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.
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From X
Chris Camillo on X
@piques15 just say thank you for the $META alpha you chose to ignore at 9:35 ET this morning and go on your way. u wasting ur time here when u could be researching a trade for yourself.
Chris Camillo on X
Too early to know if Muse adoption fades or has staying power. But one thing is already obvious: distribution is an unfair advantage in mass market consumer products. $META
Ian Bezek on X
What's going down faster, $OPEN's stock price or Rabois' credibility as a geopolitical analyst? https://t.co/ThqR7rsRsO
Chris Camillo on X
@hurrahsilver i do and that has zero consequence on today’s $META trade
Chris Camillo on X
@gr8tixx all good initiated the monday scouting options trade friday afternoon when $META was down $16
Chris Camillo on X
@VagabondInvests went long $SHOP today
Investor Letters
All letters- Upslope Capital Management 2026-Q3 ICE $89BTCGGY $3.1B
- Cedar Creek Partners 2026 Third Quarter MMY $186MEXCE $1.2B
- Artisan Partners Q3 2026 BIRK $5.4BCOCO $3.4B
- Blue Tower Asset Management third quarter 2026 ENVA $4.5BSKHY $701B
- The London Company 3Q2026 CCC $4.5BDECK $12B
- Polen Capital 5Perspectives Growth Opportunities 3Q 2026 AGX $4.9BBE $67B
- White Brook Capital Third Quarter 2026 ACNT $124MCCLD $79M
- Davenport Asset Management Q3 2026 ACM $7.6BACN $138B
Free Recaps of the best new stock ideas, delivered every morning.
Carecloud News
CareCloud may attract a private-equity buyer after its Q3 call, with acquiring enough shares the main obstacle to a take-private deal.
Is Microsoft Over-Earning on OpenAI?
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Heico Corporation
HEICO sells FAA-approved aircraft replacement parts at 30% to 50% discounts to OEMs, gaining customers as restrictive aftermarket contracts…
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AGI Inc: The Bargain Is Even More Attractive
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Multiplo Invest 4 clicks
[scuttleslops] AMZN, MTCH, SPOT, Open vs. closed models
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Taiwan Semiconductor: The Margin Peak That Isn't
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Gil Rotstein 3 clicks
Monte Investments Market Brief Vol. CXXXII
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Goldman Sachs: Undervalued Growth With A Buy Rating
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The Curious Analyst 3 clicks
CHGG · long Chegg Inc
Chegg is framed as a binary long with 500% upside against 20% downside.
Copper Fox Metals: Research Flash
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Muse Spark Open, Meta + Apple, Thin and Thick
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WD #360: New Trade, Recent Market Action, Brazil/Inter Update
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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…
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AppLovin Deep Dive
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