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Sunday, November 1, 2026

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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.
@aleabitoreddit 1 click

Serenity on X

$AGLT (Agility Robotics) has cleared SEC review for public listing through $CCXI If you want an estimate timeline: ~Oct 13 (today): SEC S-4 declared effective ~Nov 2nd (shareholder vote): for merger approval ~November: Merger closing and ticker goes live for trading. Company’s official statement was: “The business combination remains subject to approval by Churchill XI shareholders and other customary closing conditions, and is expected to close in November 2026.” So likely less than a month away for the first pure play US humanoid company to go live!

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Altria: Dutiful

Altria raised 2026 adjusted EPS guidance to $5.66 to $5.74 and authorized more buybacks, while on! loses share as cigarette margins hold.

MO $130B
Invariant 2 clicks

When the liquidity does not add up

Arbor Realty Trust’s dividend suspension is presented as creating $60 million of liquidity, raising questions about its ability to meet…

ABR $2.2B
John Hempton's Newsletter 3 clicks

Verra veerer

Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance…

VRRM $404M
The Oak Bloke 2 clicks

FTAI 3Q26: Aero margins in focus

FTAI’s Aerospace Products margin rebounded to 31% as CFM56 module output rose, while Power deposits and contracted deliveries fund its 2027…

FTAI $20B
Stock Thoughts 4 clicks

CVX Earnings Review

Chevron’s Q3 revenue rose 35% to $65.2 billion and EBITDA 75% to $20.2 billion, while production trailed guidance and refining margins…

CVX $423B
Cestrian Capital Research 3 clicks

SNY Earnings Review

Sanofi raised FY26 guidance after Q3 sales grew 14.3% at constant currency, led by 34.8% Dupixent growth; vaccines declined 6.6%.

SNY $114B
Cestrian Capital Research 1 click

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