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 $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

@ActAccordingly Sep 8

PAA Research on X

@TopCornerInvest Thanks. It wasn't based on the quarter. There's more to go here. $MUSA $CASY

@TidefallCapital Sep 8

Trevor Scott on X

$FICO could have just kept quiet and slowly raised prices. Instead they jacked it up 17x over 5 years and lost their 30 year monopoly. 'Anyone that has a monopoly will pretend that they're in incredible competition.' - Peter Thiel https://t.co/fCCphiaSox

@DOMOCAPITAL Sep 8 1 click

DOMO Capital Management, LLC on X

$GME 👀 https://t.co/o0cx17NM88

@TidefallCapital Sep 8

Trevor Scott on X

@ValueInvestShow fashion cyclicality has destroyed many value investors! revenue is quickly decelerating and ebit margins are double a decade ago! not a single insider purchase in this 63% drawdown $DECK

@natstewart5 Sep 8

Nat Stewart on X

National Beverage $FIZZ fiscal 2026 annual report (out today): "...It is the willingness to confront uncertainty, again and again, that reveals character, creates opportunity and ultimately defines and endures".

@ACapitalLP Sep 8

A Capital on X

$FSLR initiated at $260 (9/8/26) https://t.co/kyadOqiPsJ

@natstewart5 Sep 8 2 clicks

Nat Stewart on X

Stellar, heartfelt annual report message from National Beverage $FIZZ on America's 250th out today: "...It is the willingness to confront uncertainty, again and again, that reveals character, creates opportunity and ultimately defines and endures".

@DeepSailCapital Sep 8

Deep Sail Capital on X

Quantum stocks can’t even pump at all anymore. 4% move for $RGTI 2% move in $IONQ Fades all across the group.

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

"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 5 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

Netflix Q3 Preview: Attractively Priced Streaming Giant, Shares A 'Buy'

Netflix trades near 52-week lows at roughly 19 times earnings, more than 40% below historical averages, ahead of its October 20 Q3 results.

NFLX $511B

Justin Purohit 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

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 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 $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 $1.9T

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 $91B

SixSigmaCapital: Navigating the Financial Markets Oct 8

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

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

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 $39BNVDA $5.5T

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

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

BP p.l.c.: An Oil And Gas Play Primed For Outperformance

BP is investing $10 billion annually in oil and gas through 2027 as higher crude prices, LNG expansion and debt reduction support earnings,…

BP $123B

The Asian Investor Oct 7 6 clicks

Thursday, October 8, 2026

PAA Research on X

Trevor Scott on X

DOMO Capital Management, LLC on X

Trevor Scott on X

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A Capital on X

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Deep Sail Capital on X

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