Wednesday, October 21, 2026

CoreWeave: It’s Not Dying, Not Anytime Soon

CoreWeave is compared with Amazon's early public years, when investors expected bankruptcy amid losses and dependence on outside capital.

CRWV $34B

Capitalist Letters 31h ago 40 clicks

43h ago SNOW $111B

Use of AI is boosting Snowflake’s revenue while mortal companies may take longer

The Technology Letter 11 clicks

43h ago DIS $193B

Netflix Earnings, Business or Franchise, Disney’s Deal

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 7 clicks

From X

@aleabitoreddit 17h ago 3 clicks

Serenity on X

$NVDA today announces capacity agreements with substrate, packaging, testing and optical engine suppliers. - Substrate agreements with Ibiden, Samsung Electro-Mechanics and Unimicron to expand by 2.5x - $AMKR to increase advanced packaging capacity by more than 300% by the end of 2028, with a new $1.3B agreement - Multibillion dollar capacity reservation advance to support Ibiden's plant in Japan - "By 2028, production allocated to $NVDA is projected to account for a significant portion of Samsung Electro-Mechanics' total annual package substrate production capacity" - KYEC with $1.1B capacity reservation in advance - SPIL for optical engine capacity for CPO by 15x by H2 2027 and double that for 2028 Well, that's a lot of news. As Jensen Huang puts it: "Demand is extraordinary. Capacity is the constraint."

@finphysnerd 17h ago

Myles on X

@JordanBoekel I've been short $WES on and off, I need to have another look at Coles and Woolworths they look very expensive.

@finphysnerd 19h ago 2 clicks

Myles on X

Shorting staples here pretty aggressively, which have gone on a big run. $XLP broadly but $KO and $WMT particularly.

@BarbarianCap 19h ago 1 click

Barbarian Capital on X

Abbott to Carve Out Nutrition Business Into Independent Company $ABT https://t.co/vfIBMkfQSh

@RagingVentures 20h ago 1 click

Raging Capital Ventures on X

@alphaporgs I own a lot of $CMCSA.

@RagingVentures 20h ago

Raging Capital Ventures on X

@petter_nil22208 I’m long, but prefer $CMCSA here given spin-off catalyst. Will have more thoughts after earnings.

@BlueDuckCap 22h ago 2 clicks

BDC on X

$SNAP in the positive FCF club. Fwiw. https://t.co/TfJWE0cIi8

@orrdavid 22h ago 11 clicks

David Orr on X

The next 5 years could be an incredible stock picker's market. Long the companies that win from AI efficiencies but whos business is not threatened by AI. Companies who get to fire their lawyers and accountants etc but already have an impossible to beat scale advantage (because AI does not attack that scale advantage). Short the companies that lose from big AI threats. $RSP $SPY $IWM etc could go nowhere for 5 years while half the stocks trade down 70%, half trade up 70%.

From Fat to Follicles - Is Hair Loss the Next Blockbuster?

Novo Nordisk has only floated hair loss, while Veradermics’ Phase 3 oral minoxidil data lead a field of licensing and takeover candidates.

NVO $172B

Cestrian Capital Research Oct 20 41 clicks

RTX Corporation (NYSE: RTX) Q3 FY12/26 Earnings Update - Accumulate, Record $340bn Backlog, Zones And Stop Inside

RTX reported 11% sales growth to $25.0 billion, raised 2026 guidance and reached a record $340 billion backlog, while free cash flow fell…

RTX $259B

Cestrian Capital Research Oct 20 9 clicks

Heico Corporation

HEICO sells FAA-approved aircraft replacement parts at 30% to 50% discounts to OEMs, gaining customers as restrictive aftermarket contracts…

HEI $42B

D Invests Oct 20 13 clicks

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Update - Accumulate, Record Backlog, Zones And Stop Inside

Northrop Grumman posted 7% Q3 sales growth to $11.1 billion, lifted profit guidance and reached a record $109.6 billion backlog, led by…

NOC $73B

Cestrian Capital Research Oct 20 4 clicks

Disney: Century-Old Franchises at 14x Forward Earnings

Disney trades at 14x FY27 consensus EPS of $7.50 as parks, merchandise and streaming rebuild its franchise flywheel.

