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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.

SIRI $9B

Eagle Point Capital 3h ago 1 click

17h ago CRWV $34B

Market Cracks Under AI Debt Burden | The Weekly Wrap

Steve Eisman 7 clicks

18h ago META $1.9T

OpenAI Does Math, Reward Hacking, Meta Launches Personal Agent

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 4 clicks

From X

@gnoble79 15m ago

George Noble on X

This POS $CRWV will go bankrupt IMHO. https://t.co/wiuFzGG4XD

@gnoble79 16m ago

George Noble on X

We are short $CRWV from 107 and just recently doubled the position at 81. Subscribe to the Noble Update for unrivaled performance. https://t.co/GhjVp50I4z

@gnoble79 16m ago

George Noble on X

Michael Intrator belongs in jail. What an odious lying piece of garbage. $CRWV remains a core short for the Noble Update. https://t.co/TwdWQzjwn4

@partners_road 20m ago

RiverRoadPartners on X

Excellent post. Explains why $ARE shares are down 44% over the past 12 months (and 79% over the past 5 years). https://t.co/kJbaNHubJh

@convequity 53m ago

Convequity on X

We see Nova ($NVMI) as a potential next-generation KLA ($KLAC), and we are backing it to take a larger share of semiconductor process-control spending. Its wins with leading chipmakers are strengthening that case. A leading global foundry has selected Nova’s materials-measurement tools for production of its next generation of transistors. Another chipmaker has adopted a different Nova platform for the same transition. These wins show Nova securing a place in the manufacturing processes behind more advanced chips. KLA’s broader process-control business has a strong emphasis on finding and analysing manufacturing defects. Nova is more concentrated on measuring chip dimensions, material composition and the chemistry used in production. KLA also competes in these areas, but they are more central to Nova’s business. These measurements help manufacturers understand whether each production step is delivering the intended result and where adjustments are needed. As logic chips and memory stacks become more complex, manufacturers need tighter control over the structures they build and the materials they use. Small variations can hurt performance or reduce the number of usable chips. We expect this to increase demand for Nova’s measurements and create more opportunities for its tools to become essential to production. In our view, the Western semiconductor supply chain badly needs new entrants. Equipment leaders $AMAT, $KLAC, $LRCX and Tokyo Electron, design-software vendors $SNPS, $CDNS and Siemens, and $TSM in manufacturing are too cautious and slow to match the pace of startups and highly driven Chinese challengers. Protecting existing products and the returns on past investments can make these incumbents reluctant to pursue technologies that threaten their established businesses.

@finphysnerd 9h ago 4 clicks

Myles on X

I'm probably going to reduce my $QQQ short here significantly. Yesterday felt like a puke, seasonality is in its favour from here, rumours of $20b pods blowing up and most importantly: non finance friends asking me about the possibility of a crash.

@gnoble79 12h ago 2 clicks

George Noble on X

@richardsmith $IREN could be a zero.

@BarbarianCap 12h ago 2 clicks

Barbarian Capital on X

$PM crazy intraday moves (incl new intraday ATH both days) July 28 Oct 15 $COST $KO $BUD $MO $MDLZ similar on these two days; earnings day-like moves https://t.co/jVyJ8a4Tkp

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One More Note on Agents, Meta Connect, Meta Enterprise Platform

Meta ties AI agents and Meta Connect to its enterprise-platform opportunity.

META $1.9T

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 18h ago 4 clicks

2026.42: Home At Last

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

AAPL $5T

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 18h ago 2 clicks

GLOO: Gloo's own filings make the short case

Gloo's $3.25 follow-on, going-concern warning and $28.0 million first-half cash burn frame the short case against its acquisition-driven…

GLOO $298M

Guardian Research 20h ago 7 clicks

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.

BMBL $783MNFLX $511B

TSOH Investment Research 22h ago 5 clicks

Dorchester Minerals: Variable Royalty Income Without Enough Valuation Discount

Dorchester Minerals' 9.5% normalized yield and debt-free royalty model are offset by limited upside at $29.71, as extraordinary…

DMLP $1.5B

Atlas Diary 22h ago 1 click

Tuya: A Global Smart-Home Platform Priced Like a Cash Box

Tuya’s $976 million cash pile equals 94% of its $1.04 billion market cap as its smart-home platform returned to 16% revenue growth in Q2…

TUYA $1.1B

Substack von Philipp 30h ago 20 clicks

Fannie Mae Preferreds For Post-Midterm IPO Announcement

Fannie Mae and Freddie Mac could leave conservatorship through a 2026 restructuring and IPO, monetizing the government’s equity stake while…

FNMA $4.2B

Glen Bradford 30h ago 1 click

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.

CRWV $34B

WHAT ARE WE DOING? “Contrarians At The Gate” 41h ago 51 clicks

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…

TBBB $6.8B

Atrium Research - Equity Research 37h ago 5 clicks

Modine Deep Dive

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

MOD $9.2B

CV's Substack 41h ago 14 clicks

FRMI · long

Fermi INC

Fermi Inc. is presented as a time-sensitive long special situation.

FRMI $2.2B

Value Investors Club Jun 10

Nintendo: Churning Recovery (Ticker: NTDOY)

Nintendo’s Switch 2 sold 23 million units in its first year, but software delays, memory-chip costs and yen weakness drove NTDOY from $25…

NTDOY $60B

Emerging Moats Research Aug 14

Coherent Q4 FY26 Earnings

Coherent’s Q4 FY26 results prompt claims that poor 6-inch InP laser yields are limiting margins versus Lumentum in co-packaged optics.

COHR $52BLITE $77B

Irrational Analysis Aug 14

Research & Analysis: Riot Platforms (NASDAQ: RIOT)

Riot Platforms has 241MW of contracted data center capacity, including a 191MW, 20-year $9.8 billion frontier AI lab deal, as it shifts…

RIOT $5.7B

Monte Independent Investment Research Aug 13 1 click

The Entity That Bought Jinko’s Florida Plant Is Run by the Family of China’s “Sun King”

JinkoSolar sold control of its Florida solar plant to a Delaware entity run by China’s “Sun King” family, potentially sidestepping new…

JKS $438M

Hunterbrook Aug 13

Are Department Stores Finally Shortable?

Macy’s and Kohl’s face renewed short cases as their recent reratings ignore fading store-refresh gains, credit-card earnings exposure and…

M $6.3BKSS $2.5B

Bristlemoon Capital Aug 13 10 clicks

BREAKING: Nebius Told Investors Vineland Data Center Was "On Track" Days After Undisclosed Stop Orders

Nebius told investors its Vineland data center was on track days after officials halted unpermitted Bloom Energy fuel-cell and LNG-tank…

NBIS $56B

Hunterbrook Aug 13

Why I am going to utilize options more to manage my portfolio

Options strategies will manage portfolio risk after Meta, Alphabet and Amazon calls drove gains, while Lululemon LEAPs produced an 80% loss.

META $1.9TAMZN $2.7T

MBI Deep Dives Aug 13 7 clicks

WillScot Q2'26: The Streak Is Over

WillScot Mobile Mini returned to revenue growth in Q2 2026, raised full-year targets and invested $114 million in fleet capacity for data…

WSC $3B

Monte Independent Investment Research Aug 13

Adobe Inc.

Adobe’s 11x P/E reflects AI disruption fears, but its creative standards, product bundling and Firefly monetisation support the case for…

ADBE $98B

Global Outperformers Aug 13

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