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Friday, October 23, 2026· 8880 stock ideas· 219 writers·
23,645 views· 11,347 clicks

Our Views on CoreWeave

CoreWeave's financial statements point to a business model familiar to the authors after a closer review of the AI infrastructure company.

CRWV $34B
WHAT ARE WE DOING? “Contrarians At The Gate” 3 clicks

From X

@convequity

Convequity on X

Crypto Basket Update: COIN, CRCL & HOOD Within our “buy the dip” crypto basket we are de-prioritizing Coinbase relative to Circle. $COIN lagged amid prolonged CLARITY Act uncertainty and faces revenue risk from the ongoing USDC custody renegotiation with $CRCL. Broader Bitcoin structural concerns (miners shifting to AI) also temper the trading-volume outlook. Circle stands out as the preferred stablecoin exposure. Stablecoins are the natural token/payment rail for AI agents — a structural driver distinct from trading hype — with added tailwinds from interest rate sensitivity and attractive asymmetry after the pullback. $HOOD is held at lower conviction as one of several interchangeable infrastructure bets. We are maintaining current weights across the basket but leaning toward adding to Circle as the highest-conviction name.
@BlueDuckCap 1 click

BDC on X

I've been as skeptical of the semi hype/froth as any of the bears - but also open minded as per our process. We've largely avoided material positions on the long side in the space, with the exception of some trades here and there and some 2nd/3rd order beneficiaries that we identified early-ish. Also short $SOXX in decent size. But that said, and sticking with the open-minded process - it's pretty rare to see gaps between fwd EPS estimates and stock price as wide as what is visible in $SNDK here:

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MYR Group q3’26 Earnings Preview

MYR Group’s Q3 2026 preview cites data-center and power transmission demand, with long-term service agreements supporting margin growth and…

MYRG $4B
Monte Independent Investment Research 5 clicks

Mosaic, Part One: The Story

Mosaic’s history traces the 2004 Cargill-IMC merger and the phosphate and potash mines that shaped NYSE: MOS.

MOS $5.5B
Latticework by MOI Global 14 clicks

Unicycive (UNCY):

Unicycive’s oxylanthanum carbonate NDA earned a March 25, 2027 PDUFA date after two manufacturing-related rejections, with no FDA clinical…

UNCY $110M
Triple S Special Situations Investing 4 clicks

Mosaic, Part Two: The Deep Dive

Mosaic, NYSE: MOS, is the subject of a second audio program for professional investors analyzing fertilizer producers.

MOS $5.5B
Latticework by MOI Global 4 clicks

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