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 $2.8B

SA Andrew Mach Oct 16 4 clicks

ZM · long

Zoom Communications INC

Zoom Communications (ZM) is presented as a long investment idea.

Broadcom (NASDAQ: AVGO) Stock Rating: Upgrade To Accumulate From Do Nothing - Accumulation Zone And Stop Inside

Broadcom was upgraded to Accumulate at about $363 after Q3 revenue reached $29.6 billion, with AI semiconductor revenue up 221% to $16.7…

TSOH Weekly Roundup (09/11/2026)

TSOH weekly roundup covers Meta’s child-safety settlement, Markel’s leadership transition, Peloton’s gym strategy and an upcoming Alarm.com…

Independence Realty Buying Centerspace: Opportunity And Implications

Independence Realty Trust is buying Centerspace in stock to create an $8.1 billion apartment REIT, targeting 5% 2027 Core FFO per-share…

IRT $3.8B

SA Dane Bowler Sep 11

Research & Analysis: Dell Technologies (NYSE: DELL)

Dell closed Q2 2027 with a $95 billion AI-server backlog after $60.9 billion in quarterly orders, targeting data-center and enterprise AI…

Amazon: Anthropic's IPO Can Be A Game Changer

Amazon’s AI-driven AWS and data center spending increasingly determine its valuation, while an Anthropic IPO could validate compute demand…

AMZN $2.7T

SA Ricardo Fernandez Sep 11 1 click

Applied Materials (NASDAQ: AMAT) Stock Rating: Upgrade To Accumulate After Q3 FY10/26 Earnings - Accumulation Zone And Stop Inside

Applied Materials reported Q3 revenue of $9.1 billion, up 25%, and $2.3 billion in free cash flow as AMAT fell roughly 40% from its June…

Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate - Initiating Coverage

Joby Aviation is initiated at Accumulate after booking $116m of trailing revenue, forming a Toyota manufacturing venture and agreeing to…

Qualcomm Vs. Marvell: The Better AI Business Is The Worse Stock

Qualcomm offers more valuation cushion than Marvell despite Marvell’s stronger AI revenue, as its Amazon partnership supports data-center…

QCOM $186BMRVL $208B

SA Delta Analyst Sep 11

MercadoLibre: Trajectory To Scale (Ticker: MELI)

MercadoLibre’s Q2 2026 revenue hit its fastest growth since 2022 as broader free shipping, cross-border inventory and Mercado Pago deepen…