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

@RagingVentures Sep 25

Raging Capital Ventures on X

Along with our great guest speakers (outlined below), our Ideas & Networking Conference next Thursday, October 1st in NYC will feature a few investment ideas from yours truly. Over the years, we’ve highlighted some good ones, including: 2023 — $EFXT below $6, now $23+; $FPH below $3, now $4.65 2024 — Alphawave Semiconductor, subsequently acquired by $QCOM at a 70% premium; $MRAM below $6, now $18; $WBD below $9, now $30 2025 — Short $ORCL at $285 Plus, many more ideas along the way. We’re down to just a handful of seats for next week. Click below to register: https://t.co/NZIcFTuLGW

@leevalueroach Sep 25 2 clicks

Lee Roach on X

I really like Liftoff $LFTO here. All of the ad tech businesses look too cheap. https://t.co/OzZE77AtrE

@John_Hempton Sep 25 4 clicks

John_Hempton on X

Gee I love $AMC Apes. https://t.co/qqCkWZUjJU

@BillAckman Sep 25 1 click

Bill Ackman on X

The Howard Hughes Holdings Inc. ($HHH) 2026 Shareholder Meeting will take place next Wednesday September 30th at The Auditorium at 787 Seventh Ave in New York City. At the meeting, among other topics, we will discuss how we intend to accelerate the transformation of HHH to an insurance holding company by dramatically reducing the capital intensity of our Howard Hughes Communities real estate subsidiary, freeing up capital to be invested in Vantage, our insurance subsidiary. HHH CEO David O'Reilly, Ryan Israel CIO, Marc Grandisson Executive Chairman of Vantage, and I will make a presentation and address audience Q&A. Advanced registration for the meeting is required with priority given to HHH stockholders. To register, visit: https://t.co/mPPE8xiQd2

@DeepSailCapital Sep 25 1 click

Deep Sail Capital on X

$GRML has been #1 on my short squeeze tracker for 3 days straight, here are the metrics: https://t.co/GcvUmQyZDi

@John_Hempton Sep 25

John_Hempton on X

See that sudden spike down in $AMC. That is what a naked short selling ladder attack looks like. It is hard to tell when executed in dark pools but this one is so much fun to watch.

@majgeoinvesting Sep 25

Maj Soueidan on X

Not saying this is a “where’s there’s smoke there’s fire” type of situation, but I don’t think it’s great that $LGCY is still dealing with account receivable issues when it wasn’t really supposed to be a lingering one when they first mentioned it in Q4 2025. https://t.co/g1BzasReV6

@DeepSailCapital Sep 25

Deep Sail Capital on X

$GRML - Continues to be in a short squeeze after the recent Greenland announcement. 900% borrow rate, no borrow in sight, this one might run for a few days.

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

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 $257B

Odds on Open Oct 8 2 clicks

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 $149B

Rebound Capital Oct 8 1 click

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 $91B

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 $8.7BNLY $14B

The Undercovered Dozen Oct 7

POST · long

Post Holdings INC

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

POST $3.4B

Value Investors Club Jul 10

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

A Qualitative Primer on the Nicotine Pouch Space

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

BTI $121B

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 $146BDASH $84B

MBI Deep Dives Oct 7 1 click

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 $96B

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

Thursday, October 8, 2026

Raging Capital Ventures on X

Lee Roach on X

John_Hempton on X

Bill Ackman on X

Deep Sail Capital on X

John_Hempton on X

Maj Soueidan on X

Deep Sail Capital on X

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