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 1 click

Sep 17 JXN $8.8B

Problems at Jackson Financial ($JXN)

Hunterbrook 1 click

From X

@negligible_cap Sep 1

Negligible Capital on X

*DELL SEES FY ADJ EPS $25.25 TO $25.75, SAW $17.65 TO $18.15 The $DELL earnings / guide is absolutely wild FY27 EPS guided at $25.5 at the midpoint when the buyside expectations were at around $22 (street was only at $18.4). And to think Dell was at one point a consensus short on memory pricing exposure. Servers are booming. Holy DELL

@Mike10947310 Sep 1

Mike on X

@HiddenGemsInves Probably $ESP

@BrokenMoats Sep 1

Broken Moats on X

$QXO finally in my valuation zone, acquired shares this afternoon. Rates present a challenge, soft commodities surging and geopolitical could further stress inflation/yields but you usually do not get deal when everything is firing on all cylinders

@TidefallCapital Sep 1

Trevor Scott on X

$FFH.TO finally overtaking $MKL on P/B (M2M value not included) "Fairfax currently has roughly $5 billion of excess fair value over carrying value in its associate and market-traded consolidated holdings—about $250 per share pre-tax." - @VikingVan100 https://t.co/fjSNi41Xaj

@ClarkSquareCap Sep 1

Clark Square Capital on X

Any news on $MAPS? Stock up ~10%

@majgeoinvesting Sep 1

Maj Soueidan on X

CuriosityStream’s CEO has timed several open-market purchases well, including 91,000 shares at $1.06 in May 2024; CURI’s dividend yield is 13%.

@Mike10947310 Sep 1

Mike on X

Any reason for $SIF selloff? Seems like an interesting dip if just someone blowing out. I thought the quarter was good!

@KEDM_COM Sep 1

KEDM.com on X

JDP Capital @Jeremy_Deal is quite bullish on Cerebras Systems $CBRS, which is currently trading 50% below its post IPO peak. According to the Fund, given its revenue under contract, the stock could be more than $1,000 per share within the next few years vs. today's $186. Another take from the Q2 letter: “Drug discovery may be one of the largest beneficiaries of AI of any industry on earth as the companies with the most proprietary data and the deepest clinical histories will widen their advantages”. JDP’s new position in this field was Eli Lilly $LLY.

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 $27B

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 $2.5B

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 $7.9B

Substack von Philipp Sep 17 2 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 $27BACVA $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 $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 $13BXPO $21B

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 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 $4.3T

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 $5.4T

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 $22B

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 $175B

Asian Century Stocks Sep 14

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 $5.9B

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 $1.7T

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 $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…

AMZN $2.8TDE $187B

scuttleblurb Sep 14 1 click

Thursday, September 17, 2026

Negligible Capital on X

Mike on X

Broken Moats on X

Trevor Scott on X

Clark Square Capital on X

Maj Soueidan on X

Mike on X

KEDM.com on X

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