Sunday, November 8, 2026

41 Stock Pitches (2nd-8th November) 🟢

Blue Dolphin Energy trades near 1.3 times earnings as its Texas refinery benefits from diesel shortages, with projected 2026 EBITDA of $111 million against a $125 million market value.

BDCO $116M

Capital Employed Nov 8 5 clicks

Nov 8 VICR $6.8B

Vicor Update, Part Four

CV's Substack 3 clicks

Nov 8 MCO $89B

Moody’s: Fasten Your Seat Belts, But Not for AI

Librarian Capital's Research Library 3 clicks

From X

@david_katunaric Aug 10 1 click

Mikro Kap David on X

For reference, this is what an impressive quarter from $EVC looked like just a year ago. Covered my thoughts on Q2 2026 in the paid chat. Heading to sleep now.

@irbezek Aug 10 2 clicks

Ian Bezek on X

@SowingAlphaSeed I had $U long $APP short on for a while. Still long Unity, but shouldn't have covered Applovin, would have been right on both ends.

@stockgutter Aug 10 2 clicks

SG on X

$FF results looked good to me. I remain long and may add.

@majgeoinvesting Aug 10

Maj Soueidan on X

Well, it looks like $HQI is still seeing a recovery its business, strengthening throughout Q2. Staffing industry is tough right now, but Co. is still worth tracking. Regarding $MPAA, I guess the chapter 11 asset purchase is still an intriguing catalyst. @InfoArbMonitor

@david_katunaric Aug 10 1 click

Mikro Kap David on X

It only took a 20-second glance at $EVC Q2 '26 results to see that Smadex is once again firing on all cylinders—230% revenue growth (another fucking acceleration) and EBIT up 673%, topping $40M for the segment. In a single quarter. 🤯 (missed Q1 tweet due to Champions League)

@DOMOCAPITAL Aug 10

DOMO Capital Management, LLC on X

Smart move @ryancohen - Probably your plan all along! How is $GME not up 20%+ on this? Market is sleeping.... This is extremely bullish. I would expect a material and durable rally on any official announcement to this effect... Q2 earnings are going to be 🔥

@BrokenMoats Aug 10 1 click

Broken Moats on X

Weird world to watch $RNG as the new memory stock. How much longer we think the squeeze in all things people were short 6 weeks ago lasts....getting pretty crazy to watch $WDAY climbing to $185. Doomsday at the lows, but not totally off base to reset off true profitability after years of sbc adjusted multiples. But the risks still remain, that structurally the barrier to generating code is lower, competition will increase as a result. And while there are advantages to certain players installed bases and data the moats have eroded to various degrees. Does anyone actually believe we need more phones, and more base level contact services in the future ($RNG) I doubt so. Its a pretty impressive counter trend, squeeze move against a clear trend (the reversal of May and June) but if you've benefited here from these rebounds I think you would be crazy to not only book profits but not find short exposure in this area, many of these companies even if they surrvive and can pivot to being ai beneficiary will go through some tough times in the coming few years as the prices decline for models and compute access

@stockgutter Aug 10 1 click

SG on X

$CHMI to be acquired by $MITT in cash + stock deal.

IREN Is Down 71%. Should You Buy the Dip?

IREN has fallen 71% despite AI Cloud revenue rising from $7.3 million to $200 million quarterly and more than $20 billion in contracted…

IREN $9.2B

Daniel Romero Nov 8 2 clicks

Ouster Q3 FY12/26 Earnings Review (OUST) - Stock Rating: Accumulate

Ouster grew Q3 revenue 50% to $59.3 million, shipped 27,000 sensors and guided Q4 revenue to $61 million to $64 million while posting a…

OUST $2.4B

Cestrian Capital Research Nov 8 7 clicks

Floor & Decor 3Q26: Business Update

Floor & Decor’s 3Q26 sales rose 3% while comparable sales fell 1.4%; it cut 2027 openings to 10-15 as high mortgage rates pressure…

