Thursday, September 17, 2026

Power Semiconductors: The Follow-Up

STMicroelectronics, Navitas and Wolfspeed offer contrasting power-semiconductor cases tied to NVIDIA’s 800V AI data-center architecture, spanning an incumbent leader, a speculative…

STM $47B

SixSigmaCapital: Navigating the Financial Markets Sep 17 1 click

Sep 17 CPRT $27B

Copart 4Q26 Business Update

Speedwell Memos 3 clicks

Sep 16 CPRT $27B

Copart 4Q26 Business Update: Thesis Shift?

Speedwell Research 1 click

From X

@RagingVentures Sep 17

Raging Capital Ventures on X

But if returns on capital are declining for everyone, the choice is whether to eat or to be eaten? $T is willing to subsidize fiber as a loss leader to protect their wireless margins. $CHTR / $CMCSA are likewise willing to give away wireless to protect their broadband margins… which comes back to the question: which is stickier, your phone or broadband line? I think $CMCSA works because of the spin unlock and sheer strength of their balance sheet. $CHTR is a very long dated call option with more risk, but much more upside if broadband losses attenuate and/or they allocate capital intelligently (although $CHTR’s balance sheet is more levered, there is tremendous optionality in its duration, cost and structure).

@ACapitalLP Sep 17

A Capital on X

The fun has just begun… $COO https://t.co/OMPI29HbQG

@ACapitalLP Sep 17 2 clicks

A Capital on X

Do you see it? $COO https://t.co/qydMW4xaH9

@DeepSailCapital Sep 17 1 click

Deep Sail Capital on X

@jiahanjimliu @JKeynesAlpha @PSInvestor Valuation seems a bit stretched here. I get the thesis, it’s just things don’t go straight up forever. Someone is going to cut $TEM at the knees soon.

@TidefallCapital Sep 17

Trevor Scott on X

@patientinvestor $CHTR too! ;)

@ACapitalLP Sep 17

A Capital on X

What price does $GFL get acquired for?

@BrokenMoats Sep 17

Broken Moats on X

I will add after this weeks 30% rise in man of these names. A lot of them need cash, they are low on their cash balances with cash burn businesses. $TXG through 70m already this year with only 200m in cash, plenty others that are similar. I imagine they are about to hit the bid and soon

@BrokenMoats Sep 17

Broken Moats on X

SMR reactors last year or quantum...appears the current moments basket of trash stocks with a narrative that doesn't fit the companies is 3rd derivative ai drug discovery plays (genome, simulation software, etc). $TWST $TEM $SDGR $TXG and theres more My favorite is $WGS - opko rehash with key players from there somehow sitting on a multi billion dollar valuation currently. There were caught with billing schemes multiple times at Opko as well as other serious problems (see Philip frost and opko). A member of the board actually still sits on Frosts charity and the CEO was the CEO of Cathie Wood favorite Invitae, that went bankrupt a few years ago. The short story writes itself, seems like a CVNA almost where the setup is pretty opposite, and yet it probably continues to work against you

A2Gold: Research Note

A2Gold's McIntosh drilling found 0.23 g/t gold over 65.5m, 370m southwest of the existing resource, and extended mineralization 86m…

KGC $34B

Atrium Research - Equity Research Sep 16 2 clicks

Brad Jacobs and the QXO Thesis

QXO applies Brad Jacobs’s consolidation playbook to fragmented building materials, anchored by its TopBuild acquisition and a strategy of…

QXO $12BXPO $21B

Bearstone Sep 16

Tencent Music: The Market Is Pricing In Too Much Weakness

Tencent Music trades at about 8.8 times forward earnings, with membership revenue and Ximalaya integration supporting profitability despite…

TME $13B

LL Insights Sep 16 1 click

Adobe 3Q26 Update

Adobe’s fiscal 3Q26 revenue grew 13%, while ARR growth slowed to 9.3% excluding Semrush.

