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Tuesday, October 6, 2026

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New Position (ONON): Game is On

On Holding (ONON) is gaining sportswear share, expanding store space and launching soccer with Kylian Mbappé as investors debate U.S. consumer weakness and China growth.

ONON $12B
Aurelion Research 4 clicks

From X

@ActAccordingly 1 click

PAA Research on X

Back to back days with 30%+ moves in the retail space. Today it's $ANF with a 30%+ move higher. This wasn't supposed to happen in the age of "alt data" and credit card panels. Instead, single stock vol in the retail space is higher than ever. Market structure is a big part of it (See my 5 "P"s" rubric). However, in this case you can't help but wonder how alt data is driving EXTREME levels of group think in individual stocks. One thing is certain, $ANF is a trader's delight, if you can get it right....
@negligible_cap

Negligible Capital on X

*PALO ALTO'S ARORA EXPLORED ACQUIRING DATADOG: INFORMATION $DDOG currently a $80B company "Palo Alto Networks CEO Nikesh Arora has never shied away from deals, acquiring more than 40 companies in the eight years since he took the helm of the world’s biggest standalone cybersecurity firm. But over the past 18 months, Arora’s appetite for acquisitions has reached a new fever pitch as he expanded the company’s products to handle new AI threats as well as capture more revenue from existing customers. For instance, he explored acquiring Datadog, which sells software that helps businesses identify security threats and monitor how cloud applications perform, and Okta, which helps companies ensure workers have access to the right systems, according to two people with knowledge of the situation."

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Deep Dive: Intuit ($INTU)

Intuit’s $21.4 billion software franchise faces AI-driven pricing pressure in tax and accounting, even as QuickBooks and TurboTax retain…

INTU $88B
Rebound Capital 4 clicks

Canterra Minerals: Research Note

Canterra Minerals increased Lundberg indicated tonnage 55% to 26.1Mt, with 226.2Kt of contained copper equivalent, supporting a Buchans…

EQX $13B
Atrium Research - Equity Research 1 click

Kenorland Minerals: Research Flash

Franco-Nevada bought 10.0 million Kenorland shares, a 12.4% stake, for C$22.2 million in a secondary transaction that issued no new shares.

FNV $47B
Atrium Research - Equity Research 2 clicks
IBIT · long

Ishares Bitcoin Trust Etf

IShares Bitcoin Trust ETF (IBIT) is presented as a high-conviction Bitcoin position with attractive risk-reward.

IBIT $173B
Value Investors Club 2 clicks

Solid Power Still Has Promise

Solid Power reported a $0.11 Q2 loss and $419.3 million of cash, with its electrolyte pilot line and BMW and SK On validation central to…

SLDP $473M
Quad 7 Capital 2 clicks

British American Tobacco: Harvest

British American Tobacco’s U.S. reset revives combustibles and rebuilds its nicotine-pouch portfolio after legacy-brand writedowns and Velo…

BTI $130B
Invariant 5 clicks

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