Friday, October 23, 2026

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Trade Alert - Long RIG

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

RIG $7.2B

HFI Research Oct 22 7 clicks

Oct 22 MYRG $4B

MYR Group q3’26 Earnings Preview

Monte Independent Investment Research 5 clicks

Oct 22 MOS $5.5B

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

Latticework by MOI Global 9 clicks

From X

@kevin__mak 17h ago 3 clicks

Kevin Mak on X

$ABVX Couple things I noted today. 1) The ABVX fans love to talk about how bad this specific stock is. But looking at a group of late-stage, pre-commercial biotech peers since August 20th, the weakness looks a lot less ABVX-specific. ABVX is down ~26%, versus a peer median of ~27%. Different stories and catalysts, but ABVX is right in the middle of the group. 2) The latest Markit securities-lending update shows a sharp drop in reported shares on loan, from ~2.6m to ~460k. My read is that this is consistent with the possible “large short” I previously flagged having covered. The drop shows up in the October 21 data, immediately after the October 20 +5.8% rally, which has since largely fizzled out. Disclosure: Creek Drive and its affiliated funds holds a long position in ABVX. Views expressed are current opinions for information only, subject to change and are not investment advice or a recommendation to buy or sell any security. Investing involves the risk of loss and past performance is not indicative of future performance. See the disclosures link in my bio for more important information.

@BarbarianCap 18h ago 2 clicks

Barbarian Capital on X

LKQ Ousts CEO, Warns of Third-Quarter Shortfall $LKQ https://t.co/e4GW6GlTN0

@absreturnchaser 22h ago 2 clicks

absreturnchaser on X

Is Western Union $WU shopping a takeover offer they have received? @jfineman @laurenthomas @mroliverbarnes @DNair5 @bharringtonw11

@DeepSailCapital 22h ago

Deep Sail Capital on X

$CRDO - Others have tried this already. $MRVL and $BDCM have offered merchant AEC DSPs for years. A cheaper merchant DSP hasn’t broken the integrated model so far. Credo’s moat is the system not just the DSP. Credo owns qualification, SerDes, AEC patents, ETC which allow it to keep the full cable end to end. It has deep relationships with five hyperscalers and growing engagement with neoclouds. Anyone that knows the market knows $MXL might try to get a piece of the market but unlikely to get a material piece.

@ActAccordingly 25h ago 3 clicks

PAA Research on X

For those scoring at home, THREE c-suite executives have "retired" from their positions at $KNSL thus far this year (COO, CIO, and now the CFO). At a minimum this is a pretty glaring indictment of the company's growth prospects or it could signal something far more troubling. Either way, it raises a lot of questions for a company that has operated with a highly insular culture for a long time.

@RagingVentures 26h ago 1 click

Raging Capital Ventures on X

$HAWK came public with MS and GS at the peak of the $PL and $SPCX space pump cycle. Investors likely bought the stock blindly without really understanding the business. Alas, the shareholder base is now transitioning into strong hands. I think those buyers will be rewarded.

@TheBenSchmark 26h ago

JabroniCoin.USD on X

BMO on $CENX: “Discussions centered on tariff uncertainty, Oklahoma smelter progress, current operations, improving free cash flow conversion & Hawesville monetization. Meanwhile, with CENX trading at 2.5x current spot-based EBITDA, valuation is compelling in our view.” 2.5X! https://t.co/3jKwcyjheE