DIS $193B

Latticework by MOI Global Oct 20 10 clicks

Monte Investments Market Brief Vol. CXXXII

CoreWeave and neocloud peers face financing pressure, but sold-out GPU capacity and rising H100 and B200 rental rates support continued AI…

CRWV $34B

Monte Independent Investment Research Oct 20 8 clicks

Copper Fox Metals: Research Flash

Copper Fox’s C$9.1 million Schaft Creek program advances metallurgical, tailings, water and road studies toward a pre-feasibility study,…

TECK $31B

Atrium Research - Equity Research Oct 19 6 clicks

WD #360: New Trade, Recent Market Action, Brazil/Inter Update

Atlassian is sold after a 130% gain, while iShares MSCI Indonesia ETF is added following the market plunge; the update also assesses the…

TEAM $56B

Ian’s Insider Corner Oct 19 14 clicks

Nebius: The Pullback Strengthens The Case For An AI Infrastructure Champion

Nebius reported Q2 revenue growth of 454% and $3 billion ARR, targeting 5GW of AI capacity by 2030 after a Palantir partnership.

NBIS $46B

Salix Research Oct 19 15 clicks

AppLovin Deep Dive

AppLovin rebuilt its ad model with AXON 2.0, lifting LTM revenue to about $7 billion and margins to 77% as Unity competition threatens ad…

APP $92BU $18B

Speedwell Memos Oct 19 66 clicks

RBLX · long

Roblox CORP

Roblox's valuation has fallen from 30x to 50x forward EBITDA, framing the selloff as a long opportunity despite near-term headwinds.

RBLX $35B

Value Investors Club May 25

Thursday Tailwinds #3: Aug 20, 2026

Village Farms benefits as Canada’s $1-per-gram cannabis excise tax forces indebted competitors out, consolidating supply with the low-cost…

LYB $21B

Trade Ideas Flow Aug 20

NBIS 2026-08-20

Nebius: The Market Is Arguing About The Wrong Number

Nebius posted 454% revenue growth and a 41% EBITDA margin, while Meta’s $27 billion agreement supports its AI infrastructure backlog.

NBIS $46B

The Quality Growth Investor Aug 20 2 clicks

5 Durable Compounders Trading at a Discount

S&P Global trades at 22-23 times earnings after a 25% drawdown, as AI concerns discount its data unit despite Ratings and Indices…

SPGI $129B

Jimmy's Journal Aug 20

Roblox: Accepting Uncertainty

Roblox reached 144 million DAUs and 123.9 billion engagement hours by 2025, but Q3 FY26 bookings are set to fall mid-teens, renewing calls…

RBLX $35B

TSOH Investment Research Aug 20 1 click

Airbnb Model Update (2026)

Airbnb shares have risen about 50% since October 2025, prompting a revised 2026 model and return assumptions at the current price.

ABNB $106B

MBI Deep Dives Aug 19 4 clicks

APP 2026-08-19

AppLovin: Here's How I See 3 Catalysts That Could Drive Valuation Re-Rating

AppLovin’s AXON 2.0 self-serve rollout, e-commerce onboarding and Connected TV expansion aim to revive growth after Q2 2026 revenue and…

APP $92B

KL Research Aug 19 1 click

💥DISH to Trinseo, “Hold My Beer”💥

EchoStar’s DISH DBS and DISH Wireless prepackaged bankruptcy cases receive an update a month after coverage began.

ECHO $26B

PETITION Aug 19

Research Roundup Vol. XLIX

Research Roundup Vol. XLIX covers 3.4% inflation, AI compute demand, data center buildouts, and Q2 reports from Rocket Lab, CoreWeave,…

RKLB $30BCRWV $34B

Monte Independent Investment Research Aug 19

RDDT 2026-08-19

Reddit: Curb Your Enthusiasm About The Index Effect

Reddit joins the S&P 500 on August 18 after a short-term rally, while Q2 revenue growth came from ad pricing rather than user expansion and…

RDDT $30B

Dilantha De Silva Aug 19

Wednesday, October 21, 2026

Serenity on X

Myles on X

Myles on X

Barbarian Capital on X

Raging Capital Ventures on X

Raging Capital Ventures on X

BDC on X

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