Wednesday, September 23, 2026

Research Roundup Vol. LIII

Micron’s customer agreements, Analog Devices’ acquisitions, Ondas’ GATE deal and Baker Hughes’ power systems position them for AI infrastructure demand.

MU $1.2TADI $193B

Monte Independent Investment Research Sep 23 4 clicks

Sep 22 CRWV $49B

CoreWeave, Inc (CRWV)

SixSigmaCapital: Navigating the Financial Markets 9 clicks

Sep 22 TXN $268B

Analog Semiconductor Smorgasbord, Feat. TXN, ON, VSH

Cestrian Capital Research 6 clicks

From X

@leevalueroach Sep 23

Lee Roach on X

Wall Street is sleeping on $GME https://t.co/x35RBIivhJ

@SowingAlphaSeed Sep 23 3 clicks

Farmer on X

I'm not very interested in buying $MCD because I think they've lost their core competency, which is being efficient. Their product now costs a lot and isn't delivered nearly as quickly as Chick-fil-A.

@BarbarianCap Sep 23 1 click

Barbarian Capital on X

McDonald's CEO expects high inflation, flat traffic are not going away for restaurant industry $MCD https://t.co/ZIgM3fUPpK

@BarbarianCap Sep 23 2 clicks

Barbarian Capital on X

"displaying advertising for other companies on its digital drive-thru order boards as part of a pilot" Why McDonald's is following Walmart and Amazon into the advertising business $MCD https://t.co/eW0y5UCUnw

@BarbarianCap Sep 23 1 click

Barbarian Capital on X

General Mills Profit, Sales Slip as Turnaround Continues $GIS https://t.co/hCadtnVNZ8

@BarbarianCap Sep 23

Barbarian Capital on X

McDonald’s Pledges $8.5 Billion in Investments to Help Franchisees $MCD https://t.co/PoTrgnrK0A

@BarbarianCap Sep 23

Barbarian Capital on X

Disney Boosts Prices on Several Streaming Subscriptions $DIS https://t.co/X7Mv5pl7kh

@BarbarianCap Sep 23 1 click

Barbarian Capital on X

$PM $BTI $MO U.S. Regulators Plan Major Move to Speed Authorizations of Vapes, Tobacco Pouches https://t.co/aaQ7DSzIvP

Abbott: Quality Remains, But Exact Sciences Has Raised The Bar For Buy

Abbott’s Exact Sciences acquisition raises leverage, leaving Medical Devices’ 8% growth and 33.9% margin to carry cash flow until…

ABT $171B

PV Research Sep 22 1 click

Meta's Muse Could be Big Win for Innodata

Innodata's new Meta contract for long-horizon agent personalization ties the data company to Meta's Muse AI assistant, despite Meta's Scale…

META $1.8T

Hunterbrook Sep 22 12 clicks

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

[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

PRYMY · short

Prysmian Spa

Prysmian (PRYMY) is presented as a short position.

PRYMY $41B

Value Investors Club May 8 1 click

Google’s AI Return on Investment

Alphabet’s $132 billion AI capex produced an estimated 49% post-tax incremental ROIC once only in-service assets are counted, versus a…

GOOGL $4.1T

Bristlemoon Capital Jul 28 3 clicks

DoorDash: The Infrastructure of Local Commerce

DoorDash built a last-mile logistics network around restaurant delivery, then extended it to groceries, convenience, and other local…

DASH $81B

MBI Deep Dives Jul 28 3 clicks

DoorDash

DoorDash positions itself as infrastructure for local commerce.

DASH $81B

MBI Deep Dives Jul 28 2 clicks

CME's Stock Is Cheap for the Wrong Reason

CME Group trades at 21.7 times trailing earnings versus a 25.1 times 12-month average, despite near-record futures volume and 94%…

CME $95B

First Strike Research Jul 28

Under the Hood - Adobe Inc. ($ADBE)

Adobe generates 96% of revenue from subscriptions and converts over 40% into free cash flow, but generative AI tests whether Creative…

ADBE $92B

Bearhold Research Jul 27 2 clicks

SSI x Nvidia: The Recent Deal in Nvidia's Cloud Credits/GPU Economy

Nvidia will expand its investment in SSI and provide access to its Vera Rubin GPU platform, extending the cloud credits and GPU financing…

NVDA $5.5T

Kakashii's Materials Jul 27

Q2 2026 Investor and Subscriber call

Jenga IP’s Q2 2026 investor call covers Microsoft, Intuit and upcoming Adobe research, plus portfolio changes, on July 30.

MSFT $3.8TINTU $72B

Global Outperformers Jul 27

The Fleet Owners' Push for Aggregating Demand

Uber’s hybrid-network proposal would keep AVs and human drivers on its dispatch platform, while Waymo and Tesla pursue vertically…

UBER $140B

MBI Deep Dives Jul 27 2 clicks

Ally Financial: The Next Vintage

Ally Financial's Q2 FY26 consumer auto originations rose 21% to $13.3 billion as newer, 9%+ yield vintages replace troubled 2022 loans;…

ALLY $11B

TSOH Investment Research Jul 27

Wednesday, September 23, 2026

Lee Roach on X

Farmer on X

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

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