Wednesday, October 28, 2026

Culper Research vs Cerebras: A Neutral Engineering-Driven View

Cerebras’ alleged electromigration issues hinge on temperature and voltage limits, not total power draw, while thermal variation and BallWire power integrity remain concerns.

CBRS $24B

Irrational Analysis Oct 28 3 clicks

Oct 28 CSGP $12B

CoStar 3Q26 Recap: Cost Decreases Cost of Growth

Speedwell Research 1 click

Oct 28 PAG $14B

Group 1 Automotive (GPI): Q3 2026 Earnings

Cannibal Stocks 1 click

From X

@irbezek Aug 29

Ian Bezek on X

$TEAM was at $56 just a few months ago, such efficient markets. Reminder, people only care about SBC when stonk prices are going down. Beware folks fitting a narrative onto price action. https://t.co/FaPZr8c7dn

@TidefallCapital Aug 28

Trevor Scott on X

@DrewCohenMoney enjoyed your $APP video

@ChrisCamillo Aug 28

Chris Camillo on X

@PostmodernRogue @fkon1u @DumbMoneyTV what exactly do you think is priced in? >37M launch-quarter units? >45M? >50M? what ARPU? “priced in” isn’t an argument without numbers. There is upside and downside. Been crushing $TTWO GTA trades since ’99. Always happy to compare notes.

@stockgutter Aug 28 2 clicks

SG on X

I know one company that won't be sad August is coming to an end $BURL https://t.co/uOtSFz7nCf

@orrdavid Aug 28 2 clicks

David Orr on X

@taobanker $LULU's quality drop was like a bit worse every year, kind of hard to notice. And then all of a sudden...

@ToddWenning Aug 28

Todd Wenning on X

My comment was tongue in cheek. I and my firm own $CPRT, but I also regularly use self-driving. I agree that more AVs are good for society overall. That said, salvage businesses will never be a zero because there will always be damaged cars that need to be repurposed. I’m optimistic on AVs but the massive impacts are still well out in the future.

@leevalueroach Aug 28

Lee Roach on X

Well looks like I’m going to get another chance to buy PayPal $PYPL as the market losses its entire ass because the buy out fell through. Back of envelope math here is $42.6 billion EV on $6 billion of free cash flow is a 14% free cash flow yield. Not bad! Growth hogs will piss their pants and cry about how there’s little growth.

@kab604 Aug 28

kab60 on X

Hey fuckers, there's a better option around, and you can have it for cheap $GPN https://t.co/Ao4JowHEsG

Cerebras ($CBRS): A Neocloud Masquerading as a Chipmaker

Cerebras relies on OpenAI for almost all of its $25 billion backlog while renting AI capacity, raising questions over its semiconductor…

CBRS $24B

Shallow Dives Oct 28 4 clicks

The Cigna Group: Client Retention Matters, But Contract Profitability Matters More

Cigna faces PBM margin pressure as employer fee demands and Signature transition costs outweigh specialty-drug growth, limiting profit…

CI $78B

Narek Hovhannisyan Oct 28 1 click

Vertiv (NYSE: VRT) Stock Rating: Accumulate, $329 Price Target After Q3 FY12/26 Earnings

Vertiv beat Q3 revenue guidance by $460 million, grew organic sales 55%, and raised full-year revenue guidance by $650 million to a $14.65…

VRT $88B

Cestrian Capital Research Oct 28 3 clicks

EQT Q3 FY12/26 Earnings Review - Distribute Rating

EQT moved to Distribute at $56.29 after Q3 revenue fell 9.6%; a 44% trailing free-cash-flow margin signals cycle risk despite lower debt…

EQT $34B

Cestrian Capital Research Oct 27 2 clicks

Innodata responds, Amkor surges, Mega Tech spending on tap

Innodata shares fell 25% to $44.74 after India Today reported 550 job cuts in India.

