Saturday, November 7, 2026

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 20h ago 23 clicks

16h 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

23h ago OVV $17B

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

Bison Insights 3 clicks

From X

@aleabitoreddit 25m ago

Serenity on X

@semivision_tw 市場暴跌後，我現在還勉強活著。我從來沒想過 $LITE 被 $MRVL 收購後，股價竟然還能暴跌 -51.53%。結果沒想到，連收購方 $MRVL 也一起崩了 -50.3%。

@aleabitoreddit 38m ago

Serenity on X

I still own shares in the million range, which is a material % of the overall company for $SIVE. I've been extremely critical of their recent communication and disclosures around CPO, which is why I originally invested. But given their focus on pluggables, if they disclose more qualifications like $CRDO or Innolight, I'd gladly increase concentration. I'm personally waiting for earnings in 19d to evaluate the company.

@RagingVentures 1h ago

Raging Capital Ventures on X

Excited to share this interview with David Orr @orrdavid, founder & CIO of Militia Capital ($ORR). David shares his approach to investing, portfolio construction, and risk mgmt, as well as a few long and short ideas. Enjoy! Interview is here: https://t.co/7XX4j1iewo 1/2

@aleabitoreddit 1h 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.

@aleabitoreddit 2h ago

Serenity on X

I think we've reached extreme market dislocation territory. $POET as one example traded close to -$98M under their net cash on Thursday, giving a very negative value to their actual business. But even if hyperscaler capex gets reduced, I'd argue demand visibility on some bottlenecks from substrates, memory, and optics far exceeds market current valuations. And the sector drop presents a very compelling opportunity.

@aleabitoreddit 7h ago

Serenity on X

I found the technical discussion helpful, but investor messaging to be way too conservative. If you look at how $NVDA CEO describes CPO, Jensen states scale up is increasing optical volumes by 15x. $LITE and $COHR are quantifying that by describing $5-$20B agreements spanning 3-5 years out. Having this question, and not talking about Ayar, O-Net, Poet, or ELS partnerships. Then redirecting the question to near term pluggables seems off. The vision also needs work, “communications and sensing” semi company is very unexciting. It’s technically true, but there’s no vision being communicated on being the next $40B optical giant or what Sivers is going to be in the next 5 years that would attract long term holders. The core valuation Sivers gets is from optical opportunities, I also personally disagree that it’s helpful to loop back to former cellular relationships when talking about future $GFS volumes I disagree when you portray the company as “small” when Sivers 100m CW DFB capacity is coming online, alongside large foundry partners. Which is a material % of the world’s annual laser capacity. Investors want to hear about future economic opportunities and how you fill the gap with more qualifications during a bottleneck. Sivers has a tremendous opportunity for CPO/NPO/Pluggables but I’m afraid it’s not being communicated properly. It’s understandable here since EETimes is more technical oriented, but I hope this messaging gets communicated better in the next earnings call.

@RagingVentures 11h ago

Raging Capital Ventures on X

As $HUBS outlines below, ChatGPT and Claude are becoming the interface employees use to analyze data, manage deals, and take action. Over time, the frontier labs’ businesses could start to look more like Office 365. Bears may be too focused on token prices and open-source models…

@marginofdanger 14h ago 1 click

marginofdanger on X

$WEBC now up over 100% from when the family bought a block of stock at a premium to the prevailing market price, and basically no one I spoke with at the time had any cares. There's another situation right now that has similar dynamics to $WEBC and I'll be talking about it next week. https://t.co/eDlPCsImjn

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 24h 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 9h 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 13h ago 2 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 13h ago 3 clicks

CareCloud (CCLD): A Second Sales Rep Talks. More Structure. Didn’t have a leader of sales for 18 months. That has changed. Organic growth through Medsphere?

CareCloud rebuilt its sales organization under Christopher Langehaug after 18 months without a sales leader, with a second sales rep…

CCLD $93M

Calvin Blissett 15h ago 4 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 16h 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 19h ago 1 click

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 19h 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 19h ago 2 clicks

Moderna (MRNA) Q3 FY12/26 Earnings Review

Moderna reported $1.313bn in Q3 revenue, up 29%, and $130m in operating income versus a $260m loss, while operating cash flow was negative…

MRNA $103B

Cestrian Capital Research 21h ago 1 click

FINV · long

Finvolution Group

FinVolution, a China and ASEAN unsecured consumer lender, trades at 4x earnings and 0.5x book value.

FINV $685M

Value Investors Club Jul 20 5 clicks

Group 1 Automotive (GPI): The CEO Takes a Driving Test

Group 1 Automotive CEO Daryl Kenningham’s Toyota ties, capital-allocation decisions, compensation and stock sales face scrutiny after the…

GPI $3.2B

Cannibal Stocks Oct 6 3 clicks

Dynatrace, Inc. (NYSE: DT) Stock Rating: DISTRIBUTE To Bank Rangebound Gains.

Dynatrace is rated Distribute after a 90% rally to $60.21 nears $62 resistance, while revenue and RPO growth decelerate ahead of November…

DT $13B

Cestrian Capital Research Oct 6 3 clicks

Why Nebius Is Getting The Better End Of The Deal From Palantir

Nebius gains preferred sovereign infrastructure status for Palantir’s enterprise AI stack, using its customer base to accelerate modular…

NBIS $38BPLTR $373B

Petri Dish Reports Oct 6 3 clicks

Selling Cenovus: Up 78% in 10 Months

Cenovus Energy, up 78% in 10 months, is sold after agreeing to buy Athabasca Oil for $5.7 billion at a rich valuation.

CVE $51B

Bison Insights Oct 5 4 clicks

An Activist Shows Up at $4.27

Erez Asset Management bought 5.8% of ESRT at $4.27 and urged a potential strategic review of some or all assets.

ESRT $1.3B

Orphan REITs Oct 5 2 clicks

Canterra Minerals: Research Note

Canterra Minerals increased Lundberg indicated tonnage 55% to 26.1Mt, with 226.2Kt of contained copper equivalent, supporting a Buchans…

EQX $13B

Atrium Research - Equity Research Oct 5 1 click

Kenorland Minerals: Research Flash

Franco-Nevada bought 10.0 million Kenorland shares, a 12.4% stake, for C$22.2 million in a secondary transaction that issued no new shares.

FNV $47B

Atrium Research - Equity Research Oct 5 2 clicks

The Final Countdown: An Update on GFL’s Sale

GFL Environmental’s take-private bids reportedly fall within $50 to $55, with a top-of-range offer likely needed to secure shareholder…

GFL $20B

310 Value’s Newsletter Oct 5

Is EDA Dead?

Synopsys and OpenAI will share revenue from GPT-Synopsys, an AI chip-design model built on Synopsys’ licensed EDA tools rather than…

SNPS $89B

Chipstrat Oct 5

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Saturday, November 7, 2026

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