Big Tech Off-Balance Sheet Concerns
Big Tech’s $3 trillion AI commitments are disclosed and largely long-dated, with nearly 60% of Amazon’s $650 billion commitments falling after 2030.
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19h ago STNE $2.3B StoneCo: Deep Value Hiding Behind Brazil's Rate Fears - For Now
IWA Research 19h ago SBLK $3.4B Star Bulk Carriers: You Don't Need The Record Quarter
Kevin Avroutskii From X
Maj Soueidan on X
NSYS trades near book on data-center, defense and medical-device growth, while USIO is a payment-processing turnaround backed by several investors.
Maj Soueidan on X
Senstar’s Q2 call should clarify whether its new LiDAR business can offset weak, lumpy perimeter-security revenue and whether management will continue disclosing LiDAR results.
Maj Soueidan on X
@sidecarcap @GeoInvesting I should’ve also added $RWWI to this list
Maj Soueidan on X
@sidecarcap Here’s a few non promotional microcaps we’ve covered at @GeoInvesting throughout the years: $SCIA $MOJO $SIF $ESP $PXHI $KEQU $MUEL $TBTC $RAVE $CRAWA(acquired last year).
Maj Soueidan on X
$TENX needs a symbol change... Went the wrong way.... $13 to $1 in one day on weak phase 3 data. Respect to biotech investors who take on this type of risk to try and nab the "next one." Truly an expert's playing field. https://t.co/9DVIpuSWuZ
Maj Soueidan on X
Chartwell buys properties from companies that overpaid and kept rents low, then raises rents after acquiring them below market prices.
Maj Soueidan on X
Monster Beverage, then Hansen Natural, was sold after a quick 2x during its early energy-drink launch despite its later success.
Maj Soueidan on X
$SIF has returned to the watchlist after years on a do-not-buy list; $OML.V’s long-standing gross-margin expansion target remains unproven.
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WLDN 2026-08-25 Willdan Group: The Q2 Beat-And-Raise Confirms The Inflection
Miletus Research 
Stripe’s “Singularity” and the Divergence from Adyen
Stripe’s net revenue rose 41% in 1H 2026 versus Adyen’s 21% FX-adjusted growth, fueled by AI-native startups and acquisitions including…
Core Memory
Airbnb Experiences faces a supply bottleneck from manual approvals, while a farm host raised her price from $15 to $25 after stronger…
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against…
CCC Is in the Middle of the Wreckage
CCC, the dominant auto physical-damage claims estimator, connects 27 of the top 30 insurers with 31,000 repair shops as takeout rumors…
Aloe Aloe Aloe what 'ave VERRA then?
Verra Mobility's new seven-year Avis agreement replaces a customer worth over 10% of revenue on materially worse economics, exposing…
NCLH or her grandma Saga?
Norwegian Cruise Line’s $15 billion debt and 2026-27 capex delay deleveraging, despite fuel-efficient new ships and stronger projected 2028…
Jumia
Jumia’s January 2028 $7/$15 call spread risks $1.15 for up to $6.85 if cost cuts and marketplace growth deliver adjusted EBITDA and…
Shitcos, Griftcos, and alignment versus enrichment at $IREN
IREN awarded each co-CEO roughly 9 million RSUs, about 2.5% of shares and $400 million, in exchange for no further equity grants until…
$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
Nubank's 140 million customers, 20% efficiency ratio and 30% ROE frame whether its high-teens P/E reflects a scalable fintech or a maturing…
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The $1.5 Trillion of Hidden Debt Fueling the AI Boom | Robin Wigglesworth of FT Alphaville
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Will Hubspot go the way of the Dodo?
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AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap
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$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management
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