Wednesday, October 7, 2026

What I’ve Been Up To

Cogent Communications and AI data-center bottlenecks feature in a newsletter update on recruiting, financial media and conference takeaways.

CCOI $515M

Stock Thoughts Oct 7 1 click

Oct 7 LSAK $405M

Lesaka: Why He's Betting Big | Ali Mazanderani | Ep. 5

Mispriced Assets 2 clicks

Oct 5 OMSE $183M

The Monday Morning Briefing: AI Drives Everything, Yet ROI on Massive Capex Remains Uncertain

Latticework by MOI Global 2 clicks

From X

@leevalueroach Oct 7 2 clicks

Lee Roach on X

Point72 is buying E.W. Scripps $SSP https://t.co/8lbK8IuI2y

@KEDM_COM Oct 7

KEDM.com on X

Both Up Fintech $TIGR and Futu $FUTU benefited from Asians YOLO-ing into 3x levered long MU and SPCX ETFs, with FUTU now up significantly since the regulatory crackdown in May. They only started throttling Mainland accounts in mid-June so the real impact won't be visible until next quarter. ~12x P/E ex-Mainland if you annualize Q2, although Q3 is bound to be a little weaker.

@StableBread Oct 7

Fajasy on X

@UncleAlpha007 @burningbushcap @mkfilko @JonahLupton TCV/EV leaves out the capex each contract needs before it bills. $BRUN's own ratio is 1.2-1.4x TCV/capex, so the $525M deal implies ~$375-440M of GPUs up front. Most of that rides on Dell and lease financing, tho the first $20M software license installment is due this month too.

@majgeoinvesting Oct 7

Maj Soueidan on X

Tomorrow’s @GeoInvesting Open Forum is going to be a good one … Topics include: $PPIH $SIF $FEIM $IEHC $OCC $LEAT $BUKS $PXHI https://t.co/9uSE1PY6Le https://t.co/2ufzLyHqXX

@blondesnmoney Oct 7

Cluseau Investments on X

Any mreit guys with an opinion on $RWT

@DeepSailCapital Oct 7

Deep Sail Capital on X

$SNWV - What a long downward trend it has been. Sunshine ahead maybe, if the CMS reimbursement is reversed? To be fair I have sucked it up big time on this name so you should likely not listen to me. https://t.co/BNNNtBbpxU

@stockgutter Oct 7

SG on X

@DeepSailCapital did about 100% on $CAR sympathy this spring. From a lower base here $HTZ % returns could be much higher this time.

@DeepSailCapital Oct 7

Deep Sail Capital on X

$HTZ is the first potential real short squeeze of any size we have tracked in the last 3 months. Not there yet, but it has all of the needed elements.

Pyxis Oncology: Better Runway Is Bullish For MICVO's Remaining R&D

Pyxis Oncology's recent financing extends MICVO's runway to clinical milestones as the oncology candidate works to establish a safe,…

PYXS $168M

Myriam Alvarez Oct 4 2 clicks

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…

EVI $248M

Kairos Research Oct 2 2 clicks

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

Huckleberry.AI trades near $3.30 against $221 million of cash and $900 million-plus of NOLs after selling its operating business, creating…

HUCK $145M

Hidden Rock Capital's Newsletter Oct 2 4 clicks

Not So Fast

Entravision, the portfolio’s largest position, fell more than 40% from its highs as Q3 returns dropped to 37.8% YTD.

EVC $634M

The Mikro Kap Oct 1 1 click

Zentek Research Note

Zentek shipped its first ZenGUARD air-filter order to a Canadian federal facility as its Albany graphite PEA confirmed a US$3.85 billion…

ZTEKF $58M

Atrium Research - Equity Research Sep 30 1 click

NASDAQ:YB 10% dividend, 2x P/E, 30% growth, AI beneficiary, secular tailwinds, founder CEO I think is as good as Bezos/Walton

Yuanbao pairs a 10.2% dividend and cash exceeding its market value with 33.5% first-half profit growth from AI-enabled Chinese insurance…

