Thursday, September 17, 2026

House of Weichai

Weichai Power built a global engine group through Baudouin and a 46% stake in PSIX, positioning both for large-bore generator demand from data centers.

PSIX $1.1B

Maius Partners Sep 17 2 clicks

Sep 17 STM $47B

Power Semiconductors: The Follow-Up

SixSigmaCapital: Navigating the Financial Markets 4 clicks

Sep 17 JXN $9B

Problems at Jackson Financial ($JXN)

Hunterbrook 4 clicks

From X

@cfrischer1 Jun 8

Charles Frischer on X

$NN Technical matters in regard to spectrum, like interference, should be resolved by FCC engineers. These engineers have decades of knowledge and experience. In this clip, every speaker agreed the appropriations committee was out of line and was not the correct forum. https://t.co/TwvTZj1kr0

@cfrischer1 Jun 8

Charles Frischer on X

$NN Opposition to NN's modernization of the 900 MHz band wasn't convincing FCC engineers of non-existent interference. They then tried to gum of the works by adding language in an amendment of the appropriations committee.

@cfrischer1 Jun 8

Charles Frischer on X

$NN Interference is the primary criticism of the NN proposal to modernize the 900 MHz band. In this clip from last week's Congressional testimony, the CEO carefully describes how no interference is being reported in their extensive test zone. https://t.co/xgZV0iXCGe

@cfrischer1 Jun 8

Charles Frischer on X

$NN Mariam was poised, knowledgeable and well spoken. In this attached clip, Mariam states no interference has been reported in all the years of testing. The opposition doesn't have any specific examples of interference. https://t.co/ySdZeVAWjc

@cfrischer1 Jun 8

Charles Frischer on X

$NN I have been approached by folks about last weeks Congressional hearing. I watched the entire hearing and spoke to well informed participants. The opinion is that the hearing went exactly as hoped. This was not a political debate in which a candidate tries to land a punch.

@BrokenMoats Jun 7

Broken Moats on X

If/when @altcap and $NVDA sell their shares in the next year or two, how is this different then what Andrew left did twitting a thesis and going to do the opposite shortly after?? That was deemed illegal and I am sure there they'll blame some event in the near future that disrupted their thesis, etc but this feels no different then self promotion in the opposite direction Bigger issue is existing shareholders from dramatically lower prices going on a retail oriented TV program to hype their holdings to buy in at inflated prices is blatantly perfidious and morally bankrupt. Bookmark this for when they sellout. Amazon ipo at a $438m valuation and Google at a $27B valuation by law of large numbers his statement is already categorically false unless all of GDP will be produced by these 3 companies

@DevinLaSarre Jun 7

Devin LaSarre on X

Newest out. British American Tobacco: Affirmed $BTI $IMBBY $LOG $PM $MO $STG $HAYPP https://t.co/9BnZjicaDN

@ActAccordingly Jun 5

PAA Research on X

Is there a company that has employed a more "prisoner of the moment" approach to capital allocation than $META?

Copart 4Q26 Business Update

Copart's U.S. insurance volumes fell 7.5% in 4Q26, largely from one customer loss, while international insurance units rose 11.2% and…

CPRT $26B

Speedwell Memos Sep 17 3 clicks

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

Vizsla Silver (VZLA)

Vizsla Silver's Panuco project in Sinaloa remains shut after nine workers were found dead, delaying construction of a fully funded 17.4 Moz…

VZLA $2B

Triple S Special Situations Investing Sep 17 1 click

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 $6.8B

Substack von Philipp Sep 17 7 clicks

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 $26BACVA $1.8B

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

Forget Drones: Ondas Is Building An Autonomous Warfare Ecosystem

Ondas Holdings, ONDS, grew Q2 2026 revenue 1,235% to $83.7 million after acquisitions and is integrating drone and autonomous warfare…

ONDS $4.5B

Analysis Fundamental Sep 16 1 click

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

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 4 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

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 $5.6T

Steve Eisman Sep 14 5 clicks

Rubrik: Plenty Of Steam In This Rally As AI Security Concerns Grow

Rubrik's Q2 results and AI-driven cybersecurity demand have lifted RBRK nearly twofold from its year-to-date low, alongside a larger 2029…

RBRK $24B

Gary Alexander Sep 14 2 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 2 clicks

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 $113BMMED $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

Thursday, September 17, 2026

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Broken Moats on X

Devin LaSarre on X

PAA Research on X

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