Raging Capital Ventures on X
@Cashflowfarming * $NVDA’s competitors are doing the same with their balance sheets, not customers.
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TFX 2026-08-22 Teleflex: Portfolio Surgery Creates A Better Medtech Compounder
Equity Eagle NIU 2026-08-22 Niu Technologies: A Disappointing Report Comes With A Silver Lining
MarketGyrations Roblox CORP
Roblox's valuation has fallen from 30x to 50x forward EBITDA, framing the selloff as a long opportunity despite near-term headwinds.
Sellas Life Sciences Group I
SELLAS Life Sciences Group faces a short case arguing that even a strong clinical outcome does not support its current valuation.
Paypal Holdings INC
PayPal’s valuation implies free cash flow will shrink 9.3% annually over the next decade, framing a long thesis against its recent revenue…
Metals Royalty Company INC
Metals Royalty Company, a U.S.-focused critical-minerals royalty platform, direct-listed on Nasdaq in April 2026 and holds royalty and…
Solstice Advanced Mtrils INC
TFPM 2026-08-22 Triple Flag Precious Metals: Ravenswood Turns Optionality Into Duration
Capital Connoisseur Raging Capital Ventures on X
@Ross__Hendricks @DratchCap @WarrenPies Equity is abundant even while absolute debt issuance skyrockets. I would think prudent capital allocators would tap the former… (see $GOOG, $ORCL as of late)
Raging Capital Ventures on X
Nvidia is using its balance sheet to seed neocloud customers against hyperscalers, whose ASIC demand dominates AI infrastructure.
UUUU 2026-08-22 Energy Fuels: The Largest Combined Uranium And Rare Earth Company In North America
Joseph L. Shaefer Ian Bezek on X
@davey_juice @taobanker I own both. $NU seems inevitable. $INTR more execution and single-market risk but a lot more upside if it works and gets rerated.
LLY 2026-08-22 Eli Lilly: Shaking Off Competition From The Dethroned Novo Nordisk
JR Research 
The Non-linear Economics of Grocery Delivery Basket
Instacart’s larger grocery baskets create disproportionately better delivery economics than DoorDash’s, making half the basket size worth…
NVDA 2026-08-22 Nvidia: It's All About SpaceX Now
Uttam Dey Ian Bezek on X
@taobanker $INTR at 1.2x book 5.5x '27 earnings with a 16% ROE growing at 20% a year probably qualifies. But yes, $BLX is incredible and I still kick myself for selling most of my position at $25 after buying at $15. Grabbed defeat from the jaws of victory there.
TGTX 2026-08-22 TG Therapeutics: Briumvi's Growth Attracts Buyout Rumors
ONeil Trader DKS 2026-08-22 DICK'S Sporting Goods Stock Is Hanging On By A Thread But Looks Like A Buy Ahead Of Q2 Earnings
Mike Arnold OPLN 2026-08-22 Private Equity Exit Offers Opportunity At Openlane
Mike Arnold AMAT 2026-08-22 Applied Materials: I Am Reiterating My Strong Buy As AI Manufacturing Demand Accelerates
The Curious Analyst NEXT 2026-08-22 NextDecade: The Ownership Staircase Is The Real Bull Case
Capital Connoisseur STX 2026-08-22 Seagate: Shares May Fall Aggressively If Gross Margins Won't Last
Cavenagh Research CNC 2026-08-22 Centene Corporation: The Margin Recovery Is Real, And The Market Is Still Catching Up
Chris Bazzle 