Amplitude beat Q3 guidance with $110.6 million revenue, up 24.9%, and raised full-year outlook, but slowing RPO growth, lower gross margin and AI competition prompted a Distribute rating.
Whelp all gains reversed. What idiotic thing did $TTD say on the call?
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%.
The answer was go long $TTD
Haven’t had a chance to read through $APPS earnings yet but it’s down substantially. Anyone smart the name here?
@SowingAlphaSeed great info. Its much more tame this year -- other than $MRNA $KOD $SG I can't think of many other names that melted up 100+% in the past few months. $CHPT is close.
$SOC imploding couldn't have happened to a dumber group of assholes.
Sterling’s $4.1 billion backlog faces Texas permitting risk after a governor proposed a moratorium, while Connexion, Capital Asset Planning…
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 converts $4.7 million of Lassonde debentures at a 69% premium, cutting debt to $10.9 million and raising Lassonde ownership…
Vicor’s Federal Circuit hearing put Foxconn’s disputed patent license under pressure, reinforcing its AI server royalty model and licensing…
IREN has fallen 71% despite AI Cloud revenue rising from $7.3 million to $200 million quarterly and more than $20 billion in contracted…
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…
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…
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…
Blue Dolphin’s 15,000-barrel-per-day Texas refinery earned $2.18 per share in first-half 2026 as diesel shortages widened crack spreads,…
Park Hotels & Resorts grew Q3 occupancy and RevPAR as renovations supported group and leisure demand, while leverage, Hawaii exposure and…
Albert Anthony 3 clicks
AEGXF · long Aecon Group’s long thesis targets 50-80% share-price upside over 6-12 months as the company shifts beyond a complex special situation.
Weekend Digest #345 previews Colombia’s presidential vote, tracks AUNA’s earnings momentum and Bruker’s recovery, and weighs China risk…
Seaport Entertainment targets positive property-level EBITDA as announced leases and programming add $31 million, while an August 2026…
Glow Lifetech’s Q1 revenue hit a record $643,000, up 35% year over year, while its $9.6 million market cap and fading warrant overhang…
Meridian Holdings (MRDN) operates online betting and casino platforms in 25 countries, arguing its long-standing licenses create a…
Atlas Engineered Products reported Q1 revenue down 15.5%, gross margin at 3%, and a $1.73 million loss while drawing $2 million on its…
TIC targets $3 billion of 2029 revenue, 18% adjusted EBITDA margin and 85% free cash flow conversion, requiring roughly $400 million of…
NewLake Capital Partners’ rent roll gained federal legality and stronger lease guarantees while Cannabist restructuring left rent…
Vidrala has grown from a Spanish glass-container maker into a multi-country packaging platform with expanding Latin American exposure.
Everspin Technologies, a $900 million MRAM maker, has surged 300% in weeks as AI speculation blurs distinctions among memory chips.
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