@gunpowderusa.bsky.social📊 Mid-Market Digest — Oct 14
50 filings · 12 HIGH · 38 MEDIUM
The 50-filing batch for the Mid-Market Digest is dominated by routine quarterly Form 13F-HR holdings disclosures (roughly 38 of 50), which are point-in-time portfolio snapshots as of September...
🧵 See Thread ↓
@elixstocksdata.bsky.socialDAVENPORT – Q3 2026 13F Update
• Total Portfolio Value: $20.35B → $19.88B
• Number of Positions: 1,356 → 1,389
• Largest Holding: $MSFT (3% of portfolio)
• Filed: Oct 14 · Form 13F-HR
đź“Š More at www.elixstocks.com
Educational only. Not investment advice.
@beatingthetide.comHistorical lesson: Technology shifts power. Gunpowder changed warfare. Nukes made superpowers. AGI will redefine everything. Invest with this in mind. $SPY #Investing #AI #Technology
@insidereu.bsky.socialInsider at ELIS bought €1.4M … https://www.insidereu.com/insider/fr-bw-gestao-de-investimentos-ltda-member-of-the-supervisory-board?utm_source=bluesky&utm_medium=organic-social&utm_campaign=drip&utm_content=single%3Afr-amf-2026dd1144108 #insiderbuying #europeanstocks #investing
@chipstockinvestor.bsky.social$AVGO Broadcom’s AI chip revenue is up 221%. But the real question is what happens as AI models become cheaper.
The chart below shows a reverse DCF scenario with 24% FCF-per-share growth for 5 years and 5% terminal growth.
Read the full article linked in the comments.
@ekrunch.bsky.socialBaseball framing: the old model was one plate appearance. The VOC gave investors a full season with a box score updating daily. Jeff explains the shift. #Investing
https://bit.ly/3VKrXBx
— Jeff K
@gsastocks.bsky.socialMid-day, the market's character reads extreme flight to safety. Money is flowing out of the market, and the dollars staying in it are favoring calmer, established names. growthstockanalyzer.com/money-flow #stocks #investing
@insidereu.bsky.socialInsider at ELIS bought €… https://www.insidereu.com/insider/fr-brasil-warrant-administracao-de-bens-member-of-the-supervisory-board?utm_source=bluesky&utm_medium=organic-social&utm_campaign=drip&utm_content=single%3Afr-amf-2026dd1144103 #insiderbuying #europeanstocks #investing
@secwatch.bsky.social🚨 JUST IN: $VAL
Brazil's CADE clears Transocean-Valaris merger without restrictions; close seen in Q4 2026
@insiderdashboard.bsky.social🔥 Top 10 QUANTUM Leadership Stocks! QMCO (+192.3%), AMPG (+6.5%), IONQ (+-6.0%) leading the charge with impressive YTD returns. #QUANTUM #LeadershipStocks #Investing
@andrearavalli.bsky.social👋 Andrea Ravalli · eToro Popular Investor
đź“Š Long-Term Multi-Asset Strategy:
• +192% cumulative return since 2020 (~17% CAGR)
• 3/10 Risk Score · 0% Leverage (1x real assets)
• Core: AI, Healthcare & Energy
#FinSky #Investing $PLTR NVDA CCJ #eToro #CopyTrading
@tickzen.bsky.socialWe’ve refreshed MFG’s outlook: 77 overall score flags a Bullish Setup in Financial Services. Short‑term we’re watching for a Strong Buy trigger; long‑term we stay on Strong Accumulate. What catalyst could spark the next jump? #MFG #Investing
@elixstocksdata.bsky.socialGenerate Investment Management – Q3 2026 13F Update
• Total Portfolio Value: $2.7B (84 stocks)
• New Position: $TLN ($31M)
• Biggest Add: $NVDA (+28% shares)
• Sold Out: $VRT
• Filed: Oct 14 · Form 13F-HR
đź“Š More at www.elixstocks.com
Educational only. Not investment advice.
@assetfeel.bsky.socialASAN is seeing a stagnant 3.0/10 sentiment score with no movement this week. The signal is struggling to find the same conviction tracked in PH, which rose to 6.0/10. For Asana, the editorial drag remains a consistent weight on the overall sentiment profile. assetfeel.com #investing
@stockmantics.comEmerging markets present a mixed picture: some benefit from strong commodity exports, while others grapple with escalating debt and currency depreciations. 🌍 #EmergingMarkets #Investing
@beatingthetide.comWealth isn't something you accumulate. It's something you experience. If your portfolio grows but your life doesn't, something's off. $SPY #Investing #LifeDesign #Wealth
https://www.beatingthetide.com/p/what-is-wealth-money-and-freedom
@elixstocksdata.bsky.socialiBio ($IBIO) – New 9.72% holder
• Holder: Coastlands Capital
• Stake: 0 → 9.72% (about $5M)
• About 13G: a passive investor, not seeking to influence the company
• Filed: Oct 14 · Schedule 13G
đź“Š More at www.elixstocks.com
Educational only. Not investment advice.
@cyclestack.org🎬 Coming soon to CycleStack
Is $JPM a Buy After Q3? (Oct '26) EPS Missed. NII Stayed on Pace
â–¶ Premieres Oct 15, 11:30 UTC: https://youtu.be/QztI6RMWi3s
#Investing #Markets #Finance #Business
@cvinvesting.bsky.socialA historic +40% rally in sugar over 60 days has pushed prices above 20 cents.
Extreme weather and shrinking export supplies are driving violent repricing in soft commodities. Food cost pressures are heating back up.
Join Patreon:
patreon.com/ClearValueInvesting
@gunpowderusa.bsky.social