Brookfield is recasting itself from an industrial owner into a $1.3 trillion asset manager and insurer, betting AI infrastructure can…
Karman Holdings (KRMN) is upgraded after a 68% drop, with 24% organic growth, a $1.3 billion backlog and higher 2026 guidance offset by…
SA Dhierin Bechai Sep 19 1 click 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
Planet Labs’ $116.1 million second-quarter revenue, 70% defense mix and planned Owl constellation position satellite imagery and AI data as…
SA Petri Dish Reports Sep 18 2 clicks 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
ANAB · long AnaptysBio is pitched for a 50% to 80% return over four to six weeks after its April 2026 taxable spin-off of R&D-heavy operations.
BL Value Investors Club Jun 15 4 clicks
Latticework’s Labor Day briefing covers Alphabet’s TPU roadmap, HAL Trust’s asset-value discount, UMG’s buybacks, and AI data-center…
S Latticework by MOI Global Sep 7
National Vision Holdings' 2.2% same-store sales growth masked a 4.9% transaction decline, while inventory rose 37% and deferred marketing…
SA Number Cruncher Sep 7 1 click Titan Mining reported Q2 revenue of $25.7 million and adjusted EBITDA of $9.6 million as zinc output rose, while advancing its Kilbourne…
S Sylence Capital Sep 6 4 clicks
U.S. CPI and PPI headline the September 7 week as the S&P 500 holds key averages, Bitcoin faces $82,000 resistance and gold tests its…
S SixSigmaCapital: Navigating the Financial Markets Sep 6 2 clicks
Altria's NJOY sued the FDA after launching unauthorized nicotine products, challenging e-cigarette regulation and pressing the agency to…
X-energy targets $1.8 billion in annual revenue and more than 42% gross margins by 2032 through reactor IP, project services and…
SA Simple Investment Ideas Sep 6 2 clicks AppLovin is down 48% YTD after its first guidance miss, with revenue 1% below expectations and EPS 2.5% short, reviving fears of an adtech…
S Capitalist Letters Sep 6 6 clicks
RBC Bearings' Q1 2027 revenue rose 19.2% and net income 48.2%, while a $2.3 billion backlog driven by aerospace and defense supports growth…
SA Daniel Jones Sep 6 1 click Amazon combines AWS AI infrastructure, model-company stakes and retail automation, with AWS targeting $1 trillion in annual revenue over…
S Modern Value Investing Sep 6 7 clicks