Saturday, November 7, 2026

Earnings Review: AMD, MELI, TIC, XPEL, ZTS

AMD’s data-center revenue rose 97%, while MercadoLibre, TIC Solutions, XPEL and Zoetis also report quarterly results.

MELI $77BTIC $2.3B

Rebound Capital 4h ago 1 click

25h ago EVC $832M

Post Q3 EVC Update

Nat Stewart - Stock Picking Newsletter 23 clicks

22h ago CRWV $27B

The Midterms Have Changed the AI Narrative: S&P Down 4.4%, Nasdaq Down 5.5% | The Weekly Wrap

Steve Eisman 5 clicks

From X

@irbezek Oct 26

Ian Bezek on X

@InvestsCletus @joinyellowbrick $EWZS the Brazil small-cap ETF is down 36%, so makes sense that individual names are tracking that until the market opens. I'll be adding to $INTR at some point, yes.

@Mr_Neutral_Man Oct 26

Mr Neutral Man aka "Howard Marks of REITs” on X

@voltino_cro We bought $VNO preferred a few years back at 11.5% yield We've done over 20% CAGR for almost 4 years now Just added a little bit recent at a 8.3% yield

@MultiplesCap Oct 26 1 click

Multiples Capital on X

Oil spiking higher or lower from here and hence how gold and smid cyclicals do from here is now increasingly dependent on Israel election. Bibi loss likely results in Trump folding to Iran in some fashion which should push oil premium significantly down. The ultimate 🌮 could be served. Bibi wins should push oil higher. Doubt even Trump knows what happens. Don't yolo yet. $gld, $iwm

@TidefallCapital Oct 26 4 clicks

Trevor Scott on X

@realroseceline My only question is on valuation assumption. Why would $NU trade at a 30x pe in 2030?

@stockgutter Oct 26 1 click

SG on X

anyone buying Brazil today? Had several aggressive stinkbids in. Only one hit so far, $XP at 14.75. Will probably cover with calls. https://t.co/53Pn9RoLEs

@StableBread Oct 26 1 click

Fajasy on X

On EV to year-end ARR, Boost Run $BRUN now trades below CoreWeave $CRWV, Nebius $NBIS, and $IREN. At $8.89/share, $BRUN’s EV is $989.7M. That’s 2.5x its $400M target for year-end ARR, down from 5.4x at the $22.93 price in my August 16 update. EV is market cap plus debt and lease liabilities, less unrestricted cash, using October 16 closes and June 30 balance sheets ($BRUN’s cash is pro forma for the warrant exercises). ARR is the midpoint of each company’s year-end 2026 target, which is $18.5-19.5B for CoreWeave, $7-9B for Nebius, $400M for $BRUN, and more than $4B for $IREN. At 2.5x, $BRUN trades below all three peers, including $IREN at 3.2x. A reasonable range for $BRUN is 2.5-5.0x, from where it trades today to just under the midpoint of CoreWeave’s 4.2x and Nebius’s 5.9x. I use the peers’ median rather than their average, since Nebius’s 5.9x skews the average higher. Nebius also owns more than 75% of its contracted power, while $BRUN owns no data centers (a different model, not a weakness).

@Mr_Neutral_Man Oct 26 4 clicks

Mr Neutral Man aka "Howard Marks of REITs” on X

As someone who grew up in the restaurant business and provided a lot of free child labor, there is nothing passive or boring about any of these businesses. These kind of tweets are harmful! Want 7.2-8.3% passive income? You may want to consider the $REXR $PSA $VNO preferred https://t.co/y1NuP1BOcD

@valuedontlie Oct 26

Colin King on X

Flagstar $FLG probably outside my "circle of competence" but can't help looking... Cut FY27 EPS guidance from $1.65 to $0.90 (ouch) and pushed out to FY28 (because higher rates?) $60bn loan book with half of it in questionable CRE/MF loans concentrated in NYC (former NYCB), another ~third in growing C&I loan book Efficiency ratio ugly $10 stock with $15/sh TBV = 0.67x Maybe a value trap?

Oil & Gas M&A Boom Continues with Another Billion-Dollar Oil Buyout

Ovintiv’s C$1.26 billion purchase of Logan Energy at roughly 2x proved reserve value points to further consolidation among Canadian oil…

OVV $17BLOECF $726M

Bison Insights 29h ago 3 clicks

Entravision Q3 Update

Entravision’s Q3 ad-tech revenue reached $177.2 million, up 133% year over year, while total revenue rose 88% to $226.3 million and diluted…

EVC $832M

The Value Road 29h ago 4 clicks

(Idea) Transocean - Near-Term Results Obscure A Brighter Future

Transocean’s 25.6% selloff reflects oil-market shorting and weak Q3 headlines, while debt reduction after the Valaris acquisition could…

RIG $5.8B

HFI Research 14h ago 2 clicks

Axon 3Q26 Business Update

Axon cut full-year guidance after delayed federal Dedrone contracts slowed 3Q revenue growth to 28%, while software and services grew 43%.

