Bullpen.News From Edwin Dorsey
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Friday, October 23, 2026

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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 through early 2028.

EROC $444M
Monte Independent Investment Research 9 clicks

From X

@HedgeyeRetail 1 click

Brian McGough on X

A few weeks back, I said something to the effect of "who could be stupid enough to short $CHWY at $25." Lo and behold, the stock is now ticking at $17.50. My statement was wrong. We're not Long CHWY -- yet -- but this company has a solid moat in a duopoly with $AMZN and it's kind of mind numbing to see it trade at 6.8x EBITDA. Valuation is not a catalyst, but we're definitely doing the deep dive on whether going all in on CHWY sub $20 is the right call. Over a TAIL duration, I don't see how you lose. But over TREND, not so sure. Stay tuned...
@BrokenMoats 1 click

Broken Moats on X

$BFLY the Midjourney ultrasound full body announcement is a highly entertaining read. Sadly I cannot back into what the "ultrasound on a chip" pricing is and what 50,000 units * 40 chips would equate to at Midjourneys target opening in 2031 (as a potential full revenue opportunity). But I do know there are limitations in what ultrasound can scan for versus MRI/CT - their are advantageous for both and why they are used for different imaging needs (pregnancy, organ, blood flow for ultrasound v. skeletal, brain ct) ...So the companies promotion of using ultrasound pools to replace CT is either misleading or an outright lie, it is simply not possible. The story gets worse, they plan on opening spas, with water pools to conduct their scanning. Only doing body composition and no actual medical diagnosis scans to open in SF hopefully in 2027...the maintenance costs will be significant as they have to treat the water before each usage and limits throughput. Plus the renderings imply significant capX that will need to be recouped at some point (either throughput or higher prices than they are leading on). So no idea the propensity of vc funded AI companies to spend irrationally and without regard for economics so perhaps BFLY will be a beneficiary here (seems difficult at their current valuation and the likelihood of Midjourney ever scaling their operation but who knows....) the free spending train rolls on for now. I encourage someone to watch the videos put out by Midjourney its truly something......

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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 $4.2B
Monte Independent Investment Research 6 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 $5.8B
Latticework by MOI Global 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 $5.8B
Latticework by MOI Global 5 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 4 clicks
BMBL 2026-10-21

Bumble is being taken private

Bumble agreed to a $6.05-per-share cash sale to Ithaca Holdings, 136% above its October 2 share price.

BMBL $788M
Modern Value Investing 8 clicks

GLOO, part two

Gloo faces related-party deals, insider-heavy IPO ownership, acquisition losses and $84.5 million of CEO-backed puts as it burns cash and…

GLOO $274M
Guardian Research 4 clicks
PYPD · long

Polypid LTD

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

PYPD $114M
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 $1.9B
The Oak Bloke 27 clicks

Vicor Update, Part Three

Vicor’s $66.6 million in AI power-delivery royalties generated about $50 million of operating profit, eclipsing its module business as…

VICR $9.6B
CV's Substack 28 clicks

Carecloud News

CareCloud may attract a private-equity buyer after its Q3 call, with acquiring enough shares the main obstacle to a take-private deal.

CCLD $75M
Calvin Blissett 11 clicks

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