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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 6h ago 7 clicks

16h ago CRWV $43B

Is The Market Turning The Page?

WHAT ARE WE DOING? “Contrarians At The Gate” 35 clicks

17h ago MOD $9.2B

Modine Deep Dive

CV's Substack 8 clicks

From X

@calvinblissett 33m ago

Calvin Blissett on X

Sallie Mae ($SLM) 5.8x OE, Uber Cannibal (50% bought back since 2021), Outsider CEO, double digit EPS growth for years, 30% ROE. TAM just exploded. Franchise business model as a bank. 2.4% dividend https://t.co/CUmwbqd0HU Free writeup so please share if you find valuable or useful so I can do more free. Next 2 negative EV companies for founding subs only.

@stockgutter 51m ago

SG on X

$BORR Troim keeps buying. I'm long. https://t.co/tKu5H0eJjN

@InvestSpecial 1h ago

Dalius - Special Sits on X

$CPAC played out as expected, returning +18% in six months. The remaining 2% spread should close with the offer, expected between mid-November and mid-December. Full pitch on SSI. https://t.co/p8kx8nA0hK

@convequity 1h ago

Convequity on X

We think $MNDY needs to make its platform verifiable to lead work management. MNDY has not disclosed its AI ARR in dollars. Our recent SaaS Survival Scorecard report estimates it at about $20 to $30 million as of the end of Q2 2026. Leading AI-native startups in other fields are far larger. In coding, Cognition reported crossing $1 billion in annualized revenue run rate on 25 September 2026, company-wide across Devin and Windsurf. In legal work, Harvey reported on 1 October 2026 that it crossed $400 million in ARR during Q3 2026. We think MNDY has long been highly adaptive, with great leadership and a strong recent cadence of features and products. But revenue growth has slowed, and in our view it has gained little from AI so far, because work management is a hard area for AI. In our view, coding agents suddenly became highly effective around early 2026, and work management has not yet had its own coding moment. Verifiability is the key difference: code can be tested, while most work management outcomes are hard to check. Rather than wait for that moment, how can MNDY make work management more verifiable? It could track and measure the actions taken on its platform and their outcomes, so that everything that happens there is verifiable. MNDY can learn from Palantir. Palantir launched AIP in 2023, its AI platform built on its ontology, and we think that ontology helped Palantir succeed with models much weaker than today's. Could MNDY build a similar substrate or ontology for work management in order to make the work done on its platform more verifiable? We do not claim to have the answer. Our view is that to thrive, and not only survive, MNDY needs to lead work management by making its platform verifiable, however it chooses to do that.

@kab604 2h ago

kab60 on X

You do not need to be the fastest animal on the Savanna to survive, but it helps not being the slowest: https://t.co/hVEbs3fqCa $FISV $FIS $JKHY

@SowingAlphaSeed 2h ago

Farmer on X

@finphysnerd I don't think that's short breadth unless your longs are mega caps. Short breadth would be like long $SPY short $RSP.

@finphysnerd 3h ago

Myles on X

My book is usually structurally short breadth (basket shorts, concentrated longs). Currently I've concentrated my shorts a lot in specific areas and have a 8% $IWM + other small cap ETFS long as I'm very worried about a breadth rally.

@TimyanBankAlert 7h ago

Timyan Bank Alert on X

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

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