My Comment of the Day

Avatar photo Doug Kass on October 9, 2026


Dougie Kass

10m ago

For now I have stopped tweeting critical stuff on Fin TV.

I dont have the time and have concluded there will be no change in personnel or programming.

But the news at $DAL $APPL and other stocks this morning – support my view that few of the panelists have any investment process or rigor.

The believe “price is truth” and everything (from Best Stocks segment to individual panerist picks) are based on price and momentum and moving monkeys. 

 The know everything about price and nothing about value.

They are mostly asset gatherers (or selling another service).  

Stated simply, I don’t play that game. 

Positions: None 

Upside, Downside Movers in the Morning

Avatar photo Doug Kass on October 9, 2026

Upside

– $VEEA +45.0% (regained full Nasdaq listing compliance following its reverse stock split)

– $XRTX +21.0% (outlined planned FDA IND and Health Canada clinical-trial filings for XRx-026 in gout)

– $SAIQ +19.5% (confirmed an October satellite launch advancing its post-quantum secure-communications roadmap)

– $HUM +14.5% (2027 CMS Star Ratings exceeded its top-quartile revenue goal, with its largest contract returning above the bonus-payment threshold)

– $CLOV +11.5% (PPO plans earned 5 stars and the HMO plan earned 4.5 stars for 2027, strengthening 2028 payment and enrollment economics)

– $CCI +9.5%, SBAC +7.0%, AMT +7.0% (tower operators rally as SPCX’s low-band spectrum deal implies a terrestrial buildout and potential new-tenant demand)

– $FSLY +7.0% (Oppenheimer upgrades to Outperform with a $35 target on AI-traffic growth)

– $AAOI +6.0%, LITE +6.0%, COHR +4.5%, GLW +3.5% (optical names rise after LITE said AI-data-center demand has booked component capacity through early 2029)

– $ECHO +5.0% (SPCX’s additional spectrum purchase reinforces the value of ECHO’s existing spectrum and equity partnership)

– $SPCX +4.0% (agrees to acquire a nationwide 800 MHz spectrum portfolio for about $8B, strengthening its direct-to-device mobile push)

Downside

– $ALHC -23.0% (key California HMO contract fell to 3.5 stars, below the CMS quality-bonus threshold)

– $TMUS -7.5%, T -6.5%, VZ -6.0% (wireless carriers slide as SPCX’s nationwide low-band spectrum acquisition raises the threat of direct mobile competition)

– ASTS -3.0% (falls after SPCX acquired spectrum ASTS had pursued, increasing competitive and spectrum-access concerns)

– $CVS -3.0% (only about 69% of Medicare Advantage members are in 4-star-plus plans for 2027, down from 81% for 2026)

– $AAPL -2.5% (no clear fresh catalyst identified; unusually large mega-cap decline despite higher Nasdaq futures)

– $DAL -1.5%, LUV -2.0%, $UAL -1.5% ($DAL missed Q3 profit expectations and sharply cut its FY outlook as surging fuel costs overwhelmed strong demand)