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WD #360: New Trade, Recent Market Action, Brazil/Inter Update

Atlassian is sold after a 130% gain, while iShares MSCI Indonesia ETF is added following the market plunge; the update also assesses the AI-stock selloff and CoreWeave’s collapse.

TEAM $52B

Ian’s Insider Corner 9h ago 7 clicks

13h ago NOC $68B

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Preview - Accumulate Rating, Zones And Stop Inside

Cestrian Capital Research 3 clicks

15h ago APP $88B

AppLovin Deep Dive

Speedwell Memos 15 clicks

From X

@aleabitoreddit 1h ago

Serenity on X

@zaynchd $AEVA FMCW 4D LiDAR is the reference sensor for $NVDA Hyperion, so seems like a possible path. Again, not too much visibility into suppliers or where their CW lasers ultimately end up given how sensitive supply chain relationships are

@aleabitoreddit 2h ago

Serenity on X

I think the more exciting application is robotics/humanoids, which was mentioned in the PR. With likely $AEVA doing FMCW LiDAR and robotics sensing with LG Innotek and others (Boston Dynamics supplier). But hard to get visibility over what end product Sivers lasers go into. Regardless, I agree this is a huge step for $SIVE

@aleabitoreddit 2h ago

Serenity on X

Exciting, $SIVE gets their first production orders for CW DFB lasers with LiDAR. “We are pleased to see this strategic program advance from design-win to production”. With opportunity for expansion given the speculated customer $AEVA is moving into CPO/NPO optical sources for hyperscalers and leveraging existing technology. But this is great commercial validation of technology and execution so far. That’s 1 qualification converted of many more to come, especially for AI DCs from $GFS to $JBL.

@MaiusPartners 3h ago

Maius on X

@pandawatch88 In which case, somehow $baba became the winner of the AI race😅

@gnoble79 3h ago

George Noble on X

Oh Gary, say it ain’t so! $CRWV https://t.co/pKSd4DxN1O

@MaiusPartners 3h ago

Maius on X

Here is another interesting one: $CRWV monetizes at $15 bn/GW and ends up with a negative NPV, so capital markets penalize it. $SPCX monetizes at $50 bn /GW with arguably the same client base (shorter-duration contracts). If push comes to shove, which contracts do you think said clients will terminate first?

@DeepSailCapital 5h ago

Deep Sail Capital on X

$ARKK is an excellent alternative hedge short IMO to QQQ. A bit of timing to avoid the massive bubbles but way more follow through to the downside. https://t.co/jyUYhlMit4

@DeepSailCapital 5h ago

Deep Sail Capital on X

$ARKK vs $SPY vs $QQQ by year. https://t.co/XEaaaCTQvL

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Open Insights 25h ago 7 clicks

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Undercovered Dozen: Hess Midstream, Iovance Biotherapeutics, Netlist, And More

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The Undercovered Dozen 31h ago 11 clicks

Zscaler CEO and CFO: We have the opportunity of a lifetime

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AAON · long

Aaon INC (aaon)

AAON is presented as a long investment idea, revisiting a company written up as a short nearly a decade ago.

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