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SiriusXM: Dirt Cheap, Looming Catalysts, Short Squeeze Candidate

SiriusXM trades at 6.5 times free cash flow, a 15% yield, with high short interest and catalysts that could drive a short squeeze.

SIRI $9B

Eagle Point Capital 3h ago 1 click

17h ago CRWV $34B

Market Cracks Under AI Debt Burden | The Weekly Wrap

Steve Eisman 7 clicks

41h ago CRWV $34B

Is The Market Turning The Page?

WHAT ARE WE DOING? “Contrarians At The Gate” 51 clicks

From X

@stockgutter 9m ago

SG on X

@MeadowsPoppa @finviz_com definitely worth pulling up the "down 25% in a month" list and see what is getting hit: - a lot of biotech - data centers/HPC computing - entertainment ($SPHR / $MGM / $FUN ) - junior materials (lithium, uranium, rare earth, precious metals) https://t.co/X0XPLzILUX

@gnoble79 23m ago

George Noble on X

This POS $CRWV will go bankrupt IMHO. https://t.co/wiuFzGG4XD

@gnoble79 24m ago

George Noble on X

We are short $CRWV from 107 and just recently doubled the position at 81. Subscribe to the Noble Update for unrivaled performance. https://t.co/GhjVp50I4z

@gnoble79 24m ago

George Noble on X

Michael Intrator belongs in jail. What an odious lying piece of garbage. $CRWV remains a core short for the Noble Update. https://t.co/TwdWQzjwn4

@partners_road 28m ago

RiverRoadPartners on X

Excellent post. Explains why $ARE shares are down 44% over the past 12 months (and 79% over the past 5 years). https://t.co/kJbaNHubJh

@convequity 1h ago

Convequity on X

We see Nova ($NVMI) as a potential next-generation KLA ($KLAC), and we are backing it to take a larger share of semiconductor process-control spending. Its wins with leading chipmakers are strengthening that case. A leading global foundry has selected Nova’s materials-measurement tools for production of its next generation of transistors. Another chipmaker has adopted a different Nova platform for the same transition. These wins show Nova securing a place in the manufacturing processes behind more advanced chips. KLA’s broader process-control business has a strong emphasis on finding and analysing manufacturing defects. Nova is more concentrated on measuring chip dimensions, material composition and the chemistry used in production. KLA also competes in these areas, but they are more central to Nova’s business. These measurements help manufacturers understand whether each production step is delivering the intended result and where adjustments are needed. As logic chips and memory stacks become more complex, manufacturers need tighter control over the structures they build and the materials they use. Small variations can hurt performance or reduce the number of usable chips. We expect this to increase demand for Nova’s measurements and create more opportunities for its tools to become essential to production. In our view, the Western semiconductor supply chain badly needs new entrants. Equipment leaders $AMAT, $KLAC, $LRCX and Tokyo Electron, design-software vendors $SNPS, $CDNS and Siemens, and $TSM in manufacturing are too cautious and slow to match the pace of startups and highly driven Chinese challengers. Protecting existing products and the returns on past investments can make these incumbents reluctant to pursue technologies that threaten their established businesses.

@finphysnerd 9h ago 4 clicks

Myles on X

I'm probably going to reduce my $QQQ short here significantly. Yesterday felt like a puke, seasonality is in its favour from here, rumours of $20b pods blowing up and most importantly: non finance friends asking me about the possibility of a crash.

@gnoble79 12h ago 2 clicks

George Noble on X

@richardsmith $IREN could be a zero.

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