Monday, November 9, 2026

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 million against a $125 million market value.

BDCO $147M

Capital Employed 4h ago 1 click

8h ago VICR $6.8B

Vicor Update, Part Four

CV's Substack 1 click

10h ago MCO $89B

Moody’s: Fasten Your Seat Belts, But Not for AI

Librarian Capital's Research Library 1 click

From X

@aleabitoreddit Nov 6 2 clicks

Serenity on X

Woah, this caught my attention today. Apparently $ASTS decided to build their own medium/heavy lift reusable rockets. Could be a potential competitor to $RKLB Neutron or $SPCX Falcon 9? "Starting in late 2028, the use of the Blacklift rocket will complete AST SpaceMobile's end-to-end vertical integration" But it kinda seems extremely difficult, capital intensive, and takes very long to do... But more valuable if they can pull it off Does anyone in the Spacemob think this is realistically achievable given AST capabilities?

@Mr_Neutral_Man Nov 6

Mr Neutral Man aka "Howard Marks of REITs” on X

Got the $3.00 in distribution last night Stub casually up 25% today $SITC

@gnoble79 Nov 6

George Noble on X

Kaz is an empty suit. He is a complete idiot. Hey $OPEN army what say you? And @rabois, how does it feel to have the entire world laughing at you? You belong in a jail cell with @ericjackson and @mikealfred $OPEN army, you got bagged. Thank you for making it possible for me to earn an 80% return on my $OPEN short. I warned you, but all you Dunning Kruger fools only responded with insults. You got what you deserved.

@Fierce__beast Nov 6

Fierce_beast on X

i wonder if this trades a bit in sympathy with $airs but since it has so much net cash probably not too much.

@Fierce__beast Nov 6

Fierce_beast on X

well the $airs short is working. beware of position sizing, stock went up a lot before eventually crashing

@hntrbrkmedia Nov 6

Hunterbrook on X

We have the classics, like Coreweave. As you likely know, Nvidia is its big investor. Nvidia has also agreed to purchase up to $6.3 billion in compute from $CRWV if it can’t sell it to anyone else. OpenAI, whose biggest investors include Nvidia, also buys from CoreWeave.

@DOMOCAPITAL Nov 6

DOMO Capital Management, LLC on X

Over the next three years $GPRE earnings are going to exceed its entire enterprise value.... That's insane and it isn't based on any temporary factor such as the Iran war. These are durable, sustainable earnings. How does the market possibly come to a $14 valuation on this? Insane.

@KEDM_COM Nov 6 2 clicks

KEDM.com on X

Ex-SPAC Holley $HLLY announced a $25m buyback, ~8% of its current market cap. Not exactly huge, but interesting signal nonetheless here. Holley is still ways from recovering from its deSPAC correction. It listed during the SPAC craze at pretty lofty valuations and with quite some debt. This auto parts company doesn’t have huge growth, but a very loyal customer base. That results in >20% EBITDA margins and ~50% FCF conversion. Debt is being worked down, and sooner or later this one will find the way up again ioo.

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 10h ago 2 clicks

Expert Call | EMIB-T Packaging, Glass Core Roadmap & 2027 ABF Substrate Supply Outlook

Intel’s EMIB-T, glass-core roadmap and 2027 ABF substrate supply outlook are the focus of an expert call.

INTC $287B

P Equity Research 14h ago 1 click

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 15h ago 3 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 15h 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 17h ago 1 click

Kimberly-Clark: Short-Term Worries Create A Buying Opportunity (Rating Upgrade)

Kimberly-Clark’s Kenvue merger targets $1.9 billion in synergies by 2029, supporting roughly 6% long-term EPS growth and continued dividend…

KMB $36B

Gary Gambino 17h ago 1 click

Blue Dolphin (BDCO): A Tiny Texas Refinery Printing Money in a Diesel Shortage (1.3x P/E)

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,…

BDCO $147M

Calvin Blissett 18h 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 21h ago 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 32h ago 1 click

Procore CFO: Now we scale the business

Procore CFO Rachel Pyles discusses accelerating growth and economies of scale after an upbeat third-quarter report.

PCOR $11B

The Technology Letter 32h ago 3 clicks

MTMTY · short

Metlen Energy & Metals PLC

Metlen Energy & Metals faces a 40% short case centered on its overpriced aluminium, alumina and Greek power businesses.

MTMTY $6.8B

Value Investors Club Aug 10

McDonald's: The Earnings Bounce Is Pricing In A Turnaround That Hasn't Happened Yet

McDonald’s U.S. comparable sales fell 0.2% as traffic declined, while a $280 share price assumes a turnaround despite weak free-cash-flow…

MCD $197B

Lee Bailey 27h ago

Diageo: First Quarter on Dave’s Plan Wasn’t Too Drastic

Diageo’s first quarter under CEO Dave Lewis showed modest price changes and regional growth outside North America, supporting a turnaround…

DEO $55B

Librarian Capital's Research Library 33h ago 2 clicks

Tower Semiconductor Update, Part Two

Tower Semiconductor reported $526 million in quarterly revenue and extended photonics contracts through 2029, while its low-loss silicon…

TSEM $15B

CV's Substack 33h ago 1 click

Applied Materials: A Consequential Earnings Preview For The Whole Market (Rating Upgrade)

Applied Materials trades at 17.93x forward earnings, with analysts forecasting more than 45% EPS growth through 2028 and a net-cash balance…

AMAT $260B

Brett Ashcroft Green 33h ago 1 click

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 35h ago 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 35h ago 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.

MELI $77BTIC $2.3B

Rebound Capital 41h ago 2 clicks

Marvell Technology: Against Sentiment Again - Rerating From Sell To Buy

Marvell Technology’s Google custom-silicon win and upgraded long-term guidance lift its fair value to $187.35 standalone, or $199.48…

MRVL $117B

Zbigniew Budzinski, CFA 45h ago

Post Q3 EVC Update

EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.

EVC $832M

Nat Stewart - Stock Picking Newsletter Nov 6 24 clicks

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Monday, November 9, 2026

Serenity on X

Mr Neutral Man aka "Howard Marks of REITs” on X

George Noble on X

Fierce_beast on X

Fierce_beast on X

Hunterbrook on X

DOMO Capital Management, LLC on X

KEDM.com on X

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