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

Novo Nordisk has only floated hair loss, while Veradermics’ Phase 3 oral minoxidil data lead a field of licensing and takeover candidates.

NVO $172BMANE $4.8B

Cestrian Capital Research 7m ago

3h ago MSFT $4T

Is Microsoft Over-Earning on OpenAI?

MBI Deep Dives 4 clicks

4h ago RTX $247B

RTX Corporation (NYSE: RTX) Q3 FY12/26 Earnings Update - Accumulate, Record $340bn Backlog, Zones And Stop Inside

Cestrian Capital Research 2 clicks

From X

@marginofdanger Sep 28

marginofdanger on X

$HHH perhaps this line from the recent proxy filing is what is causing market to move: "Discussions will include ... efforts to significantly reduce the capital intensity of Howard Hughes Communities" https://t.co/8sBEkb8X5A

@P_Remarks Sep 28

Prepared Remarks on X

Why shouldn’t I look at $PLNT?

@BrokenMoats Sep 28

Broken Moats on X

A bunch of these bio tech "arms dealers" and "tech" companies need cash and are sitting on tremendous short term gains (2-4x in less than a few months) as they are being pushed aggressively by someone* Kind of odd to not see them hit the bid - $TXG, $GRAL, $MRNA could all use more cash, what are they waiting for?

@convequity Sep 28

Convequity on X

The $PLTR and $NVDA work on Nemotron, NVIDIA's open model family, is still under the radar, unlike partnerships that promise more than they deliver. In our view it could be industry-transforming, because each side needs the other: Nemotron is the Western open model that fits, and Palantir is the only vendor that can put a model into an enterprise securely, safely and privacy-first, and limit it to what each person may see and change, which is why AIP, Palantir's AI platform, took hold and why NVIDIA needs Palantir. Palantir has no proprietary model and leans on closed models from OpenAI and Anthropic. Chinese open models are almost certainly off the table for a U.S. government contractor. On August 26 Jensen Huang said every major company needs its own proprietary AI, and open models make that possible. On June 29 Palantir launched an engine that runs custom Nemotron models for U.S. agencies and critical industries on networks cut off from the outside. The customer can train this American open model further on its own data and keep the weights, the trained model. On September 10 they announced a supply-chain stack, first on NVIDIA's own supply chain. On July 14 NVIDIA said other companies already specialize Nemotron for their own domains. The test is whether that stack moves from NVIDIA to named customers in manufacturing, energy, healthcare, automotive or aerospace.

@UCompounders Sep 28

Undiscovered Compounders on X

Tantalus Systems is a $180M micro-cap compounder riding the grid upgrade megatrend. $GRID.TO, $TGMPF It trades 32% below its high and just printed its best revenue quarter. Its new device, which no competitor sells, already brings in most new customers. Full deep dive below.

@finphysnerd Sep 28 1 click

Myles on X

$META is going to destroy the enterprise software industry. https://t.co/8EICIEJIJZ

@junkbondinvest Sep 28 1 click

junkbondinvestor on X

Which bond would you rather own at current levels? $SPCX 6.65% 2056s at ~85 / 7.9% / 238bps or $ORCL 6.7% 2056s at ~84 / 8.2% / 263bps

@stockgutter Sep 28

SG on X

$JRSH new 3-year high https://t.co/S93jw34aJ3

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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…

HEI $43B

D Invests 6h ago 3 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 $68B

Cestrian Capital Research 6h ago 2 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 $192B

Latticework by MOI Global 7h 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 7h 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 7h ago 2 clicks

💥Hain Celestial: Earthly Issues💥

Hain Celestial sold its North American snacks business for $115 million as declining sales and EBITDA left $558 million of secured debt…

HAIN $26M

PETITION 7h ago 2 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 8h ago 2 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 9h 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 11h ago 4 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 11h ago 1 click

CHGG · long

Chegg Inc

Chegg is framed as a binary long with 500% upside against 20% downside.

CHGG $78M

Value Investors Club Jul 22

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 20h ago 3 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. 20h 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 $52B

Ian’s Insider Corner 20h 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 $68B

Cestrian Capital Research 24h 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 25h ago 10 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 $88BU $19B

Speedwell Memos 26h ago 44 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 28h 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 31h ago 16 clicks

The Agentic AI Roadmap for SaaS

SaaS companies including Salesforce, ServiceNow, CrowdStrike, Synopsys and Veeva are ranked by agentic AI progress, from pilots to…

CRM $197BCRWD $233B

Jimmy's Journal 33h ago 22 clicks

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