Thursday, October 15, 2026

Is The Market Turning The Page?

CoreWeave’s debt and equity price action is framed as a wake-up call for investors amid a broader market discussion.

CRWV $34B

WHAT ARE WE DOING? “Contrarians At The Gate” Oct 15 52 clicks

Oct 15 MOD $9.2B

Modine Deep Dive

CV's Substack 19 clicks

Oct 15 ASML $631B

ASML Is Building a Hybrid Bonding Tool!

SemiAnalysis 12 clicks

From X

@AsifSuria Sep 21

Asif Suria on X

We wrote more about TransMedix $TMDX and this insider purchase in an Insider Weekends article yesterday: https://t.co/XBXRgymODn https://t.co/eiKy8mMtAi

@Mike10947310 Sep 21 1 click

Mike on X

What’s the best non obvious disintermediation threat from Muse? Uber is obvious… I really don’t care about more than get me from point A to point B when using Uber/Lyft/Empower/Waymo/Curb etc. Muse seems bad for Uber bc $UBER almost always (in my exp) is more expensive. But I just habitually use Uber. Might as well just tell Muse to get me from A to B now cheaply? But probably something much better that hasn’t priced in this yet…

@ChrisCamillo Sep 21

Chris Camillo on X

i don’t do that. it’s cheesy, irrelevant, and i dgaf. but for you, how about this: donate $10k to my charitable foundation, which supports pediatric cancer, leukemia and autism causes and from which i take zero compensation or economic benefit, and i’ll post my $META trades from Friday and this morning, currently up roughly $1M.

@finphysnerd Sep 21

Myles on X

Trimming a bunch of my $META. This move feels excessive and toppy. https://t.co/1Vbg7xWCg9

@negligible_cap Sep 21

Negligible Capital on X

$META has gained about $212B in market cap today, currently up over 12% For perspective, META's market cap has increased by about 22x the market value of $SNAP. Wild moves

@ChrisCamillo Sep 21 1 click

Chris Camillo on X

@piques15 so many ways to win. we all good. my conviction in $META arrived at 2:30pm ET Friday, grew through the weekend, and resulted in my 2nd most profitable single-day trade in 20 years.

@ChrisCamillo Sep 21 2 clicks

Chris Camillo on X

@masayoshisson would u rather be right in your head or win the trade? $META

@AsifSuria Sep 21

Asif Suria on X

@aurelius28 @Investor_NICK_ Long $LLY. Was doing work on $HELP but it ran up a lot after the AtaiBeckley acquisition. We wrote about it recently after some insider purchases: https://t.co/8DZCtkcybL

CoreWeave: Why Credit Markets See A 54% Chance Of Default

CoreWeave’s 2032 notes yield over 15%, signaling a 54% default probability as borrowing costs exceed rental yields on AI infrastructure…

CRWV $34B

Dustin Quasney Oct 15 24 clicks

AppLovin Deep Dive

AppLovin rebuilt its ad model with AXON 2.0, lifting LTM revenue to about $7 billion and margins to 77% as Unity competition threatens…

APP $88B

Speedwell Research Oct 15 27 clicks

ASML 3Q’26: 2030 Arrived Four Years Early

ASML reported €11.7 billion in 3Q 2026 sales, up 55%, and raised full-year guidance to €44–45 billion as AI-driven semiconductor demand…

ASML $631B

MBI Deep Dives Oct 15 13 clicks

[scuttleslops] MRVL, APP, AMZN, Chips

Marvell is positioning networking, optical connectivity and server-management chips as AI data centers link GPUs, custom accelerators and…

MRVL $208B

scuttleblurb Oct 15 12 clicks

AeroVironment: The Value Is There, Growth Will Force The Market To Notice

AeroVironment's $465M LOCUST laser award and earnings beat support its 2027 growth outlook despite government budget uncertainty.

