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ISSCC 2026: NVIDIA & Broadcom CPO, HBM4 & LPDDR6, TSMC Active LSI, Logic-Based SRAM, UCIe-S and More

by SemiAnalysis | 2026-04-15

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Deep|SpaceX Deep Dive: Part2 - The Fundamentals and Risk Matrix Behind a $2 Trillion IPO Valuation

by FUNDA | 2026-04-15

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New Buy: A niche logistics provider to replace InPost in my portfolio? (16% IRR expectation)

by Heavy Moat Investments | 2026-04-14

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Deep|AI Infra 2026: Shifting from "Brain Power" Competition to "Whole-Body" Evolution

by FUNDA | 2026-04-14

$EVVTY

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BLOOM ENERGY — THE ORACLE DEAL CONFIRMS EVERYTHING

by The Disruptive Investor | 2026-04-14

$BE

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Follow up on a French Hidden Champion: a reinforced balance sheet, an increased dividend and an improving EBIT

by French Hidden Champions | 2026-04-13

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BLOOM ENERGY: +216% UPSIDE - THIRD PICK ON THE DISRUPTIVE INVESTOR

by The Disruptive Investor | 2026-04-13

$BE

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Preview|ASML 1Q26: Demand Remains Strong; The Only Headwind is ASML’s Capacity

by FUNDA | 2026-04-13

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Owned Destinations: Why Casella Waste is Winning the Northeast

by CompoundingAlpha | 2026-04-13

$CWST

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Planet Fitness: Maxing Out?

by TSOH Investment Research | 2026-04-13

$PLNT

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Modiv Industrial: “Too F***ing Cheap”

by Value Zoomer | 2026-04-13

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Weekly|Collyer Bridge Joins FundaAI, Kioxia, TSMC, Meta’s Muse Spark, AWS Bedrock, Mythos

by FUNDA | 2026-04-13

$META

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A Value Unlock of Rogers Communications' ($RCI.B) Trophy Sports Assets Worth 58–98% of its Market Cap is Still in Play

by Divergent Capital 7651 | 2026-04-12

$RCI.B

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Sirius XM (An Excerpt From Our Recent Letter)

by Eagle Point Capital | 2026-04-11

$SIRI

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Behind the Qs and Ks- (AAON, PRGS, EPAC)

by A Peek Behind the Numbers | 2026-04-10

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Sendas Distribuidora: benefiting from the interest and inflation cycles in Brazil

by Emerging Value | 2026-04-10

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Bolloré: some thoughts following the Bill Ackman offer on UMG

by French Hidden Champions | 2026-04-10

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Preview|TSMC 1Q26: Continued Front-end and Back-end Capacity Shortages; Upward Revision of 2027 CoWoS Forecast

by FUNDA | 2026-04-10

$TSM

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Follow up on a recurring business, family owned, strong balance sheet French Hidden champion

by French Hidden Champions | 2026-04-09

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The Alpha in PGR: Why Progressive is the Ultimate Compounding Engine

by CompoundingAlpha | 2026-04-09

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ON - Leading the pack at the right price?

by Flow Value Investing | 2026-04-08

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[scuttlebit] Thermo Fisher update

by scuttleblurb | 2026-04-08

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Newprinces SPA update

by Emerging Value | 2026-04-07

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The Peptide Fortress: A Deep Dive into Novo Nordisk’s 100-Year Head Start

by CompoundingAlpha | 2026-04-06

$NVO

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Crocs: The HeyDude Hangover

by TSOH Investment Research | 2026-04-06

$CROX

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The Age of the TSMC Bottleneck

by Damnang's Substack | 2026-04-06

$TSM

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Weekly|Funda AI Agent Platform Launched, Memory LTAs, SpaceX, and more

by FUNDA | 2026-04-05

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Röko AB: Can Fredrik Karlsson Build Another Lifco?

by Slow Compounding | 2026-04-05

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APPLIED OPTOELECTRONICS: +258% UPSIDE - SECOND PICK ON THE DISRUPTIVE INVESTOR

by The Disruptive Investor | 2026-04-04

$AAOI

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Circle Group FY 2025 results

by Under Followed Stocks | 2026-04-03

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"Never Sell" Episode: AI Doom, Veeva, Research and Writing

by MBI Deep Dives | 2026-04-03

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MercadoLibre: Cheapest In Years (Ticker: MELI)

by Chit Chat Stocks | 2026-04-03

$MELI

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Meta Platforms: The $135 Billion Bet

by CompoundingAlpha | 2026-04-02

$META

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ErreDue FY 2025

by Under Followed Stocks | 2026-04-02

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NVIDIA's Marvell Investment: What Lies Beneath

by Damnang's Substack | 2026-04-02

$NVDA

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Dividend Informer Q2 2026 Update: Accenture

by Dividend Informer | 2026-04-01

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Dividend Informer Q4 2025 Update: Dick's Sporting Goods

by Dividend Informer | 2026-04-01

$DKS

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Radcom Ltd.

by Financial Skeptic | 2026-04-01

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Discerning Signal from Noise: Why Meta's Advertising Franchise is Materially Mispriced

by Divergent Capital 7651 | 2026-04-01

$META

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Dissecting Nvidia Blackwell - Tensor Cores, PTX Instructions, SASS, Floorsweep, Yield

by SemiAnalysis | 2026-03-31

$NVDA

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Cerillion PLC-CER.L

by InvestingWithWes | 2026-03-31

$CER.L

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[scuttlebit] Danaher update

by scuttleblurb | 2026-03-31

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Deep|SpaceX Deep Dive: Part 1 — From Falcon to Starship

by FUNDA | 2026-03-30

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Fever-Tree: "A Pivotal Moment"

by TSOH Investment Research | 2026-03-30

$FEVR

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The Ultimate Toll Booth: A Deep Dive into Texas Pacific Land (TPL)

by CompoundingAlpha | 2026-03-30

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Alibaba: When the Thesis Breaks, Rewrite It

by TQI Capital | 2026-03-30

$BABA

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MarineMax Stock Analysis

by Enterprising Investor | 2026-03-29

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On Holding: Great Business, High Price

by Flow Value Investing | 2026-03-27

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The Invisible Sovereign: ASML and the Architecture of Modern Power

by CompoundingAlpha | 2026-03-27

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Beyond NVIDIA and Broadcom: What the Market May Be Missing

by Damnang's Substack | 2026-03-27

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