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Monday, October 19, 2026· 8202 stock ideas· 219 writers·
19,486 views· 9,002 clicks

Build-A-Bear: A Narrower Path

Build-A-Bear's push into prestuffed toys and broader retail distribution tests brand stretchability, but recent results warrant caution.

BBW $317M
TSOH Investment Research 1 click

From X

@aleabitoreddit

Serenity on X

$SIVE and $AAOI, yes for a 2027 timeframe. That's the nuance. Sivers you're coming on with 100M CW DFB laser capacity + 2 external foundries (maybe 300M in total), and all my supply chains mapping maps to larger hyperscaler suppliers. AAOI you're coming on with $471m transceiver revenue + 400K ELS units for 2028 timeframe. With hyperscalers + demand eating up all their capacity. There's just a $600m ATM which presents overhang near term. $NBIS already got re-rated but it's very positive upcoming for Q4 2026 (esp. with price hikes). Legacy memory like $ESMT + (some I haven't named yet) + regular memory names like Samsung, I do think will strongly outperform near term. And obviously CPUs names like $INTC $AMD $ARM as of recent.
@aleabitoreddit

Serenity on X

I'm not having a fun day since I got sick today. But the bottlenecks are having a good time: $AMD +9.13% | $INTC +14.16% | $ARM +14.33% CPUs go brrr $SIVE +10.32% | $AAOI +3.39% | AMS OSRAM +24.61% Lasers go brrr $EWY +4.08% | $DRAM +2.83% | $MU +2.23% Memory go brrr $NBIS +4.7% | $CRWV +5.03% | $IREN +1.73% Compute go brrr Probably most material developments were CPU:GPU ratio expectations + CPU demand (from new AI releases). As well as optical developments from ECOC 2026 (as seen with $MRVL PR + others) Still a lot to catch up on.

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Semtech Analyst Day Review

Semtech raised Q3 guidance and targets $3.2 billion of fiscal 2030 revenue, excluding upside from its AI data-center optical and copper…

SMTC $16B
CV's Substack 11 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 1 click

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 4 clicks

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 11 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” 52 clicks

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