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Thursday, October 8, 2026

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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” 1 click

From X

@ChrisCamillo

Chris Camillo on X

I don’t have differentiated alpha on the memory bubble debate, but one important perspective: Sell side reports projecting the memory supply/demand imbalance to peak in the next few quarters are number crunchers modeling today’s known AI use cases. The problem is AI’s biggest use cases may not exist yet. I’d rather bet on AI creating unforeseen demand than on a spreadsheet correctly predicting its known memory needs two years from now. $SNDK $MU
@convequity

Convequity on X

I do feel like people have cognitive dissonance here: Jeff Dean isn't only about the model application layer — he is the one who masterminded TPU, GOOG's incredible global distributed systems, and making efficient hardware + software actually work. The story isn't simply that models don't matter anymore for GOOG, that GOOG is all in on just AI infra as a more neutral player at the model layer, avoiding heavy investment that could get quickly depreciated by Chinese open source models because infra is the better business. It is simply that GOOG's current model effort is turning south at an accelerated speed. And they know this area is strategically important — otherwise Pichai wouldn't have fought so hard to keep Jeff and others from leaving. You can also excuse GOOG's strategic failure — not foreseeing this year's huge demand, not reserving enough TPU in-house for both model serving and training, and instead selling the capacity to Anthropic — as a smart move to profit from infra and shield away from model competition. It is just that GOOG's internal divisions don't collaborate with each other: the infra team sold out TPU to Anthropic this year in a negotiation done last year, while the model serving and training team never saw the demand coming and never worked that closely with the infra team. By the sheer fact that there are still people sugar-coating this story, I feel less confident about GOOG — although I am still quite bullish on its TPU and infra business. BTW, Anthropic is looking for building its ASIC with $AVGO directly, and also building and running its infra as well. Already they have pivoted away from directly renting GPU from GCP to hosting its TPU and building its kernel to juice up perf by 50% to 2X, and they will continue this optimization route just happening slower than OpenAI does.

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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 2 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

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
VEEV · long

Veeva Systems INC

Veeva Systems is a vertical software company valued as if its best growth years are behind it.

VEEV $48B
Value Investors Club

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 4 clicks

When the Ads Come to the Data

Meta’s Muse could place ads inside its AI agent by letting a private VM select offers from advertisers without sharing user data with…

META $1.9T
MBI Deep Dives 7 clicks

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