Thursday, September 24, 2026

Formula 1: Liberty Media’s Drive for Success

Liberty Media bought Formula 1 for $4.4 billion in 2017 and monetizes its exclusive commercial rights through racing, media and sponsorship.

Long Opportunities In Semiconductor Capital Equipment Part I - ASML, AMAT, LRCX

[scuttleslops] AAPL, SHOP, Databricks, Lonza

Apple has ceded frontier AI to partners like Google while planning AI-native glasses, camera-equipped AirPods and a smart-home hub over the…

AMD: AI Agents Give Its Memory Advantage A Much Bigger Market

AMD’s MI455X offers 432 GB of HBM4, 50% more memory than Nvidia’s Rubin, positioning it for memory-intensive enterprise AI agents.

AMD $1T

SA Simple Investment Ideas Sep 24 3 clicks

Research Roundup Vol. LIII

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

Intel: The Party Is Only Getting Started

Intel reported Q2 2026 revenue of $16.13 billion, up 25.4%, as AI PCs and data-center CPUs lifted margins and narrowed foundry losses.

INTC $613B

SA Danil Sereda Sep 23 2 clicks

CoreWeave, Inc (CRWV)

CoreWeave funds GPU data-center expansion with debt backed by $104 billion in contracted revenue, while GPU cloud rentals generate roughly…

Analog Semiconductor Smorgasbord, Feat. TXN, ON, VSH

Texas Instruments, ON Semiconductor and Vishay are rated Accumulate on rising robotics demand for analog, power and discrete chips after a…

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

SA 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…

MSI · long

Motorola Solutions INC

Motorola Solutions’ core value proposition remains intact after business changes since 2022, supporting a growth-at-a-reasonable-price…

Why Dario Amodei and Sam Altman Are Faking the AI Doomsday Crisis | The Weekly Wrap

Steve Eisman argues AI extinction warnings from Dario Amodei and Sam Altman seek regulation that creates pricing moats.

$NTDOY: is Nintendo's flywheel actually there? | Accrued Interest

Nintendo's Switch 2 attach rate, flat Switch Online accounts and rising memory costs fuel a bear case, while Spotify and Netflix margins…

Groceries, Aggregators, and Agents

DoorDash's grocery push targets a shift from weekly stock-up trips to frequent online fill-in orders, though smaller baskets complicate…

TSOH Weekly Roundup (09/18/2026)

TSOH Weekly Roundup covers organized retail crime, Home Depot’s centralized operating missteps under Bob Nardelli, and research updates on…

Generac: Amazon Gives The Story More Credibility

Generac’s $2.4 billion Amazon generator agreement for 2027-28 anchors its data-center growth thesis, with 30% projected revenue growth in…

GNRC $12BAMZN $2.7T

SA Fernanda Galvez Jalil Sep 18

Deep Dive: Grab Holdings ($GRAB)

Grab generates 53% of revenue from delivery, 36% from mobility and 10% from financial services, using its Southeast Asian marketplace to…

Wheaton Precious Metals: The Premium May Have Outrun The Fundamentals

Wheaton Precious Metals trades near $150, above its $99–$139 DCF range, despite 61% net margins and 88% year-over-year revenue growth from…

WPM $61B

SA Alexander Grover Sep 18

This Week in Special Situations: Cooper Companies, Sturm Ruger, Grab Holdings, Boston Omaha

Special-situations survey flags Cooper’s $3 billion buyback, Grab’s $900 million repurchase, and Beretta’s $44.80 partial tender for Sturm…

Power Semiconductors: The Follow-Up

STMicroelectronics, Navitas and Wolfspeed offer contrasting power-semiconductor cases tied to NVIDIA’s 800V AI data-center architecture,…