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Thursday, September 17, 2026

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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 1 click

From X

@BrokenMoats

Broken Moats on X

still feel the rotation from July-current is more about a short squeeze (the opposite end of the Situational Awareness portfolio) and the dispersion of having to unwind the long semi trade portion. But that rubber band is similarly stretched as it was the opposite direction at the end of June. Still feel its in the process of reversing (even the morning action today looks like a top could set in?) $RNG, $IT, $APPN, $TGT, $EXPE, $FDS, $PAYC, $ELF, $MET, $MFC, $GDDY, $V, and many more that were AI losers that have had incredible runs in the past 4-6 weeks seem like good ways to be short against a snap back to AI or a more seasonal unwind from policy risk trying to control rates, midterm/fall seasonal factors, etc. Especially with SaaS earnings taking the stage later this week and next (overshadowed by $NVDA on Wednesday)
@ActAccordingly

PAA Research on X

$Z/$ZG announces it reached a resolution with the FTC on the commission's anti-trust allegations related to the #zillow/#redfin rentals syndication deal. The partnership will continue going forward but $RKT/Redfin will be required to buildout its own rentals listings syndication platform and Zillow will waive any non-competes. My sense is that $RKT/#Redfin are not hugely interested in the rentals space at this time and Zillow's market share gains will continue at a robust clip. This is a positive for $Z/$ZG and eliminates another litigation overhang. We estimate the size of the rental property advertising landscape at $9-$10B annually. One has to wonder where this lawsuit came from given that it involved a $100MM deal in a massive marketplace. $CSGP?

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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 2 clicks

Adobe 3Q26 Update

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

ADBE $99B
Speedwell Memos 2 clicks

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
ZM · long

Zoom Communications INC

Zoom Communications (ZM) is presented as a long investment idea.

ZM $27B
Value Investors Club 2 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…

LULU $11B
Hated Moats 2 clicks

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…

APO $74B
Net Interest 1 click

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…

MKL $22B
TSOH Investment Research 2 clicks

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