Saturday, November 7, 2026

(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 reduce volatility and strengthen earnings.

RIG $5.8B

HFI Research 10h ago 2 clicks

20h ago HCC $4.3B

Alpha Metallurgical Resources (AMR): Q3 2026 Earnings

Cannibal Stocks 1 click

20h ago FOUR $3.4B

A clear solution to the “problem”

Best Anchor Stocks 1 click

From X

@BarbarianCap 15m ago

Barbarian Capital on X

Under Armour Revenue Falls on Broad Segment Declines $UAA https://t.co/enfSBw8QR9

@aleabitoreddit 2h ago

Serenity on X

My cost averages are a lot different. My memory longs were once up +450%, but many are probably down to +50-100% unrealized. I still hold those. Just tax lost harvesting a bit of my $AAOI position over time was a few million realized losses (I'm still long, this is just tax related stuff each month) Can say the same for a lot of other names. There's a lot of volatility and risk management in between, but I think they'll perform well in 2027.

@AsifSuria 18h ago 1 click

Asif Suria on X

Exactly! I've been long $LION for a while and violated my rule of never averaging down after @garyHeff made me see that this was one of those cases where an exception made a lot of sense. That was when LGF was trading at around $6. I should have held on to the $STRZ spinoff but I didn't see it the same way you did and that was a mistake. Hoping the deal for $LION is in the high teens or over $20 so Jon can get a wonderful payout based on his new incentive plan.

@pennycheck 19h ago

⚽️📡 on X

$LOPE Straight line down 25% last two days These are my favorite type of ideas. Fundemental + Thematic + completely unknown and understood. https://t.co/As9m3fNIrA

@kab604 21h ago

kab60 on X

@AKWilk Gregs got it. $FOUR shareholders are a whiny bunch. And the whiners seems to have capitulated just before operating leverage kicks in, and the bar is finally set for beat and raise.

@valuedontlie 23h ago

Colin King on X

Seeing a handful of companies absolutely slash guidance recently... $GIL moving from $4.65-4.75 EPS to $3.70-3.80 with only 1 quarter to go in the year is a pretty sharp turn in outlook... https://t.co/Fu9OA3AyZg

@AsifSuria 23h ago

Asif Suria on X

I am long both Netflix $NFLX and $META. As a Netflix shareholder, I am not sure how I feel about this development where Lionsgate Studios $LION is discussing creating original content for Meta. Netflix used to have amazing content. These days it is much harder to find something good to watch.

@Adam_Wyden 23h ago

Adam D. Wyden on X

$STGW $MGNI So magnite is growing topline ~10 pct and EPS 20 pct and trades 21x 2027 EPS...thats a 27.00 stock for $STGW on CONSENSUS 27.... on our numbers it could be ~35.00. We also think there is 20 mm shares short in real time which is 20 pct of the float... Please explain. @Mark_Penn @ballan11 @jayleveton @stoolpresidente @TheRoaringKitty