Thursday, August 27, 2026

BHVN 2026-08-27

Biohaven: Sale Of Opakalim Rights To SK Biopharmaceuticals Makes Sense On Many Levels

BHVN $2.3B

SA Edmund Ingham Aug 27 5 clicks

KSTR 2026-08-27

KSTR: Exposure To China's Chips And Potential Diversifier For SOXX

KSTR

SA Chetan Woodun Aug 27 4 clicks

ACIW 2026-08-27

ACI Worldwide: An Undercovered Payments Compounder Getting Better

ACIW $5.4B

SA SiliconBytes Insights Aug 27 5 clicks

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…

Late August 2026 Random Ramblings

Higher rates threaten equity multiples and AI data-center economics, while UWMC and Cogent raise questions about CEO-driven capital…

MT 2026-08-27

ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company

MT $56B

SA Capital Connoisseur Aug 27 3 clicks

VRT 2026-08-27

Vertiv: AI's Physical Bottleneck Is Expanding Its Value Per Megawatt

VRT $102B

SA LL Insights Aug 27 3 clicks

FUFU 2026-08-27

BitFuFu: A $93 Million Liability No One Can Explain

FUFU $220M

SA Dorine Cherop Aug 27 1 click

GM 2026-08-27

General Motors: The Billion Mile Moat

GM $76B

SA Muhammad Cheema Aug 27 3 clicks

KGC 2026-08-27

Kinross Gold: The Buy Case Is Margin, Not Growth

KGC $39B

SA The Bullionaire Aug 27 4 clicks

TPC 2026-08-27

Tutor Perini: Q2 2026 Made My Strong Buy Case Stronger

TPC $4.7B

SA The Curious Analyst Aug 27 4 clicks

Legacy Education

Legacy Education operates six California campuses offering post-secondary nursing, physician assistant and surgical education.

Royal Gold INC

Royal Gold, a $19 billion precious-metals royalty and streaming company, benefits from mine production without operating mines directly.

the chemours inc.

Chemours (CC) is presented as a long investment in its three-segment specialty chemicals business.