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Sunday, November 8, 2026

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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 $147M
Capital Employed 2 clicks

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I listened to the CEO of Nubeva Technologies $NBVAF (TSXV: $NBVA), a ransomware recovery company, explain why AI data labeling companies came to his team. Data labeling companies (firms that turn experts’ knowledge into training data for AI labs) have asked Nubeva whether it could help them label what each malware binary does, like whether it’s secretly encrypting files. Malware often arrives as a binary, a compiled program in machine code, and many are obfuscated, or scrambled to hide their purpose. CEO Randy Chou said in an October 5, 2026 interview on Nubeva’s YouTube channel that Nubeva has spent the last 7-8 years learning to spot homemade encryption, meaning encryption that ransomware authors write themselves instead of using a standard method. Homemade encryption is harder to catch, since it doesn’t match any of the standard methods security tools know. Here’s how Chou described what frontier models (the most advanced models from labs like OpenAI and Anthropic) can figure out today: “Frontier labs out there with their cybersecurity fully enabled, when they do full automation, they can approximately figure out 30% of the malware binaries. That’s the published numbers that are out today.” That claim is in line with GPT-5.6-sol’s 30.5% score on SRE-Bench, a Columbia University-led test of AI models on 262 binaries, but OpenAI’s GPT-6 Astra has since reached 56.9%. Chou said that for the other ~70%, a model might flag a binary as weird but can’t say what it does. He mentioned that some malware arrives compressed and obfuscated, then checks whether someone opened five apps, like a browser and Microsoft Office, in the past 72 hours, a known sandbox-evasion technique. If not, the malware assumes it’s inside a sandbox (an isolated computer analysts use to test suspicious programs) and does nothing. Today, Chou said, a small group of specialist cybersecurity labs takes malware apart by hand, and analyzing a new ransomware family typically takes weeks or months. He added that Nubeva has tested binaries written by its own engineers that frontier models couldn’t explain. That’s why Nubeva is now training its own model, which has no internet access, with “hundreds and thousands of AI agents.” The training only just started, but Chou said the timeline Nubeva is working to is “days and weeks,” not the 6-12 months he’d have quoted before AI agents. “I’m putting all my focus on this now,” he said.

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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 $5B
Speedwell Memos 1 click
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 $6.8B
Value Investors Club

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 24 clicks

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