Thursday, November 5, 2026

Trading Post November 5, 2026

MercadoLibre’s logistics expansion cut margins by 60 basis points, while Mercado Pago grew credit 62% with 7% NPLs.

Uber: The Robotaxi Discount Has Truly Gone Too Far (Earnings Review)

UBER $147B

SA Luca Socci 47h ago 4 clicks

Intel: The CPU Comeback, Discounted

Intel's Q3 2026 results were hit by memory costs and an Israel shutdown, but enterprise AI inference could lift CPU demand as server…

Problems at Twist Bioscience (TWST)

Twist Bioscience’s $200 rebound followed an Anthropic-linked short squeeze, yet its DNA and protein services face broad competition while…

VSH Earnings Review

Vishay reported record Q3 revenue of $979 million, up 24%, and guided Q4 to about $990 million as rising backlog and margins contrast with…

This Week in Special Situations: Lear, AutoNation, NexPoint, AudioCodes, Xponential Fitness

AutoNation, Lear, NexPoint, AudioCodes and Xponential Fitness lead a 52-situation screen spanning buybacks, insider purchases, M&A and…

Telkom Indonesia (TLKM/TLK): 9x P/E, 11% dividend, separable assets ≈80–95% of market cap, stub at ~2x EBITDA. Industry went from 11 operators to 3, a new rule kills the price war, and MSCI is forcing the sellers.

Telkom Indonesia trades at 9x earnings and an 11% yield as MSCI-driven selling obscures telecom consolidation, price increases and…

Thursday Tailwinds #13: Nov 5, 2026

Florida marinas are 92% full as boat counts rise and permits constrain new supply, creating pricing power for existing operators such as…

Delta Air Lines Is Worth Buying Despite Near-Term Pressure

Delta Air Lines' premium, loyalty and ancillary businesses generate 61% of revenue as cash flow supports debt reduction despite fuel and…

DAL $57B

SA Motti Sapir Nov 5

Warrior (HCC): Q3 2026 Earnings

Warrior Met Coal’s Blue Creek mine cut costs to about $93 a ton, offsetting a wider discount for High Vol A coking coal as US supply…

BKV · long

Bkv CORP

BKV Corp, public for less than two years, is an underfollowed natural-gas producer pursuing early-stage projects and a transition.

TSOH Weekly Roundup (09/11/2026)

TSOH weekly roundup covers Meta’s child-safety settlement, Markel’s leadership transition, Peloton’s gym strategy and an upcoming Alarm.com…

Independence Realty Buying Centerspace: Opportunity And Implications

Independence Realty Trust is buying Centerspace in stock to create an $8.1 billion apartment REIT, targeting 5% 2027 Core FFO per-share…

IRT $3.8B

SA Dane Bowler Sep 11

Research & Analysis: Dell Technologies (NYSE: DELL)

Dell closed Q2 2027 with a $95 billion AI-server backlog after $60.9 billion in quarterly orders, targeting data-center and enterprise AI…

Applied Materials (NASDAQ: AMAT) Stock Rating: Upgrade To Accumulate After Q3 FY10/26 Earnings - Accumulation Zone And Stop Inside

Applied Materials reported Q3 revenue of $9.1 billion, up 25%, and $2.3 billion in free cash flow as AMAT fell roughly 40% from its June…

Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate - Initiating Coverage

Joby Aviation is initiated at Accumulate after booking $116m of trailing revenue, forming a Toyota manufacturing venture and agreeing to…

Qualcomm Vs. Marvell: The Better AI Business Is The Worse Stock

Qualcomm offers more valuation cushion than Marvell despite Marvell’s stronger AI revenue, as its Amazon partnership supports data-center…

QCOM $177BMRVL $117B

SA Delta Analyst Sep 11

MercadoLibre: Trajectory To Scale (Ticker: MELI)

MercadoLibre’s Q2 2026 revenue hit its fastest growth since 2022 as broader free shipping, cross-border inventory and Mercado Pago deepen…

One of the Best Business Models in the World Just Went on Sale

AppLovin trades at 18 times EBITDA after a 57% drop, despite 84% EBITDA margins, rapid growth and a machine-learning advertising platform.

Otis: Stuck, But Help is Already Here

Otis is reversing excessive cost cuts as repair and modernization sales reaccelerate, targeting EBIT stabilization in Q3 after two outlook…