Bullpen.News From Edwin Dorsey
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Saturday, October 10, 2026

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@ActAccordingly 1 click

PAA Research on X

If you're wondering just how unusual this year has been, here's yet another way to look at it. TWENTY THREE S&P 500 stocks have increased 100%+ this year. That's by far the highest number for at least the past FORTY years (maybe all-time). The stocks that have doubled have contributed roughly 5-6% of the overall 8% gain YTD for the S&P 500. It is highly unusual for an S&P 500 stock to double. In most years, there are at most a few stocks that double. Of course the last time we saw a surge in the number of S&P 500 stocks that doubled was in 1999..... History suggests this type of unrelenting bid will not be sustained. As you look at the list below, you'll notice the only non-AI/semis/data center stock in the S&P 500 that has doubled is $MRNA, which was down (-90%+) from its COVID19 highs. If you're looking for doubles or 10-baggers going forward, perhaps it's time to look outside of the data center trade... $SNDK $WDC $STX $MU $INTC $DELL $MRVL $FLEX $AMD $AMAT $LITE $GLW $LRCX $TER $ON $COHR $MRNA $FIX $HPE $GNRC $KLAC $Q
@BrokenMoats

Broken Moats on X

Anybody see this run in $WNC? crazy, gone from serious balance sheet risk to the fastest trade in the market. Company commented they might get to a replacement market next year (versus years of tough order books) and the commerce ruling on dumping from china that will put tariffs on Chinese suppliers (maybe 20% of the market?) should help those 27' numbers. But issues remain in what is a pretty poor business when the dominant industry player fluctuates on bankruptcy each cycle.

Investor Letters

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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…

HOOD $91B
WHAT ARE WE DOING? “Contrarians At The Gate” 1 click

Namib Minerals: Research Note

Namib Minerals posted H1 adjusted EBITDA of $19.0 million, up 76%, as higher gold prices offset lower production.

NAMM $54M
Atrium Research - Equity Research 3 clicks
BNTC · long

Benitec Biopharma INC

Benitec Biopharma's BB-301 gene therapy is in a Phase 1b/2a trial for an ultra-rare muscular dystrophy.

BNTC $295M
Value Investors Club

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 $4.6B
Monte Independent Investment Research

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

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