AXON $31B

Speedwell Memos 18h ago 3 clicks

Axon 3Q26 Update: Revenue Breaks Below 30%, Runway Reaffirmed

Axon’s 3Q26 revenue growth fell to 28% after delayed federal Dedrone contracts, while software grew 43% and its $1.2 billion Skydio…

AXON $31B

Speedwell Research 18h ago 3 clicks

Datadog (NASDAQ: DDOG) Stock Rating: Stop After Q3 FY12/26 Earnings

Datadog beat Q3 revenue guidance by $52 million, but guided Q4 revenue flat as its largest AI-native customer reduced usage after renewing.

DDOG $79B

Cestrian Capital Research 21h ago 1 click

Alpha Metallurgical Resources (AMR): Q3 2026 Earnings

Alpha Metallurgical posted a third consecutive quarterly loss as High Vol A coal margins fell to $14 a ton, while director Kenneth Courtis…

AMR $1.9BHCC $4.3B

Cannibal Stocks 24h ago 2 clicks

A clear solution to the “problem”

Shift4’s Q3 met guidance, but organic growth is decelerating, management credibility is weakening and leverage reduction remains too slow.

FOUR $3.4B

Best Anchor Stocks 24h ago 1 click

GREAT DEC-TECTIVE WORK

Diversified Energy reported $255.6 million of “true” nine-month free cash flow, while its $1.8 billion Birch acquisition would shift…

DEC $900M

The Oak Bloke 24h ago 2 clicks

Cloudflare (NET) Q3 FY12/26 Earnings Review

Cloudflare’s Q3 revenue rose 39% to $782.5 million, its fastest growth in nearly four years, while a $67.9 million GAAP operating loss and…

NET $97B

Cestrian Capital Research 26h ago 1 click

HNRG · long

Hallador Energy Co

HNRG $435M

Value Investors Club Aug 9

Dynatrace (NYSE: DT) Stock Rating: Do Nothing After Q2 FY3/27 Earnings (No Paywall)

Dynatrace reported 17% Q2 revenue growth but flat new ARR and lower profit and free-cash-flow guidance, following its $816 million Arize…

DT $13B

Cestrian Capital Research 27h ago 1 click

Reddit Stock $RDDT : The Human Internet Just Got 29% Cheaper

Reddit fell 29% after warning that Google search traffic was declining, despite Q3 revenue rising 53%; the bull case rests on communities,…

RDDT $18B

Substack von Philipp 28h ago 3 clicks

Rocket Lab: Less Euphoria, Still Too Much Perfection Priced In Ahead Of Q3

RKLB $28B

Bernard Zambonin 29h ago 1 click

Marvell Buys Lumentum: MRVL Initiated at Buy, $258 PT

Marvell’s Lumentum acquisition targets optical networking demand as AI data centers shift from copper to lasers, expanding its hyperscaler…

LITE $48B

Monte Independent Investment Research 31h ago 2 clicks

Blue Owl Capital: Book Value Is Rising Under A Default-Wave Price

Blue Owl Capital's NAV rose to $14.32 as buybacks and portfolio marks improved, while OBDC trades at a 25% discount despite a 0.33%…

OWL $17B

Tim Travis 36h ago 1 click

TransMedics Group Inc Earnings Update: Q3 2026

TransMedics reported record Q3 2026 revenue exceeding $200 million, driven by its organ transplant technology business.

TMDX $3.1B

SixSigmaCapital: Navigating the Financial Markets 42h ago 5 clicks

JFrog soars, Innodata’s robotics, Quantum duopoly

JFrog jumped 35% to $100.44 after another beat-and-raise quarter, joining the TL20 Special Situations group.

FROG $9.4B

The Technology Letter 43h ago 2 clicks

Wolfspeed: Still Bullish After A Post-Earnings Wipeout

WOLF $1.2B

Vince Martin 45h ago 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…

DASH $86B

MBI Deep Dives Nov 5 5 clicks

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Saturday, November 7, 2026

Ian Bezek on X

Mr Neutral Man aka "Howard Marks of REITs” on X

Multiples Capital on X

Trevor Scott on X

SG on X

Fajasy on X

Mr Neutral Man aka "Howard Marks of REITs” on X

Colin King on X

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