ADBE $99B

Speedwell Memos Sep 14 2 clicks

[scuttleslops] Amazon grocery, John Deere and AI, picks and pans in P&C Insurance, Copart earnings and the ACV acquisition

Amazon’s refrigerated same-day network has lifted monthly perishable customers roughly 50%, using grocery frequency to deepen loyalty and…

CPRT $27B

scuttleblurb Sep 14 1 click

Adobe 3Q26 Update: Nothing Broken, Nothing Explained

Adobe’s fiscal 3Q26 revenue grew 13%, while ARR growth was about 9.3% excluding Semrush.

ADBE $99B

Speedwell Research Sep 14 1 click

The Monday Morning Briefing

Latticework’s weekly briefing covers NVIDIA’s AI demand, Deckers’ de-rating, Shurgard’s asset discount, Flitto’s translation-data backlog…

DECK $11B

Latticework by MOI Global Sep 14

[Market Memo] Qualcomm/Amazon, Apple C2 Modem, Credo uLED 30M Claim, Cerebras I/O Conspiracy Theory

Qualcomm's Amazon coherent-lite DSP work may carry lower margins as Apple’s C2 modem cuts Qualcomm’s iPhone share; Credo’s 30-meter uLED…

CRDO $33B

Irrational Analysis Sep 14

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…

NTDOY $62B

LL Insights Sep 13

Adobe, Oracle, and Druckenmiller (NOTW#107)

Adobe’s RPO and ARR growth continue to decelerate, while Oracle’s AI cloud capex economics face a supply-normalization test.

ADBE $99B

Best Anchor Stocks Sep 12

PRYMY · short

Prysmian Spa

Prysmian (PRYMY) is presented as a short position.

PRYMY $43B

Value Investors Club May 8 1 click

APi Group: How the story has evolved and what's next

APi Group hit its 13/60/80 targets in 2025, reporting $7.9 billion revenue, 13.2% EBITDA margin and 80% free-cash-flow conversion, then set…

APG $16B

Kairos Research Feb 26

Copart: 2Q26 Business Recap

Copart’s fiscal Q2 2026 revenue fell 4% and U.S. insurance units dropped 11%, as underinsured drivers and carrier volumes weighed while IAA…

CPRT $27B

Speedwell Memos Feb 21

The Skills AI Can’t Replace

Duolingo is presented as an AI-resilient opportunity after SaaS stocks sold off on fears that coding tools will compress software moats,…

TEAM $49B

Modern Value Investing Feb 15

Airbnb 4Q25: Business Update

Airbnb’s fourth-quarter revenue rose 12% to $2.8 billion and GBV 16%, while product improvements and AI spending target booking conversion…

ABNB $99B

Speedwell Memos Feb 14 2 clicks

Adobe Stock Breakdown (Five Minute Money)

Adobe trades at 14x free cash flow after a 60% decline despite growth, with AI, its business-model transition and creative-software…

ADBE $99B

Speedwell Memos Feb 12

Adobe Inc (ADBE): slowly, then all at once

Adobe’s sub-20x forward GAAP P/E reflects AI disruption fears, with the investment case hinging on whether Digital Media’s creative…

ADBE $99B

Bristlemoon Capital Feb 6

Ryanair’s €256M Fine May Be Tip of The Iceberg

Ryanair’s €256 million Italian antitrust fine targets its OTA-blocking system, while internal documents raise questions about Michael…

RYAAY $28B

310 Value’s Newsletter Jan 28 4 clicks

Lincoln Post: NFLX and Theaters, FCNCA Earnings

Netflix’s proposed Warner Bros. acquisition could preserve or expand theatrical releases, supporting cinema chains such as Cinemark and…

FCNCA $24B

Base Hit Investing Jan 25

Affirm (AFRM): Buy Now, Cry Later

Affirm, a $25 billion buy now, pay later lender, faces a short thesis comparing its model with failed subprime monoline finance companies.

AFRM $24B

Kerrisdale Capital Jan 21

Thursday, September 17, 2026

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