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 130,000-square-foot Long Island property central to…
Sunday, September 13, 2026
Back to today
From X
DOMO Capital Management, LLC on X
Based on today's $GPRE trading it looks like someone has leaked and is illegally trading imminent government action on SRE's that is likely not the worst case scenario. I'd expect $ALTO to rally (and $GPRE to rally more) once the news is actually public for everyone to know...
John_Hempton on X
@420yooper69AMC Agree. Apes should buy more $AMC
David Orr on X
@taobanker $LULU's quality drop was like a bit worse every year, kind of hard to notice. And then all of a sudden...
SG on X
$MNTN long here. Thanks to @hedgeye for sharing this presentation and deck. https://t.co/fXrKWKpryo
A Capital on X
@EventDrivenEddy Ok so what’s is steady state multiple for $VISN
A Capital on X
At ~$6.35 $VISN is trading at an implied distribution adjusted EV/EBITDA of 3.8x vs. 9.8x for $HLIT 🤷♂️ https://t.co/ioQKep7JzG
SG on X
$FLR share count reduction is impressive. Another year or two at this clip could really transform the capital structure. https://t.co/H0a7syQHHb
BDC on X
Pending Boom in brain medicine? Can buy $STIM today and get the clinic piece for free https://t.co/D0U2Qyriyo
Investor Letters
All letters- Crossroads Capital, LLC Q3 2026
- Pendelhaven Asset Management B.V. Q3 2026 DR0 $469MALM $4.2B
- Alpinum Investment Management AG Q3 2026
- Macro Ops Q3 2026
- Myrmikan Capital, LLC Q3 2026
- Akre Capital Management, LLC Q3 2026 AMT $82BMA $487B
- Bristlemoon Capital Q3 2026 SNDK $276B
- Fred Alger Management, LLC Q3 2026 AMZN $2.8TGOOGL $4.3T
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.
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 
AI Terminator Fears Grow & Rates Breach 4.9% | The Weekly Wrap
Ten-year Treasury yields breach 4.9% as Steve Eisman discusses AI fears, OpenAI's price cut, Oracle's 30% revenue growth and Tesla's…
USA Compression: Unlocking Efficiency As It Heads To The Texas Stock Exchange
USA Compression targets nearly 30% full-year EBITDA growth as JW Power synergies, telemetry and maintenance reduce costs; its units yield…
Ron Ferrie 3 clicks
Lululemon: The 15-Minute Thesis
Lululemon’s North American sales, margins and legging demand are falling as Alo and Vuori gain share, leaving its brand moat and depressed…
Chevron: $100 Oil Price Can Last Longer Than You Think
Chevron’s 2027 EPS could be underestimated by about $4.50 per share if U.S.-Iran conflict keeps oil near $100 rather than forecast $74 to…
Envision Research 1 click
Why “Affordable Luxury” Doesn't Compound
Lululemon’s growth stalled as affordable-luxury apparel brands face fading post-Covid demand, cheap social-media influence and China…
The Five Deals That Made Apollo
Apollo Global Management’s five defining deals, from Executive Life to Intel, built a $1 trillion asset manager spanning insurance and…
HNRG · long Hallador Energy CO
Hallador Energy, a coal producer, is pitched as a long based on five value components and potential 2026 catalysts.
In Conversation: NVIDIA
NVIDIA sees inference, agentic workloads and robotics broadening AI compute demand beyond hyperscalers, while high-speed memory shortages…
Apple: Why iPhone Duo Will Likely Dominate The Foldables Market
Apple’s iPhone Duo foldable pairs a TSMC 2 nm chip, IP68 protection and iOS 27 features, positioning it against Samsung’s Galaxy Z Fold 8.
Mark Hibben 1 click
Broadcom (NASDAQ: AVGO) Stock Rating: Upgrade To Accumulate From Do Nothing - Accumulation Zone And Stop Inside
Broadcom was upgraded to Accumulate at about $363 after Q3 revenue reached $29.6 billion, with AI semiconductor revenue up 221% to $16.7…
TSOH Weekly Roundup (09/11/2026)
TSOH weekly roundup covers Meta’s child-safety settlement, Markel’s leadership transition, Peloton’s gym strategy and an upcoming Alarm.com…
Independence Realty Buying Centerspace: Opportunity And Implications
Independence Realty Trust is buying Centerspace in stock to create an $8.1 billion apartment REIT, targeting 5% 2027 Core FFO per-share…
NET Power (NPWR):
NET Power’s $1.80 shares are paired with January $2 covered calls for 40 cents as the company pivots from carbon capture to Permian…
Applied Materials (NASDAQ: AMAT) Stock Rating: Upgrade To Accumulate After Q3 FY10/26 Earnings - Accumulation Zone And Stop Inside
Applied Materials reported Q3 revenue of $9.1 billion, up 25%, and $2.3 billion in free cash flow as AMAT fell roughly 40% from its June…
Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate - Initiating Coverage
Joby Aviation is initiated at Accumulate after booking $116m of trailing revenue, forming a Toyota manufacturing venture and agreeing to…
NewtekOne: Pivot Towards Holding Guaranteed Loans A Good Strategy
NewtekOne’s bank conversion and retention of SBA-guaranteed loans target recurring income, while a 6% yield and book-value valuation…
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