Monday, November 9, 2026

The Trade Desk (NASDAQ: TTD) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings

The Trade Desk beat Q3 guidance with $736 million in revenue and $266 million EBITDA, but revenue fell 0.5% and Q4 guidance implies an 11% decline.

TTD $6.1B

Cestrian Capital Research 6h ago 1 click

9h ago AMPL $2B

Amplitude (NASDAQ: AMPL) Stock Rating: Distribute After Q3 FY12/26 Earnings (No Paywall)

Cestrian Capital Research 1 click

12h ago DAN $2.1B

Quick Value #337 - Dana Inc (DAN)

Value Don't Lie 2 clicks

From X

@Mr_Neutral_Man Oct 14 2 clicks

Mr Neutral Man aka "Howard Marks of REITs” on X

@tuviagroup IMO, $CPT generally owns the best assets of the public MF reits with an avg age of 16 years

@calvinblissett Oct 14

Calvin Blissett on X

@valuedontlie Colin would you pick $CALM over $VITL and why? Thank you, love your research and opinions

@BrokenMoats Oct 14 6 clicks

Broken Moats on X

$BSP really have to question Gregg as the right to choice to lead Berkshire with this BSP investment. While it's meaningless in size to Berkshire, it's what it says about the investment process under Gregg and how they are underwriting managers. This does not strike me as a Buffet investment on any level. Something to watch as he continues to deploy capital....not sure how you get comfortable with an acquisition roll up of intangible assets, especially against the unknown of ai disruption. They should go back and study the intangible asset roll ups from the prior decade in the pharma space

@negligible_cap Oct 14 1 click

Negligible Capital on X

That outta help - $CRWV

@AsifSuria Oct 14 1 click

Asif Suria on X

Bending Spoons now up 45% on this news. If you are thinking this can't possibly be real, then the source document is an exhibit filed with $BSP's 6-K today:

@leevalueroach Oct 14 2 clicks

Lee Roach on X

Went to my local GameStop $GME today. The manager said they have more pre-orders to Zelda: Ocarina of Time than they do for GTA 6. The pre-orders are so much they are going to have a midnight release which they haven't had in years. He also said they going to start rolling out card tournaments inside of the store.

@hkuppy Oct 14 2 clicks

Kuppy on X

Been tough this year when you refuse to mindlessly speculate on the AI Mania… Those trade schools ($LINC and $UTI) have really hurt. However, I have added real size the whole way down, and they’re now one of our largest exposures. This was offset by solid performance in refiners ($MPC and $VLO) which I have now harvested. The rest of the book was mostly a wash…

@AsifSuria Oct 14

Asif Suria on X

Buffett trying to make sure they don't turn off those AOL servers. $BSP $BRK.B

SSR Mining: A Very Well Positioned Company For Long Term Growth

SSRM $5.6B

Daniel Bell 15h ago 1 click

STRL: 80 new electricians a week

Sterling’s $4.1 billion backlog faces Texas permitting risk after a governor proposed a moratorium, while Connexion, Capital Asset Planning…

STRL $7.6B

Trade Ideas Flow 17h ago 1 click

Roblox: Capture This Moment

Roblox’s Q3 FY26 DAUs fell year over year for the first time, while bookings declined 12% to $1.7 billion.

RBLX $35B

TSOH Investment Research 19h ago 1 click

Nextpower: Its Biggest Growth Opportunity Now Lies Outside The Trackers

Nextracker's $6 billion order book supports cross-selling battery storage and inverters, now 22% of revenue, though acquisition-led growth…

NXT $15B

Investor Overview 19h ago 2 clicks

DoorDash and Google

DoorDash and Google.

DASH $79B

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 20h ago 4 clicks

Nova: Chip Complexity Is Driving Impressive Growth

Nova Ltd.'s Q3 revenue rose 28.2% as GAA, HBM, advanced DRAM and packaging complexity lifted demand, pushing non-GAAP margins to 35.5%.

NVMI $8.9B

Daniel James 25h ago 1 click

Vicor Update, Part Four

Vicor’s Federal Circuit hearing put Foxconn’s disputed patent license under pressure, reinforcing its AI server royalty model and licensing…

VICR $6.8B

CV's Substack 31h ago 3 clicks

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 32h ago 1 click

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 33h ago 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 38h ago 6 clicks

FND · long

FLOOR & DECOR HLDGS

Floor & Decor operates 281 warehouse-format stores selling hard-surface flooring and accessories nationwide.

FND $5B

Value Investors Club Aug 11 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 38h ago 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 $5B

Speedwell Research 39h ago 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 $36B

Gary Gambino 40h ago 1 click

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

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

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Monday, November 9, 2026

Mr Neutral Man aka "Howard Marks of REITs” on X

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