ATLANTA , Oct. 23, 2025 (GLOBE NEWSWIRE) -- RaceTrac, Inc., (“RaceTrac”) a family-owned, high-growth leader in the convenience store industry, confirms it has completed the acquisition of Potbelly Corporation (“Potbelly”) previously announced in September. As part of the transaction, RaceTrac acquires Potbelly’s iconic neighborhood sandwich shop brand, which includes more than 445 company and franchise-owned shops across the United States, and Potbelly’s proven franchise development platform with a long-ter ...

Fast-casual chains provide fresh food on the go. But these days, they also have to provide value for cost-conscious consumers. ...

You can find original article here Nrn. Subscribe to our free daily Nrn newsletters. Noodles & Company, facing declining traffic that management has attributed to an eroding value perception, is offering steep discounts to new and existing loyalty program members from Oct. 4 to Oct. 6. The chain of around 450 fast-casual restaurants is offering its classic dishes at 1990s-level discounts as it celebrates its 30th birthday on Oct. 4, temporarily lowering the prices of its Buttered Noodles, Creamy Mac & Ch ...

空头挤压潜在机会 - 近期市场情绪消极导致空头挤压可能带来显著回报 量化分析师筛选出空头挤压潜力股清单 包含空头仓位占流通股比例、过去一个月空头仓位变化幅度以及空头持仓亏损程度等关键指标 [1] - 筛选逻辑基于空头可能因大幅亏损而被迫平仓的假设 通过回溯过去一年空头仓位报告 估算空头建仓平均价格并计算当前亏损幅度 [2] - 典型标的包括远程医疗公司Hims & Hers Health(NYSE:HIMS)、太空探索企业AST SpaceMobile(NASDAQ:ASTS)及核反应模块商NuScale Power(NYSE:SMR) [3] 重点行业与公司数据 医疗保健板块 - SWIH空头仓位占流通股25.3% 过去一个月减少2% 空头浮亏54% [4] - SMMT空头仓位17.1% 月降10% 空头亏损49% [4] - GRAL空头仓位11.7% 月增6% 空头亏损45% [4] 软件与计算机服务 - TEM空头仓位19.6% 月增13% 空头亏损29% [4] - GRPN空头仓位19% 月增14% 空头亏损56% [4] - INOD空头仓位13.8% 月增24% 空头亏损45% [4] 核能行业 - NNE空头仓位16.2% 月激增52% 空头亏损10% [4] - SMR空头仓位14.1% 月降2% 空头亏损63% [4] - OKLO空头仓位11.1% 月降17% 空头亏损62% [4] 消费与零售 - SHAK空头仓位7.8% 月增25% 空头亏损25% [4] - CAVA空头仓位7.3% 月增2% 空头亏损21% [4] - URBN空头仓位8.3% 月降10% 空头亏损32% [4] 半导体与硬件 - ARM空头仓位11.8% 月增6% 空头亏损28% [4] - LITE空头仓位7% 月增12% 空头亏损24% [4] 工业与材料 - MP空头仓位12.7% 月降11% 空头亏损30% [4] - RKLB空头仓位8.3% 月降4% 空头亏损64% [4]

文章核心观点 - Coatue Management的Philippe Laffont管理近300亿美元对冲基金，四季度有引人注目的操作，清仓Chipotle Mexican Grill并大量买入Super Micro Computer [1][4][5] 13F文件相关 - 管理资产超1亿美元的机构投资者需在情人节向美国证券交易委员会提交13F文件，投资者可借此了解华尔街资金经理上季度买卖股票情况 [2] - 13F文件虽有缺陷，如季度结束后45天内提交，数据可能过时，但能凸显受华尔街成功投资者关注的股票、行业、板块和趋势 [3] Chipotle Mexican Grill相关 - 四季度Laffont清仓Chipotle Mexican Grill 457.5054万股，该股票自2006年1月IPO以来涨幅达5530% [6] - 清仓可能是获利了结，7月股价下跌时建仓，7月底至12月中旬股价上涨约30% [7] - Chipotle业绩部分靠新店开业拉动，四季度销售额达28.3亿美元，同比增长13.1%，但同店销售额仅增长5.4% [8] - 其股票估值有争议，一方面因使用负责任肉类和本地蔬菜、创新能力强，应享有较高市盈率；另一方面有机增长率放缓、通胀影响利润率，2026年预期市盈率达32倍 [10][11] Super Micro Computer相关 - 四季度Laffont大量买入Super Micro Computer，9月30日10比1股票拆分前持有2.4161万股，2024年底持有886.6735万股，四季度至少买入超860万股 [13][14] - 该公司与AI革命相关，定制机架服务器结合英伟达AI - GPU，受企业欢迎，2024财年销售额近150亿美元，同比增长110%，2025财年预计达243亿美元 [15][16] - 其估值有吸引力，2026财年预期市盈率仅11倍，本财年预计销售增长约60%，下财年预计增长40% [17] - 该公司有争议，去年8月被兴登堡研究指控“会计操纵”，曾推迟年报和一季报提交，原审计公司安永辞职，虽已提交延迟报告、聘请新审计师且独立委员会未发现不当行为，但仍需重建投资者信任 [18][19]