Sunday, October 18, 2026

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,…

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.

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

MTH $3.8B

SA 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.

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

SA 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.

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

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

2026.42: Home At Last

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

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.

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

SA Andrew Mach Oct 16 4 clicks

Buffett & Munger Unscripted

Buffett & Munger Unscripted organizes three decades of Berkshire annual-meeting commentary on investing, governance and executive pay.

[P] HSY: Re-Molding Hershey

Hershey’s recent company filings are reassessed as the confectioner reshapes its business.

Warren Buffett on Berkshire’s Valuation

Berkshire Hathaway’s 2015 1.51x book value delivered a 13.4% annualized return through 2025, while Buffett warned that purchases near 2x…

Berkshire Hathaway’s 2024 Annual Report

Berkshire Hathaway ended 2024 with $318 billion of adjusted cash and $47.4 billion of operating earnings, led by insurance underwriting and…

[P] TENB: Tenable Governance

Tenable faces CEO succession under difficult circumstances, putting its governance and leadership transition in focus.

[P] SPHR: Sphere-Priced Incentives

Sphere Entertainment’s incentives are priced around Sphere.

UGI Corporation (Symbol: UGI). One Hour Analysis: Weak Performance at AmeriGas Division Obscures Strong Performance of Natural Gas Utility and Midstream Assets.

UGI's AmeriGas EBITDA fell from $584 million in 2019 to $320 million in 2024, masking growth at its gas utility and midstream divisions.

Industrial and Commercial Bank of China

ICBC’s chairman describes embedding Chinese Communist Party leadership, anti-corruption campaigns and Xi Jinping Thought into governance at…

An Announcement, A Visit, A Stock Pitch

Cementos Argos trades below the value of its 54.7 million Summit Materials shares, with asset sales and strategic holdings providing…

One More for the Offshore Basket: An Orphaned Microcap Driller

Offshore drillers have fallen 25-30% despite floater dayrates above $500,000 and utilization in the high-80% to low-90% range.