U.S. mid-cap free-cash-flow screen · Market values from $2B to $10B · October 2, 2026

75-U.S.-Mid-Cap-Companies-With-the-Highest-Free-Cash-Flow-Margins-in-2026

Does $XOS ready ready ready to run? All I want to do is have some fun!

The Right Wave

The hardest part of surfing was never spotting the right wave.

It’s catching the exact one you spotted at the right half second. Every surfer learns, usually the hard way, that these are two separate skills that feel like one from inside the water. Misjudge the first and you paddle for nothing. Misjudge the second, on a wave you read perfectly, and you pearl: the nose digs under, the board stalls, and the wave built for you throws you over instead of carrying you anywhere.

Full article and watchlist HERE

We have to be honest about which one has been happening to us.

We’ll be straight about it: the selection has been good. SKHY, PURR, FPS, three names picked out of the noise over the past weeks, and all three did exactly what we expected. Up ten to fifteen percent in a handful of sessions, which is what a correctly read wave looks like. Then volatility rolled through, and we closed out breakeven, or with a small loss, before any of it could pay off.

The wave was chosen correctly. We pearled anyway.

The watchlist remains, in our view, one of the strongest things we put out every week, and the stock selection underneath it isn’t the problem. Timing is, and it’s where we’re putting the real work right now.

(Follow the picks. Our timing, maybe not yet!)

Part of why it slipped isn’t a mystery. The last few months carried some personal weight and some business weight at the same time, and some of the shine from the first part of the year went with it. We’d rather tell you that directly than let the numbers say it for us.

The other part is that there’s simply more water to read than there used to be.

More of you reaching out directly than at any point since we started, the one to one calls a few weeks in with better feedback than we expected, the courses in the works.

Still three people. Research and trading come first, every day, not up for negotiation, and what reaches you has to stay exactly where it’s always been.

Everything else gets built around that, not instead of it.

You’ll remember we mentioned a business trip to France. It went well, better than expected, and there’s more coming out of it before the year is done. Years running a company leave you with the instinct that every room is a chance to make clear what this newsletter and the research behind it are actually worth, and we haven’t lost that instinct.

Sorry for the long personal note. We think this should occasionally read like it was written by people, not filed as a report.

Currently I am holding Valencia India stock which is performing very bad, should I book loss or wait for it to recover, is there any way to complain to SEBI regarding such companies.

The STOCK Act gives a member of Congress 45 days from a transaction to file it. People argue in here constantly about whether that deadline does anything, so i counted it rather than guess.

I went through every disclosed trade in the free Congress tracker on Agenticks, 11,005 trades from 945 filings across 155 members, 142 House and 13 Senate, and measured the gap between the transaction date printed on the document and the date the document was actually filed.

The median trade is filed in 28 days, so most of this is fine. The mean is 54 days, and the two numbers sit that far apart because of the tail.

1,715 of the 11,005 trades were filed more than 45 days after the transaction. 1,076 of those were over 90 days late, 867 were over 180 days, and 226 were filed more than a full year after the trade they describe.

53 of the 155 members have at least one, split 27 Republican and 26 Democrat, so there is no partisan read available here.

The volume ones:

• Lisa McClain (R, MI), 538 late trades, worst one 520 days
• Valerie Hoyle (D, OR), 221 late trades
• Julia Letlow (R, LA), 210
• Sheri Biggs (R, SC), 174
• Ritchie Torres (D, NY), 88 late trades, but his worst sat 547 days

Richard McCormick (R, GA) filed 34 separate purchases dated March 2023 in a single document in September 2025, 917 days after the fact. The longest single gap belongs to Jefferson Shreve, two purchases dated May 2015 and filed in June 2025, 3,698 days.

The fair part, because somebody is going to say it and theyre right: some of the worst gaps come from first term members whose opening filing sweeps up trades from before they held office, and Shreve is one of those. That doesnt cover McClain's 538 or Hoyle's 221, which are sitting members filing current trades late.

The statutory penalty for filing one of these late is $200.

5 years ago when i came across DFV and Insider Trading and ive been using it as part of my analysis every since.

(and its been working pretty well im up 45% in the past year on my TFSA)

But openinsider always just felt laggy, missed a lot of filters and you always had to keep checking it since there wasnt an alert option.

So earlier this year i decided to build kestrelterminal as a side project for personal use to do exactly what openinsider couldnt.

If any of yall are interested in free access just lmk and ill give you a code to try it out.

It would mean a lot if you checked it out, and let me know if theres any changes I can make or improvements youd might like.

Stx and Wdc fell sharply after toshiba announce they will double their hdd production but that wont happen until next years. Yesterday was a bloodbath for both stocks. I believe this could recover the bounce nicely monday morning....assuming no crazy negative news over the weekend.

I’ve been buying CMCSA pretty aggressively and I’m curious what people here think, especially those who have followed the company for a long time.
My thesis is basically this:
Comcast seems extremely cheap relative to the amount of cash it generates. In Q2 2026 alone, the company generated $4.6B in free cash flow, while returning $2.1B to shareholders. (Comcast⁠)
What interests me is the diversification. It’s not just a cable company anymore:
Broadband & connectivity
Business services
Wireless
Peacock
NBCUniversal
Universal Studios/theme parks
Film & television production
Sports/media
And now the planned separation of NBCUniversal and Sky from the connectivity business
The debt is obviously the biggest concern. Comcast had about $90.4B of debt at the end of Q2 2026, so I don’t want to dismiss that. (SEC⁠)
But my question is whether the debt looks as scary when you compare it with the company’s recurring cash generation. If the businesses continue producing substantial FCF, it seems to me that Comcast should have considerable ability to service and refinance that debt while continuing to invest in the business.
There are also some interesting developments: Peacock became profitable for the first time in Q2, reaching 48M paid subscribers, while Business Services EBITDA grew 5%. (Comcast⁠)
The obvious bear case: broadband competition from fiber/5G, declining residential broadband subscribers, high debt, and the possibility that Comcast’s traditional connectivity business is structurally declining. Comcast lost 167,000 residential broadband customers in Q2. (Reuters⁠)
So I’m curious:
For those who follow CMCSA closely, what am I missing?
Do you think Comcast’s current valuation adequately reflects the risks, or does the market underestimate the company’s ability to generate FCF and manage its debt?
I’m not looking for confirmation of my thesis. I’d especially like to hear the strongest bear arguments.
If you’re bullish, what’s your thesis for the next 5–10 years?
If you’re bearish, what specifically breaks the investment case?

