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 TXN $268B

Analog Semiconductor Smorgasbord, Feat. TXN, ON, VSH

Cestrian Capital Research 6 clicks

Sep 22 META $1.8T

Meta's Muse Could be Big Win for Innodata

Hunterbrook 12 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

@partners_road Sep 22 2 clicks

RiverRoadPartners on X

Some huge options trades (tech, naturally) today. Over a billion of premium paid and a lot of vega as well ($20M+). $AMD, $AAPL, $AVGO and $DELL. All January ‘28.

@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

Credo Technology: New Position in My Private Portfolio

Credo Technology was added at $170.54 after a 40% selloff, backed by its high-speed AECs and optical connectivity for AI data centers.

CRDO $40B

Hated Moats Sep 22 18 clicks

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

Meta’s Muse Is No Sure Thing

Meta’s Muse AI agent drove an 11% share surge, but OpenAI, Google and Apple could erode its early consumer lead.

META $1.8T

Key Context by Tae Kim Sep 21 4 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

Pfizer: The 10-Year Is At 5%, And I'm Still Buying This 6%+ Yield

Pfizer offers a 6.22% yield at 9.3 times 2026 consensus EPS, backed by cost cuts and 5% operational growth in its non-COVID portfolio.

PFE $160B

Steven Fiorillo Sep 21 1 click

[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

DoorDash: Undervalued Giant With 2x Potential!

DoorDash is framed as an undervalued giant with potential to double.

DASH $81B

Capitalist Letters May 17

Quality Trap or Buying Opportunities? IBP and MTD Updates

Installed Building Products and Mettler-Toledo, down 38% and 32%, test whether lower valuations reflect deteriorating moats or cyclical…

MTD $30B

Flyover Stocks May 16

MercadoLibre: The Amazon of the Amazon

MercadoLibre combines Latin American e-commerce, proprietary logistics and Mercado Pago’s payments data to build a consumer lending…

MELI $88B

Bearstone May 15

Grab Q1'26: Profitable Growth, Reasonable Valuation

Grab reported Q1 2026 operating leverage, targeted financial-services breakeven by H2 and held $5 billion cash while advertising average…

GRAB $13B

Sleep Well Investments May 15

Updates on Natural Resource Partners, Cencora, and McKesson

Natural Resource Partners invested $39.2 million in Sisecam Wyoming as soda ash prices fell below production costs, helping cut the JV’s…

COR $59BMCK $100B

Eagle Point Capital May 9

OXY's Q1: The Good, The Bad, and The Pretty

Occidental Petroleum’s Q1 2026 execution and operating outperformance were offset by a costly management derivative misstep.

OXY $55B

Open Insights May 8

Bye the Index

Nasdaq’s QQQ amassed $456 billion through aggressive marketing, turning index licensing into a larger earnings source than trading, data…

NDAQ $51B

Net Interest May 8

Novo Nordisk Q1 2026 Review: The Reset Year Looks Less Ugly Than Feared

Novo Nordisk’s adjusted Q1 sales fell 4% despite 22% obesity-care growth, as lower US prices outweighed volume gains.

NVO $169B

Hated Moats May 6

Coupang 1Q26 Business Recap: Data Leak Shows Member Strength

Coupang’s data scandal cut active customers to 23.9 million, but 80% of departed WOW members had returned by April as vouchers and…

CPNG $25B

Speedwell Research May 6

TSMC Investment Case Update

TSMC targets 25% revenue CAGR through 2029 as AI demand sustains 5-nanometer sales and expands leading-edge foundry share.

TSM $2.4T

Global Outperformers May 5

Tuesday, September 22, 2026

Maius on X

Barbarian Capital on X

Barbarian Capital on X

Lee Roach on X

RiverRoadPartners on X

Broken Moats on X

Trevor Scott on X

Deep Sail Capital on X

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