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 14m ago

3h ago AMPL $2B

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

Cestrian Capital Research 1 click

6h ago DAN $2.1B

Quick Value #337 - Dana Inc (DAN)

Value Don't Lie 1 click

From X

@ACapitalLP 12m ago

A Capital on X

Still think the PSPs, particularly $CIFR / $CORZ, offer incredible asymmetry. A value investor’s dream: perception ≠ reality. The market is treating neocloud credit concerns like the underlying land and power have suddenly disappeared. $CIFR trades at a discount to its contracted business, with effectively nothing assigned to its multi GW pipeline. Even the Byrd Man still has a $27.50 PT after taking a machete to his assumptions. Regulatory risk is real, but are we pricing in an actual moratorium or just scary headlines…

@ACapitalLP 19m ago

A Capital on X

Why wouldn’t you buy $KYIV below $13? Dominant Ukrainian telecom with ~47% market share, trading at <4x EBITDA, generating substantial FCF, with digital revenue growing ~70% YoY. Already trades at a massive “war discount”, and any credible progress toward peace offers meaningful upside optionality...

@leevalueroach 30m ago

Lee Roach on X

Whelp all gains reversed. What idiotic thing did $TTD say on the call?

@stockgutter 1h ago

SG on X

@lurker8679 I thought the ATM has been there for a few quarters and was barely used? Could be wrong. $HTZ has a refinancing hurdle especially as we get closer to 2028, and its too large to address with equity ATM or no ATM.

@SouthernValue95 2h ago

SouthernValue on X

Mainframe software consolidator $PRGS which targets 0-1% organic ARR growth is outperforming leading AI semiconductor companies $AVGO and $NVDA this year, which are both growing ~100%.

@leevalueroach 3h ago

Lee Roach on X

The answer was go long $TTD

@leevalueroach 3h ago

Lee Roach on X

Haven’t had a chance to read through $APPS earnings yet but it’s down substantially. Anyone smart the name here?

@stockgutter 3h ago

SG on X

Nobody knows how many shares of $HTZ are short today, but here are three data points that suggest the squeeze pressure is lessening: 1. price is going down giving the shorts an easy way out if they took it 2. borrow cost is going down and availability up at most brokers (IBKR below) 3. a personal anecdote: I had 50k shares lent out via Schwab's fully-paid secured lending program which were returned this afternoon.

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

SSRM $5.6B

Daniel Bell 10h 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…

XRN $402M

Orphan REITs 11h ago 2 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 $7.6B

Trade Ideas Flow 11h ago 1 click

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 $1.3B

Aseity Research 12h ago 1 click

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 $1.2B

Atrium Research - Equity Research 24h 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 25h ago 2 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 27h 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 32h 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 32h 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 33h ago 1 click

ALLT · long

Allot LTD

ALLT $422M

Value Investors Club Jun 15 2 clicks

An Overlooked European Microcap With a Strategic Review Catalyst

Data Modul AG's strategic review could lead Arrow Electronics to sell its 69% stake in the German industrial-display maker after a cyclical…

ARW $9.3B

Easy Value Oct 28

Tis The (Earnings) Season

Argentine banks, tariff-exposed stocks and Customer’s Bancorp anchor an earnings-season watchlist after Milei’s election victory,…

CUBI $2.8B

Cluseau Research Oct 27 3 clicks

[PQ] GRND: Margin Calls & Acquisitions

Grindr received a non-binding $18-per-share acquisition offer.

GRND $2.3B

Nongaap Investing Oct 27

Buzzi (BZU.IM): Make Italy Great Again

Buzzi SpA, an €8.9 billion Italian cement producer, is presented as the world’s best-managed cement company.

BZZUF $8.3B

Kerrisdale Capital Oct 24

[P] ESTC: Elastic Vesting Goals

Elastic’s vesting goals reveal what management is incentivizing.

ESTC $9.4B

Nongaap Investing Oct 24 1 click

Drilling Down on Disposal: Parallels Between Produced Water and Municipal Waste Disposal

WaterBridge and Secure trade at 10–11x 2025 EBITDA despite produced-water disposal economics resembling higher-multiple municipal waste…

WBI $1.6B

310 Value’s Newsletter Oct 21 2 clicks

(MGGA) Make Guns Great Again

Ruger trades at a $468 million enterprise value, about 7 times normalized free cash flow, with $101 million cash and no debt as gun demand…

RGR $721M

XIX Value Sep 11

Boston Omaha Corporation ($BOC)

Boston Omaha trades at $13.31 versus a $23-$30 intrinsic-value estimate, with billboard, broadband, hangar and surety businesses valued at…

BOC $421M

Calvin Blissett Sep 4

The Announcement That Changes Everything

China Yuchai’s potential MGP IPO could separate its data-center and genset arm, with employee incentives tied to a listing and a proposed…

CYD $807M

Maius Partners Aug 26 2 clicks

Monday, November 9, 2026

A Capital on X

A Capital on X

Lee Roach on X

SG on X

SouthernValue on X

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