FND $5.6B

Speedwell Memos Nov 8 1 click

Floor & Decor 3Q26 Business Update: Profitability Grows Despite Weak Sales

Floor & Decor's 3Q26 sales rose 3% while comparable sales fell 1.4%; it slowed 2027 openings to 10-15 as high mortgage rates pressure…

FND $5.6B

Speedwell Research Nov 8 1 click

Kimberly-Clark: Short-Term Worries Create A Buying Opportunity (Rating Upgrade)

Kimberly-Clark’s Kenvue merger targets $1.9 billion in synergies by 2029, supporting roughly 6% long-term EPS growth and continued dividend…

KMB $37B

Gary Gambino Nov 8 1 click

Blue Dolphin (BDCO): A Tiny Texas Refinery Printing Money in a Diesel Shortage (1.3x P/E)

Blue Dolphin’s 15,000-barrel-per-day Texas refinery earned $2.18 per share in first-half 2026 as diesel shortages widened crack spreads,…

BDCO $116M

Calvin Blissett Nov 8 2 clicks

Park Hotels & Resorts: Progress On Renovation Strategy In Q3, While Occupancy Grows

Park Hotels & Resorts grew Q3 occupancy and RevPAR as renovations supported group and leisure demand, while leverage, Hawaii exposure and…

PK $3.1B

Albert Anthony Nov 8 3 clicks

Blackbaud CEO: We will prove AI is a ‘tailwind’

Blackbaud CEO says AI will be a tailwind for the nonprofit software and services provider.

BLKB $2.4B

The Technology Letter Nov 7 1 click

Procore CFO: Now we scale the business

Procore CFO Rachel Pyles discusses accelerating growth and economies of scale after an upbeat third-quarter report.

PCOR $11B

The Technology Letter Nov 7 5 clicks

Diageo: First Quarter on Dave’s Plan Wasn’t Too Drastic

Diageo’s first quarter under CEO Dave Lewis showed modest price changes and regional growth outside North America, supporting a turnaround…

DEO $57B

Librarian Capital's Research Library Nov 7 2 clicks

MTMTY · short

Metlen Energy & Metals PLC

Metlen Energy & Metals faces a 40% short case centered on its overpriced aluminium, alumina and Greek power businesses.

MTMTY $6.6B

Value Investors Club Aug 10

Credo Technology: Recent Drop Turns My Hold Into A Buy (Rating Upgrade)

Credo Technology's 42% selloff puts shares at $112.33 against a $190.84 fair value estimate, with AI connectivity growth intact despite…

CRDO $22B

Zbigniew Budzinski, CFA Nov 7

Tower Semiconductor Update, Part Two

Tower Semiconductor reported $526 million in quarterly revenue and extended photonics contracts through 2029, while its low-loss silicon…

TSEM $15B

CV's Substack Nov 7 1 click

Perimeter Group: 3Q26 Business Recap

Perimeter Group posted 24% revenue growth to $390 million as fire-safety contracts and acquisitions lifted results, while it brings PDI…

PRM $4.8B

Speedwell Memos Nov 7 2 clicks

Perimeter Group 3Q26: A Decentralized Mini-Conglomerate

Perimeter Group's third-quarter revenue rose 24% to $390 million as fire safety recovered and Specialty Products grew 84%, while…

PRM $4.8B

Speedwell Research Nov 7 4 clicks

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 Nov 7 2 clicks

Blue Owl Capital Corporation Q3: OTC Bonds Outperform Stocks In The Current Market Environment

Blue Owl Capital’s OTC bonds yield up to 6.92% and offer 8.8% levered ROE, while OBDC stock trades at a 25% discount to NAV.

OWL $16B

Arbitrage Trader Nov 7

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 Nov 6 26 clicks

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

Steve Eisman links a Democratic midterm sweep and CoreWeave concerns to an AI narrative shift as the S&P 500 fell 4.4% and Nasdaq 5.5%.

CRWV $27B

Steve Eisman Nov 6 5 clicks

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 Nov 6 4 clicks

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Sunday, November 8, 2026

Mikro Kap David on X

Ian Bezek on X

SG on X

Maj Soueidan on X

Mikro Kap David on X

DOMO Capital Management, LLC on X

Broken Moats on X

SG on X

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