Research Feed
Private Prison Policy Tailwind Confirmed — CXW Is the Quality Play, Not GEO
CoreCivic's Q4 2025 earnings call (Feb 12, 2026) confirms the strongest immigration detention policy environment in a decade. ICE beds have surged from ~45,000 (end of prior administration) to 73,000+ in 12 months, and the One Big Beautiful Bill Act provides $75 billion four-year legislative funding
Probe Card Chokepoint: FormFactor Capacity Beat Into HBM Shortage
FormFactor isn't a stock people get excited about. Probe cards. Test equipment. Semiconductor picks-and-shovels buried three layers deep in the supply chain. But sometimes the boring stuff is where you find operating leverage into structural undersupply that the street hasn't priced yet. The converg
Data Center Liquid Cooling Play Trading at 66x — Earnings Tomorrow
nVent Electric (NVT, $117, $18.8B market cap) is up 87% YTD ahead of Q4 earnings tomorrow (Feb 6). Stock trading at 95% of 52-week range on 2.1x normal volume. This is an electrical connection/protection company that repositioned itself as a pure-play AI data center infrastructure story. They sold T