An editorial layer for Finance Substack, powered by The MarketStack Index
MarketStack / The Edit / Equities
Friday 4 September Subscribe The Terminal →
Equities12h ago
StreetSignal’s Five: Samsara (IOT)’s Most Important Earnings-Call Exchanges

Hard pass on UiPath (PATH).

StreetSignal: By Traders, for Traders
Equities12h ago
StreetSignal’s Five: Ambarella’s Most Important Earnings-Call Exchanges

Ambarella was once best known as the video-processing chip inside GoPros and other action cameras—GoPro itself was nearly 20% of revenue at one point—but it did not really change its business model so much as spend years

StreetSignal: By Traders, for Traders
Equities13h ago
StreetSignal’s Five: Z Scaler’s Most Important Earnings-Call Exchanges

Look, ZS reported, and it was not the debacle Evercore ISI warned might be coming.

StreetSignal: By Traders, for Traders

Equities

52 stories · index & rising authors
1d agoEquitiesRubrik: Down 18.5% After Earnings. Why?Is this stock a buy now?KrisRising #642d agoFixed Income & BondsPareto Portfolios Update — Sept 2026When Treasury Blinked!The Pareto Investor#90Rising #9Signals2d agoEquitiesEarnings Visuals (8/2026)Get the quick insights on your favorite companiesApp Economy Insights#513d agoReal Estate & REITsGen Z Doesn’t Need to Give Up on HomeownershipYoung people have low unemployment, are investing early, and have demographic trends on their sideThe Housing Frame#98Rising #733d agoReal Estate & REITsGen Z Doesn’t Need to Give Up on HomeownershipYoung people have low unemployment, are investing early, and have demographic trends on their sideThe Housing Frame#98Rising #733d agoEquity Research & ValuationConcretum Pills #21Extracts from our research. Because good ideas deserve to stay alive.Concretum Group#1003d agoValue InvestingOne of Chris Hohn’s Favourite Sectors Just Took Market Leadership — 9 Stocks to ConsiderChris Hohn has beaten the market by ~9% a year for two decades and keeps buying the same nine kinds of business. My screen just put all of them in the leaders’ quadrant. All double-digit compounders..Thierry from arvyRising #423d agoSemiconductorsHot Chips: OpenAI Jalapeno PresentationOpenAI made a hot and spicy chip.Tae Kim#523d agoEquity Research & ValuationCRISPR Therapeutics: Narrative ShiftEmerging FranchiseBack of the Napkin Bios#613d agoPortfolio ManagementWhat I Added To My Portfolio TodayStarting a new positionKrisRising #643d agoSemiconductorsSEMICON Taiwan: Inside the FOPLP RevolutionNotes from the floor on the industry’s transition from wafers to panelsDaniel Romero#703d agoTradingNew Position (Industrials sector)Each time I buy a new position or exit one completely, I will send an email and also update you in subscriber channels.SixSigmaCapital#883d agoAI & Machine LearningInterview with Dylan Bristot (GTM @ Nebius)A conversation on how AI infrastructure is evolving, where enterprise adoption is heading, and which bottlenecks could define the next phase of the AI trade.Daniel Koss#413d agoTechnology & SoftwareShould You Buy Backblaze ($BLZE)?The 20-Year Storage Operator the AI Buildout Just DiscoveredDaniel Koss#413d agoTechnology & SoftwareInside the AI Cloud Business - Who actually makes money renting out computeNeoclouds, colocation and converted miners earn wildly different revenue per megawatt and often converge on similar returns on cost. What separates them is how long they get to earn it.Ren#973d agoEquity Research & ValuationThe Cheapest Casino Operator in Europe. Two Five-Star Resorts at Under 1x EBITDA, and a Land Worth More Than the Whole CompanyTwo five-star casino resorts, net cash and a decade of positive free cash flow, attached at a negative valuation. The buyer has now paid up twice in fourteen months.Dirt Cheap EuropeRising #603d agoEarningsHoneywell Aerospace: What’s Going On?An explanation of why HONA is down 20% after Q2 earningsAerospace StocksRising #943d agoPortfolio ManagementCartera Concentrada del blog 31-08-2026Ha pasado aproximadamente un mes desde que publiqué el primer artículo sobre la cartera concentrada del blog, una cartera que creé con una idea muy sencilla: concentrar capital en pocas empresas