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Monte Investments Market Brief Vol. CXXXII

CoreWeave and neocloud peers face financing pressure, but sold-out GPU capacity and rising H100 and B200 rental rates support continued AI data-center investment.

CRWV $34BMYRG $4.4B

Monte Independent Investment Research 1h ago 1 click

4h ago GPI $2.9B

Group 1 Automotive: The Debt Stress Test

Cannibal Stocks 2 clicks

13h ago TEAM $52B

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

Ian’s Insider Corner 10 clicks

From X

@petition 8m ago

💥PETITION💥 on X

$HAIN Celestial. Earthly issues. ~$558mm due in December. A $323mm sale at risk after a missed lender deadline. Restructuring veterans joining the board. Bloomberg says bankruptcy is under consideration.

@stockgutter 1h ago

SG on X

Error of omission: sub-scale EV companies crashed hard over the past 60 days. While I was short $SEV calls, I missed $LCID and $PSNY altogether. https://t.co/JoGITVaDOU

@TimyanBankAlert 1h ago

Timyan Bank Alert on X

$ESBS merges into $DCOM Finally 🤪 https://t.co/stxKykLCvt

@stockgutter 2h ago

SG on X

@DeepSailCapital agree, as long as $QQQ is trading below 200-day SMA. $ARKK does much, much better when the Q'S are above the 200-day. https://t.co/3SZgz2Euto

@ACapitalLP 3h ago

A Capital on X

This is a gift. $MSOS isn’t really a company, and while technically an ETF holding a basket of cannabis operators, I don’t even think of it as an index of companies. It’s a publicly traded proxy for US cannabis regulatory reform, trading near its lows. At $3.81, buying the equity is effectively buying a “perpetual regulatory option” with no fixed expiration date on any meaningful movement toward Schedule III rescheduling, banking reform, or broader federal legalization… Just the cost of waiting for Washington to do something…

@aleabitoreddit 6h 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 6h 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 6h 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.