Saturday, October 24, 2026

Tower Semiconductor Deep Dive

Tower Semiconductor’s low-loss photonics chips halve lasers in 1.6T optical modules, supporting a $680 million annualized photonics run rate and customer wafer prepayments through 2027.

TSEM $19B

CV's Substack 28h ago 6 clicks

33h ago SMCI $23B

Expert Call | AI Server OEM: 2026 xAI Orders, GB300 Price Hikes & B300 Margin Gains

P Equity Research 4 clicks

38h ago BLKB $2.4B

I went through all 142 companies in Value Line this morning. Here are the 6 that made it

Calvin Blissett 62 clicks

From X

@RagingVentures Oct 22 1 click

Raging Capital Ventures on X

Shorted some of the "defensives" which seem a bit overdone here: e.g. $MO, $DEO, and $BRKB. Any other names of this ilk that look interesting?

@Mr_Neutral_Man Oct 22

Mr Neutral Man aka "Howard Marks of REITs” on X

@voltino_cro I bought these 1-2 weeks ago when I saw the 15% bond yield and thought even when $VNO sold off to a decade low, it's bond yield was 9% and the stock was $12-13 A 15% yield is really troubling, bought some puts as a tail risk hedge

@Mr_Neutral_Man Oct 22

Mr Neutral Man aka "Howard Marks of REITs” on X

Feel too smart today, took some profits on my $CRWV puts I have a rule that: If I feel too smart, I have to take chips off the table If I feel too dumb, I have to buy https://t.co/jecP6zhYT3

@AsifSuria Oct 22 2 clicks

Asif Suria on X

This is a positive development in the right direction for Mattel $MAT It was also good to see this at the heels of Hasbro's $HAS strong earnings this week https://t.co/X6gYlKpmFM https://t.co/UBY85cb3SR

@BlueDuckCap Oct 22 1 click

BDC on X

@srg444 bullish scenario on $MRNA is ~$50-60 / share. So yeah - more than cut in half.

@aleabitoreddit Oct 22 1 click

Serenity on X

I feel like markets are seeing a lot of forced liquidations and panic selling right now. You have peers like $LITE sold out completely into 2029, and are starting negotiations for 2030. So seeing a company like $AAOI now worth $5.7B despite all their laser/transceiver/ELSFP capacity coming online + demand visibility reminds me of July

@stockgutter Oct 22

SG on X

two names I like that benefit from a decline in 10-year: $MRP Millrose Properties - two angles here. First, its high dividend looks even better when the risk-free rate declines. Second, it finances land for homebuilders so has upside from any improvement in that sector. $RKT Rocket Companies - largest nonbank mortgage lender will be a survivor as competitors like UWM flounder I own both. May add.

@AsifSuria Oct 22

Asif Suria on X

@_99Paul99 Very interesting! I wonder if TSAT has any spectrum assets like $ECHO did.

Ares Capital: This 10%+ Yield Is An Undervalued Buy

Ares Capital’s 10%+ yield is supported by a $30.5 billion portfolio with over 70% floating-rate debt, though dividend coverage remains…

ARCC $13B

Jonathan Weber 41h ago 3 clicks

Margin Call

Petrobras’s Morpho-1 well revived hopes that Brazil’s Equatorial Margin can become a major new oil frontier after hydrocarbons were…

PBR $96B

Doomberg 45h ago 5 clicks

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,…

CRWV $34B

Steve Eisman Oct 23 26 clicks

Our Views on CoreWeave

CoreWeave's financial statements point to a business model familiar to the authors after a closer review of the AI infrastructure company.

CRWV $34B

WHAT ARE WE DOING? “Contrarians At The Gate” Oct 23 10 clicks

DigitalOcean's AI Flywheel: Unleashing Massive Growth Potential For Bold Investors

DOCN $12B

Star Investments Oct 23 7 clicks

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

Bloom Energy’s Q3 FY26 revenue rose 138% to $1.24 billion as datacenter power orders lifted operating margin to 18%; capex drove $181…

BE $56B

Cestrian Capital Research Oct 23 6 clicks

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 8 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 $11B

TSOH Investment Research Oct 23 3 clicks

Tempus AI: Moderna's New Cancer Vaccine Partner Is The Pick Of The AI Biotech Bunch

TEM $11BMRNA $98B

Edmund Ingham Oct 23 3 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 $453M

Monte Independent Investment Research Oct 23 7 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 12 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 $47BWPM $57B

Latticework by MOI Global Oct 23 3 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 $10B

Emerging Moats Research Oct 23 4 clicks

PYPD · long

Polypid LTD

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

PYPD $103M

Value Investors Club Jul 25

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 $56B

The Technology Letter Oct 22 4 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 $28B

Vik's Newsletter Oct 22 5 clicks

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

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

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 Oct 22 5 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 $5.5B

Latticework by MOI Global Oct 22 11 clicks

Saturday, October 24, 2026

Raging Capital Ventures on X

Mr Neutral Man aka "Howard Marks of REITs” on X

Mr Neutral Man aka "Howard Marks of REITs” on X

Asif Suria on X

BDC on X

Serenity on X

SG on X

Asif Suria on X

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