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 10 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.

BMBL $783MNFLX $511B

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

APG · long

Api Group CORP

APi Group’s mix of specialty contracting segments complicates a conventional contractor valuation.

APG $17B

Value Investors Club Apr 28 10 clicks

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…

BRK.A $1.2T

The Rational Walk Feb 26

Portfolio Updates

CYD was sold near $21 versus an $11 entry after exceeding a $19.50 target; proceeds moved to H22.SI, whose CYD stake implies $1.30 NAV and…

CYD $976M

Maius Partners Feb 24 4 clicks

[P] TENB: Tenable Governance

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

TENB $4.3B

Nongaap Investing Feb 24

[P] SPHR: Sphere-Priced Incentives

Sphere Entertainment’s incentives are priced around Sphere.

SPHR $3.7B

Nongaap Investing Feb 23 1 click

Berkshire Hathaway’s Culture in 2050

Berkshire Hathaway’s post-Buffett culture will depend on Greg Abel and a shrinking family foundation’s voting control as Class A shares…

BRK.A $1.2T

The Rational Walk Feb 21

[P] VYX: Checking Out in 2025? (Part 4)

VYX appointed Executive Chair James Kelly as CEO.

VYX $1.1B

Nongaap Investing Feb 20

Staying the Course

Berkshire Hathaway ownership, rather than broad index funds, kept the investor committed through volatility, backed by trust in Buffett’s…

BRK.A $1.2T

The Rational Walk Feb 14

Hong Leong Asia: Unveiling Undervalued Gems in CYD’s Parent Company

Hong Leong Asia (SGX: H22) has 40% base-case upside, driven by its CYD stake’s data-center opportunity and Singapore-Malaysia…

CYD $976M

Maius Partners Feb 11 1 click

Unpacking eDreams' Capital Markets Day

EDreams nears 7.25 million Prime members and €180 million of Cash EBITDA, marking its shift from an online travel agency to a…

EDDRF $545M

310 Value’s Newsletter Feb 6 1 click

Sunday, October 18, 2026

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