Sunday, October 25, 2026

WD 361: Brazil, JetBlue Bankruptcy, Mexican Airlines Merger

Brazil’s Lula victory leaves Nu and Inter’s thesis intact, while JetBlue heads toward bankruptcy and Mexican airlines pursue a merger.

NU $73B

Ian’s Insider Corner Oct 25 11 clicks

Oct 25 AXP $211B

American Express: P&L Slowed, Consumer Didn’t

Librarian Capital's Research Library 3 clicks

Oct 25 PM $314B

Philip Morris International: Ho-hum Hrmm?

Invariant 13 clicks

From X

@BarbarianCap Oct 25 1 click

Barbarian Capital on X

SpaceX closes $40 billion debt deal for AI chips, Elon Musk says $SPCX https://t.co/VElSKttyze

@BarbarianCap Oct 25 1 click

Barbarian Capital on X

AstraZeneca Readies New Portfolio of Targeted Cancer Therapies $AZN https://t.co/9wErSW0T14

@BarbarianCap Oct 25 3 clicks

Barbarian Capital on X

9/n $CME CEO with @tracyalloway @TheStalwart on futures, swaps, prediction markets, and perps. Nice contrast to the "anything goes" policies, and nice contrast to their episode last week with the Hyperliquid guy (link to prior round up at the bottom) https://t.co/miODfdAS9E

@BarbarianCap Oct 25 1 click

Barbarian Capital on X

6/n @bizbreakdowns @ReustleMatt is back! This time covering $AFRM. BNPL very underpenetrated, several growth products, "bet the jockey" too. https://t.co/i7Pr6Mr3r4

@BarbarianCap Oct 25 1 click

Barbarian Capital on X

2/n $CRWD CEO on @NoPriorsPod things got bleak last week on that front, will get worse https://t.co/cJfAoomQ8V

@aleabitoreddit Oct 25 6 clicks

Serenity on X

Just another $40B going into the "AI Infra" Bubble... Elon stated this $SPCX financing would primarily fund $NVDA GPU procurement H1 2027. Which indirectly increases demand for memory, networking, etc needed. In some other notes, VPEC today in UDN: "InP substrates is seriously in short supply" in regards to suppliers like $AXTI. - Morgan Stanley believes that InP substrates, EML and CW lasers will be the primary bottlenecks - VPEC emphasized that whoever can secure more raw material supply in the future will have greater pricing power and influence in the market. Very true about supply procurement... both upstream materials like epiwafers/substrates to ultimately compute. We're in a volatile period where all your largest companies in the world are fighting over control of the future of AI infrastructure. Any slowdown seems unlikely.

@OddDiligence Oct 25

Odd Diligence on X

$IREN chart* is most 🔥 of all the neoclouds resulting from all the slick marketing they are doing good job @danroberts0101 * chart of "IREN" Wikipedia unique page views https://t.co/xWEj1dJUf7 https://t.co/xsb9Z62J1I

@TidefallCapital Oct 25

Trevor Scott on X

@wealthyfranklin you can buy csu at the same growth rate for half the multiple of $NOW when factoring in after tax SBC.

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…

TSEM $19B

CV's Substack Oct 24 10 clicks

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

Super Micro’s 2026 xAI rack orders, GB300 price increases and B300 mix frame its gross-margin outlook.

SMCI $23B

P Equity Research Oct 24 7 clicks

Deep Dive: $ASML

ASML’s €230 million EUV machines underpin advanced AI chip production, with demand booked through 2028 after nearly $9 billion and two…

ASML $631B

Rebound Capital Oct 24 8 clicks

Netflix's Apocalypse Fears Overly Done - Cash Cow With Renewal Prospects

Netflix pairs international engagement, free cash flow and buybacks with plans for double-digit revenue growth, margin expansion and larger…

NFLX $511B

Juxtaposed Ideas Oct 24 8 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 $83B

Doomberg Oct 24 10 clicks

Applied Materials: Buy The Engineering Powerhouse Behind AI

Applied Materials targets AI-driven demand for advanced logic, DRAM and packaging, supported by services revenue and operating leverage…

AMAT $314B

Dhierin Bechai Oct 24 2 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 $30BTSLA $1.6T

Steve Eisman Oct 23 28 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 $30B

WHAT ARE WE DOING? “Contrarians At The Gate” Oct 23 12 clicks

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

DigitalOcean is pivoting toward affordable AI infrastructure and inference workloads, targeting share from AWS and Google Cloud amid…

DOCN $11B

Star Investments Oct 23 9 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 9 clicks

GPC · long

Genuine Parts CO

Genuine Parts trades at roughly 9x EBITDA as cyclical weakness and elevated NAPA investment temporarily depress earnings.

GPC $17B

Value Investors Club May 6 2 clicks

TSOH Weekly Roundup (07/31/2026)

Tractor Supply cut FY26 guidance and plans to close 75 Petsense stores; Sazerac’s Brown-Forman bid was rejected as prediction markets…

TSCO $18B

TSOH Investment Research Jul 31

The AI Trade Burned Down: Let Round 2 Begin

Situational Awareness's leveraged AI fund helped trigger a memory-stock unwind after SK Hynix missed elevated expectations, exposing…

NVDA $5.1T

Vik's Newsletter Jul 31

Meta 2Q'26: Not Amazing, Not Bad, and Still Compelling

Meta’s Q2 2026 revenue beat was offset by one-off costs and softer guidance, while generative ad ranking lifted conversions and Family of…

META $1.8T

MBI Deep Dives Jul 30 2 clicks

[scuttleslops] ODFL, AMD, INTC, CDNS, URI, VRSK, KNSL, WSO

Old Dominion Freight Line grew Q2 revenue 10.4% and EPS 32.3% as pricing offset lower tonnage, while excess network capacity sets up…

ODFL $39B

scuttleblurb Jul 30

The Good, the Bad and the Ugly

Lam Research lifted its September revenue guide above consensus, while Microsoft’s capex cut reflects lease accounting and Meta’s AI…

META $1.8TLRCX $301B

Mispriced Assets Jul 30

Preview of a new war between Apple and Qualcomm

Apple is accelerating its Qualcomm modem design-out before the April 2027 licensing expiry, threatening Qualcomm's high-margin handset…

QCOM $189BAAPL $5.1T

Irrational Analysis Jul 29

This business can always surprise you

Danaher cut 2026 core revenue growth guidance to 3-4% as delayed chromatography resin shipments hit bioprocessing, while life sciences…

DHR $162B

Best Anchor Stocks Jul 29

Bloom Energy Corp Earnings Update: A quick look

Bloom Energy posted $1.065 billion in Q2 revenue, up 165.5%, as AI data-center demand lifted margins, operating income and full-year…

BE $56B

SixSigmaCapital: Navigating the Financial Markets Jul 28

Google’s AI Return on Investment

Alphabet’s $132 billion AI capex produced an estimated 49% post-tax incremental ROIC once only in-service assets are counted, versus a…

GOOGL $3.9T

Bristlemoon Capital Jul 28 3 clicks

Sunday, October 25, 2026

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