Research Roundup Vol. LIV
Research Roundup covers AAON's data-center cooling ramp, Knife River's margin recovery, ChronoScale's Microsoft-backed neocloud buildout…
Sector
Crypto
Everything our editor has picked under this sector, best first.
94 stories
junkbondinvestor on X
Some of the more interesting opportunities in credit are the Bitcoin miners (now AI datacenter developers) that issued converts before signing a major lease. $KEEL is one of them. The stock ran up in June, then collapsed, and has barely recovered since. The converts are in the 80s/low-90s. Not distressed or even yield equivalents but something I'm keeping my eye on. Traded as low as 60 earlier this year.
Mastercard: Building The Future Of Payments Before It Arrives
Mastercard’s VASS segment reached roughly 40% of net revenue and grew 20%, while AI, digital-wallet and stablecoin partnerships expand its…
IWA Research Clark Square Capital on X
@27XVII $CSHR for bitcoin etfs
Barbarian Capital on X
BlackRock Investment Portfolios Debut on the Blockchain as Digital Tokens $BLk https://t.co/5XHSFbk9HR
Serenity on X
Wow Bitcoin + Ethereum pulled pretty extreme recoveries. Looks like $HOOD / $COIN / Crypto is back? On-chain equities trading + regulator exemptions probably put a lot of fuel into the fire for the sector. That aside... crypto is usually a great indicator for high-beta AI equities believe it or not (they tend to frontrun broader market drops or rallies). So overall market risk appetite might be coming back despite the rate hikes.
SG on X
$BTC breaks out -- moving up about 9000 in a few days. Selling here and will likely repurchase on a pullback. https://t.co/89TnvZWmE2
Maius on X
If you like $META Muse and some weekend fun while the markets are closed, this Polymarket contract likely still offers one of the highest risk-adjusted returns for small players. https://t.co/P8Tj4jJ9dE https://t.co/Ae05yN2wiE https://t.co/avnfrmgMo5
DeFi Development: The Clarity Act Failure Tests The Solana Treasury Thesis
DeFi Development’s Solana treasury strategy faces dilution, preferred dividends and tight liquidity after a 50% rally, with $4.3 million of…
Dorine Cherop SG on X
$BTC has been consolidating for about five weeks. Is a weekend breakout/breakdown on deck? I am long for that possibility. It could move either way out of the consolidation but because the last violent move was up and it has coiled tightly at the top of the prior move, a breakout seems more likely to me.
Tim Eriksen on X
The $FNDM story just keeps getting better for shareholders and weirder at the same time. After the large dividend in December FNDM still held Bitcoinica BTC claims from the settlement with Thomas Braziel. The receiver decided to sell the claims now rather than wait. He hired a firm to solicit bids in an auction. The winning bidder was an entity formed by ..... Thomas Braziel. The proceeds from the winning bid is why another $5.60 per share dividend is coming this week. A final small distribution is expected later.
A Capital on X
A “gift” is when some person and/or organization creates a narrative misperception that creates a dislocation in an equity. Dario did it with $CORZ / $CIFR this weekend. Bloomberg News continues to do it with $OWL https://t.co/z7VfaqffDk
Figure Technology (FIGR): The "Hypoport of America" Growing 100% With 55% EBITDA Margins – and Priced Like the Story Is Broken
Figure Technology's HELOC platform grew Q2 2026 revenue 113% with a 54.6% adjusted EBITDA margin, while shares trade 57% below January's…
Potential Winners And Losers From Nu Bank’s Aggressive Launch Into The United States (Ticker: NU)
Nu Bank’s U.S. launch pairs 4.5% APY and 2% cashback with fee-free USDC remittances, pressuring SoFi, Capital One and cross-border transfer…
CEA Industries: A Super-Discounted BNB Accumulation Play
CEA Industries trades at 0.67x mNAV while accumulating BNB with modest debt, following resolution of a corporate governance dispute.
Lucas Vienna A Capital on X
If you were paying attention last week you would have noticed that $RUM consolidated ownership and was pursuing a squeeze-out for the remainder of Northern Data AG. You then would have gone to HDS <GO> and seen that it is controlled by Tether which is tied into current Commerce Secretary Howard Lutnick. Follow the breadcrumbs dude…
SG on X
looks like $RUM will be the stock of the day. Big win for Tether too, which owns more than 260m shares and pre-funded warrants of Rumble. The 16.34% float shorted is at high risk of a squeeze imo. No position rn. https://t.co/aOmblXc2za https://t.co/PYVbzkY9XE
Preview of the Week Ahead: W/C September 14, 2026
The week of September 14 features the FOMC decision, retail sales and housing data after the S&P 500 fell 0.8%.
A Capital on X
$CIFR< $16 👀
A Capital on X
@matthew_sigel $CIFR https://t.co/YFrXSMIK8i
Myles on X
Ahh, I see we are back to selling everything and buying semis. So much fun, I love investing. At least this time I have a small $SOXS short and a $DXYZ long to make me feel a bit better.
Odd Diligence on X
$BNC crypto side was rugged wen equity rug https://t.co/38ZNEfzTCJ https://t.co/DgGTja8pKb
Odd Diligence on X
$BNC these zoomers are about to learn about crypto treasury overhead supply (+ a side of China fraud) https://t.co/gLRrZkWw0Q https://t.co/2FqMt3ApUN
Preview of the Week Ahead: W/C September 7, 2026
U.S. CPI and PPI headline the September 7 week as the S&P 500 holds key averages, Bitcoin faces $82,000 resistance and gold tests its…
