Steve Eisman argues AI extinction warnings from Dario Amodei and Sam Altman seek regulation that creates pricing moats.
YT Steve Eisman Sep 18 2 clicks
Nintendo's Switch 2 attach rate, flat Switch Online accounts and rising memory costs fuel a bear case, while Spotify and Netflix margins…
YT Yet Another Value Podcast Sep 18 1 click
DoorDash's grocery push targets a shift from weekly stock-up trips to frequent online fill-in orders, though smaller baskets complicate…
S MBI Deep Dives Sep 18 1 click
TSOH Weekly Roundup covers organized retail crime, Home Depot’s centralized operating missteps under Bob Nardelli, and research updates on…
S TSOH Investment Research Sep 18 1 click
Quantinuum's improving logical-qubit error correction, 1,504 successful-circuit benchmark score and paid deployments at RIKEN, BMW and…
S Mispriced Assets Sep 18 3 clicks
Generac’s $2.4 billion Amazon generator agreement for 2027-28 anchors its data-center growth thesis, with 30% projected revenue growth in…
SA Fernanda Galvez Jalil Sep 18 Grab generates 53% of revenue from delivery, 36% from mobility and 10% from financial services, using its Southeast Asian marketplace to…
S Rebound Capital Sep 18 1 click
DeFi Development’s Solana treasury strategy faces dilution, preferred dividends and tight liquidity after a 50% rally, with $4.3 million of…
SA Dorine Cherop Sep 18 Ultra Clean Holdings targets a $4 billion annualized revenue run rate by H2 2027 through manufacturing expansion and a broader…
S Monte Independent Investment Research Sep 18 1 click
Anterix’s 900 MHz spectrum could be worth $2.5–$7 billion, versus a $1.41 billion enterprise value, but insider selling and lumpy…
SA The Market Auditor Sep 18 2 clicks TOYO · short TOYO CO LTD is the target of a short thesis.
BL Value Investors Club Jun 5
CAAP reported decent second-quarter earnings and its first dividend, while Brazil rose on an election poll and USMCA trade developments…
S Ian’s Insider Corner Aug 22
Moderna and Merck reported positive Phase III INTerpath-001 results for a personalized cancer vaccine, turning clinical clarity into a…
S Best Anchor Stocks Aug 22
Instacart’s larger grocery baskets create disproportionately better delivery economics than DoorDash’s, making half the basket size worth…
S MBI Deep Dives Aug 22 8 clicks
Nvidia’s exclusive SpaceX partnership targets a 10 GW data-center buildout and could add $120 billion to $230 billion of revenue beyond…
SA Uttam Dey Aug 22 2 clicks Eton Pharmaceuticals licensed rare-disease medicines, raised revenue guidance twice and climbed more than fourfold from its February 2026…
TG Therapeutics' Briumvi growth and subcutaneous formulation progress have fueled takeover rumors, with Biogen, Incyte and Sanofi cited as…
SA ONeil Trader Aug 22 1 click Churchill Downs is selling regional casinos to focus on horse racing and historical racing machines, where Exacta software and racetrack…
S Eagle Point Capital Aug 22
NextDecade’s Rio Grande LNG ownership rises from 20.8% in Phase 1 to 60% in Train 4 and 70% in Train 5, increasing cash flow exposure as…
SA Capital Connoisseur Aug 22 Walmart says Medicare Maximum Fair Price rules will cut FY27 US comps by 125 basis points, while pharmacy margins and prescription volumes…
S MBI Deep Dives Aug 21 4 clicks