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AppFolio 3Q26 Business Recap: AI Agents Support Growth

AppFolio grew third-quarter revenue 19% as Realm-X AI agents gained adoption, lifting guidance to $1.122 billion to $1.127 billion.

TTM Technologies: The Market Already Caught On To Peak Numbers

TTM Technologies’ record Q3 and data-center exposure drove a 27.7% stock drop as investors questioned debt-funded growth, leverage and the…

TTMI $11B

SA Nicolas Bolsinger 12h ago 1 click

Are Neoclouds Dead?

Neoclouds face tighter debt financing as AI infrastructure capex outruns cash flow, leaving cash-burning GPU providers more exposed than…

Quantinuum: A Quantum Leader At A Reasonable Value

Quantinuum’s trapped-ion quantum platform supports a $2 billion 2030 revenue estimate and $135 fair value, backed by $2.1 billion cash and…

QNT $1.4B

SA Fundamental Options 14h ago 5 clicks

Reddit: Deep Dive Analysis

Reddit generated $805 million in Q2 2026 revenue, 95% from ads, but slowing Google search referrals expose AI-driven traffic and…

Single Stock Spotlight #17: Gamestop (GME)

GameStop’s $6.1 billion in net cash equivalents and shift toward collectibles underpin a $30 to $40 per-share valuation thesis.

Monte Investments Market Brief Vol. CXXXIII

Monte Investments updates Carpenter Technology after a 25% sell-off, tracks EQT’s $12.83 billion Range Resources acquisition and assesses…

Cadence Design Systems Q3 FY12/26 Earnings Review

Cadence Design Systems grew Q3 revenue 22% to $1.633 billion, built an $8.2 billion backlog and raised its 2026 revenue growth outlook to…

Blackstone: Q3 Shows The Private Credit Scare Was Overdone, And The Stock Is Still Cheap

Blackstone’s Q3 brought $1.37 trillion in AUM and $63.3 billion of inflows, with other businesses offsetting real estate weakness as…

BX $89B

SA Timur Mekhantev 18h ago 2 clicks

Merger Monday & Election Implications

EQT’s $50 billion merger with Range Resources and Ovintiv’s $1.26 billion acquisition of Logan Energy reshape North American oil and gas…

SAMG · long

Silvercrest Asset Mgt

Silvercrest Asset Management is framed as undervalued while funding an ambitious investment cycle.

The Data Center Bridge

Small- and mid-cap data center stocks trade as one despite sharply different funding bridges: 12 of 15 cover fixed costs on signed…

Celestica surges as the AI chip race keeps going

Celestica rose 12% after beating revenue and profit expectations and raising its full-year outlook, as AI chip demand supports contract…

Amkor Q3 FY12/26 Earnings Review

Amkor's Q3 sales were flat at $1.991 billion as computing and automotive/industrial growth offset a 27% communications decline; Q4 sales…

Lula wins, Brazil panics, then rallies. It’s happened every time. A 16% ROE bank at 7.4x earnings and book value, down 36% in a day. Up to 3.8x

A Brazilian digital bank with 45 million clients fell 36% after Lula’s election, despite 16.3% ROE, 13 record quarters and a 7.4x earnings…

Quick Value #335 - Truist Financial (TFC)

Truist Financial trades at 10.5x earnings and 1.5x tangible book as new CEO Mike Lyons sells non-core assets and targets 16% to 18% ROTCE.

Build-A-Bear Workshop: The Price Assumes Its Worst Quarter Lasts Forever

BBW $292M

SA Rafa F. Oliver, CFA 36h ago 4 clicks

Molina & Kinsale

Molina Healthcare and Kinsale Capital’s earnings are reassessed through a long-term lens, emphasizing conviction and detachment during…

Duolingo: The 2027 Bull Case Is Hidden In The Monetization Switch

Duolingo sacrificed over $50 million of 2026 bookings to reduce free-app friction, reaccelerate daily users and target 100 million DAUs by…

DUOL $6.5B

SA Geneva Investor 38h ago 3 clicks

How to Read a 10-K Like a Short Seller

A four-layer 10-K framework tests revenue timing, receivables, reserves and depreciation against cash flow, using Hertz’s 2012-14…