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 $91B

WHAT ARE WE DOING? “Contrarians At The Gate” Oct 8 1 click

Oct 8 CCJ $36B

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

Aurelion Research 2 clicks

Oct 8 STZ $22B

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

Latticework by MOI Global 2 clicks

From X

@DevinLaSarre Jun 2

Devin LaSarre on X

Another step closer to the jungle. $BTI $HAYPP https://t.co/VlVfY3V15P https://t.co/wXHpbQPkwP

@DevinLaSarre Jun 2

Devin LaSarre on X

One more step closer to the jungle $PM $HAYPP https://t.co/3YnhLXaDUK https://t.co/zylLEhVir8

@mavix_leon Jun 2 1 click

mavix on X

Shelly Group $SLYG appoints Georgi Bonec as Chief Marketing Officer to further strengthen Shelly‘s global brand positioning, international go-to-market capabilities and consumer, retail and professional channel development. https://t.co/4LdogwzUod

@ActAccordingly Jun 1

PAA Research on X

Quick thoughts on the $GOOG raise: 1) Management is old enough to remember when this stock traded at much lower multiples for YEARS, good time to raise capital and it's not that much relative to the market cap. 2) The demands of data center build out/token cost are even more insatiable than we thought (see $HPE, $DELL, or the $NVDA overnight news) 3) Profitability/cash flow could be headed lower in a meaningful way at some point in the not too distant future for the search business. This is the most important take away IMO. Someone explain to me how you take the greatest business model ever created in Search/Adwords where you have 90% share and replace it with LLM's/AEO, while somehow maintaining the same profitability. The structural economics are WORSE and market share is materially worse. Search traffic is DOWN in many categories and that will only get worse from here as consumers engage with #openAI, #claude, #gemini at higher rates. Honestly, I don't know why this isn't the primary narrative around $GOOG currently. I'm sure there are people that will have different perspectives on this, but ask around to people that rely on search. Volumes are down in many areas already.

@ToffCap Jun 1 2 clicks

ToffCap on X

$ABVX https://t.co/PZxxt1GzS6

@Mike10947310 Jun 1

Mike on X

$HPE let's fucking go. https://t.co/OjNXeIX0yM

@Mike10947310 Jun 1 1 click

Mike on X

@Minnvestor $NVT you'd think would be up more today. Also w/ TPUs and Project Deschutes what w/ Anthropic S-1 and rev growth. Do you think just overlooked?

@ActAccordingly Jun 1

PAA Research on X

Not sure what to think about the action in the $SMH and $NVDA ecosystem names ripping higher as $GEV and $ENR giving back ALL of their gains since they reported 1Q26 results. Notable at the very least.

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 $17BMRP $3.7B

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 $52B

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 $4.7B

Monte Independent Investment Research Oct 8

Ex-Goldman MD: "Credit Markets Move in Step Functions"

Geoffrey Williams explains CMBS underwriting, post-GFC securitized-credit risk transfer and why credit markets reprice in step functions.

GS $260B

Odds on Open Oct 8 3 clicks

ISRG 2026-10-08

Top Rebound Stocks for Oct’26

Intuitive Surgical, down 32% from its January 2025 peak, faces slower US procedure growth and new robotic-surgery rivals despite $10.1…

ISRG $151B

Rebound Capital Oct 8 2 clicks

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 $33B

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 $79B

SixSigmaCapital: Navigating the Financial Markets Oct 8

Maase: The Math And The Valuation Don't Add Up To Me

Maase, a $5B AI infrastructure company with sub-$50M annualized revenue and persistent losses, faces governance concerns over super-voting…

MAAS $5.4B

Wolf Report Oct 8 1 click

A Qualitative Primer on the Nicotine Pouch Space

Nicotine pouches show low brand loyalty and sharply varied preferences, with U.S.

BTI $130B

Sylence Capital Oct 7 4 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…

UBER $145BDASH $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 $3.5B

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 $33B

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 $5.2B

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 $27B

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 $90B

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 $98B

Cestrian Capital Research Oct 7 2 clicks

Marvell 2026 Investor Day: Irrational Recap

Marvell’s 2026 investor day draws a skeptical review of its optical connectivity, DSP and AI infrastructure claims, while crediting its…

MRVL $208B

Irrational Analysis 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 $12B

Aurelion Research Oct 6 4 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 $2.6B

Jordan Aquilina Oct 6

Thursday, October 8, 2026

Devin LaSarre on X

Devin LaSarre on X

mavix on X

PAA Research on X

ToffCap on X

Mike on X

Mike on X

PAA Research on X

Investor Letters

Publications we follow

Newsletters 107

YouTube 4

Blogs 17

Seeking Alpha 52 of 235

X accounts we follow

Investor letters we follow

Sectors