Friday, October 23, 2026

AI Narrative Switched, Debt Yields Spike | The Weekly Wrap

CoreWeave’s rising debt yields and fading confidence in AI data-center economics frame a weekly review of Meta, Tesla, SpaceX, Netflix, French bonds and housing.

CRWV $34B

Steve Eisman Oct 23 29 clicks

Oct 23 CRWV $34B

Our Views on CoreWeave

WHAT ARE WE DOING? “Contrarians At The Gate” 13 clicks

Oct 23 BE $67B

Bloom Energy (NYSE: BE) Q3 FY12/26 Earnings - Revenue Up 138% On The Datacenter Power Race

Cestrian Capital Research 10 clicks

From X

@DeepSailCapital Aug 18 1 click

Deep Sail Capital on X

Interesting take on $FTAI and the securitisation of jet engines for use in AI datacenters. https://t.co/x17VtGdXLt

@mavix_leon Aug 18 2 clicks

mavix on X

I just published the Earnings Update about the Shelly Group $SLYG H1 2026 results. You can find it in the Portfolio section of the blog :) https://t.co/8oHEkLEiea

@OddDiligence Aug 18

Odd Diligence on X

$NTWO new DA with FORT Robotics, $500M EV, current price $11.17 ($10.78 NAV value for the SPAC) They build hardware and software for robotics to make them safe to operate - whereas CCXI (Agility Robotics) directly builds humanoids FORT Robotics partners with NVIDIA and Google. PIPE with Tiger Global, Prologis Ventures, Mark Cuban SPAC has 17.25M float. 6M shares traded so far- good start towards churning the arbs https://t.co/nHFAVGwnlQ (im heavy long both ccxi + ntwo)

@stockgutter Aug 18 1 click

SG on X

$SIEB partnering with @unusual_whales . Like it, and remain long (as well as a lifetime paid member of Unusual Whales). https://t.co/hr9S867egi https://t.co/uesZlSX7vr

@ActAccordingly Aug 18 1 click

PAA Research on X

It’s the same picture: time to get SHORT $CASY and $MUSA https://t.co/EFTszhSvv9

@majgeoinvesting Aug 18

Maj Soueidan on X

Watching $MG closely. They had a decent year last year and given 2027/28 growth expectations, the valuation is reasonable. But things going on might offer upside surprise - either from growth initiatives or an expansion in valuation from reducing leverage.. https://t.co/w1tD7YPu2b

@KEDM_COM Aug 18 1 click

KEDM.com on X

Ace River Capital @AceRiverCapital has high conviction in Vox Royalty $VOXR, a precious-metals royalty company with over 70 companies in its portfolio. VOXR is now the largest holding in both his personal portfolio and the fund's. VOXR is an old KEDM Lite flag. https://t.co/Nhi14DHSI7

@Adam_Wyden Aug 18

Adam D. Wyden on X

$codi is it them or me? https://t.co/6P7TdoSzQ7

Capital Wars

CoreWeave’s $35 billion to $39 billion 2026 spending plan relies on debt as unsecured yields reach 15%, making its GPU cloud expansion a…

CRWV $34B

Net Interest Oct 23 12 clicks

TSOH Weekly Roundup (10/23/2026)

TSOH Weekly Roundup covers Ally’s improving credit and capital returns, Pepsi’s weak beverage brands, and Match Group’s plan to revive…

ALLY $12BMTCH $10B

TSOH Investment Research Oct 23 5 clicks

Research & Analysis: ERock, Inc. (NYSE: EROC)

ERock’s modular microgrids bridge data-center power gaps years before grid interconnects, with Meta and Anthropic projects filling capacity…

EROC $402M

Monte Independent Investment Research Oct 23 10 clicks

Putting bear cases to rest

Medpace authorized $1 billion of buybacks through 2028 after Q3 revenue rose 8.5% to $716 million; service revenue grew roughly 12% as…

MEDP $18B

Best Anchor Stocks Oct 23 15 clicks

Industry Primers Podcast: Natural Resources Royalty & Streaming, Part One: The Story

Franco-Nevada, Wheaton and Texas Pacific Land built royalty and streaming businesses by buying fixed shares of mines and wells, tracing the…

FNV $43BWPM $52B

Latticework by MOI Global Oct 23 5 clicks

Oscar Health: Up Over 200% From The March Lows, Still Room To Run (Ticker: OSCR)

Oscar Health raised 2026 operating earnings guidance to $600 million-$800 million after ACA-marketplace expansion drove 60% membership and…

OSCR $9.4B

Emerging Moats Research Oct 23 5 clicks

It’s time to sell the winners again as Western Digital, Bloom report outstanding results, shares drop

Western Digital and Bloom Energy fell after strong quarterly results, extending the selloff in AI-linked stocks.

BE $67B

The Technology Letter Oct 22 6 clicks

OCP 2026: MicroVCSELs are gaining attention, but microLEDs still have a case

Credo’s microVCSEL pivot targets 10–20m data-center links where copper falls short, while microLEDs compete nearer compute on integration,…

CRDO $31B

Vik's Newsletter Oct 22 6 clicks

Trade Alert - Long RIG

HFI Portfolio bought 94,214 shares of Transocean, RIG, for $570,000 at $6.05 per share.

RIG $7.4B

HFI Research Oct 22 10 clicks

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

Jack Elias Oct 22 6 clicks

PYPD · long

Polypid LTD

PolyPid, an $80 million Israeli biotech, fell nearly 30% despite solving a clinical problem.

PYPD $114M

Value Investors Club Jul 25

Moody's: Q3 Earnings Emphasize Detached Valuation

Moody’s Q3 revenue rose 1% as operating margins fell, while shares trade near 30 times forward earnings despite slower growth and a weaker…

MCO $87B

YR Research Oct 22 1 click

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 $4.3B

Monte Independent Investment Research Oct 22 6 clicks

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…

MOS $6B

Latticework by MOI Global Oct 22 13 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 $6B

Latticework by MOI Global Oct 22 34 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 $6B

Latticework by MOI Global Oct 22 5 clicks

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

Western Digital, Penguin Solutions and Millrose Properties lead a roundup of 12 lesser-followed stocks featured from Oct. 10 to Oct. 16.

PENG $3.6BMRP $4B

The Undercovered Dozen Oct 22 17 clicks

Unicycive (UNCY):

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

UNCY $104M

Triple S Special Situations Investing Oct 22 4 clicks

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.

CEG $93B

Trade Ideas Flow Oct 22 2 clicks

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…

ROL $16B

Jimmy's Journal Oct 22 68 clicks

Friday, October 23, 2026

Deep Sail Capital on X

mavix on X

Odd Diligence on X

SG on X

PAA Research on X

Maj Soueidan on X

KEDM.com on X

Adam D. Wyden on X

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