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2026.42: Home At Last

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

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.

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.

PesoRama: Research Flash

PesoRama will reach 54 JOi Dollar Plus stores by November after raising C$28.4 million, funding more than 50 additional Mexican store…

Modine Deep Dive

Modine, soon Modexus Solutions, has a $4 billion hyperscaler cooling contract but must ramp factory output and restore margins as data…

ASML Is Building a Hybrid Bonding Tool!

ASML’s patent filings point to a track-based die-to-wafer hybrid bonding tool that could challenge Besi in advanced logic packaging.

CoreWeave: Why Credit Markets See A 54% Chance Of Default

CoreWeave’s 2032 notes yield over 15%, signaling a 54% default probability as borrowing costs exceed rental yields on AI infrastructure…

CRWV $34B

SA Dustin Quasney 34h ago 20 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…

ASML 3Q’26: 2030 Arrived Four Years Early

ASML reported €11.7 billion in 3Q 2026 sales, up 55%, and raised full-year guidance to €44–45 billion as AI-driven semiconductor demand…

Berkshire B: Holding, Developing Headwinds Have Yet To Reflect In Stock Price, In My View

BRK.A $1.1T

SA Pearl Gray Equity and Research 40h ago 3 clicks

RGLD · long

Royal Gold INC

Royal Gold, a $19 billion precious-metals royalty and streaming company, benefits from mine production without operating mines directly.

Mercado Libre (MELI) Q2'26 Business Update - Credit Issue?

Mercado Libre’s Q2 revenue and financial income rose 50% past $10 billion, while operating margin fell 550 basis points to 6.7% as Mercado…

Lumentum Q4 FY26 Earnings

Lumentum’s CW lasers offer wider mode-hop-free operating ranges for co-packaged optics, supporting premium pricing and 80–90%…

Trading Post August 11, 2026

Molina Healthcare was increased at $198 to a full position, with political-season benefits supporting the long-term thesis.

Sea Limited Earnings Update: A quick look

Sea Limited reported Q2 2026 revenue of $7.8 billion, up 48%, as Shopee, Monee and Garena lifted adjusted EBITDA to $917 million.

Microsoft: Back to $500+ After 30% Rise in 2 Weeks

Microsoft rose 29.6% in under two weeks after Q4 FY26 results, topping $500 as AI-driven CapEx and EBIT growth support its ROIC and…

The numbers don’t tell the full story

Nintendo’s sales fell 9.5% while operating profit rose 150%, aided by digital mix, a $300 million tariff refund and Switch 2 comparisons…

Quick Value #326 - Shift4 Payments (FOUR)

Shift4 Payments trades at 6.9x EBITDA after a 50% five-year share decline, while leverage from acquisitions and slowing EPS growth weigh on…

Emergency Press Conference: FRMI & GRPN

Groupon reported accelerating organic revenue and record July traffic, while Fermi signed a $6.5 billion, 222 MW TensorWave data-center…

Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72

Glenn Schorr and Ken Worthington discuss risks in private-credit software loans, agentic AI at retail brokers, crypto use cases and bank…