Sunday, October 18, 2026

What Lies Beneath: The Developer Building a Data Center on a Former Army Dump Laced With Munitions and Carcinogens

Digital Realty paid $120 million for Atlanta-area parcels including a former Army dump with buried carcinogens and military ordnance.

DLR $60B

Hunterbrook Oct 18 23 clicks

Oct 17 SMTC $13B

Semtech Analyst Day Review

CV's Substack 14 clicks

Oct 17 DOCN $12B

DigitalOcean CEO: ‘We are not going to be extraordinarily leveraged like some others’

The Technology Letter 27 clicks

From X

@BlueDuckCap Aug 10 1 click

BDC on X

@BillAckman @MikeBenzCyber Maybe it’s time for $mrna to you know reflect its fair value of $0.

@david_katunaric Aug 10 1 click

Mikro Kap David on X

For reference, this is what an impressive quarter from $EVC looked like just a year ago. Covered my thoughts on Q2 2026 in the paid chat. Heading to sleep now. https://t.co/h1BLsnRzvE

@irbezek Aug 10 2 clicks

Ian Bezek on X

@SowingAlphaSeed I had $U long $APP short on for a while. Still long Unity, but shouldn't have covered Applovin, would have been right on both ends.

@david_katunaric Aug 10 1 click

Mikro Kap David on X

It only took a 20-second glance at $EVC Q2 '26 results to see that Smadex is once again firing on all cylinders—230% revenue growth (another fucking acceleration) and EBIT up 673%, topping $40M for the segment. In a single quarter. 🤯 (missed Q1 tweet due to Champions League) https://t.co/4WsDSlnD1g

@DOMOCAPITAL Aug 10

DOMO Capital Management, LLC on X

Smart move @ryancohen - Probably your plan all along! How is $GME not up 20%+ on this? Market is sleeping.... This is extremely bullish. I would expect a material and durable rally on any official announcement to this effect... Q2 earnings are going to be 🔥 https://t.co/rTN7uaYESP

@BrokenMoats Aug 10 1 click

Broken Moats on X

Weird world to watch $RNG as the new memory stock. How much longer we think the squeeze in all things people were short 6 weeks ago lasts....getting pretty crazy to watch $WDAY climbing to $185. Doomsday at the lows, but not totally off base to reset off true profitability after years of sbc adjusted multiples. But the risks still remain, that structurally the barrier to generating code is lower, competition will increase as a result. And while there are advantages to certain players installed bases and data the moats have eroded to various degrees. Does anyone actually believe we need more phones, and more base level contact services in the future ($RNG) I doubt so. Its a pretty impressive counter trend, squeeze move against a clear trend (the reversal of May and June) but if you've benefited here from these rebounds I think you would be crazy to not only book profits but not find short exposure in this area, many of these companies even if they surrvive and can pivot to being ai beneficiary will go through some tough times in the coming few years as the prices decline for models and compute access

@stockgutter Aug 10

SG on X

@TedHZhang or maybe $IMAX does not want to figure it out because they would rather sell the digital system?

@evantindell Aug 10

Evan Tindell on X

Started with a new bookkeeper and she is using a new AI-powered month close software tool called https://t.co/5DRnoatdyK. Notably, this product doesn't try (yet????) to take over QuickBooks's business. It integrates with QuickBooks. $INTU Meanwhile Intuit stock is still near all-time lows...

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

Optical-component vendor call covers 800G and 1.6T demand, AI cluster optical density, market share, pricing and 2027 growth for Coherent,…

COHR $46BLITE $75B

P Equity Research Oct 17 14 clicks

SiriusXM: Dirt Cheap, Looming Catalysts, Short Squeeze Candidate

SiriusXM trades at 6.5 times free cash flow, a 15% yield, with high short interest and catalysts that could drive a short squeeze.

SIRI $9B

Eagle Point Capital Oct 17 60 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 $34B

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 10 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.

BMBL $783M

TSOH Investment Research Oct 16 12 clicks

Dorchester Minerals: Variable Royalty Income Without Enough Valuation Discount

Dorchester Minerals' 9.5% normalized yield and debt-free royalty model are offset by limited upside at $29.71, as extraordinary…

DMLP $1.5B

Atlas Diary Oct 16 3 clicks

Tuya: A Global Smart-Home Platform Priced Like a Cash Box

Tuya’s $976 million cash pile equals 94% of its $1.04 billion market cap as its smart-home platform returned to 16% revenue growth in Q2…

TUYA $1B

Substack von Philipp Oct 16 44 clicks

Fannie Mae Preferreds For Post-Midterm IPO Announcement

Fannie Mae and Freddie Mac could leave conservatorship through a 2026 restructuring and IPO, monetizing the government’s equity stake while…

FNMA $4.4B

Glen Bradford Oct 16 5 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 $7.2B

Atrium Research - Equity Research Oct 15 7 clicks

FINV · long

Finvolution Group

FinVolution, a China and ASEAN unsecured consumer lender, trades at 4x earnings and 0.5x book value.

FINV $698M

Value Investors Club Jul 20 5 clicks

DexCom: The 15-Day Sensor Lowered The Cost Curve Before The Type 2 Wave Arrives

DexCom’s 15-day G7 sensor lifted Q2 2026 gross margin 400 basis points to 64.1%, lowering CGM costs ahead of broader Type 2 diabetes…

DXCM $32B

Equity Eagle Oct 17 8 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 20 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

Problems at Dream Finders Homes (DFH)

Dream Finders Homes’ controlling owner borrowed against DFH stock before the homebuilder agreed to finance an acquisition with costly…

DFH $839M

Hunterbrook Oct 15 15 clicks

Park Aerospace: The Q2'27 Sell-Off Misreads a Sole-Source Defense Supplier

Park Aerospace’s 11% Q2’27 sell-off overlooks sole-source PAC-3 rocket-motor materials and A320neo engine composites, with missile capacity…

PKE $558M

Monte Independent Investment Research Oct 15 14 clicks

uniQure: The Market Graded The Wrong Exam

UniQure's Huntington's gene therapy faces an FDA accelerated-approval decision around November 1 after three-year data met both agency…

QURE $1.5B

Bhavneesh Sharma Oct 15 16 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

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 $6.5BVAL $6.2B

Cannibal Stocks Oct 15 45 clicks

Sunday, October 18, 2026

BDC on X

Mikro Kap David on X

Ian Bezek on X

Mikro Kap David on X

DOMO Capital Management, LLC on X

Broken Moats on X

SG on X

Evan Tindell on X

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