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.

JBLU $1.3BNU $58B

Ian’s Insider Corner Oct 25 11 clicks

Oct 25 AXP $218B

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

Librarian Capital's Research Library 4 clicks

Oct 25 PM $314B

Philip Morris International: Ho-hum Hrmm?

Invariant 13 clicks

From X

@Fierce__beast Apr 18 1 click

Fierce_beast on X

how is this not the end for $wix and $gddy? https://t.co/nY1p4vAMfN

@jawagner92 Apr 17

Odd Lot Arbitrageur on X

Mastercard $MA ~27% cagr / 120 bagger including dividends since 2006. Nearly all news coverage leading up to the IPO was negative. https://t.co/WS8EI2oHSA

@LaughingH20Cap Apr 17 1 click

Laughing Water Capital on X

$NN https://t.co/rn1GCqqeWI

@eriksen_tim Apr 16 2 clicks

Tim Eriksen on X

@andrewcoye @chrisvirnig @DeepSailCapital Aggregate change among all 5% owners within three years. So not thousands. For $BIRD the Class B founding shares are more than three years old so they drop off, it is change for FMR, Ghost Angel, Vanguard, Blackrock plus any grants to B holders in last 3 yrs.

@eriksen_tim Apr 15 1 click

Tim Eriksen on X

So PaperClip (expert: $PCPJ) issues an important press release but somehow it ends up under an incorrect ticker for China Dongsheng. Do they not realize they can correct these things? https://t.co/pULXthDnYq

@petition Apr 15

💥PETITION💥 on X

Sleep Number ought to preload an ATM and then just announce that they're shifting from bed manufacturing to sleep AI, watch the stock soar a la $BIRD, and then dump a bunch of stock into the market to pay down debt. $SNBR

@AlphaVulture Apr 15

Alpha Vulture on X

I need some of my liquidations to pivot to AI.... $BIRD

@mavix_leon Apr 14 1 click

mavix on X

Shelly Group $SLYG announces revenues of EUR 33.4 million (+26%) for Q1 2026. The Company’s liquidity position developed positively in the first quarter of 2026. Cash and cash equivalents increased by approximately 45% compared to year-end 2025 to EUR 19.9 million, https://t.co/rbBjwNHc8T

Investor Letters

All letters

💥Is Getty a Prepack in Name Only?💥

Getty Images' 2026 Chapter 11 filing is challenged as a prepack after warrant litigation, a failed Shutterstock merger and AI pressure.

GETY $7.4MSSTK $161M

PETITION Oct 25 4 clicks

Meta: A Strong Quarter Behind A $9.9 Billion Legal Charge And $35 Billion Of Capex

Meta posted 26% revenue growth and $9.89 billion in legal charges while funding $35 billion of capex, as AI lifts ad pricing and pressures…

META $1.6T

Tim Travis Oct 25 1 click

Signet Jewelers (SIG): The Next Dillard’s?

Signet Jewelers cut its share count from 87 million to 38 million since 2012 as short interest reaches 15%, amid a hated diamond market.

SIG $4.6B

Cannibal Stocks Oct 25 20 clicks

Avalo Therapeutics: Contrarian 'Buy' Ahead Of Abdakibart's Phase 3

Avalo Therapeutics' Abdakibart enters a pivotal hidradenitis suppurativa trial after positive LOTUS data, with monthly dosing and…

AVTX $379M

Myriam Alvarez Oct 25 3 clicks

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 $15B

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 $17B

P Equity Research Oct 24 8 clicks

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

Six Value Line small caps including Blackbaud, Marqeta, Ranger Energy and Definitive Healthcare trade on net cash, buybacks, low multiples…

BLKB $2.4BMQ $1.9B

Calvin Blissett Oct 24 81 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 $575B

Rebound Capital Oct 24 9 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 12 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 $76B

Doomberg Oct 24 13 clicks

JBFCY · long

Jollibee Foods CORP

Jollibee Foods trades at PHP 144, about 56% below its January 2019 high, framing a long thesis on the Philippine restaurant operator.

JBFCY $2.8B

Value Investors Club Jul 27 1 click

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 $14B

Jonathan Weber Oct 24 6 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 $27BTSLA $1.5T

Steve Eisman Oct 23 29 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 $27B

WHAT ARE WE DOING? “Contrarians At The Gate” Oct 23 13 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 $52B

Cestrian Capital Research Oct 23 10 clicks

Philip Morris: Taking the Fight to the U.S.

Philip Morris reported Q3 growth across heated tobacco, combustibles and e-vapor in Europe while gaining U.S. nicotine-pouch share.

PM $314B

Librarian Capital's Research Library Oct 23 5 clicks

Amazon’s Trainium Takes a Strike at the Training King

Amazon’s Trainium3 adds native PyTorch training support, targeting CUDA-trained researchers with standard APIs, eager mode and…

AMZN $2.9T

SemiAnalysis Oct 23 8 clicks

Alphabet: Gemini 4 Argon Is Coming For ChatGPT's Lunch

Alphabet's Gemini 4 Argon aims to undercut rival AI models using proprietary TPUs, while Android, Siri and Google Cloud distribution…

GOOGL $3.5T

Dustin Quasney Oct 23 3 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 $27B

Net Interest Oct 23 12 clicks

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Sunday, October 25, 2026

Fierce_beast on X

Odd Lot Arbitrageur on X

Laughing Water Capital on X

Tim Eriksen on X

Tim Eriksen on X

💥PETITION💥 on X

Alpha Vulture on X

mavix on X

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