The Few Bets That Matter
$ALAB has been one of my highest-conviction names over the past few weeks. Biggest accumulation.

Up ~9% today and ~28% from the ~$140 level where I shared it as my favorite buy in the market with subscribers.

We will see how the session closes, because only closes matter. But I'm about to make my position much bigger if we hold this new high as it clearly indicates that the market wants more AI.

And why wouldn't he?
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Quiver Quantitative
Last year, we reported extensively on a suspicious purchase of Viasat stock by a member of Congress.

$VSAT is now up 400% since our reports.

Look at this: https://t.co/wImMv6i7Vk
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Wasteland Capital
I hope you had an amazing Christmas and New Year. Best wishes to all.

For all the great outcomes last year, let’s be grateful for our blessings.

For the bad ones, the past has little bearing on the future. Every day is a new opportunity, and we decide what comes next. 🙏
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Clark Square Capital
Good WSJ story on Vera Bradley $VRA

https://t.co/yE0c4zPONj

Ok, hear me out – Vera Bradley $VRA revenue is up in October YoY with 8 fewer full-price stores. Here I will quickly summarize why I think it's worth at least 2x from here:
- Vera Bradley is an easy fix after terrible re-brand by Jackie Ardrey that alienated its loyal customer base and did not attract any new customers as product was lacking its DNA
- Jackie Ardrey is out and Ian Bickley is a new interim CEO (spent most of his career at Coach, sits on the BoD of Crocs)
- Ian Bickley did something very right – he went to TikTok and actually LISTENED to what loyal customers were saying. He brought back 100 handbag in new colors and sent the product to some VB ambassadors (VB queen emma liz, itsliddystyle and some others). As a result 3 out of 6 styles were sold out (were added since then and only Mistletoe Lattice is out of stock now)
- Collab with Anthropologie was also a success – Lattice Patchwork Mistletoe (TBH the only one that looks great) duffel bag and hathaway tote were sold out, duffel bag was added once but sold out again. Another style that is really trending is Star Patchwork – duffel, 100 bag, zip tote, hathaway tote. The point here is the product finally is right and it is with VB heritage
- Real estate sale leaseback – great work @ClarkSquareCap that found out that company is putting its industrial property in Roanoke, IN to the market for $29.5 mil ( $VRA market cap is $65 mil)
- Looks like company is in process of quickly liquidating its old inventory (around $100 mil as of last report) to have some working caital for the new products – outlet quality items are now in Costco, Marshalls and TJX
- Company has no debt
- Website traffic is also positive YoY - Dmitry Baulin
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App Economy Insights
🎉 Welcome to 2026!

Did you keep track during the holidays?

📈 Sandisk Absolutely Crushed 2025
🧠 Meta Bets on AI Startup Manus
🤖 NVIDIA + Groq: The $20B Deal
🔎 Gemini’s Very Good Year
$SNDK $META $NVDA $GOOG
https://t.co/WTFLZRkimA
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Quiver Quantitative
Wow.

We've been reporting on Representative Tim Moore's recent purchases of Intel stock.

Moore sits on the House Subcommittee on AI.

$INTC has now risen 103% since his August 1st purchase. https://t.co/LyTnMs1nXS
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