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 $109M

Capital Employed Nov 8 6 clicks

Nov 8 NVDA $4.2T

Speedrun | Upcoming Events This Week - [November 2 - November 6, 2026]

P Equity Research 2 clicks

Nov 8 VICR $7.8B

Vicor Update, Part Four

CV's Substack 3 clicks

From X

@Adam_Wyden Aug 5

Adam D. Wyden on X

$rick is trading less than value of RE/ PP&E (412.6m gross). Given the big locations in big cities my guess is the market value of this could be > 600 mm. RCI has total debt of ~200mm leaving net RE of 400mm. curr. mkt cap is 308 mm. @RicksCEO @BTaylorUSA @orchardwealth69

@catechwilliams Jul 31 1 click

catechwilliams on X

$RDDT I don't make bold predictions. I'm a conservative doctor but it will likely be the next $META or $GOOG. Look at those companies 8-10 years ago. Very similar fact pattern. Now $RDDT is dominating search w highly valuable AI. +78% rev on tough comp and just getting started.

@HaydenCapital Jul 28 1 click

Fred Liu on X

What a story... Zhang Junjie was orphaned at 10 and homeless, to illiterate at 17, to Billionaire by 32. I first tried Chagee in Shenzhen last year, and then again at their first US-outpost (Los Angeles). It's a great product, and their "Guochao" branding on point (modernized traditional Chinese aesthetic). From Haidilao & Tai Er, to Luckin, HeyTea, and now Chagee entering the US, pretty excited to watch US consumers finally be introduced to upscale Chinese F&B brands (please, no more Panda Express...). $CHA

@FriendlyBearSA Jul 21

The Friendly Bear on X

$1.99/hr for $NVDA H100s in 2024

@FriendlyBearSA Jul 21

The Friendly Bear on X

There is so much demand for compute that $APLD is suing Character AI (now Google) because they claim they couldn't repurpose all of the GPUs they bought to service Character AI

@FriendlyBearSA Jul 19

The Friendly Bear on X

Thought there was ample supply still parked on balance sheet in April $NVDA @eliav

@catechwilliams Jul 16 1 click

catechwilliams on X

$CRCT Covid fad DIY crafting printers—accelerating unit sales decline, cutting prices. High margin subscription rev (online templates library free elsewhere) now churning off. Set for Q2 miss/ guide down on 8/5. 18-20x P/E. Massive CEO selling.

@ValueSituations Jul 15

Conor Maguire | Value Situations on X

As #copper industry execs talk of the greatest trade they've ever seen, its interesting to see that my recently published Euro-listed copper idea is the top performing name in the sector since I published it, alongside $FCX, --> $NDA $NDA.GR 👇

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

Moody’s ratings business faces potential deceleration, while AI-related debt issuance and anti-data-center politics pose less risk than…

MCO $89B

Librarian Capital's Research Library Nov 8 3 clicks

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 $8.8B

Daniel Romero Nov 8 2 clicks

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 $3.6T

Hated Moats Nov 8 1 click

Expert Call | EMIB-T Packaging, Glass Core Roadmap & 2027 ABF Substrate Supply Outlook

Intel’s EMIB-T, glass-core roadmap and 2027 ABF substrate supply outlook are the focus of an expert call.

INTC $332B

P Equity Research 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 $2.8B

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 $5.3B

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 $5.3B

Speedwell Research Nov 8 1 click

Important Portfolio Update

China’s housing downturn has cut some flat values 40% since 2021, curbing discretionary spending and sharpening a portfolio focus on…

BRK.A $1.3TAAPL $5.2T

Cannibal Stocks 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 $109M

Calvin Blissett Nov 8 2 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

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 $6.5B

Value Investors Club Aug 10

McDonald's: The Earnings Bounce Is Pricing In A Turnaround That Hasn't Happened Yet

McDonald’s U.S. comparable sales fell 0.2% as traffic declined, while a $280 share price assumes a turnaround despite weak free-cash-flow…

MCD $194B

Lee Bailey 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 $12B

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 $56B

Librarian Capital's Research Library Nov 7 2 clicks

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 $18B

CV's Substack Nov 7 1 click

Applied Materials: A Consequential Earnings Preview For The Whole Market (Rating Upgrade)

Applied Materials trades at 17.93x forward earnings, with analysts forecasting more than 45% EPS growth through 2028 and a net-cash balance…

AMAT $314B

Brett Ashcroft Green 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 $5B

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 $5B

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.

AMD $907BMELI $77B

Rebound Capital Nov 7 2 clicks

Amazon: Strong Buy Before AWS Growth Rewrites The Earnings Story

Amazon's AWS revenue rose 39.3% with a 38.7% margin, while heavy CapEx is expected to keep free cash flow negative through next year.

AMZN $2.9T

Dhierin Bechai Nov 7 4 clicks

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Sunday, November 8, 2026

Adam D. Wyden on X

catechwilliams on X

Fred Liu on X

The Friendly Bear on X

The Friendly Bear on X

The Friendly Bear on X

catechwilliams on X

Conor Maguire | Value Situations on X

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