en las que tengo una convRoberto ChamorroRising #963d agoPortfolio Management$55M Portfolio + Positions Update: +18.4% In AugustOur strategies returned 18.4% this month after momentum bounced back from July. Here’s what delivered and how were thinking about the market.Asymmetrical Bets#403d agoCommodities (Broad)August’s Top Reads: Global Copper Shifts, Gold, China’s Mineral War & MoreCheck out the August email digest that details all the must-read items shared throughout the month.Nomi#694d agoEquity Research & ValuationDollar Tree: Weathering The StormReview all prior DLTR research and portfolio changes on the TSOH websiteTSOH Investment Research#604d agoPortfolio ManagementTrimming Here, Watching ThereThoughts on the MarketDuality ResearchRising #484d agoPortfolio ManagementWeekly newsletter 177All market and portfolio news for the weekSimple InvestingRising #234d agoPortfolio ManagementAnálisis Cartera360 (Julio/Agosto 2026)El verano de 2026 no será especialmente recordado por nada en concreto, como suele ser habitual en los mercados financieros, a que casi tood se ralentiza mucho en todos los mercados y el capital está a otras cosas.Inversor InteligenteRising #904d agoEquity Research & ValuationEmpresas InfravaloradasVamos con mi artículo de empresas infravaloradas, compañías que tengo en seguimiento.Roberto ChamorroRising #964d agoFed & Monetary PolicyThe Fed Just Changed the Market Narrative. Here’s What the Tape Is Actually Saying.Rate-hike fears hit small caps, but the major indexes remain near record highs. Plus, 15 stocks I’m watching right now.Momentum Trading StrategyRising #14Signals4d agoPortfolio ManagementMeeting My HeroOverview Of The Week 80KrisRising #644d agoPortfolio ManagementGenerational Wealth = Thinking Different.Weekly Plan 8.30.26Tic Toc Trading#94d agoReal Estate & REITsTwo ways to kick a $5.5 billion canBREIT's $4.5B deal with UC and SREIT's $1B JV with Apollo are the most revealing term sheets in CRE. One is an expensive advertisement. One is a home equity line. Their full impact has yet to be felt.CRE AnalystRising #184d agoPortfolio ManagementWeekly Portfolio Update: My Next 3–5x OpportunityYTD: +104.2%Burak Finance#94Rising #244d agoPortfolio ManagementFinishing August: Our Portfolio Outperforms S&P 500 by 15%, Here Is What We Own!Portfolio is now up 34% over the last twelve months against 19% of the S&P 500!Capitalist LettersRising #174d agoSemiconductorsMarvell After Q2: What Changed in My Thesis?I have written about Marvell several times over the past few months.JP InsightsRising #744d agoTechnology & SoftwareMeta's AI Infrastructure: Mispriced, Misread, and MassiveI analyzed how big is Meta’s AI data center footprint and how much revenue & profit it could generate. I also shared what moves could change sentiment on the company, and on top of it, I also shared why I believe Meta isUncoverAlphaRising #324d agoPrivate Equity & VentureNo Sellers at a 26% Haircut | Apollo Invests $1B in SREIT | Vanguard's $4B Bet on AdvisorsSunday digest: private markets insights 8/30Accredited Investor Insights#924d agoEquity Research & ValuationBest Buys: August 2026Hi PartnerCompounding Quality#75d agoPortfolio ManagementDISCIPLINE over CONVICTION.Closing one of the Best Months of 2026 — Portfolio NEXT STEPS, plus CORE September Framework.Macro Charts#22Rising #275d agoS&P 500 & Index TradingSP500 & AMD Money Printers: $2,073,000 NEW Portfolio Highs! MSFT & AMZN Big Winner! Top 10 Stocks - Members Fibonacci Report, Current Portfolio, Options & Trade Setups$327,525 in 90 Days - TradingWarz Army Exlcusive Setups & Update 8.29.2026TradingWarz: CPA & Investor#81Rising #35d agoEarningsIs IREN Fucked? (Q4 Earnings Thoughts)Am I buying IREN?Daniel Romero#705d agoValue InvestingBurry on Build-A-Bear, Part 1Another lesson in patience, recommended books, Valuestocks.net stock write-ups, and the revised Scion Capital Analyst TemplateMichael Burry#16d agoEquity Research & ValuationWhy I decided to become an IREN shareholder againWhy I decided to make a comeback as an IREN shareholder and what still worries meJP InsightsRising #74
Showing 40 stories · newest first · 8 more in the section tabs