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Wednesday, November 4, 2026

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@aleabitoreddit

Serenity on X

I would have a much more favorable view on $IREN after they finish their $6B ATM in terms of stock performance (I think they're like 41.5% through). I think Mirantis acqusition would materially shift a lot of perception of how they rank relative to $CRWV, $NBIS, Lambda, Tensorwave, and others in terms of cluster performance once they finish integration. I've always started software side of things is actually a moat (backing up what Coreweave CEO was saying), which was what $IREN lacked before. But M&A to get that gap fixed is probably the most bullish part of what they've done.
@aleabitoreddit

Serenity on X

Wow $NBIS relative outperformance is wild. Back in 2025 I wrote my Neocloud thesis on $IREN to $CRWV. But I made the decision months later to consolidate it all into Nebius... Despite the the hate from FinX back then. Very interesting to see Nebius up 6% even during sector drop… After Oracle was reportedly seeking payment protection if Project Jupiter misses its 2028 opening. With Oracle: "seeking to protect itself from potential cost increases related to a large DC ​project in New Mexico by sending a force majeure notice" per Reuters. Lot of new people like to piggyback after it’s up a lot, but there was a lot less people bullish back in 2025. Especially during the period with a ton of institutional short sellers back in December. I still think markets might be underestimating sum of parts growth, even if its core business grows like crazy 2027+ onwards.
@calvinblissett 2 clicks

Calvin Blissett on X

Hey Drew I know you cover mainly big names which makes sense in terms of reach. I watch your videos even when I know I’m not going to buy the stock because the quality is that good. I think in terms of bigger names with potential value $SLM is very interesting and would be a good set up for you. $KNSL is another that also has a pretty good retail following. $FISV is the biggest size potential value I’ve found. Also a $FICO update with thoughts would be orgasmic

Investor Letters

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Stevanato down 30%. Yikes.

Stevanato fell 30% after forecasting low-single-digit 2027 growth as lower Nexa syringe volumes from a GLP-1 customer offset solid Q3…

STVN $3.6B
Best Anchor Stocks 3 clicks

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 4 clicks

TSOH Weekly Roundup (10/30/2026)

Markel spent $315 million repurchasing shares in Q3 as Thrive agreed to buy ADT for $7.6 billion and Hasbro cited rising adult toy demand.

ADT $7.2B
TSOH Investment Research 1 click
PRIM · long

Primoris Services CORP

Primoris Services, a $5 billion EPC contractor, has fallen about 60% from its peak.

PRIM $3.9B
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