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.
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Timyan Bank Alert on X
$BAFN shareholders did not exercise their free rights to buy more shares at $3.50 when it was trading at $7. 749,535 shares worth. It never ceases to amaze me when this free money is passed up but it happens every time. https://t.co/I9GNvgF7gk
Tim Eriksen on X
Solitron Devices $SODI fiscal Q2 results filed today. Sales up 42%. Bookings 48%. Backlog 29%. Net income up! https://t.co/RgcaxzboQs
Calvin Blissett on X
If anyone has the capital this is free money $CCLD https://t.co/r2t4EVE2P7
Lee Roach on X
Ryan Cohen just bought another $23 million dollars of $GME. Incredible. You just need to follow the insider buys and you can make money in this market. Maybe my quickest returning idea this year. See my full thesis here: https://t.co/9nouTfaS3O https://t.co/zYSaKMYyXH
SG on X
$OGI has pulled back most of this move. I had been out since May but started to buy again today just above $.90. https://t.co/heLqrVDERr
DOMO Capital Management, LLC on X
#Valueinvestor @ryancohen $GME https://t.co/UYc1dQki17
Asif Suria on X
@GuptaRK22 Congratulations Ravi! There is so much potential you can unlock at Bumble $BMBL
Investor Letters
All letters- Wedgewood Partners Third Quarter 2026 MSI $74BAAPL $5T
- Artisan Partners Q3 2026 CYATY $1.6TENB $106B
- Frank Capital Partners Q3 2026 SPB $1.8BHRB $5.4B
- Asset Value Investors Ltd September 2026 CHDRF $84BSIEVF $9.9B
- Smead Capital Management 3Q26 CVE $61BUCG $29B
- Jemekk Capital Management Q3 2026 MDA $4.6BWSP $15B
- Nixon Capital Third Quarter 2026 BRK.A $1.1TPYPL $48B
- Southeastern Asset Management 3Q26 ACI $6.3BFBIN $4.7B
Free Recaps of the best new stock ideas, delivered every morning.
CoreWeave: Why Credit Markets See A 54% Chance Of Default
Dustin Quasney 
AppLovin Deep Dive
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Dream Finders Homes’ controlling owner borrowed against DFH stock before the homebuilder agreed to finance an acquisition with costly…
ASML 3Q’26: 2030 Arrived Four Years Early
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Park Aerospace: The Q2'27 Sell-Off Misreads a Sole-Source Defense Supplier
Park Aerospace’s 11% Q2’27 sell-off overlooks sole-source PAC-3 rocket-motor materials and A320neo engine composites, with missile capacity…
uniQure: The Market Graded The Wrong Exam
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Bhavneesh Sharma 3 clicks
[scuttleslops] MRVL, APP, AMZN, Chips
Marvell is positioning networking, optical connectivity and server-management chips as AI data centers link GPUs, custom accelerators and…
AeroVironment: The Value Is There, Growth Will Force The Market To Notice
AeroVironment's $465M LOCUST laser award and earnings beat support its 2027 growth outlook despite government budget uncertainty.
Melissa Tucker 3 clicks
Constellation: Stars Aligning?
Constellation Brands trades near $127 at roughly 11x next-twelve-month EV/EBIT, with recent business results offsetting concerns over…
Breaking: The Offshore Monopoly Is Legal Now!
Transocean’s Valaris merger clears regulators, creating a 68-rig offshore driller controlling four in 10 global drillships.
TSMC Q3 FY12/26 Earnings Review
TSMC reported excellent Q3 results, guided Q4 revenue growth higher and saw its shares slip despite strong AI-driven earnings momentum.
Why Broadcom Is My Largest Stock Holding Today
Fundamental Options 1 click
CURALEAF HOLDINGS INC (CURACN 11.5% 2/18/2029): Long
Curaleaf’s 11.5% senior secured bonds mature February 18, 2029.
October 2026 Random Ramblings
October 2026 market commentary covers SOLS’s cancelled merger, a hypothetical Starbucks-Chipotle deal, Russell 2000 weakness and AI…
An Interview with Nvidia’s Ian Buck on Why GPUs Keep Winning
Nvidia’s Ian Buck says CUDA’s software ecosystem, GPU flexibility and annual Vera Rubin upgrades lower token costs as agentic AI pushes…
Everyone wants to defend CoreWeave but who really knows
CoreWeave faces fresh skepticism as another AI trade selloff collides with bullish defenses of the company.
A Conversation With Ari Emanuel About Entertainment and AI
Ari Emanuel discusses AI’s impact on Hollywood, live events, social networks and the future of advertising.
Private Equity Prints Multibaggers With This Pattern. No One is Talking About It.
Shenandoah Telecommunications’ Glo Fiber buildout ends this year, and private infrastructure investors’ repeated fiber deals frame a…
RTX Q3 Preview: Two Growth Engines Make This Aerospace And Defense Leader A 'Buy'
RTX’s $289 billion backlog, including $119 billion in defense, supports growth from defense contracts and commercial aerospace aftermarket…
Blake Winiecki 3 clicks
Coherent | Management Call
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