SOXX 2026-08-21 SOXX: Growth And Profitability May Be Peaking
Mauro Caversazzi Archive
894 storiesAug 20 – Aug 21
Friday, August 21 11 stories
SOXX 2026-08-21 Mauro Caversazzi BDC on X
XGN’s AVISE autoimmune panels are used by a rheumatologist for greater accuracy than generic tests, with a Myositis marker planned for 2027.
Walmart’s Evolution
Walmart says Medicare Maximum Fair Price rules will cut FY27 US comps by 125 basis points, while pharmacy margins and prescription volumes…
VISN 2026-08-21 Vistance Networks: The Valuation Makes This Stock A Strong Buy
Investor Overview PLTR 2026-08-21 Palantir Just Turned Its Biggest Weakness Into A Strength
Quantryon Capital Timyan Bank Alert on X
Deutsche Bank $DB freed from consent order in 2010s FX scandal https://t.co/BsHGBheaWK
IRTC 2026-08-21 iRhythm: The Algorithmic Margin Inflection Changes The Story
Equity Eagle GFS 2026-08-21 Recent Pullback Could Be An Appealing Entry Point For GlobalFoundries
Jason Ditz PLTR 2026-08-21 Palantir: Why Michael Burry's Put Buys Should Not Deter Retail Investors
Elizabeth Pramila CORT 2026-08-21 Like The Knick's, Corcept Rebounded And Is Crushing It
ChuckJones AltayCap on X
@finphysnerd @taobanker A sentiment check on X searching $DECK, its universally positive except @CatNyanpital who is the only bearish comments on this name. Doesn't mean it can't work though
Thursday, August 20 13 stories
BAC 2026-08-20 Bank of America Preferreds: Better Propositions Available Than Series GG
Prakhar Agarwal, CFA BDC on X
Contrarian view: $MRNA raises equity in next week. Bullish. No equity raise in the next 2-3 weeks? Very bearish.
Raging Capital Ventures on X
It is simple: $NVDA is using vendor financing to avert margin pressure and market-share loss. https://t.co/IlD9IHVhP8
Timyan Bank Alert on X
Fed, Alabama regulator enter enforcement action against SouthPoint Bancshares $SOUB | S&P Global Market Intelligence - @colarion had this pegged https://t.co/2tHGECNUTo
Timyan Bank Alert on X
$OTTW https://t.co/PCj3SfS5yv https://t.co/8TdjhoKoa5
Timyan Bank Alert on X
@Ron284Ron At 35% of what $CNAF book value used to be…☠️
$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…
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
El Al’s wartime near-monopoly has produced net cash, owned aircraft and a 2x EBITDA valuation, while regulatory obligations, customer float…
PTLO 2026-08-20 Portillo's: Guidance Cut Confirms It's Cheap For A Reason
KC Research 
Instacart’s Unit Economics, and Implications for DoorDash
Instacart’s per-order unit economics provide a benchmark for assessing DoorDash’s LTM profitability and operating model.
Nat Stewart on X
@ragingbullcap $PBT interesting here to. Merging with royalty acres/surface interests owned by affiliate of the operator, converting to a C-Corp. Softvest is once again the architect as with $TPL https://t.co/acWX95uQQI
BDC on X
XGN’s Q2 biopharma revenue rose 40% to a quarterly record as it trades at 2.5 times sales versus peers at 10.3 times, ahead of a 2027 myositis-test launch.
NBIS 2026-08-20 Nebius: The Market Is Arguing About The Wrong Number
The Quality Growth Investor 