Tuesday, September 22, 2026

CoreWeave, Inc (CRWV)

CoreWeave funds GPU data-center expansion with debt backed by $104 billion in contracted revenue, while GPU cloud rentals generate roughly 99% of sales.

CRWV $49B

SixSigmaCapital: Navigating the Financial Markets Sep 22 9 clicks

Sep 22 ON $30B

Analog Semiconductor Smorgasbord, Feat. TXN, ON, VSH

Cestrian Capital Research 6 clicks

Sep 22 CRDO $40B

Credo Technology: New Position in My Private Portfolio

Hated Moats 18 clicks

From X

@MaiusPartners Sep 22 4 clicks

Maius on X

Love it or hate it, but the $GNRC / $AMZN deal is an extremely bearish read-through for the legacy backup power suppliers $CMI / $CAT. The equivalent would be $GM coming to China and taking 20% of the market overnight from BYD. https://t.co/loOU0ZaB7V

@BarbarianCap Sep 22 3 clicks

Barbarian Capital on X

AutoZone Expects Growth to Accelerate This Fiscal Year $AZO https://t.co/FYkgVNrID5

@BarbarianCap Sep 22 6 clicks

Barbarian Capital on X

mentioned: $SCHW $LPLA $RJF $AMP $JPM $BAC $BKNG Meta’s Muse Comes for Financial Stocks https://t.co/dqxVL8KJ2U

@leevalueroach Sep 22 2 clicks

Lee Roach on X

This is why I think Ryan Cohen put up $46 million dollars into $GME over the past few weeks along with other large insider buys. Pokemon card sales reached an all time high in August. Then in September it was Pokemon's 30th anniversary. It was the biggest coordinated event for Pokemon cards in history. Stores were sold out. Lines all over. GameStop probably made a killing. And this anniversary will continue until the end of the year with more sets dropping in Q4, which is the best quarter. GameStop is going to smoke the $650 million of EBITDA for 2026. I have it closer to $885 million. The core business is on fire. Get more info here: https://t.co/Re7vRQ6uHG

@BrokenMoats Sep 22 7 clicks

Broken Moats on X

Anyone have any suggestions how Muse and Grokbot and more versions to come of agent personal assistants is bullish of communication stocks like $RNG and $FIVN? Took out some of the intermediary businesses like $EVER and some pressure on $EXPE earlier in the day but seems next level is EXPE, some of the insurance brokers, and then phone communication systems seem at the top of losers from changing engagement and channels for B2C and B2B comms

@TidefallCapital Sep 22 2 clicks

Trevor Scott on X

@KoyfinCharts $CHTR buybacks

@DeepSailCapital Sep 22

Deep Sail Capital on X

I echo these thoughts on $CRDO. https://t.co/GUUJOngRvK

@leevalueroach Sep 22 5 clicks

Lee Roach on X

What do you think the unit economics to make a magic the gathering card is and what the markup is? What happens when you capture the entire retail margin by in housing. What happens when you sell the dumb toy biz? What happens when you stop allocations of MTG from everyone else and funnel to $GME shelves? How does store traffic improve?

Copart's Return To Growth Starts Now: Adair's $1.9B Bet On ACV Auctions

Copart’s $1.9 billion ACV Auctions acquisition targets renewed growth, with EPS accretion expected by fiscal 2028 as insurance…

CPRT $25B

Robert J. Lake Sep 22 2 clicks

GameStop Is Extreme Deep Value

GameStop's collectibles mix rose to 45% of sales as gross margin reached 44%, supporting a deep-value case built on cash and store…

GME $12B

The Value Road Sep 21 8 clicks

Tempus AI: Data And Applications Will Unlock More Upside

Tempus AI’s Q2 oncology testing volumes rose 31%, while data and applications revenue grew 28% as its clinical data flywheel expands.

TEM $15B

Bay Area Ideas Sep 21 2 clicks

A2Gold: Research Note

A2Gold’s first Taylor drill holes returned 20.96 g/t AuEq over 1.5m and 209.4 g/t silver over 10.7m, alongside 141.10 g/t gold at…

KGC $29B

Atrium Research - Equity Research Sep 21 3 clicks

[Emergency Lunch-Hour Market Memo] Coherent admits their CPO/NPO Laser is garbage + Cerebras delusional bonus roast

Coherent’s CPO/NPO laser misses 1 MHz effective-linewidth requirements, Irrational Analysis argues.

