Thursday, November 5, 2026

Wolfspeed: Still Bullish After A Post-Earnings Wipeout

WOLF $1.2B

SA Vince Martin Nov 5 6 clicks

Uber 3Q'26: Eats vs DoorDash, and the AV Math

Uber Delivery generated an estimated $0.66 EBITDA after SBC per order in 3Q26, versus DoorDash's $0.80, while autonomous vehicles shape…

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 Nov 5 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…

Array Technologies And Shoals Merger Creates Upside Potential

Array Technologies and Shoals Technologies plan to merge, targeting cross-selling and cost synergies as ARRY's order book holds firm and…

ARRY $715MSHLS $1.5B

SA Caffital Research Nov 5 3 clicks

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…

MBGL · long

Mobility Global INC -spn

Mobility Global Inc. will become a standalone public company through S&P Global’s spin-off of its Mobility division.

Cashing In on the OTC

Table Trac (TBTC), a $22 million casino-software provider, trades at 4.7x EV/EBIT as maintenance revenue from 300-plus casinos compounds…

Revisiting Veeva #2

Veeva plans Falcon agents for pharmacovigilance, clinical-trial documents and regulatory writing, targeting multibillion-dollar…

Performance Review: H1 2026

REIT holdings outperformed in H1 2026, with Veris Residential sold in a $19-per-share take-private and FrontView REIT trimmed after a 78%…

Shitcos, Griftcos, and alignment versus enrichment at $IREN

IREN awarded each co-CEO roughly 9 million RSUs, about 2.5% of shares and $400 million, in exchange for no further equity grants until…

Monte Investments Market Brief Vol CXXIV

Rocket Lab and Firefly won access to US space contracts as AI-driven HBM demand tightens memory-chip supply through 2027.

Over Target

Ukraine’s Black Sea attacks on CPC infrastructure threaten Kazakhstan’s 1.4 million bpd oil export route through Russia, putting Chevron’s…

Intel CPO Group is Alive? + Very Interesting NVDA/LITE/AEVA Bonus Papers

Intel's silicon photonics CPO work shows precise 16-wavelength lasers but suffers SOA four-wave-mixing noise and weaker link performance…

$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital

Nubank's 140 million customers, 20% efficiency ratio and 30% ROE frame whether its high-teens P/E reflects a scalable fintech or a maturing…

The Wall Comes Down One Ticker at a Time

NewLake Capital Partners’ potential NYSE or Nasdaq uplisting contrasts with falling revenue, three vacant properties and an 88% AFFO payout…