Monday, November 9, 2026

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

SSRM $5.6B

SA Daniel Bell 12h ago 1 click

Seed Corn

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

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…

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.

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

SA Investor Overview 15h ago 2 clicks

DoorDash and Google

DoorDash and Google.

Improvements Are Still Evident At C&F Financial Corporation

CFFI $342M

SA Crimson And Gold Research 17h ago 1 click

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…

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…

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…

INTU · long

Intuit INC

Intuit, down 60% year to date, is the Nasdaq 100’s worst performer, ahead of declines at Workday and Adobe.

The Neoclouds Series, Part 2: CoreWeave

CoreWeave built the most leveraged neocloud model, stockpiling Nvidia GPUs and renting AI compute from rapidly expanded data centers.

What Top Funds are Buying & Selling

June 2026 13F filings show Baupost doubling Genuine Parts ahead of its 2027 split and Ratan Capital making Silicon Motion its largest…

Thursday Tailwinds #3: Aug 20, 2026

Village Farms benefits as Canada’s $1-per-gram cannabis excise tax forces indebted competitors out, consolidating supply with the low-cost…

NBIS 2026-08-20

Nebius: The Market Is Arguing About The Wrong Number

Nebius posted 454% revenue growth and a 41% EBITDA margin, while Meta’s $27 billion agreement supports its AI infrastructure backlog.

NBIS $38B

SA The Quality Growth Investor Aug 20 2 clicks

CCC Is in the Middle of the Wreckage

CCC, the dominant auto physical-damage claims estimator, connects 27 of the top 30 insurers with 31,000 repair shops as takeout rumors…

TEM 2026-08-20

Tempus AI Just Had Their Entire Strategy Validated By Moderna's Vaccine Advance

Tempus AI's diagnostics and data businesses grew Q2 2026 revenue 19.4% year over year, with FDA approvals, expanded tests and pricing aimed…

TEM $12B

SA Robert J. Lake Aug 20 2 clicks

Roblox: Accepting Uncertainty

Roblox reached 144 million DAUs and 123.9 billion engagement hours by 2025, but Q3 FY26 bookings are set to fall mid-teens, renewing calls…

Aloe Aloe Aloe what 'ave VERRA then?

Verra Mobility's new seven-year Avis agreement replaces a customer worth over 10% of revenue on materially worse economics, exposing…

SA 2026-08-20

Seabridge Gold: Fairly Valued Now But Big Upside

Seabridge Gold's KSM gold-copper project could re-rate on a joint venture, 2027 feasibility study and infrastructure progress, with gold…

SA $2.7B

SA Redfern Research Aug 20