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

@finphysnerd Oct 8 4 clicks

Myles on X

@marketplunger1 Probably $ASR or $SPGI. I think reits like $CPT would be a decent shout too. Wild how many of the answers are stock promotions and pumps.

@TidefallCapital Oct 8 5 clicks

Trevor Scott on X

Eisman top pick: "I like $NVDA as long as the AI story remains." 🧐 https://t.co/N7IqtBtB4Z

@StableBread Oct 8 2 clicks

Fajasy on X

@odeliaenergy Shipyard nuclear is $BWXT's home turf, it already builds two to three reactors a year for Navy subs and carriers. And this isn't the only transportable deal, on October 5 Prodigy picked its 20MW microreactor for a transportable plant in New Brunswick. https://t.co/bPIYua98gd

@BarbarianCap Oct 8 1 click

Barbarian Capital on X

Viatris to Buy Pacira BioSciences for $1.65 Billion $VTRS $PCRX https://t.co/3pG7SyOhIM

@BarbarianCap Oct 8

Barbarian Capital on X

Devon Energy Sells Eagle Ford Assets to Crescent Energy for $4.2 Billion $DVN https://t.co/oxm82rChuU

@StableBread Oct 8

Fajasy on X

Continue reading here for how $BWXT plans to deploy $5.5B of capital through 2030: https://t.co/bPIYua98gd

@StableBread Oct 8

Fajasy on X

How did a boiler maker founded in 1867 become the Navy’s reactor supplier? BWX Technologies’ $BWXT history runs through two spin-offs and a decade of acquisitions: → 1867: George Babcock and Stephen Wilcox found Babcock & Wilcox (B&W) to make steam boilers. → 1953-1955: B&W builds components for the USS Nautilus, the first nuclear-powered submarine. → 1978: J. Ray McDermott, an offshore engineering firm, buys B&W. → 2008: B&W buys Nuclear Fuel Services, the Erwin, Tennessee plant behind the Navy’s fuel. → 2010: B&W spins off from McDermott as a standalone public company. → 2015: B&W spins off its boiler business as Babcock & Wilcox Enterprises $BW and renames itself BWX Technologies, keeping the naval and other nuclear businesses. → 2016-2020: Buys GE Hitachi Nuclear Energy Canada (fuel for CANDU, Canada’s heavy-water reactor design, 2016), Nordion’s medical isotope business (2018), and nuclear parts maker Laker Energy (2020), building out the Canadian commercial business. → 2022: Wins Project Pele, the Pentagon’s prototype transportable microreactor. → 2025: Buys the Aerojet Ordnance Tennessee (A.O.T.) unit of L3Harris $LHX for ~$100M in January and closes the Kinectrics deal (a Toronto-based nuclear engineering and testing firm, ~US$525M including assumed liabilities) in May. → 2026: Closes its purchase of Precision Components Group (PCG), a U.S. maker of heat exchangers and other heavy components, for ~$200M on July 1. Most recently, on August 3, Nordic Capital, a private equity firm, agreed to buy just over 80% of $BWXT’s medical isotope business for $750M plus up to $50M more. $BWXT wasn’t looking to sell until Nordic reached out, CEO Rex Geveden said on the Q2 call the same day. CFO Mike Fitzgerald said on the same call that the medical business should bring in $130M of 2026 revenue, at a margin “modestly accretive” to the 13% $BWXT expects from its commercial segment. Nordic’s $750M for just over 80% implies ~$0.9B for 100%, or ~7x revenue. At a ~14% margin, that’s ~50x EBITDA, more than double the 22.5x EBITDA $BWXT trades at. So $BWXT is selling a small side business at a premium to focus on what it calls its core businesses, nuclear national security and nuclear power.

@stockgutter Oct 8

SG on X

let me be the curmudgeon and point out that these announcements by Elon often don't proceed at quite the pace that the market expects. FSD, solar roof tiles, etc... placing some stinkbids in the overnight for $VZ $T. https://t.co/Uyt8txNAb9

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 $18BGS $257B

Hunterbrook Oct 8 4 clicks

"I've Never Seen a Demand Cycle Like This" | Top Semis Analyst Stacy Rasgon on AI Chips

Stacy Rasgon says AI chip demand is constrained by land, power and clean rooms, lifting memory, optics and wafer-fab equipment spending…

NVDA $5.5TAVGO $1.7T

The Monetary Matters Network 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

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 $147B

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

[scuttleslops] META, MU, NVDA, LW, open web advertising

Meta’s Reality Labs shifted spending toward smart glasses, accepting roughly $40 per-unit losses to build an eventual advertising platform…

META $1.8T

scuttleblurb Oct 8

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

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

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

NLY $14BSTX $178B

The Undercovered Dozen Oct 7

A Qualitative Primer on the Nicotine Pouch Space

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

BTI $120B

Sylence Capital Oct 7 4 clicks

CHRW · long

C H Robinson Worldwide INC

C.H. Robinson faces new liability exposure after the Supreme Court unanimously allowed state negligent-hiring claims under the FAAAA.

CHRW $16B

Value Investors Club May 17

Figma 2Q'26: Near-Term Re-acceleration vs. Long-Term Durability

Figma raised its 2026 revenue growth guide to 39%, but a roughly 1% sequential 3Q outlook and unchanged $125-135 million operating-income…

FIG $12B

MBI Deep Dives Aug 10 10 clicks

Alphabet Inc. ($GOOGL) - Deep Dive

Alphabet's Google Cloud swung from a $3.1 billion operating loss in 2021 to $13.9 billion profit in 2025 as Search revenue grew 13.2%.

GOOGL $4.3T

Bearhold Research Aug 10 12 clicks

[V, MA] The more things change, the more they stay the same

Visa and Mastercard have absorbed digital wallets and BNPL into their networks, using global merchant acceptance to turn supposed…

V $696BMA $503B

scuttleblurb Aug 10 9 clicks

WD #353: Colombia, Earnings (INTR, BRKR, TEAM)

Colombia’s Abelardo de la Espriella signals tax cuts and an Ecopetrol revival, while Inter & Co.

TEAM $52B

Ian’s Insider Corner Aug 9

Preview of the Week Ahead: W/C August 10, 2026

Week of August 10 brings CPI, PPI and retail-sales data after the S&P 500 rose 3.0% and Nasdaq 4.73%; Bitcoin remains below its 200-day…

AMZN $2.7TMU $1.2T

SixSigmaCapital: Navigating the Financial Markets Aug 9

💥New Chapter 11 Bankruptcy Filing - Hughes Satellite Systems Corporation💥

Hughes Satellite Systems, owned by EchoStar, and 11 affiliates filed Chapter 11 cases in the Southern District of Texas on August 2, 2026.

ECHO $27B

PETITION Aug 9

Uber: The Market Is Wrong, Time to Buy!

Uber trades at 16x 2027 earnings after robotaxi disruption fears drove shares 25% below their highs, despite 16% trailing growth.

UBER $140B

Capitalist Letters Aug 9 2 clicks

Altria: Gradient

Altria's Q2 2026 smokeables earnings rose 2.4% as cigarette volume declines eased, while oral tobacco revenue fell 5.2% and volumes fell…

MO $119B

Invariant Aug 9

Netflix

Netflix's 46% decline leaves it above a 4% forward free-cash-flow yield, as subscription pricing and a $3 billion advertising business…

NFLX $511B

Behind the Balance Sheet Aug 9 1 click

Thursday, October 8, 2026

Myles on X

Trevor Scott on X

Fajasy on X

Barbarian Capital on X

Barbarian Capital on X

Fajasy on X

Fajasy on X

SG on X

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