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 $47BNVTS $3.1B

SixSigmaCapital: Navigating the Financial Markets Sep 17 1 click

Sep 17 JXN $9B

Problems at Jackson Financial ($JXN)

Hunterbrook 1 click

Sep 17 CPRT $26B

Copart 4Q26 Business Update

Speedwell Memos 3 clicks

From X

@LaughingH20Cap May 1 2 clicks

Laughing Water Capital on X

@JoesAutopen yes - it is on Carr. The same Carr who has surely seen the real world testing that $NN has done, and still submitted a draft NPRM. Is it your belief that the real world data was negative, and Carr chose to purposefully put his head on the chopping block?

@mavix_leon May 1 1 click

mavix on X

Portfolio end of April '26: Centrotec $CEV.HM Evolution $EVO Secunet Security Networks $YSN Leatt $LEAT Toyokumo $4058 Biorem $BRM.V (prev. undisclosed) -undisclosed- -undisclosed- Circle SpA $CIRC.MI Lindbergh $LDB.MI Shelly Group $SLYG ErreDue $RDUE -undisclosed- (New) (1/2) https://t.co/VTMaRmREFr

@mavix_leon Apr 30 2 clicks

mavix on X

▫️$4058, $SLYG, $EVO, -undisclosed-, $LDB.MI, $CIRC.MI, $RDUE, $TRT.L

@LaughingH20Cap Apr 30 1 click

Laughing Water Capital on X

if "MNO’s will never give SpaceX and Amazon low band" is true, then invert the logic and consider what SpaceX, $AMZN, and the MNOs would pay to prevent someone else from getting $NN's low band. This how you get the extreme upside case. Multiple parties that NEED to own it. https://t.co/EnjF9Wpc86

@cfrischer1 Apr 29

Charles Frischer on X

@DSacksCreative $NN The low band spectrum controlled by NN is quite valuable. $GSAT is a terrific comp. Sold for 11.6 billion. In many ways, our spectrum is extremely valuable and can carry more data and is more vital. Very desirable asset.

@DOMOCAPITAL Apr 29

DOMO Capital Management, LLC on X

Wow!!! $CBZ surprise, surprise... AI hasn't killed the #7 accounting firm in America. Shocking 😆 https://t.co/aMaOmLZK4B

@marginofdanger Apr 29

marginofdanger on X

Seems like $PSUS and $PS going to trade worse than I expected. Looks like PSUS could open at a 20% discount to NAV and PS to trade below the $10 bn valuation from the latest 3rd party pre-IPO raise. https://t.co/Ix6uqF61LJ https://t.co/F5UNDNNVMb

@marginofdanger Apr 29

marginofdanger on X

@EricTheUmpire If you want exposure, buy $PSH.LN (or $PSHZF) which is trading at around 70% of NAV (implies $35/share for $PSUS). https://t.co/oSFLPLfnqr

Viridian Therapeutics: Two Products, One Commercial Buildout

Viridian Therapeutics is building a shared commercial platform for Lumvoa and investigational elegrobart in thyroid eye disease, with…

VRDN $2.3B

Equity Eagle Sep 17

Figure Technology (FIGR): The "Hypoport of America" Growing 100% With 55% EBITDA Margins – and Priced Like the Story Is Broken

Figure Technology's HELOC platform grew Q2 2026 revenue 113% with a 54.6% adjusted EBITDA margin, while shares trade 57% below January's…

FIGR $7.9B

Substack von Philipp Sep 17 2 clicks

Vistra: Q2 2026 Confirmed The AI Power Scarcity Problem

Vistra’s Q2 2026 results reinforce its PJM and ERCOT generation advantage as AI data-center demand tightens power supply, supported by…

VST $46B

The Curious Analyst Sep 17

Copart 4Q26 Business Update: Thesis Shift?

