Bullpen.News From Edwin Dorsey
Get Daily Recap Feedback

Sunday, November 1, 2026

Back to today

From X

@aleabitoreddit 1 click

Serenity on X

Bro, $AMZN semi ETF portfolio is probably going to end up more compelling than what $NVDA owns... Today Amazon signed a $49.8M private placement into PCB maker Gold Circuit Electronics (2368). So now Amazon has ownership/warrants in: - $AAOI - Alchip - $MRVL (Celestial) - $ALAB - $CRDO - $JBL - $FLEX - $STM - $CBRS - $GNRC - $FN - TD SYNNEX - $QCOM - Gold Circuit Electronics And others.. If we look at the private placement amount for GCE in speciifc, it's like .36% of the company... Kinda small financially, meaningful strategically. Esp. since there were claims that GCE supplies ASIC-server PCBs to the four major hyperscaler CSPs... Regardless it's pretty funny to see Amazon to Nvidia start to own all the worlds leading companies. Since Amazon has exposure to the entire supply chain like PCBs now, optical fabric with Celestial, lasers with $AAOI, assembly from $FN to $JBL, ASIC partners like $QCOM / ALchip.
@kevin__mak

Kevin Mak on X

$QURE A bunch has been written about today's AMT130 news by people far more scientifically credible than me, so I'll just summarize to say my opinion is that the data was directionally bearish but only mildly. I think the reaction to the news was overblown. If you gave me the press release and conference call ahead of time and asked me to guess "what does the price trade to", I'd say around $32. Lots of people have complained about the type and quality of disclosure and messaging from the company but I want to highlight something I noticed that I think has been missed. My experience this morning was that the actual press release process was entirely mishandled. Here's what I think happened: 7:05AM ET is the "typical release time" for QURE. So naturally when they setup an interview with Stat News and Bloomberg the night before, they likely communicated this "embargo time". So at 7:05AM, the pre-written articles from Stat and Bloomberg hit the newswires. Bloomberg's article was particularly poorly done, with exceptionally little detail beyond the "-44% not stat sig" datapoint. (They later "updated" their news article to be more robust). But this awful article was essentially first to hit the headlines, and obviously thousands of bots and machines are scraping Bloomberg, and trading off it. Naturally one would want to "check for more data beyond two articles", but for some reason, at 7:05AM, there was no Press Release from QURE. This was likely a mistake (either by QURE or by the wire company). In the screenshot (and link) below, you'll see the timestamp of the official wire including ALL of the data. So investors were "left in the dark" for a full 7 minutes. https://t.co/zp4lmZqFfe Does 7 minutes really matter? To a long term investor, certainly not. But it matters to algo traders, who leave footprints of price action, which affect sentiment, so it does matter. Also, it leaves me unsettled that they're possibly getting some of the most basic things wrong. I get their jobs are stressful and there's a lot on the line here, that's why you have to dot your i's, cross your t's, because everything matters. To be clear, I don't know for a fact who's error this was, but I'd speculate it was the company. (Here's a normal press release from the company timestamped at 7:05AM ET. There are many other examples on the site that corroborate the 7:05 ET pattern) https://t.co/miNzObOZP7 Disclosure: Creek Drive and its affiliated funds hold a long position in QURE. Views expressed are current opinions for information only, subject to change and are not investment advice or a recommendation to buy or sell any security. Investing involves the risk of loss and past performance is not indicative of future performance. See the disclosures link in my bio for more important information.

Investor Letters

All letters

When the liquidity does not add up

Arbor Realty Trust’s dividend suspension is presented as creating $60 million of liquidity, raising questions about its ability to meet…

ABR $2.2B
John Hempton's Newsletter 3 clicks

Verra veerer

Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance…

VRRM $404M
The Oak Bloke 2 clicks

OSS Q3 FY12/26 Earnings Analysis

One Stop Systems grew Q3 continuing-operations revenue 36% to $12.6 million, raised FY2026 revenue guidance to $45 million, and used $11.8…

OSS $129M
Cestrian Capital Research 1 click
VITL · long

Vital Farms INC

Vital Farms is a long idea after bird flu-driven egg supply losses coincided with a structural shift.

VITL $459M
Value Investors Club

Publications we follow

Every publication on this site, hand-picked.

129 publications

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 70 of 272

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

91 accounts
Nominate an account

Investor letters we follow

271 firms

Sectors

Ordered by how often our editor reaches for them.