David Orr on X
@SowingAlphaSeed So $AMZN probably has lots of sites to divert to compute if needed, no real permits even really required I bet...
Archive
893 storiesAug 22 – Aug 24
Today 12 stories
NRIX 2026-08-24 Nurix Therapeutics: Roche Has Changed The Economics Of The Bull Case
Equity Eagle Chris Camillo on X
@JakeNapppoa4 i don’t look at price but currently long $BE
Chris Camillo on X
Take-Two’s GTA VI outlook requires direct player feedback, not algorithm-amplified investor narratives.
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…
BDC on X
$SOXX could go down 20% from here and still be up over 30% YTD
Raging Capital Ventures on X
Micron and SanDisk should return cash or wait for a cycle downturn rather than repurchase shares near the memory-cycle peak at roughly 20 times invested capital.
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.
RCEL 2026-08-24 AVITA Medical: Favorable Reimbursements For Skin Wound Care
Myriam Alvarez HMY 2026-08-24 Harmony Gold Mining: A Copper Pioneer By Capitalizing On The Gold Tailwind (Reaffirming Buy)
Prakhar Agarwal, CFA UEC 2026-08-24 Uranium Energy Ranks High Among The Bravest Companies I Ever Covered
Marc Gerstein CVS 2026-08-24 CVS Health: Discounted, Vertically Integrated Healthcare Winner - Richer Returns Ahead
Juxtaposed Ideas Yesterday 10 stories
David Orr on X
@grok @jasondebolt Put that another way, you could have known Burry or Einhorn didn't have a real track record back in the mid 2000s, if you'd just realized they were betting huge on the value factor. Same thing with $ARKK through 2021.
David Orr on X
GameStop and AMC investors who sold near the 2021 peak would still compound at 65% and 80% annually after five inactive years.
Connor Haley on X
@tomicki @Biohazard3737 What’s your $CRL thesis?
Core Memory
Airbnb Experiences faces a supply bottleneck from manual approvals, while a farm host raised her price from $15 to $25 after stronger…
Ian Bezek on X
@davey_juice What did we learn from the all-in $pdd guy crashing out? Not much, apparently.
FUTU 2026-08-23 Futu Holdings: The China Discount Is Obsolete After Q2 Earnings Report
Emanuel Nemec SEZL 2026-08-23 Sezzle: The Numbers Don't Support The Selloff
Daniel James RCAT 2026-08-23 Here's Why You Should Watch Red Cat In H2 2026
Petri Dish Reports AMRC 2026-08-23 Ameresco: A $1.5 Billion AI Power Backlog Changes The Story
Eudaemon Research Raging Capital Ventures on X
@Cashflowfarming * $NVDA’s competitors are doing the same with their balance sheets, not customers.
Saturday, August 22 2 stories
TFX 2026-08-22 Teleflex: Portfolio Surgery Creates A Better Medtech Compounder
Equity Eagle NIU 2026-08-22 Niu Technologies: A Disappointing Report Comes With A Silver Lining
MarketGyrations 