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 $7.6B

Cestrian Capital Research Nov 9 2 clicks

Nov 9 AMPL $2.2B

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

Cestrian Capital Research 2 clicks

Nov 9 DAN $2.3B

Quick Value #337 - Dana Inc (DAN)

Value Don't Lie 3 clicks

From X

@HedgeyeRetail Sep 19

Brian McGough on X

This is what we said on $NKE earlier this year... 4. How Donahoe still has a job is a mystery. All the company has to do is say what we think is reality – that on (or BEFORE) April 2025 when Donahoe is required to step down (when he turns 65), that the company will bring back Mark Parker, Eric Sprunk or Elliott Hill to be CEO or interim CEO while the company reaccelerates the business model. Donahoe is a #fail, and his era of rule needs to come to an end – fast. As CEO of Nike, the man is incompetent. Yes, I (McGough) know that this statement will get me uninvited to the analyst meeting this fall. But I don't care. It needs to be said out loud.

@catechwilliams Aug 28

catechwilliams on X

$NX Just acquired peer Tyman. >3x leverage, never done a deal before, commodity business, customers all cutting numbers w deteriorating resi remodel activity ($AMWD yesterday, $MBC, $OC, $JELD). Stock is trading at close to 14x EPS. Seen this movie before. Earnings next week.

@HedgeyeRetail Aug 15

Brian McGough on X

My team has the stones to tell me "the deck we prepared on $PLNT is the best work we've EVER done." I rarely hear that degree of confidence from anyone. You be the judge...presentation TOMORROW, 8/16. Deets below.

@HedgeyeRetail Aug 14

Brian McGough on X

The work we're doing on $PLNT is next-level -- similar to what we did on $FND, but with a VERY different conclusion. Analyzing each store from a property developers perspective... Black Book on Friday...

@HedgeyeRetail Aug 7

Brian McGough on X

Is anybody looking at $REAL NOLs? I bet $EBAY is. EBAY has failed in luxury authentication. It NEEDS REAL. They could use $2/share in realized NOLs with the stock trading at $3. Maybe they buy this when it's a $10 stock, but at $3 it's a slam dunk.

@HedgeyeRetail Aug 7

Brian McGough on X

$REAL CEO gets an A+ for executing on the model. But a D- for communicating on last night's call. The reality is that supply growth -- THE KEY to GMV/Cash Flow -- is ACCELERATING. Stock getting tagged today in a Quad4 tape on a sloppy guide. But this story 100% on track.

@HedgeyeRetail Aug 5

Brian McGough on X

Our call has been to be Short Retail, and Long 'boring' retailers -- things like $BBWI, $GIL, $VVV, $DRVN. Revenue inflecting positive on all three, stocks should grind higher through 2H, while the rest of retail melts down.

@HedgeyeRetail Aug 1 1 click

Brian McGough on X

Best Idea Short $FND should literally be down 20% on this print alone. Across the board guide-down and cutting unit growth AGAIN. Winners don't cut unit growth when times are tough, they LEAN-IN and accelerate investment. But in FND's case it's about cash preservation. Bulls are having major thesis drift here.

Seed Corn

Chiron’s failed $49 million Beaumont sale and $178 million Pinnacle acquisition leave XRN with $70 million of liquidity and medical-office…

XRN $357M

Orphan REITs Nov 9 3 clicks

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 $9.3B

Trade Ideas Flow Nov 9 3 clicks

One Regulator Could Soon Unlock Altria And Cronos' Cannabis Fortune

Adult-use cannabis rescheduling would open Altria’s 42% Cronos stake to a U.S. market rerating.

CRON $1.8B

Aseity Research Nov 9 4 clicks

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 $37B

TSOH Investment Research Nov 9 2 clicks

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 Nov 9 4 clicks

DoorDash and Google

DoorDash and Google.

DASH $78B

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Nov 9 8 clicks

Improvements Are Still Evident At C&F Financial Corporation

CFFI $345M

Crimson And Gold Research Nov 9 3 clicks

Diamond Estates: Research Note

Diamond Estates converts $4.7 million of Lassonde debentures at a 69% premium, cutting debt to $10.9 million and raising Lassonde ownership…

LSDAF $1.1B

Atrium Research - Equity Research Nov 8 4 clicks

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 $7.8B

CV's Substack Nov 8 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 Nov 8 3 clicks

FND · long

FLOOR & DECOR HLDGS

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

FND $5.4B

Value Investors Club Aug 11 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 $8.8B

Daniel Romero 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 $5.4B

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 $5.4B

Speedwell Research Nov 8 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 $67B

Gary Gambino Nov 8 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 $2.5B

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 $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 $55B

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

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Monday, November 9, 2026

Brian McGough on X

catechwilliams on X

Brian McGough on X

Brian McGough on X

Brian McGough on X

Brian McGough on X

Brian McGough on X

Brian McGough on X

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Seeking Alpha 83 of 286

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