ASML 2Q'26: Time to Flex Pricing Power
ASML’s 2Q’26 commentary signals a shift from measured pricing toward flexing its chip-equipment pricing power.
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1279 storiesJul 14 – Jul 16
PAA Research on X
Furniture stocks including BSET and ETD outperformed over three months, with real estate-adjusted near-zero enterprise values and earnings leverage to a housing recovery.
BDC on X
Jorey is sizing up ahead of what mgmt has called a "hockey stick" 2H on the back of production orders scaling on at least two key PORs. $MOB https://t.co/5qF3GZFcFZ
BDC on X
Looks like the small cap sage Jorey Chernett has filed on $MOB. He is long term, buys in size, and will rattle cages if needed. Fantastic endorsement.
Nat Stewart on X
Distribution Solutions Group $DSGR to be taken private at $35/share. Nice pop from the initial $29.50 proposal 4 months ago. https://t.co/oDd6tveToR
Ian Bezek on X
@Merridew__ $SOXL down 52% $KORU down 69% Nature is healing.
[scuttleslops] CDNS, SNPS, TREX, WISE, Class I Rails, China
Synopsys and Cadence retain EDA pricing power through entrenched design flows, foundry relationships and high switching costs; AI-driven…
Wednesday, July 15 13 stories
Ian Bezek on X
@VolteFaceInvest $CBL is even more egregious than $SPG. At least SPG has the best tier of malls.
BDC on X
$STIM owns clinical distribution infrastructure for psychedelic treatments, while its stock price implies zero or negative equity value for the asset.
BDC on X
I remember the days when these 4 stocks going up by this much meant the $SPY was +2% on the day (at least). Says a lot. https://t.co/aLdbQlfL7W
Raging Capital Ventures on X
Angel Studios founder Jeff Harmon discusses ANGX’s crowd-sourced model for financing and distributing family-friendly content with Rick Rubin.
Nat Stewart on X
@valuedontlie I don't own $WEN, but following
PAA Research on X
MTUM and SPMO momentum ETFs are selling off after SPMO's 100% three-year outperformance versus SPY, with September rebalances pending.
Ian Bezek on X
@b20220803 @OddStats $soxl dropped 90% during the 2024-25 dip. This one will be worse.
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.
BDC on X
$toi https://t.co/9pfaLXskXk
BDC on X
Greenbrook TMS operates about 95 U.S. treatment centers administering Spravato and NeuroStar TMS, with more than 60,000 patients treated and 2 million treatments delivered.
Broken Moats on X
Stripe’s purchase of PayPal would give Venmo unlimited funding and intensify payments competition across Toast, StoneCo and Shift4.
Airbnb’s Cost of Market Creation and Regulatory Survival
Airbnb spent 1.1% of 2025 GBV on field operations and policy as regulatory costs persisted; New York’s short-term-rental crackdown cut…
mavix on X
Evolution agreed a £4.75 million UK Gambling Commission settlement after its games were available through two operators on six websites, ending a licence review begun in December 2024.
Tuesday, July 14 3 stories
Laughing Water Capital on X
ANAB could sell its royalty stream if it loses, preserving future cash flows despite a stock decline. The board added RPRX’s former CFO four months earlier.
Laughing Water Capital on X
GSK and AnaptysBio face a collaboration-contract dispute after the GSK manager overseeing the $ANAB partnership said GSK violated the agreement.
Laughing Water Capital on X
AnaptysBio’s contract-law position against GSK could preserve Delaware’s longstanding approach to contractual disputes.
