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Sunday, November 8, 2026

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@stockgutter 1 click

SG on X

$ZURA Q3 report looked fine to me. All eyes awaiting H2 readout. Just bought this last week, covered by calls. Options premia were off the charts then and still are quite large (e.g. while the stock was trading 3.36, my net price for the portion I covered with Nov 5C was 2.46. Even less for the portion I covered w Mar 7.5C). I realize readout could occur before Nov expiry and the options reflect the risk of a bad readout. I'm comfortable taking that risk.
@StableBread 1 click

Fajasy on X

The IPO price, share count, and run-rate revenue as of October 31, 2026 are still blank, and so is how much cash Anthropic will spend on employees' taxes for RSUs that settle at the IPO. Anthropic plans to list on Nasdaq as $ANT, with $GS and $MS leading the deal. Five of Anthropic's co-founders are also selling shares in the IPO, although the S-1 leaves the number blank. Anthropic's lock-ups release shares in stages, with 23 scheduled release dates over its first year as a public company, starting on its first trading day. So instead of one lock-up expiration, insider shares can hit the market every few weeks for a year. Read the S-1 yourself on SECSift: Read the S-1 yourself on SECSift: https://t.co/1JG6dtlTu7
@StableBread

Fajasy on X

Anthropic also had three run-ins with the U.S. government in 2026: 1) On February 27, the President ordered federal agencies to stop using Anthropic's models, and the Department of War designated the company a supply-chain risk to national security. Anthropic largely won its district court case, but lost a separate 2-1 ruling at the D.C. Circuit on September 25, 2026, and has asked the full court to rehear the case. 2) In June, Anthropic disabled its Fable 5 and Mythos 5 models for all customers when the Commerce Department restricted their export worldwide (since lifted). 3) In October, the FTC sent Anthropic a civil investigative demand (a formal request for information) on its consumer protection, data protection, and privacy practices, and the safety and security of its products. Anthropic also still owed $1.2B of its $1.5B Bartz settlement with book authors as of June 30, 2026, and faces training-data suits from music publishers, Canadian authors and news publishers, and Reddit $RDDT.

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NEW POSITION: Google LEAPS

Alphabet bought long-dated GOOGL calls after a 12.6% earnings drop, betting AI monetization and distribution overcome capex pressure and…

GOOGL $3.5T
Hated Moats 1 click

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 23 clicks

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