Friday, September 18, 2026

QNT: The 100× Question

Quantinuum's improving logical-qubit error correction, 1,504 successful-circuit benchmark score and paid deployments at RIKEN, BMW and Oracle frame quantum computing as a costly specialty…

QNT $2B

Mispriced Assets Sep 18 3 clicks

Sep 18 UCTT $3.3B

Research & Analysis: Ultra Clean Holdings (NASDAQ: UCTT)

Monte Independent Investment Research 1 click

Sep 18 RGR $663M

This Week in Special Situations: Cooper Companies, Sturm Ruger, Grab Holdings, Boston Omaha

Latticework by MOI Global 1 click

From X

@stockgutter Aug 10 2 clicks

SG on X

$FF results looked good to me. I remain long and may add. https://t.co/GHDH7wjRX9

@majgeoinvesting Aug 10

Maj Soueidan on X

Well, it looks like $HQI is still seeing a recovery its business, strengthening throughout Q2. Staffing industry is tough right now, but Co. is still worth tracking. Regarding $MPAA, I guess the chapter 11 asset purchase is still an intriguing catalyst. @InfoArbMonitor https://t.co/uKHwcYQEWr https://t.co/mwNrHQkxkT

@david_katunaric Aug 10 1 click

Mikro Kap David on X

It only took a 20-second glance at $EVC Q2 '26 results to see that Smadex is once again firing on all cylinders—230% revenue growth (another fucking acceleration) and EBIT up 673%, topping $40M for the segment. In a single quarter. 🤯 (missed Q1 tweet due to Champions League) https://t.co/4WsDSlnD1g

@BrokenMoats Aug 10 1 click

Broken Moats on X

Weird world to watch $RNG as the new memory stock. How much longer we think the squeeze in all things people were short 6 weeks ago lasts....getting pretty crazy to watch $WDAY climbing to $185. Doomsday at the lows, but not totally off base to reset off true profitability after years of sbc adjusted multiples. But the risks still remain, that structurally the barrier to generating code is lower, competition will increase as a result. And while there are advantages to certain players installed bases and data the moats have eroded to various degrees. Does anyone actually believe we need more phones, and more base level contact services in the future ($RNG) I doubt so. Its a pretty impressive counter trend, squeeze move against a clear trend (the reversal of May and June) but if you've benefited here from these rebounds I think you would be crazy to not only book profits but not find short exposure in this area, many of these companies even if they surrvive and can pivot to being ai beneficiary will go through some tough times in the coming few years as the prices decline for models and compute access

@stockgutter Aug 10 1 click

SG on X

$CHMI to be acquired by $MITT in cash + stock deal. https://t.co/OX3l8bgvDj

@stockgutter Aug 10

SG on X

@TedHZhang or maybe $IMAX does not want to figure it out because they would rather sell the digital system?

@majgeoinvesting Aug 10

Maj Soueidan on X

Here’s the facts on $SIF: •Sales up 18% on volume + pricing power •Backlog up YoY & sequentially •Adjusted EPS was 51c vs 2c, not a 1c loss vs 54c! •Mgmt EBITDA calc even includes a one-time gain! Wouldn’t be surprised if SIF recoups the entire pullback, pretty swiftly. https://t.co/JTnYurzxzT

@majgeoinvesting Aug 10

Maj Soueidan on X

$SIF 35% pullback is going to be glorious. 🤣was their best qtr, yet. “This is a lesson on why you need to read press releases and filings, thoroughly, not just relying on headlines or even AI for your investment decisions. The manual process is your edge in smaller cap land.” https://t.co/iXr8inbjpr

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…

PSIX $1.1B

Maius Partners Sep 17 2 clicks

Pioneer Bancorp Has One Too Many Red Flags

Pioneer Bancorp’s acquisitions lifted loans 13.6% and Q2 net interest margin to 4.30%, but expenses, weaker profitability ratios and a…

PBFS $434M

Crimson And Gold Research Sep 17

Power Semiconductors: The Follow-Up

STMicroelectronics, Navitas and Wolfspeed offer contrasting power-semiconductor cases tied to NVIDIA’s 800V AI data-center architecture,…

NVTS $3.3BWOLF $1.5B

SixSigmaCapital: Navigating the Financial Markets Sep 17 1 click

Diamond Estates: Research Note

Diamond Estates Wines & Spirits plans to expand grocery and export sales, invest in six brands, and improve winery operations through FY29.

LSDAF $1.1B

Atrium Research - Equity Research Sep 17 2 clicks

Problems at Jackson Financial ($JXN)

Jackson Financial administers $287 billion in retirement accounts while a report says its captive, hedge-loss installment plan and…

JXN $8.8B

Hunterbrook Sep 17 1 click

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…

ACVA $1.8B

Speedwell Research Sep 16 1 click

LifeMD: Still Undervalued Despite Earnings Miss

LifeMD cut 2026 revenue and EBITDA guidance as subscribers fell and customer acquisition costs reached 59% of revenue, prompting a shift…

LFMD $159M

Eli Gooch Sep 16

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

Kodiak Sciences: Daybreak Needs To Deliver More Than A Passing Grade

Kodiak Sciences expects Phase 3 DAYBREAK results for Zenkuda and KSI-501 in wet AMD, with durability and vision outcomes key beyond…

KOD $2.1B

Sam Mancini Sep 16

Research Roundup Vol. LII

Dell’s AI-server demand and Microchip’s data-center components lead updates on Cirrus Logic and STMicroelectronics, alongside a weekly…

CRUS $6B

Monte Independent Investment Research 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

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…

MMED $5.9B

Rod’s Ruminations Sep 14 4 clicks

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 $6.4B

Cestrian Capital Research. Sep 14

Alarm.com: False Alarm?

Alarm.com, founded after CEO Steve Trundle’s bad home-security experience, has fallen from $105 in 2020 to about $55, testing whether…

ALRM $2.6B

TSOH Investment Research Sep 14 1 click

CHPY: Anthropic's AI Slowdown Call Makes This 40% Yield ETF More Attractive

CHPY pairs a roughly 40% distribution rate with capped weekly upside for investors retaining semiconductor exposure amid Anthropic's AI…

CHPY

Geneva Investor Sep 14 1 click

Initiation Report

Zentek initiation report.

ZTEKF $96M

Atrium Research - Equity Research Sep 13 4 clicks

Friday, September 18, 2026

SG on X

Maj Soueidan on X

Mikro Kap David on X

Broken Moats on X

SG on X

SG on X

Maj Soueidan on X

Maj Soueidan on X

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