The stablecoin wars are no longer just about market cap, they are about the battle between "Offshore Liquidity" and "Regulated Trust". Circle Internet Group $CRCL is positioning itself as the "Regulatory Sandwich" between offshore giants like Tether and "Too Big to Fail" banks.

Food and Bev is quietly one of the top-performing industries over the last 3 months (up ~11%) Here are some recent notes on stocks in the industry: - $GO - $CELH update by @Govro12 - $KHC by Alpha Talon Investment Research Limited. - $NOMD by D invests 🏴󠁧󠁢󠁷󠁬󠁳󠁿 🦥

🔔 TUNGSTEN MARKET NEWSFLASH – Week 15 (2026) Fastmarkets APT 88.5% WO₃ (CIF Rotterdam/Baltimore): US$2,800–3,280/mtu (+1.50% WoW; up from US$2,800–3,190/mtu last week). Fastmarkets reports prices moved into a wider range; the pace of increase slowed for the week, but sources

We are back with another Primer! It has been a while since we covered the mining sector, and today we are focusing entirely on nickel. It has been heavily sold off since 2023 due to oversupply, but the setup is improving. With Indonesia cutting production in 2026, the

$EQR.AX - China's main tungsten producing regions has cut its quota by 10% in 2026. Bradshaw spoke about this specifically too. Their ore grades are declining and domestic demand is exploding. They're producing less, exporting nothing, and importing at 10x. Every data point

“I was at a money manager roundtable dinner where everyone was talking about “my stock this” and “my stock that”. Their attitude was that it doesn’t matter what is going to happen in the world because their favorite stock is generating free cash flow, buying back shares, and

At "Analyst Day" in May 2022, D-wave $QBTS published revenue forecasts to 2026. Reality: $8.8m in 2024 and $24.6m in 2025 😬😬😬 Common Sense Investor (CSI)

Whenever the stock market reacts in a way that does not make sense, I come back and read this

STANLEY DRUCKENMILLER: "I SHORTED $200 MILLION OF INTERNET STOCKS IN MARCH 1999. IN THREE WEEKS I COVERED THEM AT A $600 MILLION LOSS." "I was short 12 stocks. They all went bankrupt. Every one of them." He was right on every single pick. Still lost $600M. "If you're dead

$NFLX Earnings Update - Q1’26 Netflix delivered a strong Q1’26 print, with revenue of $12.25B growing 16% year over year and operating income rising 18% to $4.0B. Operating margin came in at 32.3%, slightly ahead of last year, and diluted EPS reached $1.23 versus $0.66 in Q1’25.

The stock market so far in 2026 explained

Zero Intelligence trading

Our latest Substack analysis is now live. We break down our $ADBE position and the multi-year thesis behind it. If you’re interested in long-term opportunities, this one is worth a read. Read here: open.substack.com/pub/alphatalon…

Well done JPM. It is just math.

Grace Therapeutics $GRCE received a Complete Response Letter (CRL) from the FDA for GTx-104. The deficiencies cited were limited to Chemistry, Manufacturing, and Controls (CMC) and non-clinical items, including packaging leachables, toxicology risk assessments, and contract

you should buy this stock > why bottleneck > so what? bottleneck go brrr > why? bottleneck = money > how much tho? idk > maybe it’s not really undervalued? don’t care > did you make some sort of financial proje... nope > alright i’ll pass [ stock goes up 1000% ]

Saw someone asking if the 7% dip on SanDisk $SNDK was a buying opportunity. Hilarious question on a stock up 3,000%

Added 72 new stock write-ups to the site (pt final): TheValueist (overviews) - $AIP, $MX, $MRAM Contrarian Ω Researcher Think Tank 𓃵 ▫️◽ 🪽 - $PLUG John Galt - $SMOP.OL EAA Partners - $CRDO David Perlmutter - $GRAB (overview) Alpha Talon Investment Research Limited. - $UBI.PA (overview) Ali Gündüz - $EVO.ST (earnings)

TheValueist Contrarian Ω Researcher Think Tank 𓃵 ▫️◽ 🪽 John Galt EAA Partners David Perlmutter Alpha Talon Investment Research Limited. Ali Gündüz As always, give them all a follow on here and find the full writeups on their websites/profile. *summaries of all pitches available on joinyellowbrick.com (with links to full writeups)

The "Ubislop" Trap: Why Ubisoft is Dying from a Thousand Cuts From Creative Titan to Content Factory: An Post-Mortem on the Failure of the "Assembly Line" Model and the Brutal Path Back to Scarcity You can read here: substack.com/home/post/p-19…