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Saturday, October 17, 2026· 5365 stock ideas· 217 writers·
17,666 views· 8,241 clicks

From X

@negligible_cap 1 click

Negligible Capital on X

$TMUS, $VZ, $T, teleco's continuing underperformance today after getting sold hard last week. GS last week blamed Instinct and Muse for the selloff given their ability to negotiate and cancel bills: "While US telcos traded down (TMUS -5.5%; AT&T-2% & VZ -3%) on concerns on X chatter around Meta’s Muse and rival AI agent Instinct has focused on their new ability to make outbound calls to U.S. businesses, including negotiating phone and cable bills on behalf of users. This could become a risk for telcos because AI agents can wait on hold, escalate with support teams, switch users to cheaper plans, remove add-ons and claim credits at scale—potentially increasing pressure on ARPU, retention economics and customer-service costs. The same risk applies to European names as these AI assistant role out. But its NOT just telcos as other industries could also face pressure -industries most at risk are those with recurring bills, negotiable pricing, confusing add-ons, high churn incentives and customer-service friction—including cable/broadband, insurance, utilities, banks/credit cards, subscriptions, travel, healthcare billing, retail returns, auto leasing and gyms. If AI agents can persistently call, wait on hold, compare offers, cancel services, claim credits and renegotiate terms on behalf of customers, companies that rely on inertia or under-claimed discounts could face higher retention discounts, lower add-on revenue, more support volume and weaker pricing power. PS – have been using Instinct for a week of so – its pretty impressive once you get past the hesitance of giving access to parts of your life (not brave enough on a bank account) – book restaurants, tennis courts, highlight must read emails – its also picks up inaccuracies of emails and sources what is inaccurate." - GS Sean Johnstone
@UCompounders 1 click

Undiscovered Compounders on X

Copart $CPRT just acquired $ACVA for $1.9B. The filings came out on the 17th, and I've spent 12 hours a day analyzing everything since. I read so much my eye drops stopped cutting it, had to switch back to vitamin A for the dry eyes. As usual, the reality is way more complicated than anything I've seen on social media so far. I break it all down, and what it means for my Copart thesis. Have fun. (Link in bio/below.)

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2026.42: Home At Last

Stratechery’s weekly bundle covers Apple HomeView and SpaceX’s cellular ambitions.

AAPL $5T
Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 2 clicks

TSOH Weekly Roundup (10/16/2026)

Bumble agreed to a $1.3 billion take-private deal, while Netflix cut about 1,000 jobs and Meta discussed its Muse superintelligence models.

NFLX $511B
TSOH Investment Research 6 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.

CRWV $34B
WHAT ARE WE DOING? “Contrarians At The Gate” 51 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…

APP $88B
Speedwell Research 24 clicks
LLY · long

LILLY (ELI) & CO

Eli Lilly trades at 33 times this year’s earnings and 26 times next year’s, versus roughly 12 times for big pharma peers.

LLY $1.2T
Value Investors Club 1 click

Constellation: Stars Aligning?

Constellation Brands trades near $127 at roughly 11x next-twelve-month EV/EBIT, with recent business results offsetting concerns over…

STZ $22B
TSOH Investment Research 27 clicks

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