Copart’s 4Q26 revenue grew 2.4% as U.S. insurance volumes fell 7.5%, while a customer loss and higher yard costs pressured profits despite…

CPRT $26B

Speedwell Research Sep 16 1 click

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 $29B

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 $13BXPO $20B

Bearstone Sep 16

Ethos' Biggest Distributor by Head Count Ranked It Last on Stage

Ethos relies on three carriers for 88% of revenue as TruStage payment failures triggered policy lapses and Family First Life publicly…

LIFE $2.3B

Hunterbrook Sep 15 4 clicks

Undercovered Dozen: Ares Capital, Grab, Lenovo, Rigetti And More

Undercovered Dozen profiles 12 lesser-covered stocks, including Ares Capital, Grab, Lenovo and Rigetti.

ARCC $14BGRAB $13B

The Undercovered Dozen Sep 15

The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75

Steve Eisman, Vincent Daniel and Porter Collins discuss Treasury buybacks, OpenAI risk, gold, hedge fund shorting, and live short ideas…

NVDA $5.4T

Steve Eisman Sep 14 5 clicks

GLP-1 winners and losers

GLP-1 drugs are gaining traction across Asia as Chinese developers advance candidates and Indian generics slash prices, reshaping prospects…

NVO $170B

Asian Century Stocks Sep 14

EFXT · long

Enerflex LTD

Enerflex, a $3 billion natural gas infrastructure and equipment company, blends contracted energy-services cash flows with equipment…

EFXT $2.8B

Value Investors Club Jun 19 2 clicks

Alphabet: Off-Grid Energy And Commercial RSI May Panic Bears (Upgrade)

Alphabet’s off-grid data centers, Verizon dark fiber and merchant TPU strategy aim to lower cloud costs and generate $84 billion to $108…

GOOGL $4.2T

Esxeleryn Analytics Sep 16 1 click

No Cap? Currently Capped by Three Hundredths of a Percent: Medtronic’s MiniMed Split-Off Odd Lot

Medtronic’s MiniMed split-off gives odd-lot MDT holders priority on a 7% discounted exchange, but a 4.5939-share cap has begun reducing the…

MDT $116BMMED $5.8B

Rod’s Ruminations Sep 14 4 clicks

Dassault Aviation: Rafale Upside Makes This A Strong Buy

Dassault Aviation reported 46% first-half sales growth and a €45.4 billion backlog, with Rafale F5 demand offsetting Falcon 10X delays and…

DUAVF $26B

Dhierin Bechai Sep 14 1 click

Meta’s Trojan Horse for the Consumer Internet

Meta’s Muse strategy targets the consumer internet through a Trojan-horse product.

META $2T

MBI Deep Dives Sep 14 1 click

Adobe 3Q26 Update

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

ADBE $93B

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…

AMZN $2.7TDE $188B

scuttleblurb Sep 14 1 click

Cestrian Rating Actions - Week Ending 11 September 2026

Cestrian initiated Joby Aviation at Accumulate and upgraded Applied Materials and Broadcom to Accumulate for the week ended 11 September…

JOBY $6.4BAMAT $385B

Cestrian Capital Research. Sep 14

Oracle Corporation (NYSE: ORCL) - Q1 FY2027 Earnings: Record CDS Spreads, $88B Net Debt, And The OpenAI Question

Oracle’s $88.3 billion net debt and $90-95 billion capex plan pushed five-year CDS to 215 bps, despite 121% OCI growth and a $664 billion…

ORCL $437B

Cestrian Capital Research. Sep 14

MKS Instruments: Penang Expansion Boosts WFE Outlook Despite Margin Pressure

MKS Instruments posted $1.25 billion in Q2 revenue and is expanding Penang capacity for a $200 billion to $250 billion wafer-fab-equipment…

MKSI $18B

The Straits Strategist Sep 14

Thursday, September 17, 2026

Laughing Water Capital on X

mavix on X

mavix on X

Laughing Water Capital on X

Charles Frischer on X

DOMO Capital Management, LLC on X

marginofdanger on X

marginofdanger on X

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