YB $561M

Calvin Blissett Sep 30 4 clicks

3 Mergers and 1 Liquidation in the Danger Zone

Stratus Properties liquidates Austin real estate below projected distributions, while Atlantic Lithium and Intermex await approvals for…

STRS $143MIMXI $376M

Triple S Special Situations Investing Sep 30

💥Yield!💥

Beyond Meat’s Q2 2026 revenue fell 8.2% as U.S. retail and foodservice volumes declined, while a flatter, not inverted, Treasury curve…

BYND $132M

PETITION Sep 30

Riley Exploration Permian: 30% Oil Growth At Half The Sector's Multiple

Riley Exploration Permian raised oil production guidance after a Q2 beat, targeting 30% growth while trading at 6.52 times forward earnings.

REPX $950M

The Supercycle Investor Sep 28

VersaBank: The Bank Behind the Bank – How a Canadian Branchless Pioneer Wants to Make Asset-Backed Securities Obsolete

VersaBank uses cash holdbacks and put-backs to buy point-of-sale loan cash flows, with C$7 billion in assets and AI-enabled real-time…

VBNK $702M

Substack von Philipp Sep 26 7 clicks

OPI · long

Office Properties Income Tr

Office Properties Income Trust emerged from Chapter 11 on June 17, 2026, with a $2 billion enterprise value and a 12.0% cap rate at $16.60.

OPI $61M

Value Investors Club Jul 6 2 clicks

Sangamo Bankruptcy (SGMOQ)

Sangamo Therapeutics’ Chapter 11 asset sales leave common equity tied to $100 million in PTC Fabry therapy approval milestones and a…

SGMO $61M

Triple S Special Situations Investing Sep 2 6 clicks

Hydreight Technologies: A Strong Quarter With Some Yellow Flags (Rating Downgrade)

Hydreight Technologies' Q2 revenue rose 12% sequentially to $28 million, while gross margin fell to 19.4% and cash burn stayed elevated,…

HYDTF $131M

Fernanda Galvez Jalil Sep 2 1 click

An ATM that starts to spit out cash

Andrada Mining’s Uis ore sorter targets higher tin grades and lower unit costs after FY26 operating cash flow reached £4.7 million, but…

ATMTF $203M

The Oak Bloke Sep 2 7 clicks

Tectonic Therapeutic: Competitor Data Strengthens The TX45 Bull Case

Tectonic Therapeutic's TX45 CpcPH-HFpEF program gains support from Merck's CADENCE data; Phase 1b hemodynamics and cash through Q1 2029 set…

TECX $442M

Equity Eagle Sep 2 2 clicks

EVC Update

EVC reported a solid second quarter and outlook.

EVC $634M

Nat Stewart - Stock Picking Newsletter Sep 1 15 clicks

$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital

Limbach's EBITDA fell 30% as organic revenue declined, but 1 Main Capital calls the weakness temporary and views CYMCOR as its first…

LMB $608M

Yet Another Value Podcast Sep 1 9 clicks

GoPro sold itself at 9:20 AM to get ahead of a meme stock

GoPro rushed out its Starman Optical merger after Markiplier-driven buying sent GPRO up roughly 90% premarket, offering shareholders $1.14…

GPRO $252M

Yet Another Value Blog Sep 1 4 clicks

Shattuck Labs: A Receptor-Side Bet On The TL1A Boom

Shattuck Labs pivots to DR3-targeted IBD therapy SL-325, funded through a Phase 2b readout as it competes with anti-TL1A drugs.

STTK $568M

Equity Eagle Sep 1

Three small caps from my watchlist (August 2026)

EverQuote, an $864 million digital insurance marketplace, and PAR Technology, an $808 million restaurant software provider, lead a…

EVER $684MPAR $611M

Inglenook Growth Aug 30

Wednesday, October 7, 2026

Lee Roach on X

KEDM.com on X

Fajasy on X

Maj Soueidan on X

Cluseau Investments on X

Deep Sail Capital on X

SG on X

Deep Sail Capital on X

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