Friday, October 2, 2026

EVI Industries. Margin inflection or fake out?

EVI Industries says its ERP and service-platform build is largely complete, testing whether 10.8% revenue growth can finally outpace operating costs and lift margins.

EVI $248M

Kairos Research Oct 2 2 clicks

Oct 2 LEN $18B

EXCLUSIVE: Lennar’s Big New Customer Is Its Own Spinoff, Millrose

Hunterbrook 2 clicks

Oct 2 HUCK $145M

Single Stock Spotlight #16: Huckleberry.AI (HUCK)

Hidden Rock Capital's Newsletter 5 clicks

From X

@cfrischer1 Jun 14

Charles Frischer on X

$NN I believe the Part 15 opposition is simply trying to get something for free. If they really wanted to secure this space they would just simply buy $ATEX for a 100% premium to their $1.5 billion market cap. Simple, problem solved! https://t.co/8EX6i7RhMc

@cfrischer1 Jun 14

Charles Frischer on X

$NN They won’t do that because they really don’t believe the problem exists. If they did, they could solve this problem in one phone call to the CEO of $ATEX. They will never make that phone call because deep down, they don’t believe in their own claims of interference.

@cfrischer1 Jun 14

Charles Frischer on X

$NN The main opposition at this point of the process is from Part 15 devices. They claim that the NN proposal will destroy the U.S. because of potential interference. Part 15 devices are too vital to America to allow NN to modernize the 900 MHz band.

@cfrischer1 Jun 14

Charles Frischer on X

$NN The opposition claims that the entire economy is reliant on Part 15 devices and that potential interference, which they have not proven at all, will bring down the GDP of the country. They believe we can’t let this happen.

@cfrischer1 Jun 14

Charles Frischer on X

$NN Giant important companies have joined in this chorus. If this were potentially true, what if a relatively simply, cheap, solution could be found to solve this problem. Would’t these big, giant companies try to control the entire economic production of Part 15 devices.

@DevinLaSarre Jun 14

Devin LaSarre on X

Newest out. Maker of Men "Buck Duke, American Tobacco, and an enduring legacy." $BTI $IMBBY $LOG $PM $MO $STG $HAYPP https://t.co/BwZC6I9Fth

@Mike10947310 Jun 12

Mike on X

Now that we've all survived SpaceX day, I think some space names will (hopefully) trade more based on biz momentum. One example: $KVHI's inclusion into the NASA ETF has largely dictated how it's been trading (contributed to the strong runup and recent decline). NASA flows have totally dominated price action. However none of that matters for how the business is actually doing (see below).

@ActAccordingly Jun 12 1 click

PAA Research on X

Is the price action in every other space related company today a cautionary tale for $SPCX as to what could happen with $MAGS and other tech leaders when #anthropic and #OpenAI go public later this year or does it simply reflect an uninspired pricing on $SPCX and a stock that might not be up in the absence of $GS support? $RKLB $LUNR $ASTS $PL $RDW

Nike: The Defense Holds, the Offense Is Unproven

Nike targets EBIT margin recovery from 5.2% in FY2027 to 13% by FY2032 as revenue declines persist and wholesale, China and digital remain…

NKE $51B

Latticework by MOI Global Oct 2 2 clicks

[scuttleslops] Cloudflare wants bots to pay; OpenAI’s ad ambitions; Memory chip competition; Muse is a proactive assistant; the Wintel of cars and robots; Atlassian as a coordinating layer

Cloudflare is building HTTP 402 payments for AI agents, using its web network to let publishers charge bots for content access.

NET $124B

scuttleblurb Oct 2 1 click

Nike, Part Two: The Deep Dive

Nike’s second Latticework program examines the company and the global athletic footwear and apparel industry for professional investors.

NKE $51B

Latticework by MOI Global Oct 2 1 click

Nike, Part One: The Story

Nike grew from a $1,000 shoe-distribution venture in 1964 into the largest sports brand, using athlete endorsements, product innovation and…

NKE $51B

Latticework by MOI Global Oct 2 2 clicks

ServiceNow: Still A 'Strong Buy' As AI Revenues Gain Traction

ServiceNow expects AI annual contract value to reach $1.5 billion by year-end, with assist-pack consumption pricing supporting growth…

NOW $145B

Jetstream Research Oct 2 1 click

Rocket Lab (NASDAQ: RKLB) Stock Rating: Accumulate After Q2 FY12/26 Earnings

Rocket Lab reported Q2 revenue up 62% to $234.1 million and backlog up 137% to $2.36 billion, while operating losses and cash burn…

