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Tuya: A Global Smart-Home Platform Priced Like a Cash Box

Tuya’s $976 million cash pile equals 94% of its $1.04 billion market cap as its smart-home platform returned to 16% revenue growth in Q2 2026.

TUYA $1.1B

Substack von Philipp 3h ago 2 clicks

14h ago MOD $9.2B

Modine Deep Dive

CV's Substack 6 clicks

18h ago DFH $764M

Problems at Dream Finders Homes (DFH)

Hunterbrook 9 clicks

From X

@finphysnerd 3h ago 1 click

Myles on X

One of my largest positions $SITC rewarding me with a big pop after a few months of brutal trading and a double down from me. Nice after a tough last month for the portfolio. Have completely bounced back in the last week back near all time highs.

@TimyanBankAlert 5h ago

Timyan Bank Alert on X

@yenoms $FLY pr was there yesterday. Resets in March. Thx for voya and fcncn

@kevin__mak 7h ago 2 clicks

Kevin Mak on X

$CORZ Some quick notes on this one. 1) In my view, CORZ has the most economically advantaged deal in the entire HPC industry. Their series of ~590mw of deals with CRWV was heavily tilted in their favor, and no deal after that has the same terms. 2) That deal is 70%+ finished construction, so there's no "if they get it built", it's largely built and should be fully built by early 2027. 3) According to CFO Jim Nygaard, the CRWV infrastructure cost $5.5B but would cost $7.5B to rebuild today, and CORZ holds the first lien. I call this a “capex put,” because IF there’s a problem with CRWV paying its contracts, CORZ has a claim on substantial infrastructure that could be re-leased to another customer. Depending on assumptions (discount rate, terminal value, etc), I see this as being worth $10-$13 per share in todays terms. They still have a ~530MW deal with AMD, plus another 1.5GW of "future expansion". The upside of CORZ is not the same as the other HPC/neocloud type plays. There's very little/no scenarios where I can see this stock going up by 5-10x. But the downside scenario is also very different. This is significantly less risky than its peers, yet, in this indiscriminate "vibes/basket" based market, it often trades very similarly. There lies the opportunity. When the market treats different assets as the same, because nobody cares about the nuance anymore. Positioning: I sold all of my shares between $20-$26 per share and thought I was done with CORZ forever. It's a pleasant surprise to be able to buy them back sub $15. Disclosure: Creek Drive and its affiliated funds holds positions in CORZ. Views expressed are current opinions for information only, subject to change and are not investment advice or a recommendation to buy or sell any security. Investing involves the risk of loss and past performance is not indicative of future performance. See the disclosures link in my bio for more important information.

@AsifSuria 7h ago

Asif Suria on X

When looking at one of the Tyco companies recently (probably $ADT because of their large buyback announcement earlier this year and insider buying), I recounted this $6,000 shower curtain purchase to my team. Many such stories will likely emerge in the coming years when the bubble finally bursts.

@leevalueroach 8h ago

Lee Roach on X

Real value investors own four annual reports for $MCCK. https://t.co/7Di8p87MX7

@DeepSailCapital 9h ago

Deep Sail Capital on X

@HiddenGemsInves $CLPT - I just think over 10 years they get at very least a handful of partners to commercialization and it’s 10x higher.

@eriksen_tim 10h ago

Tim Eriksen on X

Another excellent quarter from River Financial $RVRF EPS of $1.93. Trading at 6x growing run rate. https://t.co/MKvOlibndK Can be hard to buy at some brokers. Fund bought a year ago at ~$33.

@majgeoinvesting 10h ago 1 click

Maj Soueidan on X

@SowingAlphaSeed @LogicalThesis @KyleAdamsStocks @pernasresearch . @LogicalThesis - this should help you with some of the research in $PPIH. Breakdown of their last Q. https://t.co/Y758cuYpIx

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Read past recaps

Park Aerospace: The Q2'27 Sell-Off Misreads a Sole-Source Defense Supplier

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Monte Independent Investment Research 19h ago 5 clicks

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Bhavneesh Sharma 19h ago 6 clicks

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Cannibal Stocks 24h ago 16 clicks

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Yet Another Value Podcast 41h ago 84 clicks

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Phynvesting 35h ago 17 clicks

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CarGurus ($CARG): The Auto Trader of America, Priced Like a Used Car

CarGurus, the largest U.S. auto-shopping marketplace, trades near $29 despite roughly $1 billion in expected revenue, $300 million in free…

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Substack von Philipp Oct 13 9 clicks

NINE · long

Nine Energy Service

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Value Investors Club Jun 22 1 click

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Wolf's Substack Jul 28 1 click

Quick Value #324 - Resideo + ADI Global

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Caris Life Sciences: The Quiet Founder Trying to Win the Holy Grail of Oncology

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Substack von Philipp Jul 27

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Ian’s Insider Corner Jul 26 1 click

Hidden in Plane Sight

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The Mikro Kap Jul 26 3 clicks

AirIQ Inc. ($IQ.V) FINS Review

AirIQ’s 2025 revenue rose 17% to $6.5 million, but tax reassessments cut net income 50% and lifted its P/E to 144x.

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Wolf's Substack Jul 26 2 clicks

Stranded Indium-Phosphide

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CV's Substack Jul 24

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Gatekeeper Systems’ revenue rebound is overshadowed by $19.3 million in nine-month operating cash burn, swelling inventory and overdue…

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Wolf's Substack Jul 23 1 click

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