HeadquartersMediumItemDiscussed at
Accenture plcACN-🇮🇪 IrelandThe Options OracleBlog🎯 TAKE PROFIT ALERT: ACN | 16.45% Gain in 11 Days-20 Oct 2026
Citizens Financial Corp.CIWV$98.7M🇺🇸 United StatesDirt Cheap BanksBlogCIWV Q3: The Stock Is Up 50% and Barely More Expensive Than When I Wrote It Up-20 Oct 2026
Genuit Group plcGEN-🇬🇧 United KingdomCorfe CapitalBlogGenuit Group falls 14% on profit warning-20 Oct 2026
CoreWeave, Inc.CRWV-🇺🇸 United StatesJunkBondInvestorBlogCoreWeave ($CRWV): $34 Billion of Equity and Bonds Yielding 15%...How? (Part 1)-20 Oct 2026
Meta Platforms, Inc.META$1.8T🇺🇸 United StatesUnder The HoodBlog90% House Odds: US Midterms and Portfolio Review-20 Oct 2026
Amazon.com, Inc.AMZN$2.8T🇺🇸 United StatesUnder The HoodBlog90% House Odds: US Midterms and Portfolio Review-20 Oct 2026
Dole plcDOLE-🇮🇪 IrelandUnder The HoodBlog90% House Odds: US Midterms and Portfolio Review-20 Oct 2026
Dollar Tree, Inc.DLTR-🇺🇸 United StatesUnder The HoodBlog90% House Odds: US Midterms and Portfolio Review-20 Oct 2026
United Natural Foods, Inc.UNFI-🇺🇸 United StatesUnder The HoodBlog90% House Odds: US Midterms and Portfolio Review-20 Oct 2026
Fiserv, Inc.FISV-🇺🇸 United StatesUnder The HoodBlog90% House Odds: US Midterms and Portfolio Review-20 Oct 2026
Centene CorporationCNC-🇺🇸 United StatesUnder The HoodBlog90% House Odds: US Midterms and Portfolio Review-20 Oct 2026
Molina Healthcare, Inc.MOH-🇺🇸 United StatesUnder The HoodBlog90% House Odds: US Midterms and Portfolio Review-20 Oct 2026
Aris Mining CorporationARIS-🇨🇦 CanadaUnder The HoodBlog90% House Odds: US Midterms and Portfolio Review-20 Oct 2026
B2Gold Corp.BTG-🇨🇦 CanadaUnder The HoodBlog90% House Odds: US Midterms and Portfolio Review-20 Oct 2026
Alexandria Real Estate Equities, Inc.ARE-🇺🇸 United StatesUnder The HoodBlog90% House Odds: US Midterms and Portfolio Review-20 Oct 2026
CEWE Stiftung & Co. KGaACWC-🇩🇪 GermanyValue and OpportunityBlogCEWE Group CMD – More potential upside than I thought-20 Oct 2026
Karelia Tobacco Company Inc.KARE$1.3B🇬🇷 GreeceDirt Cheap EuropeBlogThe Cheapest Tobacco Company in the World. 39% EBIT Margins. €957m of Cash. 100%+ ROIC. 2.7x EBIT. And Euronext Athens Has Started a Clock.-20 Oct 2026
Total Soft Bank Ltd.045340$43.0M🇰🇷 South KoreaSung CapitalBlogMission-critical software, 3.5x EBIT, 55% of market cap in cash, ramped up dividends and buybacks-20 Oct 2026
Qfin Holdings, Inc.QFIN-🇨🇳 ChinaInvestResearchBlogQifu Technologies $QFIN: A Story of Numbers That Refuse to Make Sense-20 Oct 2026
Group 1 Automotive, Inc.GPI-🇺🇸 United StatesCannibal StocksBlogGroup 1 Automotive: The Debt Stress Test-20 Oct 2026
WILLPLUS Holdings Corporation3538$57.1M🇯🇵 JapanEmerging ValueBlogBest buys October 2026-2: Deep value opportunities-20 Oct 2026
Visa Inc.V-🇺🇸 United StatesInvesting by the BooksPodcast#89 Matt Franz on Surely You're Joking, Mr. Feynman! Watch · 2:18
+2Watch · 14:49Watch · 29:45
20 Oct 2026
Atlassian CorporationTEAM$52.6B🇦🇺 AustraliaIan’s Insider CornerBlogWD #360: New Trade, Recent Market Action, Brazil/Inter Update-19 Oct 2026
lastminute.com N.V.LMNZ;LMN(SWX)-🇳🇱 NetherlandsWizard's WinnersBlogLastminute.com is cruising at 30,000 feet... but is being priced like it’s forever stuck on the runway-19 Oct 2026
