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Why I sold OB pick for 26 SVM

Silvercorp’s falling Ying grades, prolonged GC suspension, El Domo execution risk and Chaarat funding needs weaken its valuation despite higher silver prices.

SVM $2.1B

The Oak Bloke 1h ago 2 clicks

8h ago VICR $10B

Vicor Update, Part Three

CV's Substack 10 clicks

11h ago NVO $172B

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

Cestrian Capital Research 6 clicks

From X

@DeepSailCapital Sep 21

Deep Sail Capital on X

You read this deal from $NUAI and you think the stock should be up 33%? They just committed to a $200m credit line in which they only have liquidity of $68m. They are 100% going to need to raise equity and likely draw on this Macquarie facility. Also the deal is 5% equity dilution. Anyone buying today is about to get a rug pull from management.

@finphysnerd Sep 21 1 click

Myles on X

Long $BORR https://t.co/W0xvygRBPr

@finphysnerd Sep 21

Myles on X

Trimming a bunch of my $META. This move feels excessive and toppy. https://t.co/1Vbg7xWCg9

@ACapitalLP Sep 21

A Capital on X

$WYFI meaningfully lagging the other Powered Shell Providers…. https://t.co/JWZPbrU54S

@finphysnerd Sep 21 1 click

Myles on X

Long some $RSP calls. Breadth is completely washed out and implied vol seems cheap. Seasonality is favourable, feels like an attractive place to be long, and cheap on the options side. https://t.co/00h6Oyvnmk

@negligible_cap Sep 21

Negligible Capital on X

$META has gained about $212B in market cap today, currently up over 12% For perspective, META's market cap has increased by about 22x the market value of $SNAP. Wild moves

@ChrisCamillo Sep 21 1 click

Chris Camillo on X

@piques15 so many ways to win. we all good. my conviction in $META arrived at 2:30pm ET Friday, grew through the weekend, and resulted in my 2nd most profitable single-day trade in 20 years.

@ChrisCamillo Sep 21 2 clicks

Chris Camillo on X

@masayoshisson would u rather be right in your head or win the trade? $META

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Read past recaps

Is Microsoft Over-Earning on OpenAI?

Microsoft booked $24.1 billion from OpenAI in FY2026, nearly a quarter of Azure revenue, raising questions over finite, high-margin…

MSFT $4T

MBI Deep Dives 14h ago 5 clicks

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 $259B

Cestrian Capital Research 15h ago 4 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 17h ago 6 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 $73B

Cestrian Capital Research 17h ago 3 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 $193B

Latticework by MOI Global 18h 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 19h 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 19h 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 19h 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 20h 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 21h 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 22h ago 6 clicks

Goldman Sachs: Undervalued Growth With A Buy Rating

Goldman Sachs carries a $1,116 price target, based on $82.69 estimated 2027 EPS and growing recurring revenue from investment banking,…

GS $257B

The Curious Analyst 23h ago 2 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 31h 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. 31h 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 $56B

Ian’s Insider Corner 31h 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 $73B

Cestrian Capital Research 35h 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 36h 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 $92BU $19B

Speedwell Memos 37h ago 60 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 39h 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 42h ago 18 clicks

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