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

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 $119B

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.

GTLB · long

Gitlab INC

Research Roundup Vol. LI

Nvidia’s Q2 2027 triple-digit growth and above-consensus FY28 outlook reinforce AI infrastructure spending, while Symbotic’s new automation…

Credo's Post-Earnings Selloff Creates Strong Buying Opportunity (Review)

Credo Technology's 40% pullback follows Q1 despite its shift from copper AECs to optical connectivity, with 1.6T products and OmniConnect…

CRDO $33B

SA Danil Sereda Sep 2

An ATM that starts to spit out cash

Andrada Mining’s Uis ore sorter targets higher tin grades and lower unit costs after FY26 operating cash flow reached £4.7 million, but…

Tectonic Therapeutic: Competitor Data Strengthens The TX45 Bull Case

Tectonic Therapeutic's TX45 CpcPH-HFpEF program gains support from Merck's CADENCE data; Phase 1b hemodynamics and cash through Q1 2029 set…

TECX $417M

SA Equity Eagle Sep 2 2 clicks

EVC Update

EVC reported a solid second quarter and outlook.

$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital

Limbach's EBITDA fell 30% as organic revenue declined, but 1 Main Capital calls the weakness temporary and views CYMCOR as its first…

Lumen Technologies - Accumulate $6-$8.30; STP<$6; PT >$12 - Q2 FY12/26 & Outlook

Lumen is shedding consumer lines for data-center services; $9.2 billion of deferred revenue, up 72%, supports its enterprise order book…

CrowdStrike (NASDAQ: CRWD) Stock Rating: Do Nothing After Q2 FY1/27 Earnings

CrowdStrike posted 25.8% Q2 revenue growth and $333 million of net new ARR, while FY27 ARR guidance rose to 34% despite a 150% stock rally…

MDA Space: Houston, We Have a New Position

MDA Space is added to the Aurelion Index after hiring engineers, signing large contracts and expanding facilities; the thesis cites…