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AppLovin Deep Dive

AppLovin rebuilt its ad model with AXON 2.0, lifting LTM revenue to about $7 billion and margins to 77% as Unity competition threatens auction take rates.

APP $88B

Speedwell Research 1h ago 6 clicks

6h ago MRVL $241B

[scuttleslops] MRVL, APP, AMZN, Chips

scuttleblurb 7 clicks

8h ago STZ $21B

Constellation: Stars Aligning?

TSOH Investment Research 15 clicks

From X

@junkbondinvest 4m ago

junkbondinvestor on X

Six Flags' stock is trading at its LOWEST level since the GFC...and its bonds are yielding as much as 13%. We're approaching $CRWV territory This is all on the back of the fatal coaster accident in Georgia in what was an already fragile situation. Don’t forget, legacy Six Flags filed for bankruptcy during the last financial crisis in 2009 My thoughts on how this situation could play out, what the docs allow, and cross cap stack rel val $FUN https://t.co/iIISfHsXSg

@negligible_cap 14m ago

Negligible Capital on X

$CRWV CDS spreads hit new highs today, pricing in over a 60% chance of default within the next 5 years per bbg https://t.co/ABpSnUk8az

@AsifSuria 26m ago

Asif Suria on X

For a minute today, I was excited that Mattel $MAT was up today because of the potential acquisition by Authentic Brands or the toy company Zuru. But then I looked over at Hasbro $HAS and it was also up nearly 4%. Feels like everything non-AI is up 4% to 5% today. Part of my Mattel article from last night:

@BrokenMoats 41m ago

Broken Moats on X

$Z nearing a 20% reversal from yesterday's low around midday to now.....

@stockgutter 43m ago

SG on X

Reminder: $KSPI has nothing to do with KOSPI https://t.co/E9XdtsYHS5

@valuedontlie 2h ago

Colin King on X

$GME up 50% since this post as insiders scoop up shares hand over fist https://t.co/uKFkMe6jep https://t.co/peHc0ImMzs

@AsifSuria 2h ago

Asif Suria on X

@RAMCOCAPITAL That is exactly where I landed! I can see how this would appeal to Buffett even if Greg couldn't get his head around it. Although like the $SNOW IPO, maybe it was someone else who made the decision.

@BrokenMoats 3h ago 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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Breaking: The Offshore Monopoly Is Legal Now!

Transocean’s Valaris merger clears regulators, creating a 68-rig offshore driller controlling four in 10 global drillships.

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Cannibal Stocks 9h ago 16 clicks

October 2026 Random Ramblings

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Yet Another Value Podcast 26h ago 82 clicks

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Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 19h ago 3 clicks

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Blake Winiecki 24h ago 3 clicks

Coherent | Management Call

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P Equity Research 25h ago 17 clicks

Deep Dive: Applied Materials ($AMAT)

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Rebound Capital 30h ago 26 clicks

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Equity Eagle 30h ago 5 clicks

Research Roundup Vol. LVI

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Monte Independent Investment Research 32h ago 12 clicks

Palantir Is Not C3.Ai, But C3.Ai Wrote Its Watch List - Downgrade Palantir To Hold, Sell C3.Ai

Palantir is cut to Hold after a 35% multiple-driven rally, while C3.ai is rated Sell on stalled revenue, expensive valuation and weak…

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The Alpha Analyst 32h ago 7 clicks

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Latticework by MOI Global 32h ago 11 clicks

CBOE · long

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Hindsight Capital

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Sezzle: The Market Is Underestimating This High-Growth Fintech

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Abridged - Capital Cycle IQ & Forensic Files on the Big 5 Hyperscalers (MSFT, AMZN, ORCL, META, GOOG)

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Cassandra Unchained Sep 26 8 clicks

Intuit: Bargain Price, But With Some Risks

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Daniel Schönberger Sep 26 3 clicks

New Buy : Honeywell Aerospace $HONA

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HONA $50B

D Invests Sep 26 8 clicks

GitLab: Positioned To Benefit From Software Development Explosion

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Steve Eisman Sep 25 4 clicks

Intuit: Still in Free Fall After Investor Day

Intuit shares have fallen 60.2% year over year as customer acquisition slows, while management says AI is not the cause and expects growth…

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Librarian Capital's Research Library Sep 25

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