Long Live the Short King: Why 4-hi HBM Wins
Nvidia’s Rubin Ultra cuts HBM capacity to 192GB per GPU as 8-hi and future 4-hi stacks improve bandwidth economics and ease wafer…
Sunday, September 13
Sunday, September 13, 2026
Everything we published on this day.
19 stories — the front page that day →
A compounding Toll Bridge at a 7x multiple, 4% dividend yield, 31 year average concession life, 12% of shares bought back, 12% current authorization with secular trends. Founder CEO
PINFRA's nonvoting PINFRAL shares trade 27.2% below voting stock despite identical economics, while its toll-road concessions average 31…
Barbarian Capital on X
"Sofie Biosciences" GE HealthCare in talks over $1 bn deal for maker of cancer scan chemicals $GEHC https://t.co/24RaaI3b0o
Barbarian Capital on X
$BWIN Michael Dell’s family office nears deal to take $4.1 bn insurance broker private https://t.co/O3uyThVhud
Barbarian Capital on X
Huge $JNJ J&J Is In Talks to Sell Its Hips-and-Knees Business to Apollo for $20 Billion https://t.co/u1zyEyOHEU
Devin LaSarre on X
Newest out. Imperial Brands: On the Table $IMBBY $LOG $MO $PM $BTI $STG $HAYPP https://t.co/3r40Fd1sOv
Stocks on My Radar - Consumer Edition
Crocs’ core brand surpassed $1 billion in quarterly revenue, while HEYDUDE weakness, tariffs and 2025 impairments weigh on shares trading…
Initiation Report
Zentek initiation report.
Negligible Capital on X
The fact that I had to check the $HOOD app to make sure this was fake is a pretty good indicator of where we stand https://t.co/2f572Mthh7
CVD Equipment Corporation (NASDAQ:CVV)
CVD Equipment is winding down manufacturing, cutting half its staff and weighing liquidation, with $23.5 million of cash and a…
Deep Sail Capital on X
@SixSigmaCapital It’s kind of the standard AI stack, Chips than Memory than Optics. But a layer deeper is the question if inference is the biggest theme, than does everyone making their own custom silicon become more mainstream? In that case $MRVL probably is highest beta play there.
Preview of the Week Ahead: W/C September 14, 2026
The week of September 14 features the FOMC decision, retail sales and housing data after the S&P 500 fell 0.8%.
Owning the Seven PM Slot
Netflix is using AI visual effects and dubbing to cut production costs, expand global distribution and reinforce its recommendation-driven…
Unpolished Thoughts on Stocks #1
Genius Sports aims to turn official sports data into AI-driven, real-time advertising, with media and ads already about 40% of revenue.
David Orr on X
When I read that a PM got a $50 million bonus for joining some pod shop, does anyone know what that means exactly? Like are they front loading some percent of future earnings etc? Or is it more like $50 million + $30 million/year from there so long as they do well? Also, does anyone know if this is all generally taxed as ordinary income? And finally, what options does that PM have for reinvesting his own money. $VOO etf is probably fine, but I'm guessing no active trading of any kind in their personal account?
Maj Soueidan on X
My Q&A with @mascarosergi is finally ready. “For now, I’ll be calling these chats: Investor Notebook… Over the last few weeks, I’ve been doing a good deal of communicating with Sergi. So many of his X posts talk about stocks I own, like $OCC & $SCIA.” https://t.co/OMLyMQTtQc https://t.co/aEKRUefiVm
Booking Holdings Deep Dive: An Attractive Setup
Booking Holdings trades at 19x earnings, its lowest since 2022, after a 20% annual decline, with the thesis resting on durable online…
Oak Bloke Bonkers Conkers 13th September 2026
Oak Bloke’s 2026 picks have returned 37% in GBP, with AltynGold, Geiger Counter, Silvercorp and China-focused trusts still rated buys…
Nintendo: The Software Payoff Is Still Ahead
Nintendo expects software, digital sales and character licensing to drive growth, with FY2027 revenue forecast at ¥2.05 trillion and…
LL Insights 