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Sunday, October 25, 2026· 9098 stock ideas· 220 writers·
24,298 views· 12,088 clicks

Ambarella - Should you buy?

Ambarella’s edge-AI chips generated roughly 80% of fiscal 2026 revenue, with growth re-accelerating and two multiyear customer agreements signed.

AMBA $2.9B
Glocal Investor 1 click

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PAA Research on X

Quick thoughts on the $GOOG raise: 1) Management is old enough to remember when this stock traded at much lower multiples for YEARS, good time to raise capital and it's not that much relative to the market cap. 2) The demands of data center build out/token cost are even more insatiable than we thought (see $HPE, $DELL, or the $NVDA overnight news) 3) Profitability/cash flow could be headed lower in a meaningful way at some point in the not too distant future for the search business. This is the most important take away IMO. Someone explain to me how you take the greatest business model ever created in Search/Adwords where you have 90% share and replace it with LLM's/AEO, while somehow maintaining the same profitability. The structural economics are WORSE and market share is materially worse. Search traffic is DOWN in many categories and that will only get worse from here as consumers engage with #openAI, #claude, #gemini at higher rates. Honestly, I don't know why this isn't the primary narrative around $GOOG currently. I'm sure there are people that will have different perspectives on this, but ask around to people that rely on search. Volumes are down in many areas already.

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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…

PBR $96B
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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” 10 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 8 clicks
RXO · short

Rxo INC

RXO, a top-five U.S. freight broker, carries roughly 5x LTM EBITDA leverage and undisclosed off-balance-sheet liabilities after its 2022…

RXO $4.7B
Value Investors Club

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 12 clicks

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