BWM - Issue # 102 - July 12, 2026
Some Shorts, some Earnings, Data Centers, Semis, Retailers, Cybersecurity, BioTech, Healthcare, AI, Footwear, Energy, Space, Payments, Holdcos, REITs, Crypto, Pizza, Apple, & other things to munch on…
Welcome to the 102nd edition of BWM (Bi-Weekly Munchies) …
BWM is the largest bi weekly compilation of investment write ups, articles related to investing/finance, interviews, audio formats, videos, etc. from Substack, YouTube, Spotify, and other corners of the internet!
Let the munching begin!
Company Write Ups/Short Reports/Earnings/briefs/etc.
Caretrust REIT -- CTRE 0.00%↑ -- Write Up (In Spanish)
StepStone -- STEP 0.00%↑ -- $$$ -- Short Report
One Stop Systems -- OSS 0.00%↑ -- Write Up
SAP SE -- SAP 0.00%↑ -- Write Up
CrowdStrike -- CRWD 0.00%↑ -- Write Up
Micron -- MU 0.00%↑ -- $$$ -- Write Up
Fair Isaac Corporation -- FICO 0.00%↑ -- Write Up
Moonlake Therapeutics -- MLTX 0.00%↑ -- Write Up
MercadoLibre -- MELI 0.00%↑ -- Write Up
Sadot Group -- SDOT 0.00%↑ -- Short Report
Molson Coors -- TAP 0.00%↑ -- Write Up
Cooper Companies -- COO 0.00%↑ -- Write Up
Somnigroup -- SGI 0.00%↑ -- Write Up
Voyager -- VOYG 0.00%↑ -- Write Up
Tarsus Pharmaceuticals -- TARS 0.00%↑ -- Short Report
Hertz Global -- HTZ 0.00%↑ -- Write Up
Valero Energy -- VLO 0.00%↑ -- $$$ -- Write Up
Badger Meter -- BMI 0.00%↑ -- Write Up
Kingsway -- KWY 0.00%↑ -- Write Up
Celsius -- CELH 0.00%↑ -- Write Up
Heico -- HEI 0.00%↑ -- Write Up
Bloom Energy -- BE 0.00%↑ -- Write Up
Pagaya Technologies -- PGY 0.00%↑ -- Write Up
Intuit -- INTU 0.00%↑ -- Write Up
Qualcomm -- QCOM 0.00%↑ -- Write Up
Hub Group -- HUBG 0.00%↑ -- Write Up
The Walt Disney -- DIS -1.04%↓ -- $$$ -- Write Up
Bending Spoons -- BSP 0.00%↑ -- Write Up
Kelly Services -- KELYA 0.00%↑ -- Write Up
Microsoft -- MSFT 0.00%↑ -- Write Up
Ollie’s Bargain Outlet -- OLLI 0.00%↑ -- Write Up
Build-A-Bear Workshop -- BBW 0.00%↑ -- Write Up
Monday.Com -- MNDY 0.00%↑ -- Write Up
Hesai Group -- HSAI 0.00%↑ -- Write Up
Bloom Energy -- BE 0.00%↑ -- Short Report
Samsara -- IOT 0.00%↑ -- Write Up
A.O. Smith -- AOS 0.00%↑ -- Write Up
Atlassian -- TEAM 0.00%↑ -- Write Up
Comcast -- CMCSA 0.00%↑ -- Write Up
Computer Modelling Group -- CMG 0.00%↑ -- $$$ -- Write Up
Agility Robotics -- CCXI 0.00%↑ -- Write Up
Kaspi -- KSPI 0.00%↑ -- Write Up
Salesforce -- CRM 0.00%↑ -- Write Up
Paycom Software -- PAYC 0.00%↑ -- Write Up
Renew Energy Global -- RNW 0.00%↑ -- Write Up
Redwire -- RDW 0.00%↑ -- Short Report
Snowflake -- SNOW -3.70%↓ -- Write Up
Boston Omaha -- BOC 0.00%↑ -- Write Up
Tripadvisor -- TRIP 3.39%↑ -- Write Up
Verisk -- VRSK 0.00%↑ -- Write Up
Summit Therapeutics -- SMMT 0.00%↑ -- Write Up
Magnum Ice Cream -- MICC 0.00%↑ -- Write Up
Sprouts Farmers Market -- SFM 0.00%↑ -- Write Up
Stryker -- SYK 0.00%↑ -- Write Up
Karooooo -- KARO 0.00%↑ -- Write Up
Dave -- DAVE 0.00%↑ -- brief
Amazon -- AMZN 0.00%↑ -- brief
Nebius -- NBIS 0.00%↑ -- brief
ASML -- ASML 0.00%↑ -- brief
Intuit -- INTU 0.00%↑ -- brief
SoFi -- SOFI 0.00%↑ -- Earnings
Nomad Foods -- NOMD 0.00%↑ -- brief
Shift4 -- FOUR 0.00%↑ -- $$$ -- brief
IREN -- IREN 0.00%↑ -- brief
Alibaba -- BABA 0.00%↑ -- brief
Strategy -- MSTR 0.00%↑ -- brief
Ashland -- ASH 0.00%↑ -- brief
Merlin -- MRLN 0.00%↑ -- brief
Seer -- SEER 0.00%↑ -- brief
Broadcom -- AVGO 0.00%↑ -- brief
Shift4 -- FOUR 0.00%↑ -- brief
FactSet Research Systems -- FDS 0.00%↑ -- Earnings
Quantumscape -- QS 0.00%↑ -- brief
Nike -- NKE 0.00%↑ -- Earnings
Cognizant -- CTSH 0.00%↑ -- brief
Liberty Latin America -- LILAK 0.00%↑ -- brief
Costar Group -- CSGP 0.00%↑ -- brief
Meta -- META 0.00%↑ -- brief
Crocs -- CROX 0.00%↑ -- brief
T-Mobile Us -- TMUS 0.00%↑ -- brief
Liquidia -- LQDA 0.00%↑ -- brief
Versant Media Group -- VSNT 0.00%↑ -- brief
Fastenal -- FAST 0.00%↑ -- brief
People -- PPLI 0.00%↑ -- $$$ -- brief
DMRC -- DMRC 0.00%↑ -- brief
QXO -- QXO 0.00%↑ -- brief
NVIDIA -- NVDA 0.00%↑ -- brief
Wise -- WISE 0.00%↑ -- $$$ -- Earnings
FuelCell Energy -- FCEL 0.00%↑ -- brief
S&P Global -- SPGI 0.00%↑ -- brief (In Spanish)
CrowdStrike -- CRWD 0.00%↑ -- brief
High Tide -- HITI 0.00%↑ -- Earnings
Solstice -- SOLS 0.00%↑ -- brief
WD-40 Company -- WDFC 0.00%↑ -- Earnings
Uber -- UBER -0.43%↓ -- Earnings
PepsiCo -- PEP 1.22%↑ -- brief
Fiverr -- FVRR 0.00%↑ -- brief
Booking Holdings -- BKNG 0.00%↑ -- brief
Fervo Energy -- FRVO 0.00%↑ -- brief
Entravision -- EVC 0.00%↑ -- brief
Cerebras Systems -- CBRS 0.00%↑ -- Earnings
Alphabet -- GOOG 0.00%↑ -- brief
