Dombey Capital
Market
Analysis of significant single-stock moves: the catalyst, the supporting disclosures, and our dated directional outlook.
Special SituationsVARA Hedge Fund Rumor: What Its 13F Shows It OwnsUnconfirmed posts say AI hedge fund VARA is in trouble. Its June 30 13F shows what it owned, how fast it could sell, and the stocks most exposed. · 10 min read
Event-Driven InvestingAlcoa (AA) Stock: Why It Rose 7% After Q3 EarningsWhy Alcoa stock rose 7% on Oct 16, 2026: a Q3 earnings beat, a $315M Massena East site sale and a South32 vote, set against $60M of Q4 cost headwinds. · 7 min read
Event-Driven InvestingApple (AAPL) Stock: Why It Rose as the Nasdaq FellWhy Apple stock rose 0.8% on Oct 16 while the Nasdaq 100 fell 1.7%: the iPhone Duo sold out within minutes, and what Nov 2 results must show. · 6 min read
Event-Driven InvestingAXT (AXTI) Stock: Why It Fell 9% in a Chip and Optics SelloffWhy AXT stock fell 9% on Oct 16 with no company news: a ninth straight loss for chip stocks, a slide in optics peers, and our Bullish view to Oct 29. · 7 min read
Event-Driven InvestingFastly (FSLY) Stock: Why It Fell 11% in a Software SelloffWhy Fastly stock fell 10.8% on Oct 16 with no company news: a broad software selloff hit cloud and edge names, and our view, Bullish into Nov 4 results. · 6 min read
Event-Driven InvestingGalaxy Digital (GLXY) Stock: Why It Fell 8% on AI and Crypto SellingWhy Galaxy Digital stock fell 7.9% on Oct 16: its Helios tenant CoreWeave slid again, AI and crypto stocks sold off, and bitcoin fell only 1%. · 7 min read
Explore all 24 market articles by topic
Every Dombey market article, grouped by what it covers.
Special Situations
Event-Driven Investing
- Alcoa (AA) Stock: Why It Rose 7% After Q3 Earnings
- Apple (AAPL) Stock: Why It Rose as the Nasdaq Fell
- AXT (AXTI) Stock: Why It Fell 9% in a Chip and Optics Selloff
- Fastly (FSLY) Stock: Why It Fell 11% in a Software Selloff
- Galaxy Digital (GLXY) Stock: Why It Fell 8% on AI and Crypto Selling
- Independent Bank (INDB) Stock: Why It Rose 4.5% After Earnings
- IREN (IREN) Stock: Why It Fell 9% in the AI Cloud Selloff
- Palantir (PLTR) Stock: Why It Fell 7% in a Software Selloff
- Super Micro (SMCI) Stock: Why It Fell 9% in the AI Selloff
- TeraWulf (WULF) Stock: Why It Fell 6% With AI Data Center Peers
- Tesla (TSLA) Stock: Why It Fell 2% After the Roadster Pop
- Wix.com (WIX) Stock: Why It Fell 7% in a Software Selloff
- CoreWeave (CRWV) Stock: Why It Fell on Debt Fears and What's Next
- Nebius (NBIS) Stock: Why It Fell 10% on CoreWeave Debt Fears
- ManpowerGroup (MAN) Stock: Why It Fell 16% After Earnings
- Rocket Lab (RKLB) Stock: Why It Fell 11% on a Neutron Delay
- Dell (DELL) Stock: Why It Fell 19% in Two Days After a Downgrade
- Penguin Solutions (PENG) Stock: Why It Fell 24% in Two Days
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Research published before the catalyst, kept on the record after it.
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