Thursday, October 22, 2026

CoreWeave: Why Patient Investors Should Hold Through Volatility

CoreWeave targets 8 GW of active power by 2030, expands into India and builds its AI cloud ecosystem through Google Cloud and partner…

CRWV $34B

SA Jack Elias 36h ago 6 clicks

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…

Mosaic: Cash from Potash Now, a Recovery in Phosphates Later

Mosaic’s potash business generated $930 million after capital spending and closure cash in 2025, while phosphate operations consumed $207…

Mosaic, Part One: The Story

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

Mosaic, Part Two: The Deep Dive

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

Undercovered Dozen: Western Digital, Penguin Solutions, Millrose Properties And More

WDC $132BPENG $3B

SA The Undercovered Dozen 38h ago 14 clicks

Unicycive (UNCY):

Unicycive’s oxylanthanum carbonate NDA earned a March 25, 2027 PDUFA date after two manufacturing-related rejections, with no FDA clinical…

Thursday Tailwinds #12: Oct 22, 2026

PJM's 6,831 MW capacity shortfall is driving nuclear uprates, with Google contracting 890 MW from 11 operating reactors.

[ISRG – Intuitive Surgical] the robot is the easy part

Intuitive Surgical built a razor-razorblade model around da Vinci robots, with procedure growth driving recurring instrument revenue and…

4 Boring Non-AI Stocks Trading at Attractive Valuations

Rollins, North America’s largest pest-control provider, gets 75–80% of revenue from recurring contracts but has fallen about 45% year to…

EFXT · long

Enerflex LTD

Enerflex, a $3 billion natural gas infrastructure and equipment company, blends contracted energy-services cash flows with equipment…

Revisiting my Rubrik pitch and what I am doing now after a 100% run

Rubrik, RBRK, has risen more than 100% since a February pitch at $48; the investor updates plans for shares bought at a $53 average.

Nubank ($NU) Deep Dive

Nubank has risen 318% from its 2022 low while sustaining 20-25% annual EPS growth, 30% ROE and a 15x P/E multiple.

Weekly Stock GEMs #9: August 17, 2026

FIH, Helix Exploration, a Pittsburgh thrift and a German spirits group anchor four small-cap pitches spanning asset value, helium…

Stock Trade Compilation Diez

E.W. Scripps, Team Internet, Monro, doValue and Inter & Co feature as special-situation trades involving mergers, asset sales, leverage and…

Single Stock Spotlight #13: Entravision (EVC)

Entravision’s Smadex ad-tech unit grew Q2 revenue 230% year over year, underpinning a re-rating thesis despite its legacy Spanish-language…

The Airbnb Blueprint

Airbnb’s Q3 guidance implies 17% TTM GBV growth, while World Cup-driven North American strength may create a difficult Q2 FY27 comparison.

Cerebras Systems, Inc.

Cerebras Systems’ WSE-3 wafer-scale chip targets low-latency AI inference with faster decode than GPU racks, while higher per-token costs…

WD #354: Colombia Earthquake, Software, CIB/AVAL/NU Earnings

Colombia’s earthquake frames risks for Tecnoglass as Grupo Aval, Bancolombia and Nu report strong earnings, including Nu’s 67% EPS growth.

Deep Dive: Uber ($UBER)

Uber generated $52 billion of FY25 revenue and $10 billion of free cash flow as investors weigh whether autonomous vehicles can erode its…