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Thursday, October 22, 2026

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@aleabitoreddit

Serenity on X

I don't own $ASTS and not advice, but if you're capitulating just because a stock price went down.. There's little investment thesis or conviction in the first place. People always have multi-year ideas like $RKLB becoming the next $SPCX or AST becoming the next Starlink competitor. Kinda reminiscent of retail favorite names like $HOOD back in 2024, or $NBIS later in 2025... But there's always capitulation periods along the way like the time hedge funds shorted Nebius to $70 in Dec/Jan, after calling it the Neocloud winter. Or the wave of negative analyst DGs on Robinhood on the drop back to $17. Or even macro scares like April 2025. So lot of retail investors never gave their original longs time to play out. Fast forward, a lot of these popular retail names do end up cooking... so kinda sad seeing how quickly sentiment turns.
@aleabitoreddit 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."

Investor Letters

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MYR Group q3’26 Earnings Preview

MYR Group’s Q3 2026 preview cites data-center and power transmission demand, with long-term service agreements supporting margin growth and…

MYRG $4B
Monte Independent Investment Research 5 clicks

Mosaic, Part One: The Story

Mosaic’s history traces the 2004 Cargill-IMC merger and the phosphate and potash mines that shaped NYSE: MOS.

MOS $5.5B
Latticework by MOI Global 13 clicks

Mosaic, Part Two: The Deep Dive

Mosaic, NYSE: MOS, is the subject of a second audio program for professional investors analyzing fertilizer producers.

MOS $5.5B
Latticework by MOI Global 4 clicks
EXPE · long

Expedia Group INC

Expedia Group, one of the largest online travel companies, has roughly 3.6 million lodging properties and is expanding internationally.

EXPE $35B
Value Investors Club

Why I sold OB pick for 26 SVM

Silvercorp’s falling Ying grades, prolonged GC suspension, El Domo execution risk and Chaarat funding needs weaken its valuation despite…

SVM $2B
The Oak Bloke 27 clicks

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