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

@DOMOCAPITAL Aug 6

DOMO Capital Management, LLC on X

I just met with $ALTO management. In regards to the ATM - apparently there were some rumors in the market regarding the mixed shelf they recently renewed where people were concerned they would dilute shareholders by $150M or something. The ATM puts that to bed and increases their ability to negotiate on future projects from a position of strength. Shareholders certainly shouldn't be expecting that $ALTO is going out this week and raising $50M. In-fact, they even posed the question, "Look, if we were going to raise $50M in the next week or two, would we be aggressively paying down our debt?" Answer seems pretty obvious........ Market is vastly overreacting here - great opportunity.

@irbezek Aug 6 1 click

Ian Bezek on X

@Tintincapital @29374736ahshsv @flippyfloppy52 @smurfkonto1 Ha, no worries. There were some real concerns around resource nationalism in Chile recently, especially with $SQM so that's understandable.

@Fierce__beast Aug 6 2 clicks

Fierce_beast on X

Have made some big mistakes in my short book YTD, but at least this one has worked. Gives me hope that sometimes i do make the right decisions. Maybe will give a little eulogy to all the mistakes i made at the end of the year, there are many :) I continue to be short $ANGI https://t.co/qRQ55uNb0c

@stockgutter Aug 6

SG on X

$RILY reports after close today. I'm long from about the current price. 😳 https://t.co/2IhUsHo2gP

@majgeoinvesting Aug 6 1 click

Maj Soueidan on X

Day 3 has arrived . Investor Round Table, $PDEX presentation and $RFIL industry analysis .. https://t.co/QubJcCYj1m

@DOMOCAPITAL Aug 6

DOMO Capital Management, LLC on X

Very bullish $ALTO here!

@ActAccordingly Aug 6 1 click

PAA Research on X

I don't think I've ever seen a company blow up quite the way that $UWMC just did. Hedging a book of mortgage assets that you don't even own yet? Then getting demolished as rates rose and the deal didn't close. Congrats to @hntrbrkmedia on this one. I don't think this was the core thesis, but the idea that the management team here was suspect certainly was. Can't believe I wasn't involved in the short here.

@DOMOCAPITAL Aug 6

DOMO Capital Management, LLC on X

It would be massive.... Honestly though, California is nearly as big as it will be almost instantaneous.... There is simply a fire marshal holding it up for really no reason. It could get resolved any day and when it does... California will be full go E15 instantly. You'll notice an immediate decrease in ethanol inventories and an increase in ethanol prices / crush margins. $ALTO is uniquely positioned for this as well with the west coast facilities. Year-round #E15 approval will take time. Infrastructure would need to be built out across the national and ethanol demand would steadily move higher year after year. California already has the infrastructure.

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 $34BBAC $355B

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

GLOO: Gloo's own filings make the short case

Gloo's $3.25 follow-on, going-concern warning and $28.0 million first-half cash burn frame the short case against its acquisition-driven…

GLOO $291M

Guardian Research Oct 16 18 clicks

Twenty Years in the Dark

Tower Properties, $TPRP, went dark after a 2006 squeeze-out cut holders below 300, leaving a Kemper-controlled apartment and office…

TPRP $128M

Orphan REITs Oct 16 5 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

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

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

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

Sunday, October 18, 2026

DOMO Capital Management, LLC on X

Ian Bezek on X

Fierce_beast on X

SG on X

Maj Soueidan on X

DOMO Capital Management, LLC on X

PAA Research on X

DOMO Capital Management, LLC on X

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