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Practical Parametric Yield

Cerebras’s WSE-3 faces parametric-yield constraints that could restrict supply, making power and clock-speed tradeoffs central to its next 12 to 18 months.

CBRS $39B
Irrational Analysis 3 clicks

From X

@BlueDuckCap

BDC on X

$AIRS needs to refi their debt. Its a mega catalyst which we have no reason to believe won't happen. "term sheets on our desk". Been a frustrating stock and mgmt still has a lot to prove. Think they are the right team, but again, show me. GLP1 creating all sorts of new aesthetic demand. ASPS flagged lift/contour as the defining category. Facial fat grafting +39%, brow lift +29%, upper body lift +22%, arm lift +21%, neck lift +21%, thigh lift +20%, facelift +13%, breast lift +8% — broadest gains in the report, tied to post-GLP-1 skin laxity. AIRS has direct shots on goal to address much of this (not all). They also have partnered on AlloClae which looks timely. Checks here are encouraging. Minimally invasive still dominant by volume. Neuromodulators (~50%) and HA fillers (~30%) account for most non-surgical treatment volume — the space AIRS's new AlloClae partnership targets. These new pockets of growth need to offset what was a -1% lipo print in 2025 per ASPS. Still #1 by volume, though. Time to make it happen, Yogi. The opportunity is too big and timely for it to not start showing up. Start by signing those term sheets.
@KEDM_COM 1 click

KEDM.com on X

Deep Sail @DeepSailCapital turns up twice in our Q2 sweep. SK Hynix was one. Celestica $CLS is the bigger bet: Deep Sail initiated $CLS in Q2 and holds it as its largest conviction: after canvassing the whole space, it sees Celestica as the cheapest way to own the AI data-center build-out, with structural margin expansion and design wins secured in 1.6T and co-packaged optics. Deep Sail puts at least three years of runway on the build-out.

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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 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 2 clicks
BV · long

BrightView Holdings

BrightView Holdings' 2.5-year turnaround has returned organic growth, with 30-50% stock upside tied to market confidence in the inflection.

BV $1B
Value Investors Club 3 clicks

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