Tuesday, October 13, 2026

An Interview with Katie Harbath About Disrupting Politics at Facebook

Katie Harbath discusses Facebook’s role in elections and political disruption during the 2010s, drawing on her book Disrupting Politics.

OCP Day One: AMD CEO Sees Strong Demand for AI Inference and CPUs

AMD CEO Lisa Su says demand for AI inference and CPUs continues to rise as computing capacity becomes more valuable.

Rollins (ROL), Verisure (VSURE), and the cost of standing still (Part 2, Verisure)

Verisure’s 6.38 million monitored-alarm subscribers generate 90% recurring revenue, while its disclosed acquisition costs and 6%-8% churn…

SED Energy: The 40% Dividend. Signal or Noise?

SED Energy's proposed Ventura merger projects a 22% to 40% dividend yield, but idle tender barges, debt and repayments materially reduce…

Micron: My DCF And Valuation Multiple Analysis Confirm It Is Still Cheap

Micron's AI-driven memory demand, customer agreements and cost controls support a $1,500.36 DCF fair value estimate, 52.5% above the…

MU $1T

SA Adam Schadt Oct 13 4 clicks

Monte Investments Market Brief Vol. CXXXI

Park Aerospace reported 27% revenue growth and 72% EPS growth, supported by composite materials for Airbus engines and PAC-3 rocket motors.

Broadcom: The More Google Designs, The More It May Need Hock Tan

Broadcom's AI semiconductor growth rests on custom-chip partnerships and advanced packaging as Google, OpenAI and Meta demand larger…

AVGO $1.6T

SA Eudaemon Research Oct 13 9 clicks

CarGurus ($CARG): The Auto Trader of America, Priced Like a Used Car

CarGurus, the largest U.S. auto-shopping marketplace, trades near $29 despite roughly $1 billion in expected revenue, $300 million in free…

Altria: The Rally Looks Ahead Of Underlying Earnings Growth

Altria’s EPS gains rely on tax refunds and discount brands while Marlboro growth lags.

MO $125B

SA Vishal Jadaun Oct 13 2 clicks

Expectations going higher for Everpure, DigitalOcean

Everpure and DigitalOcean face rising expectations as their stock prices shape Monday’s views.

AMPX · short

Amprius Technologies, Inc.

Amprius Technologies derives 94% of revenue from licensing despite its silicon-anode battery supplier narrative for defense and aerospace…

Rocky Mountain Chocolate Factory. CEO Fired,WTF??? Robert, We Hardly Knew Ye.

Rocky Mountain Chocolate Factory fired CEO Robert Sarlis after less than two years, installing director Starlette Johnson as interim CEO…

Rocky Mountain Chocolate Factory ($RMCF) Summary of Call with CFO Allen Arroyo.

Rocky Mountain Chocolate Factory CFO Allen Arroyo outlined a multi-unit franchise push, while management called 250 stores at $800,000 AUV…

Highlights from Darden Restaurants' Q2 '23 Conference Call

Darden Restaurants posted 2.8% same-store sales growth as Olive Garden and LongHorn outperformed a softer casual-dining market, while…

On Thrift Conversions, OTC Company Drama, and Seeking Info

PFS Bancorp trades at $8.65 despite more than $31 million of tangible equity after its thrift conversion, as recent conversions average a…

Sarepta Risk and the FDA

Sarepta’s Exondys 51 approval despite a 12-patient trial frames FDA regulatory risk and a call to remove Commissioner Robert Califf.

A Value Trap, an Ancient Stock Pitch, a Glimpse Into The Past

Four Corners’ insider-backed asset sale cut shareholder proceeds to roughly 80% of its prior share price. A 2016 Wilh.

HAUP Courtroom Battle over DE State Law 220 Finally Done

Does anyone remember when Alnylam went up 50 percent in a day on a phase three result

Alnylam’s 2022 50% phase-three gain faces FDA advisory-panel scrutiny over its amyloidosis drug’s label extension.

Purecycle and the good money after bad decision...

PureCycle’s largest shareholder, Sylebra Capital, keeps financing its delayed, over-budget plastic-recycling plant despite covenant…