AMPX 2026-08-28 Amprius: A Better Entry Point After A 50%+ Decline (Rating Upgrade)
Kurt Christensen Latest
AMPX 2026-08-28 Kurt Christensen 
From X
Laughing Water Capital on X
@CalgaryLeveen @cfrischer1 @sScCrRaAbBLLeE 4/x) i'd bet RFID would drop their objections to $NN's plan in exchange for licensed status in 907-918 (or 908-917Mhz). Seems like a fair compromise to provide terrestrial backup to GPS in the U.S. for free.
mavix on X
Shelly Group reported Q1 2026 revenue of EUR 33.4 million, up 26%, with cash and equivalents rising 45% from year-end to EUR 19.9 million.
mavix on X
Shelly Group joins Germany’s SDAX on 10 April 2026, becoming the first Bulgarian company included in the DAX index family.
mavix on X
Evolution seeks to add Playtech to its US defamation lawsuit, alleging a campaign to suppress North American competition and accusing Playtech of trade libel, fraud and racketeering.
Chris Camillo on X
@tinderboxman No. I added another 20% of the account in $AMZN weekly options, on top of the 50% already in $AMZN equity which was 1x levered. Been applying this leverage strategy for 18 years.
Laughing Water Capital on X
NextNav ($NN) does not seek 907 to 918 MHz, despite RFID’s strongest signal at 915 MHz and narrower RFID allocations in Europe and China.
Laughing Water Capital on X
NextNav calls for interference testing in the 902-928 MHz band and questions RFID’s use of the spectrum. An NPRM could require real-world tests.
Investor Letters
All letters- Hayden Capital 3rd Quarter 215A $1.1B
- Hayden Capital 4th Quarter EDU $9.1B
- Sequoia Fund 2025 GOOGL $4.2T
- Palm Harbour Capital fourth quarter LNA $428M
- Palm Harbour Capital first quarter of 2023 TKMAF $7.7B
- Royce Investment Partners Year-to-Date Through 6/30/26 AAP $2.6B
- Patient Capital Management 2Q25 BABA $289B
- Patient Capital Management 3Q25 PGEN $2.6B
Nvidia Climbing the Wall of Worries
Nvidia guided FY2028 revenue toward $700 billion, roughly 70% growth, while supply constraints and neocloud demand face concerns over…
BHVN 2026-08-27 Biohaven: Sale Of Opakalim Rights To SK Biopharmaceuticals Makes Sense On Many Levels
Edmund Ingham ACIW 2026-08-27 ACI Worldwide: An Undercovered Payments Compounder Getting Better
SiliconBytes Insights 
Domo (Arigato), for this potential multi-bagger options trade
Domo’s $400 million sale to Progress would leave a cash-rich public shell with $900 million of NOLs; January 2028 $5 calls cost 22 cents.
Nvidia’s Long-Term Margin Question
Nvidia faces questions over the durability of its long-term profit margins ahead of earnings.
[scuttleslops] AI Data Center Economics, ADI, INTU, IDXX
AWS AI campuses cost $40–$45 billion per gigawatt, with Trainium 3 expected to lift compute per megawatt and improve infrastructure returns.
Big Tech Off-Balance Sheet Concerns
Big Tech’s $3 trillion AI commitments are disclosed and largely long-dated, with nearly 60% of Amazon’s $650 billion commitments falling…
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against…
CCC Is in the Middle of the Wreckage
CCC, the dominant auto physical-damage claims estimator, connects 27 of the top 30 insurers with 31,000 repair shops as takeout rumors…
Aloe Aloe Aloe what 'ave VERRA then?
Verra Mobility's new seven-year Avis agreement replaces a customer worth over 10% of revenue on materially worse economics, exposing…
Stories are added via a curated list of writers we follow. Have a source we're missing?
Send your pickThe writers we follow
Every source on this site, hand-picked.
- Maj Soueidan
- Seeking Alpha
- Chris Camillo
- Timyan Bank Alert
- Raging Capital Ventures
- The Oak Bloke
- ⚽️📡
- JabroniCoin.USD
- SG
- Farmer
- BDC
- MBI Deep Dives
- Broken Moats
- Yet Another Value Blog
- Yet Another Value Podcast
- Triple S Special Situations Investing
- Lee Roach
- Prepared Remarks
- scuttleblurb
- PAA Research
- mavix
- Charles Frischer
- Wolf's Substack
- David Orr
- Connor Haley
- Ian Bezek
- AltayCap
- Nat Stewart
- Mike
- junkbondinvestor
- Little Owl Research
- The Monetary Matters Network
- Steve Eisman
- Clark Square Capital
- Tim Eriksen
- Bristlemoon Capital
- Bearhold Research
- 310 Value’s Newsletter
- ToffCap
- marginofdanger
- The Value Road
- Capital Employed
- Fierce_beast
- Speedwell Memos
- Psyop Capital
- Laughing Water Capital
- The Mikro Kap
- catechwilliams
- Treasure Hunting
- Porter Collins
- Clark Street Value
- Cluseau Research
- John Hempton's Newsletter
- Value Investors Club
- Undervalued Shares
- smallvalue.
- Maius Partners
- Multibagger Monitor
- Altay Capital - Mostly Value Investing
- Nat Stewart - Stock Picking Newsletter
- Citrini Research
- Rusholme Capital
- Hunterbrook No stories
- Odds on Open No stories
- Sahil Khetpal No stories
- Sunday's Idea Brunch No stories
Older Stories
NCLH or her grandma Saga?
The Oak Bloke
Jumia
Triple S Special Situations Investing
Shitcos, Griftcos, and alignment versus enrichment at $IREN
Yet Another Value Blog
$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
Yet Another Value Podcast
Stock Trade Compilation Diez
Triple S Special Situations InvestingTopics
Ordered by how often our editor reaches for them.
