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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$89.4B🇺🇸 United StatesSpeedwell MemosBlogAppLovin Deep Dive-19 Oct 2026
Uber Technologies, Inc.UBER$143.7B🇺🇸 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
LVMH Moet Hennessy Louis Vuitton SELVMH$220.2B🇫🇷 FranceTQI capital (Typical quality investor)Blog$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$124.1B🇺🇸 United StatesSecret CompoundersBlogFall 2026 Portfolio Update-18 Oct 2026
Netflix, Inc.NFLX$293.7B🇺🇸 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$2.7T🇺🇸 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$143.7B🇺🇸 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
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$2.7T🇺🇸 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
Verisure plcVSURE-🇬🇧 United KingdomBest Anchor StocksBlogDiversified by name, concentrated by bet (NOTW#111)-17 Oct 2026
ASML Holding N.V.ASML$640.7B🇳🇱 NetherlandsHow They Make MoneyBlog📊 PRO: This Week in Visuals-17 Oct 2026
Bank of America CorporationBAC-🇺🇸 United StatesThe Options OracleBlog🏦 Bank of America Got Hit With an Earnings Miss, a $1.2 Billion Charge and an 8% Selloff. Now I’m Interested.-17 Oct 2026
Teqnion AB (publ)TEQ$312.0M🇸🇪 SwedenThe Dutch InvestorsBlogTeqnion Q3 2026 - Earnings Update-17 Oct 2026
Howden Joinery Group PlcHWDN.L-🇬🇧 United KingdomFlyover StocksBlogHowden Joinery’s American Expansion Opportunity-17 Oct 2026
GA technologies Co., Ltd.3491$352.5M🇯🇵 JapanInvestResearchBlogGA Technologies (TSE: 3491): Japan's Digital Real Estate Machine below 10x Earnings-17 Oct 2026
Sirius XM Holdings Inc.SIRI-🇺🇸 United StatesEagle Point CapitalBlogSiriusXM: Dirt Cheap, Looming Catalysts, Short Squeeze Candidate-17 Oct 2026
LVMH Moet Hennessy Louis Vuitton SEMC$220.2B🇫🇷 FranceAsymmetric VenturesBlogWeekend Read: Louis Vuitton Has a China Problem-17 Oct 2026
Booking Holdings Inc.BKNG$126.7B🇺🇸 United StatesAsymmetric VenturesBlogBooking.com Update: is Muse the agent that finally cuts out the middleman?-17 Oct 2026
McDonald's CorporationMCD$171.9B🇺🇸 United StatesThe Acquirers PodcastPodcastMGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast Listen · 26:1717 Oct 2026
PepsiCo, Inc.PEP-🇺🇸 United StatesThe Acquirers PodcastPodcastMGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast Listen · 26:1117 Oct 2026
NVIDIA CorporationNVDA$5.2T🇺🇸 United StatesThe Acquirers PodcastPodcastMGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast Listen · 20:0017 Oct 2026
Meta Platforms, Inc.META$1.8T🇺🇸 United StatesThe Acquirers PodcastPodcastMGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast Listen · 10:0717 Oct 2026
Micron Technology, Inc.MU$994.3B🇺🇸 United StatesThe Acquirers PodcastPodcastMGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast Watch · 4:40
+3Listen · 6:17Listen · 7:59Listen · 19:48
17 Oct 2026
VICI Properties Inc.VICI-🇺🇸 United StatesThe Acquirers PodcastPodcastMGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast Watch video17 Oct 2026
MGM Resorts InternationalMGM-🇺🇸 United StatesThe Acquirers PodcastPodcastMGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast Watch video
+2Listen · 12:58Listen · 14:29
17 Oct 2026
Raspberry Pi Holdings plcRPI-🇬🇧 United KingdomCorfe CapitalBlogThis Week on the FTSE — 16 October 2026-17 Oct 2026
Ceres Power Holdings plcCWR-🇬🇧 United KingdomCorfe CapitalBlogThis Week on the FTSE — 16 October 2026-17 Oct 2026
Rightmove plcRMV-🇬🇧 United KingdomCorfe CapitalBlogThis Week on the FTSE — 16 October 2026-17 Oct 2026
Dunelm Group plcDNLM-🇬🇧 United KingdomCorfe CapitalBlogThis Week on the FTSE — 16 October 2026-17 Oct 2026
XPS Pensions Group plcXPS$930.0M🇬🇧 United KingdomCorfe CapitalBlogThis Week on the FTSE — 16 October 2026-17 Oct 2026
Big Yellow Group PlcBYG-🇬🇧 United KingdomCorfe CapitalBlogThis Week on the FTSE — 16 October 2026-17 Oct 2026
THG PlcTHG-🇬🇧 United KingdomCorfe CapitalBlogThis Week on the FTSE — 16 October 2026-17 Oct 2026
IMI plcIMI$9.3B🇬🇧 United KingdomCorfe CapitalBlogThis Week on the FTSE — 16 October 2026-17 Oct 2026
Rio Tinto GroupRIO$146.9B🇬🇧 United KingdomCorfe CapitalBlogThis Week on the FTSE — 16 October 2026-17 Oct 2026
Computacenter plcCCC-🇬🇧 United KingdomCorfe CapitalBlogThis Week on the FTSE — 16 October 2026-17 Oct 2026
Antofagasta plcANTO-🇬🇧 United KingdomCorfe CapitalBlogThis Week on the FTSE — 16 October 2026-17 Oct 2026
Melrose Industries PLCMRO-🇬🇧 United KingdomCorfe CapitalBlogThis Week on the FTSE — 16 October 2026-17 Oct 2026
Diageo plcDGE-🇬🇧 United KingdomCorfe CapitalBlogThis Week on the FTSE — 16 October 2026-17 Oct 2026
Kingfisher plcKGF-🇬🇧 United KingdomCorfe CapitalBlogThis Week on the FTSE — 16 October 2026-17 Oct 2026
JD Sports Fashion PlcJD.-🇬🇧 United KingdomCorfe CapitalBlogThis Week on the FTSE — 16 October 2026-17 Oct 2026