COHR $63BCBRS $40B

Irrational Analysis Sep 21 3 clicks

[CoStar] Homes are different

CoStar spent more than $1 billion building Homes.com to challenge Zillow, betting seller-agent leads, proprietary listing content and…

CSGP $11B

scuttleblurb Sep 21 4 clicks

“Going Through Some Pain”

Dick’s Sporting Goods’ $2.4 billion Foot Locker acquisition nearly quadruples its store count and adds international exposure, risking a…

DKS $12B

TSOH Investment Research Sep 21 1 click

The Monday Morning Briefing

Latticework’s weekly briefing spotlights discounted European assets including Barco, Bolloré, Brookfield and D’Ieteren, with catalysts…

BN $82B

Latticework by MOI Global Sep 21 4 clicks

Genuine Parts: NAPA Self-Help, Motion Recovery, And The 2027 Separation Support Upside

Genuine Parts targets NAPA network improvements, Motion’s industrial recovery and a 2027 Automotive-Industrial separation to lift sales,…

GPC $17B

Value Capital Research Sep 21 2 clicks

Deep Dive: Brookfield Corporation

Brookfield Corporation, down 20% YTD, manages $1.27 trillion across asset management, insurance and operating businesses as rates, debt and…

BN $82BBAM $71B

Capitalist Letters Sep 20 4 clicks

CDNS · long

Cadence Design Systems INC

Cadence Design Systems sells chip-design software as AI computing drives a structural increase in semiconductor design complexity.

CDNS $97B

Value Investors Club May 21 2 clicks

Practical Semiconductor Optical Amplifiers (SOA)

Semiconductor optical amplifiers offer compact, low-cost gain for LiDAR, long-haul links and ultra-high-power co-packaged optics, trading…

LITE $94B

Irrational Analysis Jul 18

Nothing Beats a Jet2....investment?

Jet2’s £4.5bn A321neo fleet renewal will constrain free cash flow through 2032, despite strong package-holiday growth, cash reserves and…

RYAAY $28B

Brevarthan Research Jul 16

[scuttleslops] CDNS, SNPS, TREX, WISE, Class I Rails, China

Synopsys and Cadence retain EDA pricing power through entrenched design flows, foundry relationships and high switching costs; AI-driven…

SNPS $94B

scuttleblurb Jul 16 2 clicks

Thoughts on PayPal Buyout Offer

PayPal faces a $60.50-per-share buyout offer from Stripe and Advent, with a rejection or counteroffer above $80 viewed as more likely.

PYPL $45B

Hidden Rock Capital's Newsletter Jul 15

Rebound Watchlist: July 2026

Rebound Capital's July 2026 watchlist puts AeroVironment and Coinbase under review after UnitedHealth rose more than 70% from its low.

COIN $50B

Rebound Capital Jul 15

Airbnb’s Cost of Market Creation and Regulatory Survival

Airbnb spent 1.1% of 2025 GBV on field operations and policy as regulatory costs persisted; New York’s short-term-rental crackdown cut…

ABNB $94B

MBI Deep Dives Jul 15 3 clicks

New Position: Volatility Merchant

A digital market-infrastructure platform dominant in rates and expanding in credit trades at 22 times free cash flow, with 45%+ FCF margins…

TW $24B

Aurelion Research Jul 14

Artificial Bloom

Bloom Energy’s AI data-center fuel-cell growth plans face scrutiny over scandium supply, with Hunterbrook alleging China dependence and…

BE $82B

Doomberg Jul 14

In Conversation: Cerebras Systems (CBRS)

Cerebras Systems sells WSE-3 wafer-scale AI chips and cloud capacity, with cloud and services rising to 43% of revenue after an OpenAI…

CBRS $40B

Aurelion Research Jul 13 1 click

Tuesday, September 22, 2026

Maius on X

Barbarian Capital on X

Barbarian Capital on X

Lee Roach on X

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Trevor Scott on X

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Lee Roach on X

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