Thursday, October 8, 2026

Boyz in the Hood

Robinhood’s AI agents, 24/7 equity trading and 10:1 crypto perpetual futures encourage higher retail trading velocity, leverage and momentum.

HOOD $98B

WHAT ARE WE DOING? “Contrarians At The Gate” Oct 8

Oct 8 CCJ $38B

The Uranium Cycle Is Turning Up: In Conversation with YCA & Cameco

Aurelion Research 2 clicks

Oct 8 STZ $21B

This Week in Special Situations: Constellation Brands, GEO Group, Under Armour, CITIC Resources

Latticework by MOI Global 2 clicks

From X

@ACapitalLP Sep 30

A Capital on X

$CODI < $11 with a potential major asset sale coming is too cheap given underlying value. This thing moves on like $2mm of volume. Illiquidity is both a blessing (dislocations) and a curse (violent gaps)… 🤷‍♂️

@KEDM_COM Sep 30

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.

@leevalueroach Sep 30

Lee Roach on X

Monro, Inc. $MNRO looks pretty interesting here. Probably going to get bought out soon as they have been running strategic alternatives since earlier this year. Lots of real estate so you have downside protection. Carl Icahn will go balls to the wall if it is not sold. November has a lot of catalysts set up.

@DeepSailCapital Sep 30

Deep Sail Capital on X

$MAMA is probably at the most attractive valuation since 3 years ago. And right as they are executing super well. This will be a couple billon dollar company in a few years.

@DOMOCAPITAL Sep 30 2 clicks

DOMO Capital Management, LLC on X

Not good for corn / corn basis. Good for $ALTO $GPRE https://t.co/Vv0h05uhzy

@John_Hempton Sep 30

John_Hempton on X

@SilverBacked737 I have such a small $AMC short I look forward to MOASS. I will get to short more...

@John_Hempton Sep 30

John_Hempton on X

@AMCOracle @DrVonGobbler @JIMEDWA79881573 You do not need any valid points to buy more $AMC. Hop to it. The chance to buy at this price is temporary.

@red_dog_capital Sep 30

Red Dog Capital on X

$LOGC victory lap...2x in ~15 mo. More room to run as they continue to buy highly-moated assets w/pricing power and pay no tax for decades due to the NOLs. 10+ year compounder. David Abrams agrees. Stock will probably fade some post the rights ($9 rights). ~25x '27 FCF today

The Story Millrose Told Wall Street About Lennar Purchases Doesn’t Match The Evidence

Millrose told Goldman its Lennar purchases had rent-to-own tenants lined up, but most analyzed homes were advertised for rent and showed…

LEN $18BMRP $3.8B

Hunterbrook Oct 8 4 clicks

Nike Taught Me A Dividend Lesson And A China Lesson (Rating Downgrade)

Nike's 4.8% dividend yield masks payout ratios above 100% of forward EPS and inadequate free cash flow coverage, while China sales declines…

NKE $51B

Sensor Unlimited Oct 8

Golar LNG q2’26 Operational Update

Golar LNG ordered a $2.45 billion fourth FLNG vessel, targeting 3.5MTPA of capacity and $400 million in annual EBITDA under a 20-year…

GLNG $4.9B

Monte Independent Investment Research Oct 8

Credo: The Market Is Wrong About Optics, And That's Creating A Buying Opportunity

Credo expects optical revenue to reach $600 million in FY27 after Q1 revenue grew 114.7% year over year, expanding from AEC cables into AI…

CRDO $38B

Analysis Fundamental Oct 8 4 clicks

Vertiv Holdings Co. (VRT)

Vertiv's 33% stock decline followed a 2026 forecast increase, despite a $15 billion backlog and rising AI data-center demand for power and…

VRT $94B

SixSigmaCapital: Navigating the Financial Markets Oct 8

Lesaka: A $4.69 Stock With a $20–30 Case

Lesaka CEO Ali Mazanderani has bought more than $10 million of stock while pursuing a $20 to $30 valuation case through targeted…

LSAK $405M

Mispriced Assets Oct 8 5 clicks

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 $430M

Stock Thoughts Oct 7 2 clicks

Undercovered Dozen: Brookfield Renewable, Annaly Capital, Seagate, And More

Undercovered Dozen spotlights 12 lesser-covered stocks, including Brookfield Renewable, Annaly Capital and Seagate.

BEP $8.8BNLY $14B

The Undercovered Dozen Oct 7

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

Lesaka’s executive chairman has invested more than $10 million personally and targets EPS compounding above 40% through consumer, merchant…

LSAK $405M

Mispriced Assets Oct 7 2 clicks

ezCater and the Other Half of Uber's FCF

Uber’s $2.3 billion cash purchase of ezCater extends its buy-versus-build strategy and raises questions about the price and capital…

DASH $84B

MBI Deep Dives Oct 7 1 click

POST · long

Post Holdings INC

Post Holdings remains a large position after the stock's recent decline.

POST $3.3B

Value Investors Club Jul 10

L3Harris Technologies (NYSE: LHX) Upgraded Rating: Accumulate

L3Harris upgraded to Accumulate after a 38% stock decline, backed by 8% Q2 revenue growth, a $42 billion backlog and planned Missile…

LHX $44B

Cestrian Capital Research Oct 7 1 click

Cerebras: OpenAI's Nvidia Move Doesn't Break The 750 MW Deal

Cerebras retains its 750 MW commitment despite OpenAI's Nvidia move, but TSMC supply, owned capacity and gross-margin recovery remain the…

CBRS $39B

Deep Value Investing Oct 7

💥New Chapter 11 Bankruptcy Filing - And Go Concepts, LLC (Salad and Go)💥

Salad and Go filed Chapter 11 after its Texas and Oklahoma expansion failed, seeking to sell 65 leases to Dutch Bros for $105 million as 7…

BROS $5.5B

PETITION Oct 7 3 clicks

West Pharma: Still A Buy, But Expectations Are Rising

West Pharmaceutical Services’ GLP-1 demand, HVP upgrades and Annex 1 conversions support double-digit growth, but its premium valuation…

WST $26B

Petri Dish Reports Oct 7

Research Roundup Vol. LV

OpenAI’s enterprise privacy push and Synopsys’s Factory 2 royalty model anchor a technology roundup, alongside oil above $100 and Bitcoin’s…

SNPS $97B

Monte Independent Investment Research Oct 7

Adobe (NASDAQ: ADBE) Stock Rating: Accumulate After Q3 FY11/26 Earnings

Adobe rates Accumulate at $189-$266 after Q3 FY26 revenue grew 12.9%, while management guided slower growth and RPO growth decelerated.

ADBE $93B

Cestrian Capital Research Oct 7 2 clicks

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.

ONON $11B

Aurelion Research Oct 6 3 clicks

Astronics: Marked Down After A Record Quarter - Buy

Astronics targets $1.02 to $1.04 billion in 2026 revenue after adjusted operating margin reached 20.3%, with Boeing representing 12% of…

ATRO $2.8B

Jordan Aquilina Oct 6

Rollins (ROL), Verisure (VSURE), and the cost of standing still (Part 1)

Rollins’ recurring pest-control base requires ongoing spending to replace departing customers, a concern tied to its nearly 50%…

ROL $16B

Best Anchor Stocks Oct 6

Thursday, October 8, 2026

A Capital on X

KEDM.com on X

Lee Roach on X

Deep Sail Capital on X

DOMO Capital Management, LLC on X

John_Hempton on X

John_Hempton on X

Red Dog Capital on X

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