook 10h ago 5 clicks

27h ago SMTC $16B

Semtech Analyst Day Review

CV's Substack 10 clicks

30h ago DOCN $13B

DigitalOcean CEO: ‘We are not going to be extraordinarily leveraged like some others’

The Technology Letter 7 clicks

From X

@finphysnerd Sep 22 2 clicks

Myles on X

$LDOS looks interesting to me. They provide a variety of government services including healthcare, intelligence, defence and homeland security stuff. Currently overearning due to a VA healthcare contract that will be renegotiated lower going into 2027. The market has sold them

@ACapitalLP Sep 22 1 click

A Capital on X

Know fins are selling off today, but the $JEF underperformance since Radiant World feels like perception <> reality. We literally just saw this movie with First Brands: scary headline, fears of a much bigger balance-sheet problem, then the actual exposure comes into focus. Fool me once…

@OddDiligence Sep 22 1 click

Odd Diligence on X

$SRAD is explicitly mentioned in $META Muse source code & technical documentation - although functionality does not appear to have been turned on yet I believe Meta will expand their relationship with Sportradar https://t.co/OS10T9268i https://t.co/MzTsyf3WV0

@jawagner92 Sep 22

Odd Lot Arbitrageur on X

I've been flat out wrong on $NEN and no longer own it, so it probably works now. ICYMI, the Brown family filed a 13D as a group in June for the first time since Harold passed. I found this sentence interesting. From what I can tell, this language wasn't in any historical family ownership filings.

@LaughingH20Cap Sep 22

Laughing Water Capital on X

@310Value reminder that $APG pfd A stock, by which the holders get paid hedge fund-like incentive comp based on year end share price, will be converted at year end. Management/board are well incentivized to do everything they can to juice the stock price into year end.

@aleabitoreddit Sep 22

Serenity on X

I feel like traditional "value investing" went into hibernation. Before it was finding a 10x -12x P/E company like $UPWK or $PYPL, Dominoes, Pepsi. Or even a cheap Japanese company below book value. Then just enjoying slow growth but buyback/dividend appreciation from their cashflow. Now you can find 1.8x runrate P/E company like $ESMT that grew revenue 605.24% Y/Y. And the main thing you need to argue about is duration. Or a 16.2x trailing P/E Sumitomo, despite having way too many hyperscaler LTAs in AI from fiber to lasers. AI created much bigger medium-term anomaly, where "value investing" went towards high growth, "deep value" companies.

@majgeoinvesting Sep 22 2 clicks

Maj Soueidan on X

Here’s a video from $RFIL website on how their DAC (direct air cooling) product works in large enclosures. In theory, $PSIX might be an interesting channel partner if they have an “at the edge” enclosure presence. DAC is not a hyperscaler solution, but the “edge”is heating up. https://t.co/h8EScDrBlo

@leevalueroach Sep 22

Lee Roach on X

Here is my slide on $GME four wall economics. $1.9 million of sales per store. $580k of EBITDA at a 30% margin. Corporate SG&A only $64k per store as Ryan Cohen has slashed costs and is running this like a startup. These unit economics are stunning. This is why they are beginning to reopen stores again after shutting down 5,000. The payback is less than a year. Wait until the drooling suits figure this out. Management is buying in size, this is one of the reasons. More info: https://t.co/Re7vRQ6uHG

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Expert Call | Q3 2026 Optical Components Market Dynamics, Vendor Market Share, & 2027 Growth Outlook

Optical-component vendor call covers 800G and 1.6T demand, AI cluster optical density, market share, pricing and 2027 growth for Coherent,…

COHR $52BLITE $77B

P Equity Research 31h ago 12 clicks

SiriusXM: Dirt Cheap, Looming Catalysts, Short Squeeze Candidate

SiriusXM trades at 6.5 times free cash flow, a 15% yield, with high short interest and catalysts that could drive a short squeeze.

SIRI $9B

Eagle Point Capital 44h ago 47 clicks

Market Cracks Under AI Debt Burden | The Weekly Wrap

Steve Eisman examines AI data-center debt, CoreWeave's tech correction and agentic AI's effect on banks as earnings season begins.

CRWV $34B

Steve Eisman Oct 16 21 clicks

RELX: The Risk Segment Makes This Buy Less Risky

RELX’s 13-petabyte fraud and identity data moat supports its high-margin Risk segment as its valuation falls to roughly half its peak P/E.

