The Agentic AI Roadmap for SaaS
SaaS companies including Salesforce, ServiceNow, CrowdStrike, Synopsys and Veeva are ranked by agentic AI progress, from pilots to monetization and new usage-based business models.
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Barbarian Capital on X
$PM $BTI $MO U.S. Regulators Plan Major Move to Speed Authorizations of Vapes, Tobacco Pouches https://t.co/aaQ7DSzIvP
Barbarian Capital on X
Grail’s Multi-Cancer Blood Test Gets FDA Committee Vote for Premarket Approval $GRAL https://t.co/bdcNEQtgT5
Barbarian Capital on X
Activist Starboard Urges Construction Company to Explore Sale $KNF https://t.co/SaDmClimTV
Barbarian Capital on X
Barry Diller Withdraws Bid for MGM Resorts $MGM https://t.co/2iXlXJ49gY
Barbarian Capital on X
$CROX is the footwear for historic moments https://t.co/BWIcDcD92J
junkbondinvestor on X
Update on Loparex, the loan Blue Owl marked from 88 to 5 cents in just 8 months. The restructuring is now set. $OWL's entire ~$160mm 2L gets wiped out for a small piece of equity. Monarch and General Atlantic take control after buying the 1L at distressed prices earlier this year. Looks like the 5 cent mark in June was close to right. The question was always why it was 88 six months earlier...
Red Dog Capital on X
@dalibali2 Same for $AMZN. Controlling the front end isn’t going to replace low prices (scale) and fast delivery speeds (unmatched physical network).
A Capital on X
This non-circumvent is very good for $FSLR which is now < $200… https://t.co/Tc3GXdZRLk
Investor Letters
All letters- Artisan Partners Q3 2026 CYATY $1.5TFJIKY $9.2T
- White Brook Capital Third Quarter 2026 GOOGL $4.3TMETA $1.9T
- Davenport Asset Management Q3 2026 ACM $7.6BACN $138B
- Distillate Capital 2026 Q3 AMZN $2.7TGOOGL $4.3T
- Ariel Investments Quarter Ended September 30, 2026 BIO $9.7BCRL $15B
- Rewey Asset Management 3Q26 AMZN $2.7TGOOGL $4.3T
- Chilton Capital Management 3rd Quarter 2026 SKHY $701BSSNLF $1496T
- Hosking Partners Q3 2026 DHT $4.1BHAFN $5.4B
Free Recaps of the best new stock ideas, delivered every morning.
Undercovered Dozen: Hess Midstream, Iovance Biotherapeutics, Netlist, And More
Hess Midstream, Iovance Biotherapeutics, Netlist and nine other lesser-covered stocks make this week’s Undercovered Dozen.
The Undercovered Dozen 8 clicks
Do You Trust Apple?
Apple’s HomeView strategy ties Siri, privacy and smart-home control to consumer trust in its vision for the home.
What Lies Beneath: The Developer Building a Data Center on a Former Army Dump Laced With Munitions and Carcinogens
Digital Realty paid $120 million for Atlanta-area parcels including a former Army dump with buried carcinogens and military ordnance.
Wells Fargo Earnings Aren't Inspiring Enough, But A 7% Income Opportunity Is
Wells Fargo’s Q3 EPS beat and $12.5 billion net interest income failed to move shares, while WFC.PZ preferreds yield 7.10%.
Jeremy LaKosh 5 clicks
Semtech Analyst Day Review
Semtech raised Q3 guidance and targets $3.2 billion of fiscal 2030 revenue, excluding upside from its AI data-center optical and copper…
DigitalOcean CEO: ‘We are not going to be extraordinarily leveraged like some others’
DigitalOcean’s CEO says the cloud company will not take on extraordinary leverage to fund its AI push.
Expert Call | Q3 2026 Optical Components Market Dynamics, Vendor Market Share, & 2027 Growth Outlook
Optical-component vendor call covers 800G and 1.6T demand, AI cluster optical density, market share, pricing and 2027 growth for Coherent,…
PayPal: Market's Extreme Mispricing Is Starting To Unwind
PayPal’s 10.3x forward earnings multiple and more than $6 billion in free cash flow frame a turnaround driven by cost cuts, Venmo and BNPL…
JR Research 11 clicks
SiriusXM: Dirt Cheap, Looming Catalysts, Short Squeeze Candidate
SiriusXM trades at 6.5 times free cash flow, a 15% yield, with high short interest and catalysts that could drive a short squeeze.
Market Cracks Under AI Debt Burden | The Weekly Wrap
Steve Eisman examines AI data-center debt, CoreWeave's tech correction and agentic AI's effect on banks as earnings season begins.
OpenAI Does Math, Reward Hacking, Meta Launches Personal Agent
OpenAI and Meta push AI agents forward as reward hacking remains a core challenge for model training.
One More Note on Agents, Meta Connect, Meta Enterprise Platform
Meta ties AI agents and Meta Connect to its enterprise-platform opportunity.
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.
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.
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…
Dustin Quasney 24 clicksHave a source we’re missing? Send your pick
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