Saturday, September 19, 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 $2.1B

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 17 NVTS $2.9B

Power Semiconductors: The Follow-Up

SixSigmaCapital: Navigating the Financial Markets 1 click

From X

@BarbarianCap Sep 19

Barbarian Capital on X

"the aircraft flew 3,199 miles with no control inputs from its onboard safety pilot, including autonomous taxi, takeoff, cruise and landing" Joby Says it Completed First Fully Autonomous Flight Across the U.S. $JOBY https://t.co/nu2FMvE5qs

@ACapitalLP Sep 19

A Capital on X

“Hey honey, Trump signed a deal with Greenland. I’m going to get ahead of everyone by buying Greenland Energy stock on my Robinhood account. It’s a sure thing!” You absolutely fade this. $GLND is so far from commercial production it’s a joke. Retail will pump it because it has “Greenland” in the name. This isn’t anything like the situation with $KYIV, an established business that has generated hundreds of millions of dollars of FCF, with a potential Ukraine peace deal as additional upside optionality…

@BlueDuckCap Sep 19

BDC on X

Irony to me at this point is that 1.) "frontier" LLMs will need to stay on the spend cycle to maintain frontier status but 2.) at the same time everything behind the frontier will get commoditized - and that will be like 99% of the applications. 3.) $META has a big advantage on consumer agentic bc they can scale it via their consumer app monopolies 4.) Here's where everyone might disagree but $SNAP actually is a more strategic asset thus.

@kab604 Sep 19

kab60 on X

$FOUR

@BarbarianCap Sep 18

Barbarian Capital on X

$DDS Dillard's moving their listing to the Texas Stock Exchange https://t.co/n73O2VXhQo

@TheBenSchmark Sep 18 1 click

JabroniCoin.USD on X

$ACMR https://t.co/ooo2FrPWFw

@negligible_cap Sep 18 1 click

Negligible Capital on X

*WESTINGHOUSE SAID TO SEEK OVER $50 BILLION VALUATION IN US IPO $CCJ owns 49% of Westinghouse. $BEP owns the rest Nuclear has totally fallen off the radar this year. Shitco’s like OKLO and SMR flew the theme too close to the sun and rightfully tanked. Maybe Westinghouse IPO brings the nuclear / uranium trade back

@orrdavid Sep 18 2 clicks

David Orr on X

I see this a lot in the investing business. For example, the young fiery aggressive fund managers of the 1990s, who called out dishonest bad management, are now behaving like the companies they used to vicisouly attack. Stuff like $GLRE or $HHH.

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

DiamondRock Hospitality Company: Still A Buy, Though Not As Cheap

DiamondRock Hospitality raised 2026 guidance after Q2 RevPAR rose 7%, AFFO climbed 25.7% to $0.44 a share, and net debt to EBITDA reached…

DRH $2.5B

Philip Wang 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 $8.1B

Substack von Philipp Sep 17 2 clicks

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 $6.2B

Cestrian Capital Research. Sep 14

OKLO · short

Oklo INC

Oklo is framed as a portfolio basket short and a concept company that could become a compounding short.

OKLO $7.5B

Value Investors Club Jun 5

Under The Hood, Wingstop Inc. ($WING)

Wingstop generates most of its $697 million revenue from franchise royalties across a 3,153-restaurant, 98%-franchised system while…

WING $2.8B

Bearhold Research Jun 28 2 clicks

Tidewater (TDW): a first-pass look

Tidewater’s $22,600 average day rate and $598 million FY2025 EBITDA rest on an aging OSV fleet, scant newbuilds and fleet acquisitions…

TDW $4.4B

Stock Thoughts Jun 27

Weekend Digest #346 (AVAL, SpaceX QQQ & Passive Indexing, CBOE Vs. Kalshi)

Grupo Aval has doubled from entry, with further upside tied to Colombia’s new government.

AVAL $6B

Ian’s Insider Corner Jun 15

Quick Value #318 - Campbell's (CPB)

Campbell's trades at 10-11x earnings and a 7% yield after shares fell over 50%, while 4x leverage, weaker volumes and margin pressure…

CPB $6B

Value Don't Lie Jun 15

Everyone Bought the Shovels

Element Solutions sells consumable chipmaking chemistry, with a $75 target from $44 based on an AI-driven semiconductor-materials rerating.

ESI $8.2B

Mispriced Assets Jun 15

ASR: Sureste Airports Soaring To 50%+ Upside, Market Is Missing The New Assets

Sureste Airports’ 20-airport Motiva acquisition and U.S. concessions are set to lift EBITDA, while shares trade at 7x forward EBITDA.

ASR $6.8B

Ian’s Insider Corner Jun 14

A Hardware Multiple on a Software Powerhouse

A software powerhouse posts a record quarter while trading at a 52-week low, raising a valuation disconnect between its business model and…

CALX $2.2B

The Value Road Jun 12 5 clicks

The Bottleneck Was Never the Finding

Tenable’s $27 valuation reflects fears that AI commoditizes vulnerability scanning, while the thesis says AI increases demand for…

TENB $3.9B

Mispriced Assets Jun 9

MSGS at a Glaring Discount so GO KNICKS GO!

MSGS, owner of the Knicks and Rangers, filed a Form 10 to explore a spinoff as comparable franchise sales support an $11 billion valuation.

MSGS $9.6B

Open Insights Jun 5

Saturday, September 19, 2026

Barbarian Capital on X

A Capital on X

BDC on X

kab60 on X

Barbarian Capital on X

JabroniCoin.USD on X

Negligible Capital on X

David Orr on X

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