Saturday, October 17, 2026

Semtech Analyst Day Review

Semtech raised Q3 guidance and targets $3.2 billion of fiscal 2030 revenue, excluding upside from its AI data-center optical and copper interconnect businesses.

SMTC $13B

CV's Substack Oct 17 13 clicks

Oct 17 COHR $52B

Expert Call | Q3 2026 Optical Components Market Dynamics, Vendor Market Share, & 2027 Growth Outlook

P Equity Research 14 clicks

Oct 17 SIRI $9B

SiriusXM: Dirt Cheap, Looming Catalysts, Short Squeeze Candidate

Eagle Point Capital 59 clicks

From X

@ACapitalLP Sep 18

A Capital on X

Also correct. $BN https://t.co/8djMaMw6HF

@kab604 Sep 18

kab60 on X

@Adam17609412325 Also, given $AN skews more towards domestic (trucks!) with worse MPG than say $GPI and $ABG - which skew more towards imports+premium/premium luxury - I'd think higher fuel prices is a bigger headwind to Autonation

@kab604 Sep 18

kab60 on X

$AN CFO and head of IR really spooked the mkt yesterday... What a shitty appearance🤓

@AsifSuria Sep 18

Asif Suria on X

Fascinating story! Looking forward to listening to the full interview. Wrote this about @mickymalka's insider purchase of $HOOD a few months ago in an Insider Weekends article: https://t.co/5ZWqOfcEuz https://t.co/KU6VxQ7bPO

@Fierce__beast Sep 18

Fierce_beast on X

@nicholaus20006 these resturant ipo's often feels like the last hurrah, especially if it's a mature-ish brand. the rare $CMG or $WING that has lots of room to grow is another thing, i don't think this concept applies to $jmke though.

@Fierce__beast Sep 18

Fierce_beast on X

Comedian talking sense about $JMKE. Just like how Wendy's went to shredded lettuce instead of Iceburg, $JMKE sandwich quality started deteriorating 2 years ago according to this guy. Not counting them out, but not looking great. I made this mistake of buying $JOAN after it IPO'd. Amazing growth, amazing margins, 12x P/E! Of course it was being undermaintained and quality quickly deteriorated post-covid. Beware of private equity and short-term oriented management teams.

@Fierce__beast Sep 18

Fierce_beast on X

Will the shape of memory look not like the deep cyclical's of the past but more so something like this? Maybe $MU should be 13x NTM EPS, not 6x which it is currently. https://t.co/26sSfYz3yb

@Fierce__beast Sep 18

Fierce_beast on X

Wonder what the market might be thinking by giving $MU a forward P/E of 5x during the Situational Awareness liquidation? One possible shape that justifies a 5x p/e: https://t.co/24OatE4VXj

Meritage Homes: Cheaper On Book Than Any Year-End In A Decade

MTH $3.8B

Tim Travis Oct 17 10 clicks

Market Cracks Under AI Debt Burden | The Weekly Wrap

Steve Eisman examines AI data-center debt, CoreWeave's tech correction and agentic AI's effect on banks as earnings season begins.

CRWV $34BBAC $352B

Steve Eisman Oct 16 22 clicks

RELX: The Risk Segment Makes This Buy Less Risky

RELX’s 13-petabyte fraud and identity data moat supports its high-margin Risk segment as its valuation falls to roughly half its peak P/E.

RELX $68B

LA Capital Oct 16 9 clicks

OpenAI Does Math, Reward Hacking, Meta Launches Personal Agent

OpenAI and Meta push AI agents forward as reward hacking remains a core challenge for model training.

META $1.8T

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Oct 16 6 clicks

One More Note on Agents, Meta Connect, Meta Enterprise Platform

Meta ties AI agents and Meta Connect to its enterprise-platform opportunity.

META $1.8T

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Oct 16 17 clicks

2026.42: Home At Last

Stratechery’s weekly bundle covers Apple HomeView and SpaceX’s cellular ambitions.

AAPL $5T

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Oct 16 6 clicks

TSOH Weekly Roundup (10/16/2026)

Bumble agreed to a $1.3 billion take-private deal, while Netflix cut about 1,000 jobs and Meta discussed its Muse superintelligence models.

NFLX $511B

TSOH Investment Research Oct 16 12 clicks

Liberty Global: Things Got Much Worse, But I Am Still Greedy

Liberty Global faces VMO2 restructuring-priced bonds and Ziggo unsecured yields near 16% after owners extracted £5.15 billion since 2021.

LBTYA $2.7B

Andrew Mach Oct 16 4 clicks

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 54 clicks

PesoRama: Research Flash

PesoRama will reach 54 JOi Dollar Plus stores by November after raising C$28.4 million, funding more than 50 additional Mexican store…

TBBB $6.8B

Atrium Research - Equity Research Oct 15 7 clicks

LLY · long

LILLY (ELI) & CO

Eli Lilly trades at 33 times this year’s earnings and 26 times next year’s, versus roughly 12 times for big pharma peers.

LLY $1.2T

Value Investors Club Jul 18 3 clicks

Modine Deep Dive

Modine, soon Modexus Solutions, has a $4 billion hyperscaler cooling contract but must ramp factory output and restore margins as data…

MOD $7.9B

CV's Substack Oct 15 19 clicks

ASML Is Building a Hybrid Bonding Tool!

ASML’s patent filings point to a track-based die-to-wafer hybrid bonding tool that could challenge Besi in advanced logic packaging.

ASML $631B

SemiAnalysis Oct 15 13 clicks

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 25 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 $92B

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

Berkshire B: Holding, Developing Headwinds Have Yet To Reflect In Stock Price, In My View

Berkshire Hathaway trades at 1.46 times book as reinsurance pricing pressure, softer P&C, concentrated equities and cash weigh on its…

BRK.A $1.1T

Pearl Gray Equity and Research Oct 15 3 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 $212B

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 8 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 28 clicks

Saturday, October 17, 2026

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