AppLovin CorporationAPP$90.4B🇺🇸 United StatesSpeedwell MemosBlogAppLovin Deep Dive-19 Oct 2026
Uber Technologies, Inc.UBER$142.9B🇺🇸 United StatesThe Options OracleBlog🎯 Trade Management Alert: Putting Today's Bounce to Work-19 Oct 2026
HAL TrustHAL$16.6B🇳🇱 NetherlandsThoughts of the Graoully or his AntagonistBlogA time of transitions (Rubis and HAL)-19 Oct 2026
RubisRUI$4.1B🇫🇷 FranceThoughts of the Graoully or his AntagonistBlogA time of transitions (Rubis and HAL)-19 Oct 2026
D-BOX Technologies Inc.DBO.TO$185.1M🇨🇦 CanadaWolf of OakvilleBlogOctober 2026 WWW “What’s Wolf Watching”-19 Oct 2026
CANPR Technology Ltd.WPR.V$1.1M🇨🇦 CanadaWolf of OakvilleBlogOctober 2026 WWW “What’s Wolf Watching”-19 Oct 2026
CoreWeave, Inc.CRWV-🇺🇸 United StatesCrack The MarketBlogCoreWeave: The Equity Is What the Lenders Leave Behind-19 Oct 2026
Daxor CorporationDXR-🇺🇸 United StatesMicrocap OpportunitiesBlogInitiation Coverage: Daxor Corporation (NASDAQ: DXR)-19 Oct 2026
Nebius Group N.V.NBIS$45.0B🇳🇱 NetherlandsValue & Momentum PortfolioBlogOctober 2026 Semis Sell-Off: Is AI Capex Slowing and Are Earnings Peaking?-19 Oct 2026
Credo Technology Group Holding LtdCRDO-🇰🇾 Cayman IslandsValue & Momentum PortfolioBlogOctober 2026 Semis Sell-Off: Is AI Capex Slowing and Are Earnings Peaking?-19 Oct 2026
Lam Research CorporationLRCX-🇺🇸 United StatesValue & Momentum PortfolioBlogOctober 2026 Semis Sell-Off: Is AI Capex Slowing and Are Earnings Peaking?-19 Oct 2026
Applied Materials, Inc.AMAT-🇺🇸 United StatesValue & Momentum PortfolioBlogOctober 2026 Semis Sell-Off: Is AI Capex Slowing and Are Earnings Peaking?-19 Oct 2026
ASML Holding N.V.ASML$640.7B🇳🇱 NetherlandsValue & Momentum PortfolioBlogOctober 2026 Semis Sell-Off: Is AI Capex Slowing and Are Earnings Peaking?-19 Oct 2026
Micron Technology, Inc.MU$994.3B🇺🇸 United StatesValue & Momentum PortfolioBlogOctober 2026 Semis Sell-Off: Is AI Capex Slowing and Are Earnings Peaking?-19 Oct 2026
NVIDIA CorporationNVDA$5.2T🇺🇸 United StatesValue & Momentum PortfolioBlogOctober 2026 Semis Sell-Off: Is AI Capex Slowing and Are Earnings Peaking?-19 Oct 2026
Taiwan Semiconductor Manufacturing Company Limited2330-🇹🇼 TaiwanValue & Momentum PortfolioBlogOctober 2026 Semis Sell-Off: Is AI Capex Slowing and Are Earnings Peaking?-19 Oct 2026
Broadcom Inc.AVGO$1.6T🇺🇸 United StatesValue & Momentum PortfolioBlogOctober 2026 Semis Sell-Off: Is AI Capex Slowing and Are Earnings Peaking?-19 Oct 2026
TRE Holdings Corporation9247JP$527.0M🇯🇵 JapanMade In JapanBlogSOHN Tokyo: 6 best ideas-19 Oct 2026
Chubu Electric Power Company, Incorporated9502JP$12.5B🇯🇵 JapanMade In JapanBlogSOHN Tokyo: 6 best ideas-19 Oct 2026
ROHM Co., Ltd.6963JP-🇯🇵 JapanMade In JapanBlogSOHN Tokyo: 6 best ideas-19 Oct 2026
Money Forward, Inc.3994JP$2.3B🇯🇵 JapanMade In JapanBlogSOHN Tokyo: 6 best ideas-19 Oct 2026
Kusuri No Aoki Holdings Co., Ltd.3549-🇯🇵 JapanMade In JapanBlogSOHN Tokyo: 6 best ideas-19 Oct 2026
The Kroger Co.KR-🇺🇸 United StatesCompounding DividendsBlog💸 Financing the AI Buildout-19 Oct 2026
Cadeler A/SCADLR-🇩🇰 DenmarkNorwegian Hidden GemsBlogWatchlist Update: A timely opportunity in Cadeler-19 Oct 2026
