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Thursday, October 15, 2026· 2018 stock ideas· 217 writers·
16,289 views· 7,553 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 center sales target 60% to 80% growth.

MOD $9.2B
CV's Substack 2 clicks

From X

@StableBread 1 click

Fajasy on X

Energy Fuels $UUUU, the largest U.S. uranium producer, fell 10% to $8.34 on October 14, a new 52-week low, the day after it filed to sell another $500M of stock through its at-the-market offering (ATM). Energy Fuels had already sold ~$300M of stock through the program, and at $8.34, another $500M would be ~60M more shares, or ~22.6% of the 264.8M outstanding. On October 13, Energy Fuels also amended its deal for VAC, the German magnet maker it agreed to buy in June, over a dispute at VAC's U.S. plant. VAC's Sumter, South Carolina plant "was constructed in connection with an offtake agreement," and that customer sent a termination notice on July 1, eight days after Energy Fuels signed the deal. VAC started arbitration on July 7, arguing the termination was wrongful and seeking the payments left on the contract. Energy Fuels says it knew about the dispute during negotiations and built in a purchase price adjustment. VAC itself lost €87.9M (~$99M) in 2025 and €57.4M (~$67M) in H1 2026, even as H1 revenue rose 34.8%. In June, my bear case was $8-10/share: The ATM keeps diluting and the rare earth premium drains out. At $8.34, the stock already sits in that range, while Energy Fuels still plans to pay $718M of cash, 65.9M shares, and up to $135M of preferred stock for a magnet maker in arbitration with the customer its U.S. plant was built for.
@BrokenMoats 1 click

Broken Moats on X

Have to at least acknowledge rate reversal and move into low quality and retail/software today...... But oil/diesel/soft commodities/transportation all staying bid, find this more positioning over extended om rates then durable change (especially with the data and the still unresolved issues causing the inflation) AI sold off I think is what is driving both moves in rates (more out needs a home) and retail/rate sensitive/software were the funding shorts (see sectors and components today) ......but geez at these prices an easier trade I think is to fade software/retail then guess next stop on AI and funding.....the are correlated (for now) anyways. Go through the sectors and components and sort by % gain today almost stacked ranked from worst business (biggest intraday gain) to quality at the bottom.....tells you whats going on. Some might say low quality always leads on a reversal.....this is not a start this is after a stealth sharp move higher for $ARHS $ETSY $EBAY $KSS $SHAK $WMT $CBRL $APPN $DOCU $IT $FRSH $BSP etc.

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LQDA: finer powder, higher doses

Liquidia’s Yutrepia sales reached $170.4 million in Q2 2026, while a patent ruling threatens its PH-ILD label but leaves PAH sales and a…

LQDA $2.4B
Trade Ideas Flow 4 clicks

Deep Dive: Inter & Co

Inter & Co, Brazil’s second-largest neobank, grew over 20% with controlled delinquencies and 15% book-value compounding while trading at…

INTR $3.3B
Capitalist Letters 7 clicks
OSW · short

Onespaworld Holdings LTD

OneSpaWorld Holdings, the dominant outsourced cruise-ship spa operator across more than 200 vessels, is the subject of a short thesis.

OSW $2.4B
Value Investors Club

Everybody Sold the Power

Fermi, a $6 billion Texas power developer with 17 gigawatts of planned capacity, needs its first data-center lease before turbine financing…

FRMI $2.1B
Mispriced Assets 1 click

Planet Labs: Worth buying?

Planet Labs is assessed on whether satellite imagery has developed into a durable commercial market beyond Google Earth’s early novelty.

PL $5.1B
Glocal Investor

Wix: More Pain (Ticker: WIX)

Wix cut 2026 bookings guidance by $50 million and revenue by $25 million after layoffs and weaker agency-partner demand, deepening scrutiny…

WIX $3B
Emerging Moats Research

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