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Monday, October 26, 2026

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Merger Monday & Election Implications

EQT’s $50 billion merger with Range Resources and Ovintiv’s $1.26 billion acquisition of Logan Energy reshape North American oil and gas alongside Brazil and British Columbia election…

EQT $34BRRC $11B
Bison Insights 6 clicks

From X

@ActAccordingly 2 clicks

PAA Research on X

Gavin, you're always generous with your time on this platform and forthcoming with your views, which I genuinely appreciate. Where are you getting the $35Bish in future annual commitments when they have $500B in compute purchase commitments over a 5-7 year span PLUS the $AMD chip leasing deal (uncertain tenor) which is another $160B? Anthropic might very well grow fast enough not to burn cash, but that's not how the company frames it in their S-1. Rather than take my word for it, here's the relative language in the S-1: "As a result, we expect these investments to result in significant net cash used in operating and investing activities for the foreseeable future, and our net cash used in these activities may increase regardless of whether our financial performance improves" The business model is changing going forward. $ANT

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Molina & Kinsale

Molina Healthcare and Kinsale Capital’s earnings are reassessed through a long-term lens, emphasizing conviction and detachment during…

MOH $11BKNSL $8.6B
Bearstone 5 clicks

“Our Strategy Is Unchanged”

Netflix’s $51 billion FY26 revenue outlook and global streaming scale underpin its core strategy as management addresses slowing…

NFLX $511B
TSOH Investment Research 6 clicks

Namib Minerals: Research Flash

Namib Minerals’ How Mine mill reached 55,000 tonnes per month, 36% above prior capacity, while a proposed $30 million Ecobank facility…

NAMM $48M
Atrium Research - Equity Research 2 clicks

Bimergen Energy: Research Flash

Bimergen Energy filed for a Texas retail-power license to supply data centers directly and gained eligibility for federal contracts through…

BESS $13M
Atrium Research - Equity Research 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 $19B
CV's Substack 9 clicks

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