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Sunday, November 8, 2026

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@InvestSpecial

Dalius - Special Sits on X

A surprising development at $RGS Five of its six directors failed to secure majority support at the Oct 28 annual meeting, with Bill Charters being the only exception. Shareholders also rejected the executive compensation proposal. As a reminder, Bill Charters is the founder of Sabal Capital Management, a fund focused on special situations and restructurings. He was part of the 2024 activist group, joined the board in April 2026 and currently owns ~4% of RGS. There had been nothing to suggest he was pushing for another board shakeup. The five directors have now offered their resignations, but with no alternative slate on the table, the board itself will decide whether to accept them or keep everyone in place. Andrew Alfano, one of the five, was appointed chairman just one day after the vote, which suggests they are staying put. Alfano has said he will speak with shareholders to understand what prompted the vote, so we may get more clarity soon. My suspicion is that investors are becoming increasingly skeptical about the prospects of refinancing the debt, especially as the process keeps dragging on. Any thoughts here?
@convequity

Convequity on X

I think some bears underestimate $PLTR's model expertise. We have argued that Palantir had more model expertise than it had shown publicly, and that lacking its own foundation model did not put it at the competitive disadvantage those bears assumed. The earlier NVIDIA partnership, which included NeMo Retriever and Nemotron, was my first clue. I see the public Nemotron results as evidence of that expertise. These results fit our argument and were what I expected. Palantir's slide on McCarthy's construction requests for information shows a tuned Nemotron model outperforming Sonnet and Astra on classification. FourWeekMBA reads the chart, which has no data labels, as approximately 73% balanced accuracy for tuned Nemotron, approximately 66% for Sonnet and approximately 62% for Astra. On a cost basis the slide leaves unexplained, FourWeekMBA places Nemotron at approximately $0.10 per million tokens. The slide leaves open whether that includes hosting, tuning and Palantir's software fees. I would want the full customer cost comparison to judge the savings. I still regard Nemotron as a weak starting model. If Western developers make state-of-the-art open-source models available, I expect Palantir to use customer data, task-specific benchmarks and tuning to deliver further improvements in performance and cost. That could make Palantir economical for smaller enterprises as well as very large ones. Savings on model usage could cover Palantir's software premium if customers can move enough work to cheaper tuned models while maintaining the quality they need. As customers spend more on tokens relative to software, the potential savings grow. I expect Palantir's model expertise to become more valuable because it could reduce a larger part of the customer's total bill.
@aleabitoreddit 1 click

Serenity on X

I’m just calling out what I see with a failure in corporate communication, when so much is at stake. I’m really not sure why SK Hynix/Samsung representing SK’s economy let narratives of memory oversupply be dominated by their own customers on X. Or why $CBRS, which lost billions in valuation after the short seller report, is waiting for an analyst question in earnings to fix the damage Or why many of the “guppies” that would face a death in the Neocloud market aren’t actively fighting back against that claim here. A lot of narratives and claims originated and were distributed via X. Even if you don’t like Elon or X, even the Democratic Party combats narratives here as seen with the ratio on the VP’s New York post I don’t see why this can’t be done with AI companies calling BS on $4 B300 price gluts.

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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 23 clicks

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 4 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 3 clicks
TNLIF · long

Trainline PLC

Trainline’s buyback and high free-cash-flow yield support a long thesis.

TNLIF $903M
Value Investors Club

AMD Q3 FY26, Annotated

AMD's Q3 revenue rose 45% to $13.4 billion as data center reached $8.5 billion, 64% of sales, driven by EPYC and Instinct ramps.

AMD $660B
Chipstrat 2 clicks

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

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