Lam Research Q1 FY6/27 Earnings Review
Lam Research reported $8.22 billion in Q1 FY6/27 revenue, with systems up 62% and operating margin reaching a record 40% as memory spending accelerated.
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Charles Frischer on X
$KWY I have attached my notes on Kingsway. I think the company is at an inflection point based upon the excellent quarter they just announced. Very excited to see how the next few years play out for shareholders. I am optimistic. $10 per share should be an excellent entry point. https://t.co/j0rgEf3hUR
Deep Sail Capital on X
@stockgutter @paulcerro I see 18% borrow rate on $MRNX . Was up 353% today. Wow.
SG on X
@DeepSailCapital @paulcerro There is also a 2x ETF $MRNX that has a reasonable rate but I don't currently see a borrow.
Timyan Bank Alert on X
QNB Corp. $QNBC Announces Pricing of Common Stock Offering https://t.co/5mPLeT0iSH
BDC on X
@DueDoctor Oh I agree 100%. The move is totally insane. $GME like. +20% would have made some sense based on math. I actually think lack of 2ndary here is even WORSE for them. They need the cash. 2ndary cleans up that need.
Odd Lot Arbitrageur on X
I like $PFHO https://t.co/SR8jMdKVlW
SG on X
$MRNA any basis to think this can make it as a monotherapy or just combination drug?
Investor Letters
All letters- Evolve Private Wealth Q3 2026
- The London Company 3Q2026 BLK $174BCVX $448B
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- White Falcon Capital Management Q3 2026 CSGP $13BCSIQ $650M
- Artisan Partners Q3 2026 AMD $905BBAESY $77B
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- PenderFund Capital Management Ltd. September 2026 GRID $171MPNG $1.1B
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