AMPX 2026-08-28 Amprius: A Better Entry Point After A 50%+ Decline (Rating Upgrade)
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AMPX 2026-08-28 Kurt Christensen 2h ago INMB $67M INmune Bio: CORDStrom In The Lead After Signs Of UK Regulatory Alignment
Tejo Strategy Investing 
Late August 2026 Random Ramblings
From X
Nat Stewart on X
Wendy’s $WEN gets a favorable restaurant-level review in Lee, New Hampshire, citing food quality, clean premises and quick service.
Nat Stewart on X
@calleymeans @SecKennedy Seems like a tailwind for Lifeway $LWAY
Nat Stewart on X
@GardinerIsland $BSM has kinda muffled volatility relatively speaking if you don't mind a K-1, have a pretty good plan to grow production on their land next ~5 yrs (they own royalty interests), systematically hedge ~75% of production.
Nat Stewart on X
@orrdavid I don't own $WEN but I do see a powerful upside potential. Perhaps I am biased as it has been my favorite burger fast food restaurant for 35+ years (the only one my parents let us go to when I was a kid😂).
Nat Stewart on X
The funny part about the WSB action in $WEN is that they hit on a pretty compelling idea with a hugely skewed risk/reward. Thinking the bull case needs to be about "squeezing shorts" to "save Wendy's" or similar BS is absurd.
Nat Stewart on X
MHGU expects EBITDA gains from closing weak locations, breakfast opt-outs and $7.3 million of G&A cuts, contingent on improved Wendy’s management.
Nat Stewart on X
@waterboystocks DPZ looks interesting, but I have pizza covered with little Pizza Inn $RAVE. 100% franchised, zero debt, cash ~25% of market cap, potential for turnaround to transform into growth story next 1-2 years.
Nat Stewart on X
For those who like micro-caps, a great writeup on $RAVE (Pizza Inn) moving from a multi-year turnaround to growth https://t.co/bvr1F6GyVg
Investor Letters
All letters- Hayden Capital 3rd Quarter 215A $1.1B
- Hayden Capital 4th Quarter EDU $9.1B
- Sequoia Fund 2025 GOOGL $4.2T
- Sequoia Fund first quarter of 2026
- Palm Harbour Capital fourth quarter LNA $428M
- Palm Harbour Capital first quarter of 2023 TKMAF $7.7B
- Royce Investment Partners Year-to-Date Through 6/30/26 AAP $2.6B
- Maran Capital Management second quarter SPCX
The Verra Sneerer (NASDAQ:VRRM)
Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…
Nvidia Climbing the Wall of Worries
Nvidia guided FY2028 revenue toward $700 billion, roughly 70% growth, while supply constraints and neocloud demand face concerns over…
BHVN 2026-08-27 Biohaven: Sale Of Opakalim Rights To SK Biopharmaceuticals Makes Sense On Many Levels
Edmund Ingham 
Domo (Arigato), for this potential multi-bagger options trade
Domo’s $400 million sale to Progress would leave a cash-rich public shell with $900 million of NOLs; January 2028 $5 calls cost 22 cents.
Nvidia’s Long-Term Margin Question
Nvidia faces questions over the durability of its long-term profit margins ahead of earnings.
[scuttleslops] AI Data Center Economics, ADI, INTU, IDXX
AWS AI campuses cost $40–$45 billion per gigawatt, with Trainium 3 expected to lift compute per megawatt and improve infrastructure returns.
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 $650 billion commitments falling…
Atlas Engineered Products ($AEP.V) FINS Review
Atlas Engineered Products reported Q2 revenue up 19% to $16.2 million, but ended cashless on its credit line as inventory rose 47% and…
The Junk (Mail) Merger Arb
Star Equity’s $5 per-share Harte-Hanks acquisition offers $2.50 cash plus 0.25 STRRP per share after proration, against a $2 break price.
$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…
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