Bullpen.News From Edwin Dorsey
Get Daily Recap Feedback

Wednesday, October 14, 2026

Back to today

October 2026 Random Ramblings

October 2026 market commentary covers SOLS’s cancelled merger, a hypothetical Starbucks-Chipotle deal, Russell 2000 weakness and AI premiums for Oura and home builders.

SOLS $9.7BCMG $38B
Yet Another Value Podcast 82 clicks

From X

@StableBread

Fajasy on X

One AI data labeling contract could be worth multiples of the $500,586 of revenue Nubeva Technologies $NBVAF (TSXV: $NBVA) booked in FY2026. Its CEO said in a new interview that data labeling companies (firms that turn experts’ knowledge into training data for AI labs) have asked the company to help label malware, and that most of its engineering focus is now on training its own AI model to read malware binaries. Nubeva now has three ways to pay off, up from two: → Having AI write the decryptors for its key-capture software, Ransomware Reversal (NuRR), so Nubeva can grow again or attract a partner/buyer. → A partnership or sale following the approval of all four AI patents. → Selling binary analysis (labeling what malware programs do) to data labeling companies, which could also attract a partner/buyer. Moreover, a data labeling contract wouldn’t depend on NuRR’s sales or on AI writing its decryptors, so it could come before either of the other two routes. CEO Randy Chou gave no price, volume, or timeline for a contract. But if you were to extrapolate the $200-250/hour that Mercor, one of the largest data labeling companies, pays its security experts, one full-time contractor (~2,000 hours/year) would earn $400-500K/year, just about Nubeva’s FY2026 revenue of $500,586. That implies Nubeva could earn multiples of its revenue from a single data labeling contract if its engineers and model can do the work of several contractors. A contract worth three of Mercor’s full-time experts ($1.2-1.5M/year) would be 2.4-3.0x its FY2026 revenue.
@aleabitoreddit 1 click

Serenity on X

$AGLT (Agility Robotics) has cleared SEC review for public listing through $CCXI If you want an estimate timeline: ~Oct 13 (today): SEC S-4 declared effective ~Nov 2nd (shareholder vote): for merger approval ~November: Merger closing and ticker goes live for trading. Company’s official statement was: “The business combination remains subject to approval by Churchill XI shareholders and other customary closing conditions, and is expected to close in November 2026.” So likely less than a month away for the first pure play US humanoid company to go live!
@leevalueroach

Lee Roach on X

GameStop $GME hits year to date highs as Wall Street hedge funds are left in the dust as they refuse to even look at the company given prior meme stock scarlet letter, despite the CEO buying $118 million worth over the past year. Every purchase a higher price than the one before it too. All indications that Pokemon market not slowing down and GameStop is sandbagging the back half of the year hard. I wrote up a thesis on the company a month or so ago back. It is about to hit my price target if this keeps up. https://t.co/rExF9W5ILg

Investor Letters

All letters

Lennar, Part One: The Story

Lennar grew from a Miami builder into one of America’s two largest homebuilders, controlling land largely through options and land banks…

LEN $17B
Latticework by MOI Global 10 clicks

Lennar, Part Two: The Deep Dive

Lennar’s second audio program examines the homebuilder’s business for professional investors and housing analysts.

LEN $17B
Latticework by MOI Global 11 clicks

Insider activity September 2026

Asian insider buying rose 19% to US$2.4 billion across 930 September transactions, led by Grab CEO Anthony Tan’s US$30 million purchase…

GRAB $12B
Asian Century Stocks 6 clicks
SRTA · long

Strata Critical Medical INC

Strata Critical Medical, SRTA, supplies organ-transport products tied to U.S. transplant growth.

SRTA $404M
Value Investors Club 3 clicks

Vicor Update, Part Two

Vicor uses ITC exclusion-order cases to license power-module patents, with published royalty multipliers rising from 1.0x before filing to…

VICR $12B
CV's Substack 4 clicks

Expert Call | Nebius

Nebius’s 1 GW annual active-capacity target from 2027 is realistic, according to a former product manager, with greenfield data centers…

NBIS $56B
P Equity Research 4 clicks

Publications we follow

Every publication on this site, hand-picked.

129 publications

Newsletters 107

YouTube 4

Blogs 17

Seeking Alpha 49 of 227

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

88 accounts
Nominate an account

Investor letters we follow

189 firms

Sectors

Ordered by how often our editor reaches for them.