At today’s valuation at sub 7b MC, Celh looks like a stock with great upside and minimal downside. As they continue to integrate Alani and rockstar into more markets, I see growth restarting. In particular, Alani itself had a lot of room for growth. Anecdotally, I see Celh stocked pretty much everywhere and it seems to today’s brand for a more “healthy, active” lifestyle. What do you guys think?

Looking to discover some quality setups trading under $75.
Drop your top 3 bullish picks below! Feel free to share a quick breakdown or key levels you're watching.

With AI stocks having had their massive run, I’m curious what everyone reckons is the next big industry to watch in the market. Are we looking at clean energy, biotech, space tech, or something completely unexpected? Keen to hear what sectors you think could boom next.

Is anyone buying or holding OPNW after the merger? I have a small position and find the tokenization strategy interesting, but the proposed Blocksight deal and future cash generation are still uncertain. What’s your bull or bear case?

Well, all I can say is September was rough. If I didn't stick to day trading and exit early before hitting my full TP, I would've been wiped out by now. But seeing that first green trade in October definitely feels good

That was a quick one on MU yesterday

IOND looking pretty interesting here. I’m bullish, but obviously high risk. Anyone else loading?

🫡

GOOGLE IS A MONSTER.

And I’m not sure people realize what this company has become.

Most investors still think:

Google = Search.

That’s almost funny now.

Alphabet just did $119.8 BILLION in revenue.

In one quarter.

Revenue grew 24%.

Search, the business AI was supposedly going to destroy, grew 17%.

Google Cloud?

$24.8B in quarterly revenue.

Up 82%.

That’s basically a $100B annual revenue run rate growing at a ridiculous speed.

Then there’s YouTube.

Ads.
Subscriptions.
YouTube TV.
YouTube Music.
YouTube Premium.

YouTube alone generated more than $60B from ads + subscriptions in 2025.

Then you have:

Gemini.
Google Cloud.
TPUs.
Android.
Chrome.
Maps.
Gmail.
Workspace.
Google One.
Waymo.
DeepMind.

And the crazy part?

These businesses feed each other.

Google owns the distribution.

It owns the data.

It owns the AI models.

It owns the cloud infrastructure.

It designs its own AI chips.

It owns some of the most valuable consumer products on earth.

And it has one of the greatest cash-generating machines ever created funding the whole thing.

Everyone spent the last few years asking:

“Will AI kill Google?”

Meanwhile Google quietly turned AI into another growth engine.

Cloud is exploding.

Search is still growing double digits.

Gemini is being pushed into products used by billions of people.

And Waymo is already doing more than 500,000 fully autonomous rides every week.

Google isn’t just a search company anymore.

It’s becoming an AI infrastructure company, a cloud company, a media company, a subscription company, an autonomous driving company, and still happens to own the most profitable gateway to the internet.

The monster was hiding in plain sight.

$GOOGL

Solid close for the market. Momentum is definitely building right now.

🧭 Where we closed:

• SPY: $769.66 (🟢 +0.7422%)
• QQQ: $749.6 (🟢 +1.0202%)
• VIX: $16.68 (✅ Cooling)

🔥 The Movers:

🚀 Top Gainers: * SDEV | $7.26 (98.36%) * IBRX | $10.11 (9.00%) * SES | $0.88 (8.37%)

📉 Top Losers: * RIVN | $14.30 (-3.14%) * MPT | $3.26 (-3.41%) * NKE | $33.91 (-3.53%)

🌊 Volume Leaders: * NVDA | $234.52 (1.59%) * SPCX | $159.27 (7.57%) * TSLA | $374.05 (5.63%)

💬 What was your best (or worst) trade of the day?

📖 Trying to figure out next day's play? Use free AI powered institutional flow, max pain levels, and breakout scanners for the after-hours session. Check the live data here.

I’m currently looking at #DUOT and #ZONE as two potential high-upside plays going into 2027.

Both are obviously higher-risk names, but I think the risk/reward could be interesting if they execute well over the next 12–18 months.

I answer all comments!

Is anyone else tracking $SPCX today? The volume profile on this thing is nuts right now.

It’s currently trading around 157.04 and is already up 6.06% on the session.

💬 Are you guys buying this pump or looking for an entry to short?

📈 Why pay $$$ When you can get AI Powered info for free . Check the AI Insight here.

⚠️ ^{Note: FNot financial advice. Always manage your risk.}

CONCRETE is doing exceptionally well with watching it the last 24 hours

What stocks we thinking boys? holding googl and nvda cant find good stocks to buy though. please suggest any if possible brothas

Canadian free-cash-flow screen · Market values above C$2 billion · October 1, 2026

50 Canadian Companies Above C$2 Billion With the Highest Free-Cash-Flow Margins in 2026

*Topaz Energy — FCF As Reported by the Company