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 $45B

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

WDAY · long

Workday INC

Workday shares have declined since February 2024 as the market has turned against SaaS stocks.

WDAY $47B

Value Investors Club Jun 10 1 click

Veeva 2Q’26: “SaaSpocalypse” Cancelled

Veeva beat its $905 million revenue guide with $928 million, up 17.6%, while subscription growth accelerated and GAAP EBIT margin reached…

VEEV $42B

MBI Deep Dives Aug 29 10 clicks

BE 2026-08-29

Bloom Energy: 5 Links That Cannot Break

Bloom Energy’s 80x forward earnings valuation relies on concentrated megaprojects, sustained AI data-center power demand and continued…

BE $83B

Valuation Rewind Aug 29 2 clicks

(Idea) The Energy Sector In Colombia And Venezuela Is At An Inflection Point

Colombia and Venezuela are opening oil sectors to outside producers, as Venezuela offers producing blocks and Ecopetrol seeks capital for…

EC $36B

HFI Research Aug 28

Meta Buys Away its Distraction at Minimal Cost

Meta’s $18 billion teen-addiction settlement makes $5.3 billion contingent on YouTube and TikTok adopting matching restrictions, while…

RBLX $34B

MBI Deep Dives Aug 28 7 clicks

TSOH Weekly Roundup (08/28/2026)

TSOH Weekly Roundup tracks Dick’s Sporting Goods’ Foot Locker setback and Brown-Forman’s internal debate over a potential Pernod Ricard…

DKS $11B

TSOH Investment Research Aug 28

CMCSA 2026-08-28

After A Decade Of Underperformance, Comcast Is Finally Ready To Rebound

Comcast's mobile growth, Verizon roaming agreement, NBCUniversal content and theme parks are positioned to offset broadband competition…

CMCSA $81B

Max Greve Aug 28 1 click

QXO Inc.

QXO is building a North American construction-products distributor through Beacon, Kodiak and TopBuild, targeting $18.1 billion of combined…

QXO $12B

SixSigmaCapital: Navigating the Financial Markets Aug 28

MT 2026-08-27

ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company

ArcelorMittal’s regional steel franchises, integrated mining and India expansion are lifting EBITDA per ton and supporting per-share…

MT $55B

Capital Connoisseur Aug 27 1 click

A read into Nebius' Q2 Earning Report

Nebius' Q2 earnings review assesses AI cloud economics, Nvidia dependency and its route to profitability.

NBIS $59B

Kakashii's Materials Aug 25

Thursday, September 17, 2026

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