Tuesday, October 27, 2026

Back to today

From X

@StableBread

Fajasy on X

One AI data labeling contract could be worth multiples of the $500,586 of revenue Nubeva Technologies $NBVAF (TSXV: $NBVA) booked in FY2026. Its CEO said in a new interview that data labeling companies (firms that turn experts’ knowledge into training data for AI labs) have asked the company to help label malware, and that most of its engineering focus is now on training its own AI model to read malware binaries. Nubeva now has three ways to pay off, up from two: → Having AI write the decryptors for its key-capture software, Ransomware Reversal (NuRR), so Nubeva can grow again or attract a partner/buyer. → A partnership or sale following the approval of all four AI patents. → Selling binary analysis (labeling what malware programs do) to data labeling companies, which could also attract a partner/buyer. Moreover, a data labeling contract wouldn’t depend on NuRR’s sales or on AI writing its decryptors, so it could come before either of the other two routes. CEO Randy Chou gave no price, volume, or timeline for a contract. But if you were to extrapolate the $200-250/hour that Mercor, one of the largest data labeling companies, pays its security experts, one full-time contractor (~2,000 hours/year) would earn $400-500K/year, just about Nubeva’s FY2026 revenue of $500,586. That implies Nubeva could earn multiples of its revenue from a single data labeling contract if its engineers and model can do the work of several contractors. A contract worth three of Mercor’s full-time experts ($1.2-1.5M/year) would be 2.4-3.0x its FY2026 revenue.

Are Neoclouds Dead?

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

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…

WULF · long

Terawulf INC

TeraWulf is shifting from bitcoin mining toward data centers, seeking a higher-quality and more defensive business model.

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…

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…

Molina & Kinsale

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

Publications we follow

Every publication on this site, hand-picked.

129 publications

Newsletters 109

X accounts we follow

Every account on this site, hand-picked.

91 accounts

Investor letters we follow

190 firms

Sectors

Ordered by how often our editor reaches for them.