RELX $64B

LA Capital Oct 16 4 clicks

GLOO: Gloo's own filings make the short case

Gloo's $3.25 follow-on, going-concern warning and $28.0 million first-half cash burn frame the short case against its acquisition-driven…

GLOO $298M

Guardian Research Oct 16 16 clicks

Twenty Years in the Dark

Tower Properties, $TPRP, went dark after a 2006 squeeze-out cut holders below 300, leaving a Kemper-controlled apartment and office…

TPRP $128M

Orphan REITs Oct 16 1 click

TSOH Weekly Roundup (10/16/2026)

Bumble agreed to a $1.3 billion take-private deal, while Netflix cut about 1,000 jobs and Meta discussed its Muse superintelligence models.

BMBL $783M

TSOH Investment Research Oct 16 11 clicks

Dorchester Minerals: Variable Royalty Income Without Enough Valuation Discount

Dorchester Minerals' 9.5% normalized yield and debt-free royalty model are offset by limited upside at $29.71, as extraordinary…

DMLP $1.5B

Atlas Diary Oct 16 3 clicks

Tuya: A Global Smart-Home Platform Priced Like a Cash Box

Tuya’s $976 million cash pile equals 94% of its $1.04 billion market cap as its smart-home platform returned to 16% revenue growth in Q2…

TUYA $1.1B

Substack von Philipp Oct 16 43 clicks

Fannie Mae Preferreds For Post-Midterm IPO Announcement

Fannie Mae and Freddie Mac could leave conservatorship through a 2026 restructuring and IPO, monetizing the government’s equity stake while…

FNMA $4.2B

Glen Bradford Oct 16 5 clicks

FINV · long

Finvolution Group

FinVolution, a China and ASEAN unsecured consumer lender, trades at 4x earnings and 0.5x book value.

FINV $711M

Value Investors Club Jul 20 1 click

DexCom: The 15-Day Sensor Lowered The Cost Curve Before The Type 2 Wave Arrives

DexCom’s 15-day G7 sensor lifted Q2 2026 gross margin 400 basis points to 64.1%, lowering CGM costs ahead of broader Type 2 diabetes…

DXCM $33B

Equity Eagle 26h ago 6 clicks

Is The Market Turning The Page?

CoreWeave’s debt and equity price action is framed as a wake-up call for investors amid a broader market discussion.

CRWV $34B

WHAT ARE WE DOING? “Contrarians At The Gate” Oct 15 51 clicks

PesoRama: Research Flash

PesoRama will reach 54 JOi Dollar Plus stores by November after raising C$28.4 million, funding more than 50 additional Mexican store…

TBBB $6.8B

Atrium Research - Equity Research Oct 15 7 clicks

Modine Deep Dive

Modine, soon Modexus Solutions, has a $4 billion hyperscaler cooling contract but must ramp factory output and restore margins as data…

MOD $9.2B

CV's Substack Oct 15 18 clicks

CoreWeave: Why Credit Markets See A 54% Chance Of Default

CoreWeave’s 2032 notes yield over 15%, signaling a 54% default probability as borrowing costs exceed rental yields on AI infrastructure…

CRWV $34B

Dustin Quasney Oct 15 24 clicks

AppLovin Deep Dive

AppLovin rebuilt its ad model with AXON 2.0, lifting LTM revenue to about $7 billion and margins to 77% as Unity competition threatens…

APP $88B

Speedwell Research Oct 15 27 clicks

Problems at Dream Finders Homes (DFH)

Dream Finders Homes’ controlling owner borrowed against DFH stock before the homebuilder agreed to finance an acquisition with costly…

DFH $764M

Hunterbrook Oct 15 14 clicks

Park Aerospace: The Q2'27 Sell-Off Misreads a Sole-Source Defense Supplier

Park Aerospace’s 11% Q2’27 sell-off overlooks sole-source PAC-3 rocket-motor materials and A320neo engine composites, with missile capacity…

PKE $571M

Monte Independent Investment Research Oct 15 12 clicks

uniQure: The Market Graded The Wrong Exam

UniQure's Huntington's gene therapy faces an FDA accelerated-approval decision around November 1 after three-year data met both agency…

QURE $1.5B

Bhavneesh Sharma Oct 15 16 clicks

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