Bullpen.News From Edwin Dorsey
Get Daily Recap Feedback

Latest News

Market capOver $2B
All Over $50MOver $300MOver $2BOver $10B
All Under $1BUnder $10BUnder $100BUnder $500B
SectorsAll
Filter by sector
Thursday, October 15, 2026· 7164 stock ideas· 217 writers·
16,414 views· 7,588 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 $43B
WHAT ARE WE DOING? “Contrarians At The Gate” 9 clicks

From X

@ParadisLabs

Paradis on X

Personal dip buys from today: $AVGO, $MRVL, $KLAC $AVGO: - Feels like the market has overlooked Broadcom YTD. - I think they're still one of the best positioned in the networking theme thanks to exposure to many diverse areas - optical DSP, Tomahawk, Jericho. - Future growth should accelerate via Tomahawk 6/7 ramping in 2027, Tomahawk Ultra, optical DSPs. - Obviously there are risks with Broadcom but I ultimately see earnings upside = stock should re-rate (at some point lol). $MRVL: - Investor day last week basically confirmed that they're a scaleable AI infra name...not just custom silicon / DSP. - Feels like Marvell's opportunity is now much bigger than most people thought. - E.g. other than 800G/1.6T....NPO/CPO, and scale-out + up. - Still think it's early from them with many areas yet to ramp volumes e.g. 1.6T and NPO/CPO. Overall, feels like both Broadcom and Marvell are very well positioned. Broadcom keep adding XPU customers + extend those deals with hyperscalers. Marvell keep growing, very high torque right now IMO. $KLAC: - Down 42% in 3.5 months and haven't had a position before and wanted to take one lol - more so as a re-rating trade rather than a longer-term hold. - No real in depth thesis, more so a risk/reward play in the broader "AI quality" ecosystem I'm tracking. - Especially when compared against other semicaps like $LRCX / $AMAT that are well ahead in YTD %. Obviously these aren't your sexy names like $NBIS, $INTC or $BE - but I feel like I built my positions in these types of names earlier in the year (was a little late to the Intel party) and don't want my core portfolio to get overly concentrated. That said, I'm well aware that semis earnings are right around the corner and that many of these bottleneck type names have de-rated. But as of right now, I'm sitting slightly on the cautious side by not attempting to time bottoms here. Recent flow data has been tragic for semis, so would rather wait to see a few days of +ve net flows first to get some confidence that investor fatique isn't a permanent scar. There's only so much tolerance investors have for multiple >20% drawdowns in a matter of months.

Investor Letters

All letters

Free Recaps of the best new stock ideas, delivered every morning.

Read past recaps

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 9 clicks

Constellation: Stars Aligning?

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

STZ $21B
TSOH Investment Research 16 clicks

TSMC Q3 FY12/26 Earnings Review

TSMC reported excellent Q3 results, guided Q4 revenue growth higher and saw its shares slip despite strong AI-driven earnings momentum.

TSM $2.3T
Cestrian Capital Research 4 clicks
BSX · long

Boston Scientific CORP

Boston Scientific, the interventional cardiac-device leader, is rated long after a share-price and P/E decline tied to slower market growth…

BSX $61B
Value Investors Club 1 click

Research Roundup Vol. LIII

Micron’s customer agreements, Analog Devices’ acquisitions, Ondas’ GATE deal and Baker Hughes’ power systems position them for AI…

MU $1TADI $201B
Monte Independent Investment Research 4 clicks

CoreWeave, Inc (CRWV)

CoreWeave funds GPU data-center expansion with debt backed by $104 billion in contracted revenue, while GPU cloud rentals generate roughly…

CRWV $43B
SixSigmaCapital: Navigating the Financial Markets 9 clicks

Have a source we’re missing? Send your pick

Recent recaps

Latest recap

Wednesday, October 14 70 stock ideas
  • October 2026 Random Ramblings Yet Another Value Podcast
  • Visa: Unpacking The 7 Powers And Forward Valuation Ahead Of Q4 Earnings Seeking Alpha
Read the recap

All recaps

Publications we follow

Every publication on this site, hand-picked.

129 publications

Newsletters 107

YouTube 4

Blogs 17

Seeking Alpha 49 of 228

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

88 accounts
Nominate an account

Investor letters we follow

189 firms

Sectors

Ordered by how often our editor reaches for them.

Anything we’re missing?

Send us a pick