Bullpen.News From Edwin Dorsey
Get Daily Recap Feedback

Latest News

Market capOver $300M
All Over $50MOver $300MOver $2BOver $10B
All Under $1BUnder $10BUnder $100BUnder $500B
SectorsAll
Filter by sector
Monday, October 19, 2026· 9479 stock ideas· 219 writers·
20,039 views· 9,283 clicks

From X

@aleabitoreddit

Serenity on X

Everyone is asking "Where is Serenity" or "Who is Serenity". But nobody is asking... "How is Serenity"? I do read things from $AMD $8.2B acquisition of World Labs... but feeling pretty sick right now, so taking a little break. I remember saying physical AI + world models would major shift way back when, so maybe I should have invested in private companies at the time... Apart from that... other interesting news: - Some channel checks from ECOC was that $NVDA apparently secured 50% of $LITE Greensboro UHP laser capacity? And possibly contracts that allow them to secure the remaining capacity per Barclays. That's $5B in lasers (annual capacity)... so it's hilarious to see Nvidia go out and bottleneck the rest of the industry by doing this. But this just puts more strategic value on other merchant laser suppliers + more visibility for Lumentum. It's kinda game theory over allocation, since if you secure all the HBM, lasers, and others it inadvertently makes it much harder for competitors to scale their programs. - Then there's your massive $150B Nvidia authorized buybacks (just look at $AAPL when they did buybacks..) They're printing too much. - What's also interesting is that Samsung Electro-Mechanics is expanding their FC-BGA substrate capacity today... but customers are the one funding this. I also remembered $MRVL in SEC filings cited large body substrates as one of the core bottlenecks of their program (alongside $TSM sole source dependencies). So they also went out and did some other expansion agreements with related companies like AT&S recently. - OpenAI delaying Astra-6.1 October release over safety concerns just now. Nvidia also happened to launch an AI safety platform. I don't think this is meaningfully bearish that the models are just getting 2 good.

Investor Letters

All letters

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

Read past recaps

LXS.DE: a 2028 sale it can force

Lanxess can force Advent to buy at least half its Envalior stake in April 2028, potentially raising about €745 million to reduce net debt.

LPTH $562M
Trade Ideas Flow 11 clicks

Build-A-Bear: A Narrower Path

Build-A-Bear's push into prestuffed toys and broader retail distribution tests brand stretchability, but recent results warrant caution.

BBW $317M
TSOH Investment Research 7 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.

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

Finvolution Group

FinVolution, a China and ASEAN unsecured consumer lender, trades at 4x earnings and 0.5x book value.

FINV $711M
Value Investors Club 4 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…

SMTC $16B
CV's Substack 12 clicks

Have a source we’re missing? Send your pick

Recent recaps

Latest recap

Sunday, October 18 32 stock ideas
  • What Lies Beneath: The Developer Building a Data Center on a Former Army Dump Laced With Munitions and Carcinogens Hunterbrook
  • DigitalOcean CEO: ‘We are not going to be extraordinarily leveraged like some others’ The Technology Letter
Read the recap

All recaps

Publications we follow

Every publication on this site, hand-picked.

130 publications

Newsletters 108

YouTube 4

Blogs 17

Seeking Alpha 52 of 240

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

89 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