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 22 clicks

Oct 17 SMTC $13B

Semtech Analyst Day Review

CV's Substack 13 clicks

Oct 17 DOCN $13B

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

The Technology Letter 24 clicks

From X

@partners_road Oct 18 6 clicks

RiverRoadPartners on X

@Qweezy80k Did you read what I posted? To repeat: there are limited Korean ETF shorts to cover. There are very limited US memory ($MU, $SNDK, $WDC) shorts. Leveraged memory ETF (long) positioning is quite high. All of that is 100% in contradiction to your post.

@partners_road Oct 18 2 clicks

RiverRoadPartners on X

@TJS732 Thank you, TJ. Just posted something else on the memory setup. What is remarkable is this statistic: $MU was ~20% of Q2 S&P 500 earnings. I am struggling to remember a similar percentage ever (modern history). Hard not to believe that wasn’t the peak of the memory cycle.

@BarbarianCap Oct 18 8 clicks

Barbarian Capital on X

3/n $SBUX CEO on the @CapitalGroup pod on the turnaround efforts + more Also covers his time at $YUM $CMG $PG https://t.co/PI6oUxsXLE

@BarbarianCap Oct 18 9 clicks

Barbarian Capital on X

2/n $NU founder/CEO @velez_david with @patrick_oshag Crash course on banking economics, how tech impacts banking, cash-to-digital global opportunity, management/leadership, AI implementation https://t.co/osqyHHD0kY

@BarbarianCap Oct 18

Barbarian Capital on X

Accenture looks to sell Chinese operations for up to $1.5 bn $ACN https://t.co/0LrYwpiFkl

@BarbarianCap Oct 18 3 clicks

Barbarian Capital on X

Evercore appoints co-presidents for the first time in leadership reshuffle $EVR https://t.co/XTqr3gW9jX

@ACapitalLP Oct 18

A Capital on X

Fair points, but I think you’re conflating capital markets access with the economics of the underlying contracts. A pulled equity offering doesn’t mean secured project financing has disappeared. And more importantly, $CRWV and $CIFR have fundamentally different business models, funding requirements and residual asset values. That’s precisely my point.

@ACapitalLP Oct 18 1 click

A Capital on X

Excellent illustration of $CRWV capital structure https://t.co/fEZpy9xXbe https://t.co/9kK2aZS3Up

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 $52BLITE $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 59 clicks

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

BBWI · long

Bath and Body Works

Bath & Body Works is the remaining Les Wexner retail business after The Limited’s former brands were separated or sold.

BBWI $4.2B

Value Investors Club May 3 1 click

Under The Hood: Ulta Beauty, Inc. ($ULTA)

Ulta Beauty’s 46 million-member loyalty model drove strong historical cash flow, but earnings have stalled since fiscal 2022 as SG&A rose;…

ULTA $26B

Bearhold Research Apr 28

The Maintenance Capex Mirage at Americold ($COLD) and Lineage ($LINE)

Americold and Lineage face a cold-storage supply overhang, weakening rents and labor and power costs that pressure thin NOI margins and…

COLD $3.9BLINE $7.8B

Shallow Dives Apr 28

Apple Earnings Mentions Contracts: Our Analysis

Apple’s Kalshi earnings-call contracts price mentions of “foldable” and “glasses,” while its 24-year transcript record indicates management…

AAPL $5T

First Strike Research Apr 28

Booking Holdings: A 15% EPS Compounder at 17x Earnings

Booking Holdings generated $9.1 billion in 2025 free cash flow and targets 15% annual EPS growth, trading at 16.8x forward 2026 earnings.

BKNG $123B

Modern Value Investing Apr 26

Under The Hood, HCA Healthcare - $HCA

HCA Healthcare generated $75.6 billion of 2025 revenue and an 18.9% ROIC, pairing hospital-market scale with expanding margins and lower…

HCA $99B

Bearhold Research Apr 25 3 clicks

The Tag That Outlived the Trust

Bimini Capital Management has been mislabeled a mortgage REIT across major data platforms since it lost REIT status in 2015.

SPGI $129B

Orphan REITs Apr 25

Apple Turnover

Apple Pay reaches 785 million users and has become Apple’s springboard into cards, transfers and savings, giving it a fintech advantage…

AAPL $5T

Net Interest Apr 24

Microsoft: The Investment Case Summary

Microsoft’s investment case rests on its enterprise software franchise, cloud-services scale and expansion across traditional and AI cloud…

MSFT $4T

Global Outperformers Apr 24

An Open Letter to the TPL Board

Texas Pacific Land shareholders urge two board additions, data-center expertise, and capital spending beyond mineral royalties toward…

TPL $24B

310 Value’s Newsletter Apr 22 4 clicks

Sunday, October 18, 2026

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