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Saturday, November 7, 2026

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Post Q3 EVC Update

EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.

EVC $832M
Nat Stewart - Stock Picking Newsletter 21 clicks

From X

@DOMOCAPITAL

DOMO Capital Management, LLC on X

Icahn owns ~33% himself if you count the Nomura swaps. The new Ares credit agreement limits buyers to 35% of shares outstanding, so $MNRO can let the poison pill expire and Icahn can immediately move the Nomura swaps to himself OR he could keep them as swaps and add another 16%+ of shares instead.... I digressed there a bit, but the initial point was going to be that they already technically own essentially 50%. DOMO Capital owns 1-2% of the outstanding shares as well...
@aleabitoreddit

Serenity on X

$AAOI signs $194.4M/year contract with Yuunan Germanium. This is for 2027 alone, with a 5 year contract. Given an implied total of ~$970M in InP substrates over 5 years (before price hikes) Hmm just some thoughts: - AOI laser capacity expansion seems bigger than what’s disclosed based on procurement patterns? 180K wafers seems like an extreme amount compared to what’s needed for lasers within their own transceivers… if they can consume all of that So maybe we’ll hear about a new UHP laser contracts in earnings, after $LITE announced a $5B contract. - read through on $AXTI is positive, given they’ll probably be #1 in InP substrates manufacturing scale in the future + have contracts with $LITE and $COHR. - positive AOI was able to secure capacity during the bottleneck More spend is probably the boogeyman in the AI trade, but it’s a good signal for earnings.
@aleabitoreddit

Serenity on X

Agility Robotics merger is now approved! $AGLT is expected to begin trading November 5th, following the November 4 closing... As the first US pure-play humanoid company! The company is backed by $NVDA, $AMZN, Foxconn, Softbank, and others... to automate human work in warehouses and manufacturing. ~61.48% of the 41.4M public shares were redeemed (~25.45M shares), leaving ~15.95M public shares tradeable. Given heavily reduced share count, as a warning, the stock may experience significant volatility. Disclosure: Not a recommendation, purchased $CCXI shares today after seeing the news and currently hold a position.

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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 2 clicks
AAP · long

Advance Auto Parts INC

Advance Auto Parts, AAP, is presented as a long idea following prior write-ups at $48.81 per share in January 2025.

AAP $2.9B
Value Investors Club 1 click

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…

TWST $8B
Hunterbrook 4 clicks

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…

VSH $3.6B
Cestrian Capital Research 3 clicks

New Ideas From The Road

Aurelion Research increased healthcare exposure and sees opportunities in banking and defense, alongside research on Alcoa, Nike, ONON and…

MDA $4.2B
Aurelion Research 4 clicks

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