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 10h ago 1 click

14h ago AMPL $2B

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

Cestrian Capital Research 2 clicks

16h ago DAN $2.1B

Quick Value #337 - Dana Inc (DAN)

Value Don't Lie 2 clicks

From X

@RagingVentures Aug 1

Raging Capital Ventures on X

Any fundamental views on $RH here? I’ve been recently trying on the short as a trade into the $180 level with some success, feels like it has squeezed higher due to de-grossing/de-leveraging. Other building names are very weak with 10-year testing 5%.

@RagingVentures Aug 1 1 click

Raging Capital Ventures on X

Sold my $BILL on this 50%+ run off the lows, and continue to actively trade around core $HUBS and $WDAY positions by regularly writing calls or shorting puts (and sometimes boxing my longs). The volatility has been insane. Sold $ESTC for now. Also, I’m now short a small amount of $ADBE, $NOW, $TEAM, $CXM and $YEXT into July’s de-grossing/de-leveraging squeeze.

@mavix_leon Jul 31 3 clicks

mavix on X

Portfolio July 2026: Toyokumo $4058 Evolution $EVO Centrotec $CEV.HM Leatt $LEAT BioRem $BRM.V Secunet Security Networks $YSN -undisclosed- Shelly Group $SLYG Enogia $ALENO.PA Lindbergh $LDB.MI ErreDue $RDUE -undisclosed- Circle Group $CIRC.MI -undisclosed-

@mavix_leon Jul 31 2 clicks

mavix on X

I just published my Portfolio Update for July '26. It includes: ▫️My current Portfolio & position sizes ▫️Earnings Update about $EVO, $BRM.V, $ALENO.PA, -undisclosed- ▫️Recent news & information about $LEAT, $CIRC.MI, $SLYG, $4058, $EVO Link for the blog in Bio 😊

@AsifSuria Jul 30

Asif Suria on X

A friend mentioned MarketAxess $MKTX to me years ago. I followed it for a while but never acted on it. Despite the 44% premium being paid by $ICE to acquire the company, given the five year performance of the stock, this almost feels like a take under. Reminds me of the CBIZ $CBZ acquisition by Grant Thornton from earlier this week. Even after the acquisition related pop in the stock, $CBZ is still down more than 27% over the last year.

@ActAccordingly Jul 29

PAA Research on X

In case you're wondering how "actively" executives "manage" their 10b5-1 plans, I present to you the $4.0MM stock sale (27K shares) from $HURN's CEO filed TODAY. Unprecedented squeeze/rally in the stock and he sold ALL of the stock in his 10b5-1 in a SINGLE DAY (It was filed 10/30/25 and expires 10/30/26). Remarkable

@HedgeyeRetail Jul 29

Brian McGough on X

[With data centers being built, workers come to Boot Barn for footwear]...per the company. So you expect us to believe than now this dog is a play on AI Capex? C'mon man...$BOOT

@DOMOCAPITAL Jul 29

DOMO Capital Management, LLC on X

$PBI is just absolutely killing it: Congrats Kurt!!!

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

SSRM $5.6B

Daniel Bell 20h 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 21h ago 1 click

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 29h 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 35h ago 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 $9.2B

Daniel Romero 37h 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 42h ago 6 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 $5B

Speedwell Memos 42h 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 44h ago 1 click

Park Hotels & Resorts: Progress On Renovation Strategy In Q3, While Occupancy Grows

Park Hotels & Resorts grew Q3 occupancy and RevPAR as renovations supported group and leisure demand, while leverage, Hawaii exposure and…

PK $3.1B

Albert Anthony Nov 8 3 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

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

AtriCure: A New Quality Metric Could Put A Clip In Nearly Every Sternotomy

AtriCure is expanding surgical ablation from AF patients to nearly all sternotomy patients, with 2027 quality metrics and trial results…

ATRC $3.1B

Equity Eagle Nov 8

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

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.

TIC $2.3B

Rebound Capital Nov 7 2 clicks

(Idea) Transocean - Near-Term Results Obscure A Brighter Future

Transocean’s 25.6% selloff reflects oil-market shorting and weak Q3 headlines, while debt reduction after the Valaris acquisition could…

RIG $5.8B

HFI Research Nov 6 6 clicks

Alpha Metallurgical Resources (AMR): Q3 2026 Earnings

Alpha Metallurgical posted a third consecutive quarterly loss as High Vol A coal margins fell to $14 a ton, while director Kenneth Courtis…

HCC $4.4B

Cannibal Stocks Nov 6 3 clicks

A clear solution to the “problem”

Shift4’s Q3 met guidance, but organic growth is decelerating, management credibility is weakening and leverage reduction remains too slow.

FOUR $3.4B

Best Anchor Stocks Nov 6 2 clicks

Undercovered Dozen: NNN REIT, Weyerhaeuser, Vicor, And More

Vicor earns a Strong Buy after record Q3 results and AI gains, while QXO falls to Hold over capital structure and execution risk.

NNN $8.1BVICR $6.8B

The Undercovered Dozen Nov 6 2 clicks

TransMedics Group Inc Earnings Update: Q3 2026

TransMedics reported record Q3 2026 revenue exceeding $200 million, driven by its organ transplant technology business.

TMDX $3.1B

SixSigmaCapital: Navigating the Financial Markets Nov 5 5 clicks

Publications we follow

Every publication on this site, hand-picked.

129 publications

YouTube 4

Blogs 15

Seeking Alpha 78 of 281

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

91 accounts

Nominate an account

Investor letters we follow

360 firms

Sectors

Ordered by how often our editor reaches for them.

Monday, November 9, 2026

Raging Capital Ventures on X

Raging Capital Ventures on X

mavix on X

mavix on X

Asif Suria on X

PAA Research on X

Brian McGough on X

DOMO Capital Management, LLC on X

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 78 of 281

X accounts we follow

Investor letters we follow

Sectors