AVAV $6.2B

Melissa Tucker Oct 15 7 clicks

Constellation: Stars Aligning?

Constellation Brands trades near $127 at roughly 11x next-twelve-month EV/EBIT, with recent business results offsetting concerns over…

STZ $22B

TSOH Investment Research Oct 15 27 clicks

Breaking: The Offshore Monopoly Is Legal Now!

Transocean’s Valaris merger clears regulators, creating a 68-rig offshore driller controlling four in 10 global drillships.

RIG $6.2BVAL $5.8B

Cannibal Stocks Oct 15 43 clicks

TSMC Q3 FY12/26 Earnings Review

TSMC reported excellent Q3 results, guided Q4 revenue growth higher and saw its shares slip despite strong AI-driven earnings momentum.

TSM $2.3T

Cestrian Capital Research Oct 15 9 clicks

Why Broadcom Is My Largest Stock Holding Today

AVGO $1.6T

Fundamental Options Oct 15 4 clicks

October 2026 Random Ramblings

October 2026 market commentary covers SOLS’s cancelled merger, a hypothetical Starbucks-Chipotle deal, Russell 2000 weakness and AI…

SOLS $9.7BSBUX $109B

Yet Another Value Podcast Oct 14 87 clicks

SPHR · long

Sphere Entertainment CO

Sphere Entertainment is shifting from construction and startup spending to a high-margin, cash-generative venue-operator model, with…

SPHR $3.7B

Value Investors Club Jul 17 2 clicks

An Interview with Nvidia’s Ian Buck on Why GPUs Keep Winning

Nvidia’s Ian Buck says CUDA’s software ecosystem, GPU flexibility and annual Vera Rubin upgrades lower token costs as agentic AI pushes…

NVDA $5.2T

Key Context by Tae Kim Oct 14 5 clicks

Everyone wants to defend CoreWeave but who really knows

CoreWeave faces fresh skepticism as another AI trade selloff collides with bullish defenses of the company.

CRWV $34B

The Technology Letter Oct 14 6 clicks

A Conversation With Ari Emanuel About Entertainment and AI

Ari Emanuel discusses AI’s impact on Hollywood, live events, social networks and the future of advertising.

TKO $33B

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Oct 14 7 clicks

RTX Q3 Preview: Two Growth Engines Make This Aerospace And Defense Leader A 'Buy'

RTX’s $289 billion backlog, including $119 billion in defense, supports growth from defense contracts and commercial aerospace aftermarket…

RTX $247B

Blake Winiecki Oct 14 4 clicks

Coherent | Management Call

COHR $52B

P Equity Research Oct 14 19 clicks

My 2028 numbers

ASML’s €11.7 billion quarter benefited from €3.3 billion in installed-base sales and operating leverage, while the MATCH Act threatens…

ASML $631B

Best Anchor Stocks Oct 14 26 clicks

Visa: Unpacking The 7 Powers And Forward Valuation Ahead Of Q4 Earnings

Visa’s network economics support long-term compounding, but a 1.7–1.8 forward PEG and risks to high-margin payment revenues limit near-term…

V $750B

C Jessen Oct 14 36 clicks

Deep Dive: Applied Materials ($AMAT)

Applied Materials leads wafer-fab deposition and ranks third in etch, positioning it for tougher 3D chip manufacturing as investors weigh a…

AMAT $359B

Rebound Capital Oct 14 30 clicks

First Tracks Biotherapeutics: Teva Validated The Pathway, ANB033 May Own The Receptor

First Tracks Biotherapeutics’ ANB033 posted stronger Phase 1b celiac efficacy than Teva’s IL-15 inhibitor, with $168 million funding…

TEVA $48B

Equity Eagle Oct 14 8 clicks

Thursday, October 15, 2026

Asif Suria on X

Mike on X

Chris Camillo on X

Myles on X

Negligible Capital on X

Chris Camillo on X

Chris Camillo on X

Asif Suria on X

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