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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…

Fannie Mae Preferreds For Post-Midterm IPO Announcement

Fannie Mae and Freddie Mac could leave conservatorship through a 2026 restructuring and IPO, monetizing the government’s equity stake while…

FNMA $4.2B

SA Glen Bradford 36h ago 2 clicks

Is The Market Turning The Page?

CoreWeave’s debt and equity price action is framed as a wake-up call for investors amid a broader market discussion.

PesoRama: Research Flash

PesoRama will reach 54 JOi Dollar Plus stores by November after raising C$28.4 million, funding more than 50 additional Mexican store…

Modine Deep Dive

Modine, soon Modexus Solutions, has a $4 billion hyperscaler cooling contract but must ramp factory output and restore margins as data…

CoreWeave: Why Credit Markets See A 54% Chance Of Default

CoreWeave’s 2032 notes yield over 15%, signaling a 54% default probability as borrowing costs exceed rental yields on AI infrastructure…

CRWV $34B

SA Dustin Quasney Oct 15 21 clicks

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…

Problems at Dream Finders Homes (DFH)

Dream Finders Homes’ controlling owner borrowed against DFH stock before the homebuilder agreed to finance an acquisition with costly…

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

Park Aerospace’s 11% Q2’27 sell-off overlooks sole-source PAC-3 rocket-motor materials and A320neo engine composites, with missile capacity…

uniQure: The Market Graded The Wrong Exam

UniQure's Huntington's gene therapy faces an FDA accelerated-approval decision around November 1 after three-year data met both agency…

QURE $1.5B

SA Bhavneesh Sharma Oct 15 11 clicks

AEM · long

Agnico Eagle Mines LTD

Deep Dive: XPEL

XPEL sells paint-protection film and DAP cutting software, using 90,000-plus vehicle templates to win share from 3M and Eastman.

I Didn't Know Then. I Know Now. — ISRG & PME.AX

Intuitive Surgical and Pro Medicus are new medical-technology positions, with robotic-assisted surgery cited as cutting femur hospital…

Cerebras June 2026 Earnings

Cerebras faces shareholder criticism over $700,000 to $850,000 WSE-3 rack pricing, alleged packaging-yield losses and SRAM-based KV-cache…

Weekend Thoughts: Malone’s Born to Be Wired Book; Thoughts on Cable; Is CHTR Cheap?

Charter’s $11 billion to $8 billion capex plan may not be durable as copper-network upgrades face fiber competition, while CHTR shares have…

Apollo and what even is private credit?

Apollo’s Marc Rowan argues private-credit risk depends on underwriting, seniority, leverage and diversification, not whether a bank or fund…

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…

Precision AI

Adobe’s licensed vector data, corporate workflow integration and compliance framework could give it an edge in precision AI as frontier…

Intuit deep dive

Intuit’s investment case turns on whether AI strengthens or weakens QuickBooks and TurboTax moats across SMB accounting, payroll, payments…

Note on Fiserv CEO Change & Huntsman/Olin Merger

Fiserv fell nearly 10% after CEO Mike Lyons left for Truist, while Olin's stock-funded 0.5476-share offer values Huntsman below its prior…