Friday, September 25, 2026

The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap

Steve Eisman says AI companies are reviving Enron-era off-balance-sheet and circular financing, alongside concerns around Oracle and Blue Owl.

ORCL $419B

Steve Eisman Sep 25 5 clicks

Sep 25 RDDT $28B

Reddit: DCF Valuation

Hated Moats 7 clicks

Sep 25 RL $21B

TSOH Weekly Roundup (09/25/2026)

TSOH Investment Research 5 clicks

From X

@finphysnerd Sep 25 6 clicks

Myles on X

@SW_Resurgo I dunno, I see lots of very real cases of people doing shit like this. Remember the guy who went all in on $PDD and then had a royal crash out?

@leevalueroach Sep 25 5 clicks

Lee Roach on X

$CXW got a new President/CEO today. https://t.co/7WpulDuHkg

@ACapitalLP Sep 25 8 clicks

A Capital on X

@srg444 Me looking at $MGM trading at $32 when Osaka asset is worth 💰 https://t.co/jvVZZ37LP0

@KEDM_COM Sep 25 3 clicks

KEDM.com on X

Buckley Capital @buckleycapital exited Dave after a 100%+ rally from its average cost — on valuation, despite calling it a great business — and substantially cut Root. The proceeds went to Celsius $CELH and Light & Wonder $LNW.AU, where the Fund calls the street's disbelief in management's $2.0bn 2028 adjusted EBITDA target irrational, implying 150%+ upside.

@Fierce__beast Sep 25 6 clicks

Fierce_beast on X

@WaterworldCapi1 $fds decent short, very big and liquid, not showing deterioration yet, still an opportunity to short into earnings revisions (if they happen)

@ACapitalLP Sep 25 1 click

A Capital on X

What are the most interesting “rumored deal” or “strategic alternatives” trades today? I’ll start: $FUN - 9/22, Jana pushing for sale $ONT - 8/5, strategic review $VITL - 9/17, rumored take private $CGX.CN - 9/23, strategic review/advisors hired $NFG - 9/16, strategic review (Seneca E&P assets)

@ACapitalLP Sep 25 4 clicks

A Capital on X

@WaterworldCapi1 @madthunderdome $TLN - Josh Shapiro will privatize it.

@blondesnmoney Sep 25 2 clicks

Cluseau Investments on X

Blackjack 21 Index (favorite collection of global banks and insurers) jumps to +38%, 36% ahead of $XLF Notable ATH's: Juroku Financial, Mebuki Financial https://t.co/HIBUQ57PBF

IonQ: Nvidia QPU Catalyst Isn't Enough

IonQ's Q2 2026 revenue rose 287% to $80.1 million, but durability hinges on its $485 million RPO and enterprise adoption for production AI…

IONQ $18B

Deep Value Investing Sep 25 2 clicks

Single Stock Spotlight #15: Rocket Companies (RKT)

Rocket Companies combines Redfin, Rocket Mortgage and Mr. Cooper into an end-to-end homeownership platform, adding mortgage servicing fees…

RKT $33B

Hidden Rock Capital's Newsletter Sep 25 6 clicks

Eckert & Ziegler: The Pick-and-Shovel Supplier of the Radiopharma Boom – Finally at a Fair Price

Eckert & Ziegler trades near €12, about 14 times expected earnings, as its isotope supply business expands with radiopharma demand despite…

NVS $271B

Substack von Philipp Sep 25 3 clicks

Ouster (NASDAQ: OUST) Stock Rating: Accumulate - Initiating Coverage

Ouster began coverage at Accumulate as lidar revenue rose 56% in Q2, while annual cash burn near $80 million has driven an 86% share-count…

OUST $2.9B

Cestrian Capital Research Sep 25 7 clicks

Research & Analysis: The Aaon Group (NASDAQ: AAON)

AAON's BASX data-center cooling business targets $1 million to $1.5 million per megawatt, with new capacity and backlog conversion expected…

AAON $6.8B

Monte Independent Investment Research Sep 25 8 clicks

Vista Energy: The Cash Engine Is On

Vista Energy's Q2 2026 production rose 32% and revenue 89% as Vaca Muerta acquisitions expand its Argentine export platform and cash…

VIST $7.1B

Alan Galecki Sep 25 5 clicks

Ciena & Fabrinet: The Road Ahead for Optics

Ciena and Fabrinet benefit as AI clusters require high-speed optics within and between data centers, through networking systems and…

FN $16BCIEN $55B

Aurelion Research Sep 24 4 clicks

Oracle: Hyperscaler or Neocloud? A Look into Q1 FY2027

Oracle’s Q1 FY2027 AI infrastructure push relies on leasing, debt, customer prepayments and OpenAI’s Stargate project, resembling a…

ORCL $419B

Kakashii's Materials Sep 24 3 clicks

Honeywell: Post-Spin Growth Story Is Just Getting Started

Honeywell is refocusing on automation after its Aerospace and Advanced Materials spinoffs, with a 1.1x book-to-bill ratio, raised guidance…

HON $68B

Gen Alpha Sep 24 1 click

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.

FWONK $23B

Open Insights Sep 24 6 clicks

ZTS · long

Zoetis INC

Zoetis, the animal prescription-medicines company, is presented as a long investment despite concerns around its 2026 and 2027 outlook.

ZTS $29B

Value Investors Club May 8 3 clicks

Sector Story: Flavours & Fragrances Part V – IFF

IFF’s $7.1bn Frutarom acquisition and $26bn DuPont Nutrition & Biosciences merger failed to deliver expected synergies, contributing to…

IFF $21B

Sector Stories Dec 3

Portfolio Update November 2025

Portfolio gained 0.6% in November and 22.9% in 2025, adding Floor & Decor and Copart while exiting West Pharmaceutical, Kraft Heinz, Novo…

FND $4.9BCPRT $25B

D Invests Dec 2

National Beverage Update

National Beverage’s rare share repurchase is framed as a buy signal, with 50% upside projected.

FIZZ $2.7B

Nat Stewart - Stock Picking Newsletter Nov 25 3 clicks

[$MNDY] Monday.com

Monday.com combines work management, CRM, Dev and Service on a flexible core platform, with 90% gross margins and AI disruption risk…

MNDY $3.5B

Lewistown Capital Nov 19

Short Interest: Domino's and Greggs (DOM LN; GRG LN)

Domino’s and Greggs carry 7% and 6.7% declared UK short interest as weak consumer spending pressures volumes, with Greggs’ valuation…

GGGSF $2.7B

Brevarthan Research Nov 11

Portfolio Update October 2025

DInvests portfolio gained 6.8% in October, buying Roper Technologies and B&M while adding to Kraft Heinz and Greggs and exiting…

ROP $35BKHC $26B

D Invests Nov 2

An Overlooked European Microcap With a Strategic Review Catalyst

Data Modul AG's strategic review could lead Arrow Electronics to sell its 69% stake in the German industrial-display maker after a cyclical…

ARW $12B

Easy Value Oct 28

Two Types of Bank Investments; Thoughts on Asset Sensitivity; FCNCA's Value

Community banks trading at 50-70% of book value can benefit from buybacks and consolidation, with recent targets MSVB and PMHG receiving…

FCNCA $23B

Base Hit Investing Oct 28

Tis The (Earnings) Season

Argentine banks, tariff-exposed stocks and Customer’s Bancorp anchor an earnings-season watchlist after Milei’s election victory,…

CUBI $2.6B

Cluseau Research Oct 27 4 clicks

Friday, September 25, 2026

Myles on X

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A Capital on X

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A Capital on X

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