WendelMF$3.6B🇫🇷 FranceDB Silver FoxBlogThe Fifty-Cent Euro-19 Oct 2026
Great Southern Copper PLCGSCU$20.1M🇬🇧 United KingdomA Whisky with CharlesBlogGreat Southern Copper-19 Oct 2026
LendingTree, Inc.TREE$375.7M🇺🇸 United StatesInvestResearchBlogLendingTree (NASDAQ: $TREE) – A Cyclical Comeback Story Priced as if the Cycle Never Turns-19 Oct 2026
LVMH Moet Hennessy Louis Vuitton SELVMH$215.8B🇫🇷 FranceTQI capital (Typical quality investor)Blog$LVMH: Will LVMH able to reaccelerate growth again?-19 Oct 2026
Semtech CorporationSMTC-🇺🇸 United StatesIrrational AnalysisBlogOCP Global Summit 2026: Irrational Recap-19 Oct 2026
MACOM Technology Solutions Holdings, Inc.MTSI-🇺🇸 United StatesIrrational AnalysisBlogOCP Global Summit 2026: Irrational Recap-19 Oct 2026
Credo Technology Group Holding LtdCRDO-🇰🇾 Cayman IslandsIrrational AnalysisBlogOCP Global Summit 2026: Irrational Recap-19 Oct 2026
StoneCo Ltd.STNE-🇰🇾 Cayman IslandsSecret CompoundersBlogFall 2026 Portfolio Update-18 Oct 2026
Fortinet, Inc.FTNT$125.8B🇺🇸 United StatesSecret CompoundersBlogFall 2026 Portfolio Update-18 Oct 2026
Netflix, Inc.NFLX$290.9B🇺🇸 United StatesSecret CompoundersBlogFall 2026 Portfolio Update-18 Oct 2026
Texas Roadhouse, Inc.TXRH$11.2B🇺🇸 United StatesSecret CompoundersBlogFall 2026 Portfolio Update-18 Oct 2026
Amazon.com, Inc.AMZN$2.8T🇺🇸 United StatesSecret CompoundersBlogFall 2026 Portfolio Update-18 Oct 2026
MercadoLibre, Inc.MELI$93.0B🇺🇾 UruguaySecret CompoundersBlogFall 2026 Portfolio Update-18 Oct 2026
Meta Platforms, Inc.META$1.8T🇺🇸 United StatesSecret CompoundersBlogFall 2026 Portfolio Update-18 Oct 2026
Uber Technologies, Inc.UBER$142.9B🇺🇸 United StatesSecret CompoundersBlogFall 2026 Portfolio Update-18 Oct 2026
Sanlorenzo S.p.A.SL.MI-🇮🇹 ItalyMoramBlogEuropean Small Caps (Italian Wine Brands, Ecoener, Sanlorenzo, NewPrinces)-18 Oct 2026
Helix Exploration PLCHEXLN-🇬🇧 United KingdomA Whisky with CharlesBlogHelix Exploration-18 Oct 2026
Contemporary Amperex Technology Co., Limited300750-🇨🇳 ChinaEmerging Market SkepticBlogEM Fund Stock Picks & Country Commentaries (October 18, 2026)-18 Oct 2026
Soulbrain Co., Ltd.357780$1.9B🇰🇷 South KoreaEmerging Market SkepticBlogEM Fund Stock Picks & Country Commentaries (October 18, 2026)-18 Oct 2026
HPSP Co., Ltd.403870-🇰🇷 South KoreaEmerging Market SkepticBlogEM Fund Stock Picks & Country Commentaries (October 18, 2026)-18 Oct 2026
Eugene Technology Co.,Ltd.084370-🇰🇷 South KoreaEmerging Market SkepticBlogEM Fund Stock Picks & Country Commentaries (October 18, 2026)-18 Oct 2026
EO Technics Co., Ltd.039030$4.1B🇰🇷 South KoreaEmerging Market SkepticBlogEM Fund Stock Picks & Country Commentaries (October 18, 2026)-18 Oct 2026
Vingroup Joint Stock CompanyVIC-🇻🇳 VietnamEmerging Market SkepticBlogEM Fund Stock Picks & Country Commentaries (October 18, 2026)-18 Oct 2026
CoreWeave, Inc.CRWV-🇺🇸 United StatesJunkBondInvestorBlogCredit Weekly: The Cost of Capital Finally Bites-18 Oct 2026
Taiwan Semiconductor Manufacturing Company Limited2330-🇹🇼 TaiwanThe Dutch InvestorsBlogASML Built a $400 Million Machine. TSMC Isn’t Using It.-18 Oct 2026
