Bullpen.News · the best place to find stock ideas

Vicor Update, Part Three

Vicor’s $66.6 million in AI power-delivery royalties generated about $50 million of operating profit, eclipsing its module business as revenue reached $197.1 million.

VICR $10B

CV's Substack 2h ago 2 clicks

6h ago NVO $172B

From Fat to Follicles - Is Hair Loss the Next Blockbuster?

Cestrian Capital Research 2 clicks

8h ago MSFT $4T

Is Microsoft Over-Earning on OpenAI?

MBI Deep Dives 5 clicks

From X

@finphysnerd Sep 22 3 clicks

Myles on X

@HatfieldCapital @RealHerbHoover From what I've read $MMS has some exposure to va healthcare repricing as well. More importantly the rest of the business is lower quality. No defence/intelligence exposure, some segments overearning (natural disaster work and soft services volumes). Still looks cheap.

@BrokenMoats Sep 22 4 clicks

Broken Moats on X

Anyone have any suggestions how Muse and Grokbot and more versions to come of agent personal assistants is bullish of communication stocks like $RNG and $FIVN? Took out some of the intermediary businesses like $EVER and some pressure on $EXPE earlier in the day but seems next level is EXPE, some of the insurance brokers, and then phone communication systems seem at the top of losers from changing engagement and channels for B2C and B2B comms

@TidefallCapital Sep 22 2 clicks

Trevor Scott on X

@KoyfinCharts $CHTR buybacks

@AsifSuria Sep 22

Asif Suria on X

$ONON benefiting from the $1 billion stock buyback announcement as well at their Investor Day. Thankfully they didn't have to tank the stock first by buying a company like HeyDude like $CROX did. Although at this point it looks like Crocs has done enough penance and has been absolved of its sins.

@IdeaBrunchEmail Sep 22 3 clicks

Idea Brunch on X

Idea Brunch with David Polansky and Tim Delaney of Immersion Investments David and Tim break down their small-cap-focused research process and share commentary on $MAMA $SRTA and $RDVT Enjoy! https://t.co/zWh7qAOCoO

@hntrbrkmedia Sep 22

Hunterbrook on X

Based on Hunterbrook Media’s reporting, at the time of publication, Hunterbrook Capital is long $INOD. Positions may change at any time. This article is not investment advice or any recommendation. See full disclosures on our website. https://t.co/WJqJtizenf

@hntrbrkmedia Sep 22

Hunterbrook on X

$INOD’s largest customer: Meta, according to interviews with former employees, sell-side research, and even an old short report. So if it’s working on “the personalization of long-horizon agents,” that sounds like Muse. https://t.co/nPxHgXFP2n

@hntrbrkmedia Sep 22

Hunterbrook on X

NEW: Innodata, a data-labeling company based out of New Jersey, reportedly has one big customer: Meta. $INOD recently disclosed helping that customer with the “personalization of long-horizon agents.” Is Innodata involved in Muse? https://t.co/SueZNIP4Mx

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

Read past recaps

RTX Corporation (NYSE: RTX) Q3 FY12/26 Earnings Update - Accumulate, Record $340bn Backlog, Zones And Stop Inside

RTX reported 11% sales growth to $25.0 billion, raised 2026 guidance and reached a record $340 billion backlog, while free cash flow fell…

RTX $247B

Cestrian Capital Research 9h ago 3 clicks

Heico Corporation

HEICO sells FAA-approved aircraft replacement parts at 30% to 50% discounts to OEMs, gaining customers as restrictive aftermarket contracts…

HEI $43B

D Invests 11h ago 5 clicks

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Update - Accumulate, Record Backlog, Zones And Stop Inside

Northrop Grumman posted 7% Q3 sales growth to $11.1 billion, lifted profit guidance and reached a record $109.6 billion backlog, led by…

NOC $68B

Cestrian Capital Research 12h ago 2 clicks

Disney: Century-Old Franchises at 14x Forward Earnings

Disney trades at 14x FY27 consensus EPS of $7.50 as parks, merchandise and streaming rebuild its franchise flywheel.

DIS $192B

Latticework by MOI Global 12h ago 4 clicks

AGI Inc: The Bargain Is Even More Attractive

AGI Inc trades at 5.6x earnings after a 35% post-IPO decline, despite roughly 30% ROE and resilient INSS payroll-loan growth.

