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 $12B

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

@gatorcapital Mar 17

Derek Pilecki on X

@DavidBrail Doesn’t seem like they will. But, for the new bid to be worse than Trian’s $49/share cash bid, committee would have to assume $VCTR shares decline 45% to $36. That seems like an unreasonable assumption because Victory would then trade at a 3x P/E.

@Seawolfcap Mar 17 2 clicks

Porter Collins on X

@CorneliaLake 100% probability Geck rules against $SOC. It's going to be funny to watch

@gatorcapital Mar 17

Derek Pilecki on X

New $VCTR bid for $JHG. In the slide deck, Victory says the deal will result in +50% accretion. 2027 EPS goes from $7.56 to at least $11.34. The combined company would trade at 6x 2027 EPS.

@LaughingH20Cap Mar 16

Laughing Water Capital on X

@Klad_blok delayed inflection stinks but I think Mr mkt wrongly thinks $LFCR needs to raise equity to redeem the Series A pfd. However, the pfd is designed to PIK. That is a real cost, but nowhere near as bad as an equity raise here. the biz is already won so the inflection is still coming. https://t.co/KmKu3aPsKF

@HedgeyeRetail Mar 10

Brian McGough on X

Hey $KSS...Thanks for showing up today. You 'beat the quarter'. Golf clap. Comp missed. GM missed. Made the FCF number by cutting SG&A and Capex. Basically burning the office furniture. Extended payables -- vendors working with you to stay alive -- until the don't. $NKE will be the first to pull. Then you file...

@psyopcapital Mar 4 1 click

Psyop Capital on X

$OTCM beast of a quarter https://t.co/6h385yzu4x

@CapitalVoss Mar 4

Voss Capital on X

The Voss Q4 2025 Letter to Partners is up. Updates on $PAR, $FLYW, $CLBT, and new core idea $CHH, an asset light hotel franchisor that has rarely ever been cheaper. https://t.co/DTOoXGIN0M https://t.co/gjWBSHET4j

@CapitalVoss Mar 4

Voss Capital on X

Voss Capital Issues Open Letter to the Board of Xponential Fitness $XPOF https://t.co/eGXBtb2MHT

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 $69B

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 $9.3B

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 $704M

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 $29B

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 $7.2B

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 $88B

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 $1.6B

Bhavneesh Sharma Oct 15 16 clicks

Sunday, October 18, 2026

Derek Pilecki on X

Porter Collins on X

Derek Pilecki on X

Laughing Water Capital on X

Brian McGough on X

Psyop Capital on X

Voss Capital on X

Voss Capital on X

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