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Margin Call

Petrobras’s Morpho-1 well revived hopes that Brazil’s Equatorial Margin can become a major new oil frontier after hydrocarbons were confirmed offshore Amapá.

PBR $96B

Doomberg 6h ago 3 clicks

19h ago CRWV $34B

AI Narrative Switched, Debt Yields Spike | The Weekly Wrap

Steve Eisman 19 clicks

27h ago CRWV $34B

Our Views on CoreWeave

WHAT ARE WE DOING? “Contrarians At The Gate” 10 clicks

From X

@ActAccordingly Jun 10 1 click

PAA Research on X

I call this the "LLOK" trade (Lower Leg of the K). This is a really interesting non-consensus thematic opportunity, dare I call it contrarian (if you're old enough to remember when that was a preferred approach to alpha generation). Investors have been quick to dismiss anything resembling a LLOK trade, but look what's happened in the past few weeks: $DLTR, $CASY, $CBRL, $PENN, $PRKS all massively outperforming in the past month. I'll include my beloved $CAKE in this group. Yes, some of that is factor rotation, but employment tailwinds for this consumer set might be better as a result of data center CAPEX/reindustrialization, and the "sell these names on gas prices" trade couldn't be hackneyed analysis. Finally, follow @TiberiusCapital, he's one of the best investors I know.

@BrokenMoats Jun 10

Broken Moats on X

$LLY has nlrp3 trials so that would just put them in the same conversation no with a head start? Agree its valuable to NVO but wouldn't the derivatives like a $BIOA get more juice of ZEUS then $NVO from validating the space. I like NVO but management shoots themselves in the foot constantly and AZN etc competition on weight loss is coming

@HedgeyeRetail Jun 10

Brian McGough on X

Yeah, $AEO is STILL a short.

@HedgeyeRetail Jun 10

Brian McGough on X

#Quad4 looming in June. To be clear, Quad4 is horrible for retail stocks — with the only exception being housing-linked retail like $RH $FND $HD etc…

@DOMOCAPITAL Jun 9

DOMO Capital Management, LLC on X

Kurt Wolf of $PBI. Hands down. No comparison. https://t.co/v6AKggxJD4

@natstewart5 Jun 9 2 clicks

Nat Stewart on X

For those who like micro-caps, a great writeup on $RAVE (Pizza Inn) moving from a multi-year turnaround to growth https://t.co/bvr1F6GyVg

@psyopcapital Jun 9 2 clicks

Psyop Capital on X

$UTGN looked promising as an illiquid deep value sit with buybacks at way below IV, but this relatively recent option grant struck below NAV seems like a thesis killer. Anybody know the name well?

@ActAccordingly Jun 8 1 click

PAA Research on X

$MTN is the $FICO of consumer discretionary.

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Read past recaps

DigitalOcean's AI Flywheel: Unleashing Massive Growth Potential For Bold Investors

DOCN $12B

Star Investments 19h ago 6 clicks

Bloom Energy (NYSE: BE) Q3 FY12/26 Earnings - Revenue Up 138% On The Datacenter Power Race

Bloom Energy’s Q3 FY26 revenue rose 138% to $1.24 billion as datacenter power orders lifted operating margin to 18%; capex drove $181…

BE $56B

Cestrian Capital Research 19h ago 4 clicks

Capital Wars

CoreWeave’s $35 billion to $39 billion 2026 spending plan relies on debt as unsecured yields reach 15%, making its GPU cloud expansion a…

CRWV $34B

Net Interest 23h ago 7 clicks

TSOH Weekly Roundup (10/23/2026)

TSOH Weekly Roundup covers Ally’s improving credit and capital returns, Pepsi’s weak beverage brands, and Match Group’s plan to revive…

ALLY $12BMTCH $11B

TSOH Investment Research 24h ago 3 clicks

Tempus AI: Moderna's New Cancer Vaccine Partner Is The Pick Of The AI Biotech Bunch

TEM $11BMRNA $98B

Edmund Ingham 27h ago 3 clicks

Research & Analysis: ERock, Inc. (NYSE: EROC)

ERock’s modular microgrids bridge data-center power gaps years before grid interconnects, with Meta and Anthropic projects filling capacity…

EROC $453M

Monte Independent Investment Research 28h ago 6 clicks

Putting bear cases to rest

Medpace authorized $1 billion of buybacks through 2028 after Q3 revenue rose 8.5% to $716 million; service revenue grew roughly 12% as…

MEDP $18B

Best Anchor Stocks 28h ago 10 clicks

Industry Primers Podcast: Natural Resources Royalty & Streaming, Part One: The Story

Franco-Nevada, Wheaton and Texas Pacific Land built royalty and streaming businesses by buying fixed shares of mines and wells, tracing the…

FNV $47BWPM $57B

Latticework by MOI Global 30h ago 3 clicks

Oscar Health: Up Over 200% From The March Lows, Still Room To Run (Ticker: OSCR)

Oscar Health raised 2026 operating earnings guidance to $600 million-$800 million after ACA-marketplace expansion drove 60% membership and…

OSCR $10B

Emerging Moats Research 32h ago 3 clicks

It’s time to sell the winners again as Western Digital, Bloom report outstanding results, shares drop

Western Digital and Bloom Energy fell after strong quarterly results, extending the selloff in AI-linked stocks.

BE $56B

The Technology Letter 39h ago 4 clicks

PYPD · long

Polypid LTD

PolyPid, an $80 million Israeli biotech, fell nearly 30% despite solving a clinical problem.

PYPD $103M

Value Investors Club Jul 25

OCP 2026: MicroVCSELs are gaining attention, but microLEDs still have a case

Credo’s microVCSEL pivot targets 10–20m data-center links where copper falls short, while microLEDs compete nearer compute on integration,…

CRDO $28B

Vik's Newsletter 39h ago 5 clicks

Trade Alert - Long RIG

HFI Portfolio bought 94,214 shares of Transocean, RIG, for $570,000 at $6.05 per share.

RIG $7.2B

HFI Research 45h ago 7 clicks

CoreWeave: Why Patient Investors Should Hold Through Volatility

CoreWeave targets 8 GW of active power by 2030, expands into India and builds its AI cloud ecosystem through Google Cloud and partner…

CRWV $34B

Jack Elias Oct 22 6 clicks

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 Oct 22 5 clicks

Mosaic: Cash from Potash Now, a Recovery in Phosphates Later

Mosaic’s potash business generated $930 million after capital spending and closure cash in 2025, while phosphate operations consumed $207…

MOS $5.5B

Latticework by MOI Global Oct 22 9 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 Oct 22 26 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 Oct 22 4 clicks

Undercovered Dozen: Western Digital, Penguin Solutions, Millrose Properties And More

PENG $3.2BMRP $4B

The Undercovered Dozen Oct 22 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 $108M

Triple S Special Situations Investing Oct 22 4 clicks

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