Friday, September 18, 2026

Planet's Next Constellation Is Bigger Than Just An Upgrade

Planet Labs’ $116.1 million second-quarter revenue, 70% defense mix and planned Owl constellation position satellite imagery and AI data as…

PL $6B

SA Petri Dish Reports Sep 18 2 clicks

TSOH Weekly Roundup (09/18/2026)

TSOH Weekly Roundup covers organized retail crime, Home Depot’s centralized operating missteps under Bob Nardelli, and research updates on…

QNT: The 100× Question

Quantinuum's improving logical-qubit error correction, 1,504 successful-circuit benchmark score and paid deployments at RIKEN, BMW and…

Deep Dive: Grab Holdings ($GRAB)

Grab generates 53% of revenue from delivery, 36% from mobility and 10% from financial services, using its Southeast Asian marketplace to…

DeFi Development: The Clarity Act Failure Tests The Solana Treasury Thesis

DeFi Development’s Solana treasury strategy faces dilution, preferred dividends and tight liquidity after a 50% rally, with $4.3 million of…

DFDV $212M

SA Dorine Cherop Sep 18

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

Ultra Clean Holdings targets a $4 billion annualized revenue run rate by H2 2027 through manufacturing expansion and a broader…

Anterix: The Spectrum Case Is Real, But The Chart And The Insiders Say Wait

Anterix’s 900 MHz spectrum could be worth $2.5–$7 billion, versus a $1.41 billion enterprise value, but insider selling and lumpy…

ATEX $1.7B

SA The Market Auditor Sep 18 2 clicks

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

Special-situations survey flags Cooper’s $3 billion buyback, Grab’s $900 million repurchase, and Beretta’s $44.80 partial tender for Sturm…

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…

Power Semiconductors: The Follow-Up

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

PLAB · long

Photronics INC

Salesforce Can Lose the Interface and Still Win

Salesforce's 8.62x forward cash flow valuation discounts AI seat cannibalization, while Agentforce, Data 360 and MuleSoft aim to retain…

July NPO/CPO Update: Stupidity Singularity

Nvidia shifted its optical interconnect plan from TSMC CPO to Tower Semiconductor NPO, increasing laser requirements that favor Lumentum…

Matan on Stitch Fix

Stitch Fix’s rushed Freestyle pivot cannibalized its profitable Fix business, driving active clients below 3.4 million, quarterly revenue…

Under The Hood - Sprouts Farmers Market, Inc.

Sprouts Farmers Market’s 483-store fresh-food format combines dedicated distribution, curated assortments and long-built site selection,…

Three Tempting Ideas with Major Caveats

Molson Coors trades at 6.2x free cash flow and offers a roughly 15% shareholder yield, but declining beer volumes could make it a value…

The King Bleeds, Long Live The King

Nvidia's Groq deal responded to OpenAI's Cerebras inference partnership, preserving its AI-chip lead through supply-chain control and rapid…

$50M Cash, No Debt, 0.74x Book: A Deep-Value Machine Tool Setup

A debt-free machine tool company with $50 million in cash trades at 0.74 times book value and below net current asset value.

MercadoLibre: Valuation Model

MercadoLibre’s sum-of-the-parts model values commerce and payments on FCFF, credit on equity returns, producing a $1,980 base-case target…

U-Haul Bought at the Top

U-Haul’s pandemic-era fleet purchases at inflated prices now drive higher depreciation and disposal losses as truck and van prices…