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Wednesday, October 21, 2026· 9244 stock ideas· 218 writers·
22,093 views· 10,339 clicks

From X

@BrokenMoats

Broken Moats on X

Rate sensitive / consumer spending names starting to really take on water with rates and oil up....Game theory probably suggests the administration is likely to pull more tricks out of their sleeves leading into the midterms to try and increase affability and control rates (at least for talking points). --- Already witnessing a vert activist treasury secretary that (at least so far) did not succeed with his 6B buyback (but next month when the TGA refunding comes out I imagine he will use a much bigger mechanism to manipulate rates through the election) --- I also think the fed is much less likely to raise rates then the market is pricing (the committee members even beyond Warsh do not have the will to raise (Powell, Williams, etc) --- I also believe they will announce some sort of housing plan to have as a talking point for the closing stretch of these raises (down payment assistance, rate support, mass housing supply push on federal lands, etc). Does not matter if they never follow through, but something to come in mind as we play out the coming months I think some select housing plays that are blown out on weak starts, high rates, poor affordability, high commodity prices, etc. could be putting in attractive setups to go the other way for the coming months to election ($QXO, $LOW, $BLDR, $SSD)

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Vicor Update, Part Three

Vicor’s $66.6 million in AI power-delivery royalties generated about $50 million of operating profit, eclipsing its module business as…

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CV's Substack 21 clicks

Carecloud News

CareCloud may attract a private-equity buyer after its Q3 call, with acquiring enough shares the main obstacle to a take-private deal.

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Heico Corporation

HEICO sells FAA-approved aircraft replacement parts at 30% to 50% discounts to OEMs, gaining customers as restrictive aftermarket contracts…

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D Invests 8 clicks
CHGG · long

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Copper Fox Metals: Research Flash

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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 ad…

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