AMKR $10B

The Technology Letter Oct 27 6 clicks

My Last GFL Update - Hopefully

GFL’s take-private structure hinges on BC Partners rolling 60% of its stake to preserve debt portability under the 40% permitted-holder…

GFL $16B

310 Value’s Newsletter Oct 27 5 clicks

Expert Call | Lumentum Optical Chip Capacity, EML/SiPh Outlook & Industry Pricing

Lumentum’s 2027 optical-chip expansion, 200G EML and CW capacity, silicon-photonics roadmap, pricing and 3.2T module prospects face…

LITE $62B

P Equity Research Oct 27 2 clicks

AST SpaceMobile: New Glenn Gives Hope, Manufacturing Should Follow (Rating Upgrade)

AST SpaceMobile targets intermittent US satellite service by end-2026 as New Glenn progress could speed constellation launches after…

ASTS $16B

Melissa Tucker Oct 27 1 click

Are Neoclouds Dead?

Neoclouds face tighter debt financing as AI infrastructure capex outruns cash flow, leaving cash-burning GPU providers more exposed than…

NBIS $42B

Daniel Romero Oct 27 9 clicks

Reddit: Deep Dive Analysis

Reddit generated $805 million in Q2 2026 revenue, 95% from ads, but slowing Google search referrals expose AI-driven traffic and…

RDDT $18B

Hated Moats Oct 27 6 clicks

Single Stock Spotlight #17: Gamestop (GME)

GameStop’s $6.1 billion in net cash equivalents and shift toward collectibles underpin a $30 to $40 per-share valuation thesis.

GME $12B

Hidden Rock Capital's Newsletter Oct 27 4 clicks

Monte Investments Market Brief Vol. CXXXIII

Monte Investments updates Carpenter Technology after a 25% sell-off, tracks EQT’s $12.83 billion Range Resources acquisition and assesses…

CRS $15BEQT $34B

Monte Independent Investment Research Oct 27 1 click

Cadence Design Systems Q3 FY12/26 Earnings Review

Cadence Design Systems grew Q3 revenue 22% to $1.633 billion, built an $8.2 billion backlog and raised its 2026 revenue growth outlook to…

CDNS $89B

Cestrian Capital Research Oct 27 3 clicks

Blackstone: Q3 Shows The Private Credit Scare Was Overdone, And The Stock Is Still Cheap

Blackstone’s Q3 brought $1.37 trillion in AUM and $63.3 billion of inflows, with other businesses offsetting real estate weakness as…

BX $90B

Timur Mekhantev Oct 27 2 clicks

SBAC · long

Sba Communications CORP

SBA Communications trades at 14.9x forward AFFOPS, near a record low, despite being pitched as the market’s cleanest tower operator.

SBAC $20B

Value Investors Club Jul 29

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…

EQT $34BRRC $13B

Bison Insights Oct 26 7 clicks

Celestica surges as the AI chip race keeps going

Celestica rose 12% after beating revenue and profit expectations and raising its full-year outlook, as AI chip demand supports contract…

CLS $33B

The Technology Letter Oct 26 1 click

Amkor Q3 FY12/26 Earnings Review

Amkor's Q3 sales were flat at $1.991 billion as computing and automotive/industrial growth offset a 27% communications decline; Q4 sales…

AMKR $10B

Cestrian Capital Research Oct 26 4 clicks

Quick Value #335 - Truist Financial (TFC)

Truist Financial trades at 10.5x earnings and 1.5x tangible book as new CEO Mike Lyons sells non-core assets and targets 16% to 18% ROTCE.

TFC $59B

Value Don't Lie Oct 26 5 clicks

Molina & Kinsale

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

MOH $11B

Bearstone Oct 26 8 clicks

Wednesday, October 28, 2026

Ian Bezek on X

Trevor Scott on X

Chris Camillo on X

SG on X

David Orr on X

Todd Wenning on X

Lee Roach on X

kab60 on X

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