AGBK $1.1B

Multiplo Invest 13h ago 3 clicks

[scuttleslops] AMZN, MTCH, SPOT, Open vs. closed models

Amazon’s fulfillment network and customer-review base limit autonomous AI shopping agents, whose referrals generate under 0.5% of major…

AMZN $2.7T

scuttleblurb 13h ago 3 clicks

Taiwan Semiconductor: The Margin Peak That Isn't

TSMC says 2nm ramp costs and overseas fabs are temporarily pressuring gross margin as AI demand keeps semiconductor supply tight.

TSM $2.2T

Gil Rotstein 14h ago 3 clicks

Monte Investments Market Brief Vol. CXXXII

CoreWeave and neocloud peers face financing pressure, but sold-out GPU capacity and rising H100 and B200 rental rates support continued AI…

CRWV $34BMYRG $4.4B

Monte Independent Investment Research 14h ago 2 clicks

Urban Outfitters: Nuuly Is More Valuable Than Its Margins Suggest

Urban Outfitters' Nuuly subscription service grew sales 28.6% and reached a 10.1% operating margin, with management targeting $700 million…

URBN $7.5B

IWA Research 15h ago 2 clicks

Group 1 Automotive: The Debt Stress Test

Group 1 Automotive’s $1.25 billion Atlanta borrowing lifts net corporate debt to about $4.4 billion; a 2009-style downturn leaves it near…

GPI $2.9B

Cannibal Stocks 16h ago 5 clicks

Copper Fox Metals: Research Flash

Copper Fox’s C$9.1 million Schaft Creek program advances metallurgical, tailings, water and road studies toward a pre-feasibility study,…

TECK $31B

Atrium Research - Equity Research 25h ago 4 clicks

Muse Spark Open, Meta + Apple, Thin and Thick

Meta and Apple are partnering to run Meta’s open-source Muse Spark model locally on Apple devices.

META $1.8TAAPL $5T

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 25h ago 2 clicks

WD #360: New Trade, Recent Market Action, Brazil/Inter Update

Atlassian is sold after a 130% gain, while iShares MSCI Indonesia ETF is added following the market plunge; the update also assesses the…

TEAM $52B

Ian’s Insider Corner 25h ago 12 clicks

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Preview - Accumulate Rating, Zones And Stop Inside

Northrop Grumman reports Q3 2026 on October 20 with a $105 billion backlog, up 16% year over year, and trades at 23 times trailing…

NOC $68B

Cestrian Capital Research 29h ago 4 clicks

Nebius: The Pullback Strengthens The Case For An AI Infrastructure Champion

Nebius reported Q2 revenue growth of 454% and $3 billion ARR, targeting 5GW of AI capacity by 2030 after a Palantir partnership.

NBIS $46B

Salix Research 31h ago 11 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 ad…

APP $88BU $19B

Speedwell Memos 31h ago 47 clicks

Meta’s GEM, Part 2: Finding the Scaling Law

Meta’s GEM trains smaller ad-ranking models across its platforms, with Kunlun showing performance scaling predictably as compute rises.

META $1.8T

MBI Deep Dives 33h ago 9 clicks

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 $525M

Trade Ideas Flow 36h ago 18 clicks

Sell Eagle Point Credit Now - Match The Loss With Portfolio Gains To Lower Income Taxes

Eagle Point Credit's NAV is down 25% YTD and shares nearly 50%, while its expense ratio climbed to 9.21% despite a 25% yield.

ECC $379M

Anthony Cataldo 38h ago 5 clicks

The Agentic AI Roadmap for SaaS

SaaS companies including Salesforce, ServiceNow, CrowdStrike, Synopsys and Veeva are ranked by agentic AI progress, from pilots to…

CRM $197BCRWD $233B

Jimmy's Journal 38h ago 24 clicks

Latest News

Myles on X

Broken Moats on X

Trevor Scott on X

Asif Suria on X

Idea Brunch on X

Hunterbrook on X

Hunterbrook on X

Hunterbrook on X

Investor Letters

Recent recaps

Latest recap

Publications we follow

Newsletters 108

YouTube 4

Blogs 15

Seeking Alpha 52 of 242

X accounts we follow

Investor letters we follow

Sectors