RKLB $40BIRDM $5B

Cestrian Capital Research Oct 2

Research & Analysis | AAR Corp. (NYSE: AIR): MRO Holdings Reshapes the Margin Profile

AAR’s $1.8 billion acquisition of a 65% stake in MRO Holdings adds widebody aircraft maintenance and targets a 19% to 20% EBITDA margin by…

AIR $4B

Monte Independent Investment Research Oct 2 4 clicks

American Healthcare REIT: A Dip Buy Driven By Senior-Care And Outpatient Tailwind

American Healthcare REIT’s senior-housing and outpatient portfolio is driving FFO growth and dividend safety, while a rich valuation limits…

AHR $12B

Albert Anthony Oct 2 1 click

The Trade Desk (NASDAQ: TTD) Stock Rating: Do Nothing After Q2 FY12/26 Earnings

The Trade Desk's Q2 revenue grew 3% to $715 million as Q3 guidance called for a year-over-year decline; TTD has fallen over 90% from its…

TTD $5.8B

Cestrian Capital Research Oct 2 1 click

Belden Inc.: The Ruckus Debt Looks Scarier Than The Math

Belden targets net leverage of 2.9x by 2027 from 3.9x, using RUCKUS's 65%+ gross margins and free cash flow to reduce debt.

BDC $4.3B

Lee Bailey Oct 2

Sleep Well Portfolio (Sept 2026) - New Pick coming up - SWI#25.

CrowdStrike faces a trim at a $270 billion valuation and 140x free cash flow, despite AI-driven cybersecurity demand and a $20 billion ARR…

CRWD $269B

Sleep Well Investments Oct 2 2 clicks

$TPB: can Turning Point Brands be the third player in nicotine pouches? | Saberpoint Capital

Turning Point Brands' FRE and Alp nicotine pouches aim to become a third C-store brand behind ZYN and Velo as PMTA rules limit new entrants.

TPB $1.1B

Yet Another Value Podcast Oct 1 2 clicks

Mattel: M&A Buzz And A CEO Change Create Substantial Uncertainty

Mattel rose 19% on takeover speculation, but a potential $20-per-share bid, margin pressure and CEO transition leave its standalone…

MAT $4.8B

Seeking Profits Oct 1

Twilio (NYSE: TWLO) Stock Rating: Hold After Q2 FY12/26 Earnings - Distribute Below $260

Twilio posted Q2 revenue of $1.50 billion, up 22%, and guided 16% Q3 growth; the note rates TWLO Hold at $305, with a $260 risk line.

TWLO $42B

Cestrian Capital Research Oct 1 1 click

Constellium: The Spread Between Feedstock And End Prices Keeps Widening

Constellium’s widening feedstock-to-end-price spread supports 2026 EBITDA guidance of $980M-$1.02B and free cash flow above $300M.

CSTM $3.5B

Andres Veurink Oct 1

Why Muse May Never Need Ads

Muse could sidestep ads by becoming a neutral commerce agent, while DoorDash and Airbnb build proprietary agents that steer users toward…

DASH $83BABNB $99B

MBI Deep Dives Oct 1

Autodesk (NASDAQ: ADSK) Stock Rating: Accumulate After Q2 FY1/27 Earnings - New Rating Bands, Stop And Price Targets Inside

Autodesk reported Q2 revenue growth of 16% to $2.05 billion, while RPO growth slowed to 2%; FY2027 guidance calls for $8.30 billion to…

ADSK $49B

Cestrian Capital Research Oct 1

HOOY: A Hold For The YieldMax HOOD Option Income Strategy ETF

YieldMax HOOD Option Income Strategy ETF pays high weekly income from Robinhood volatility, but return-of-capital distributions and a 0.99%…

HOOD $98B

Ivan Gaddari Oct 1

How Ethos Sold Wall Street on AI While Powering an Analog Boiler Room

Ethos Technologies ($LIFE) sells AI-driven life insurance while relying heavily on multilevel marketing agencies using aggressive cold…

LIFE $2.2B

Hunterbrook Oct 1 1 click

Karman Holdings q2’26 Earnings Update

Karman Holdings reported 58% Q2 revenue growth, $1.3 billion backlog and margin expansion while replacing leadership and remediating…

KRMN $4.2B

Monte Independent Investment Research Oct 1

Charles Frischer on X

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