ASML Holding N.V.ASML$640.7B🇳🇱 NetherlandsThe Dutch InvestorsBlogASML Built a $400 Million Machine. TSMC Isn’t Using It.-18 Oct 2026
Hermès International Société en commandite par actionsRMS-🇫🇷 FranceIntern PierreBlogLiberté, Égalité, Louis Vuitton-18 Oct 2026
Tidewater Midstream and Infrastructure Ltd.TWM.TO$374.1M🇨🇦 CanadaTreasure HuntingBlogHow I Use Claude as My Second Brain for Stock Research-18 Oct 2026
AppLovin CorporationAPP$90.4B🇺🇸 United StatesThe Pragmatic OptimistBlogLaunching TPO Stock Charts 📈-18 Oct 2026
Palantir Technologies Inc.PLTR-🇺🇸 United StatesThe Pragmatic OptimistBlogLaunching TPO Stock Charts 📈-18 Oct 2026
Cerebras Systems Inc.CBRS-🇺🇸 United StatesThe Pragmatic OptimistBlogLaunching TPO Stock Charts 📈-18 Oct 2026
Credo Technology Group Holding LtdCRDO-🇰🇾 Cayman IslandsThe Pragmatic OptimistBlogLaunching TPO Stock Charts 📈-18 Oct 2026
Marvell Technology, Inc.MRVL-🇺🇸 United StatesThe Pragmatic OptimistBlogLaunching TPO Stock Charts 📈-18 Oct 2026
Advanced Micro Devices, Inc.AMD$863.2B🇺🇸 United StatesThe Pragmatic OptimistBlogLaunching TPO Stock Charts 📈-18 Oct 2026
CrowdStrike Holdings, Inc.CRWD$232.8B🇺🇸 United StatesThe Pragmatic OptimistBlogLaunching TPO Stock Charts 📈-18 Oct 2026
Topicus.com Inc.TOI-🇳🇱 NetherlandsCompound with RenéBlogTopicus: Same Price, Different Company?-18 Oct 2026
Semtech CorporationSMTC-🇺🇸 United StatesThe Options OracleBlog🧠 Semtech (SMTC) Raised Guidance. Wall Street Still Hammered the Stock.-18 Oct 2026
PlayWay S.A.PLW-🇵🇱 PolandPolish SharesBlogMonitor Weekly [2026-10-18]-18 Oct 2026
Text S.A.TEXT.WA-🇵🇱 PolandPolish SharesBlogMonitor Weekly [2026-10-18]-18 Oct 2026
XTB S.A.XTB.WA-🇵🇱 PolandPolish SharesBlogMonitor Weekly [2026-10-18]-18 Oct 2026
Paragon Advanced Labs Inc.PALS.V,PAVLF-🇨🇦 CanadaMicrocap OpportunitiesBlogExiting Paragon Advanced Labs: More Questions Than Answers-18 Oct 2026
CoreWeave, Inc.CRWV-🇺🇸 United StatesTech InvestmentsBlogAI’s Attractive IRR, Anthropic, ASML, TSMC, Robotics, Top Picks-18 Oct 2026
Alphabet Inc.-$4.2T🇺🇸 United StatesTech InvestmentsBlogAI’s Attractive IRR, Anthropic, ASML, TSMC, Robotics, Top Picks-18 Oct 2026
Meta Platforms, Inc.META$1.8T🇺🇸 United StatesTech InvestmentsBlogAI’s Attractive IRR, Anthropic, ASML, TSMC, Robotics, Top Picks-18 Oct 2026
Gloo Holdings, Inc.GLOO$283.3M🇺🇸 United StatesGuardian ResearchBloginside the guardian discord-18 Oct 2026
Schneider Electric S.E.SU-🇫🇷 FranceCrack The MarketBlogWhat Is Actually Happening to the AI Trade-17 Oct 2026
Samsung Electronics Co., Ltd.005930$1.1T🇰🇷 South KoreaCrack The MarketBlogWhat Is Actually Happening to the AI Trade-17 Oct 2026
ASML Holding N.V.ASML$640.7B🇳🇱 NetherlandsCrack The MarketBlogWhat Is Actually Happening to the AI Trade-17 Oct 2026
Taiwan Semiconductor Manufacturing Company Limited2330-🇹🇼 TaiwanCrack The MarketBlogWhat Is Actually Happening to the AI Trade-17 Oct 2026
Amazon.com, Inc.AMZN$2.8T🇺🇸 United StatesStock Talk NewsletterBlogBLZE put selling on CRWV news and AMZN-17 Oct 2026
Backblaze, Inc.BLZE-🇺🇸 United StatesStock Talk NewsletterBlogBLZE put selling on CRWV news and AMZN-17 Oct 2026
ASML Holding N.V.ASML$640.7B🇳🇱 NetherlandsBest Anchor StocksBlogDiversified by name, concentrated by bet (NOTW#111)-17 Oct 2026