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 8 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 $2.8B

SA Andrew Mach Oct 16 4 clicks

EUXTF · long

Euronext NV

Euronext has evolved from a regional cash-equities exchange into a pan-European market-infrastructure platform after a decade of technology…

Thursday Tailwinds #8: Sep 24, 2026

ResMed benefits as Eli Lilly-funded sleep-apnoea diagnoses expand PAP demand, while NOV’s geothermal cutters and Po Valley’s unhedged…

[scuttleslops] AAPL, SHOP, Databricks, Lonza

Apple has ceded frontier AI to partners like Google while planning AI-native glasses, camera-equipped AirPods and a smart-home hub over the…

Intuitive Surgical ($ISRG) Deep Dive

Intuitive Surgical faces new US robotic-surgery challengers from Medtronic’s Hugo RAS and J&J’s Ottava after building a 12,000-system da…

Navios Maritime Partners: Significant Upside Still Ahead

Navios Maritime Partners targets $150-plus per unit by late 2027 as dry-bulk cargo demand, fleet scarcity and $200 million of buybacks…

NMM $2.5B

SA J Mintzmyer Sep 24 1 click

A special situation with a 23% spread (110% IRR) by Q4 2026. Where the worst-case scenario is the deal closing and upside is higher if it doesn’t

ZIM’s proposed deal carries a claimed 23% spread and 110% IRR by Q4 2026, with Q3 and Q4 dividends potentially raising returns if closing…

Research Roundup Vol. LIII

Micron’s customer agreements, Analog Devices’ acquisitions, Ondas’ GATE deal and Baker Hughes’ power systems position them for AI…

Intel: The Party Is Only Getting Started

Intel reported Q2 2026 revenue of $16.13 billion, up 25.4%, as AI PCs and data-center CPUs lifted margins and narrowed foundry losses.

INTC $504B

SA Danil Sereda Sep 23 3 clicks

$FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real? | Emeth Value Capital

Shift4 trades at 6.5x EBITDA despite 11% reported organic growth, with Shift4 Dine equipment leases cited as evidence of net-new merchant…

CoreWeave, Inc (CRWV)

CoreWeave funds GPU data-center expansion with debt backed by $104 billion in contracted revenue, while GPU cloud rentals generate roughly…