Monday, November 9, 2026

Quick Value #337 - Dana Inc (DAN)

Dana is combining with Eaton’s Mobility unit via a 1Q27 Reverse Morris Trust after selling a division, delevering and accelerating buybacks.

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…

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.

MO $130B

SA Aseity Research 17h ago 2 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.

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 19h ago 2 clicks

DoorDash and Google

DoorDash and Google.

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

SA Daniel James 25h 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…

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…

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…

SOLS · long

Solstice Advanced Mtrils INC

Intuit Investment Case Summary

Intuit’s investment case summary condenses the company overview and core thesis.

American Express: Updating Our View on a “Quality” Business

American Express targets mid-teens EPS growth as its card network and lending model supports a projected 53% return by 2029 at $342.56.

I Didn't Know Then. I Know Now. — ISRG & PME.AX

Intuitive Surgical and Pro Medicus are new medical-technology positions, with robotic-assisted surgery cited as cutting femur hospital…

Cerebras June 2026 Earnings

Cerebras faces shareholder criticism over $700,000 to $850,000 WSE-3 rack pricing, alleged packaging-yield losses and SRAM-based KV-cache…

Weekend Thoughts: Malone’s Born to Be Wired Book; Thoughts on Cable; Is CHTR Cheap?

Charter’s $11 billion to $8 billion capex plan may not be durable as copper-network upgrades face fiber competition, while CHTR shares have…

Apollo and what even is private credit?

Apollo’s Marc Rowan argues private-credit risk depends on underwriting, seniority, leverage and diversification, not whether a bank or fund…

Wix: More Pain (Ticker: WIX)

Wix cut 2026 bookings guidance by $50 million and revenue by $25 million after layoffs and weaker agency-partner demand, deepening scrutiny…

The ISA Doesn't Matter Where It Counts

X86 and Arm matter less than GPU interconnects in AI server CPUs, with NVLink-C2C and Infinity Fabric defining the highest-value…

Precision AI

Adobe’s licensed vector data, corporate workflow integration and compliance framework could give it an edge in precision AI as frontier…