Monday, November 9, 2026

Anthropic vs Meta: Room to Be Wrong

Anthropic and Meta carry $1.5 trillion valuations on distinct AI bets: Meta directs roughly 60% of capex to MSL, while Anthropic shifts…

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.

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

SSRM $5.6B

SA Daniel Bell 13h 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…

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 16h 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.

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 23h ago 1 click

The TL Podcast for November 9th: The spy who loved me

Nvidia CEO Jensen Huang faced new revelations after a week of political upheaval and a broad technology-stock sell-off.

Jensen Huang’s Affair, The Culper Report, Huang’s Righteousness

Nvidia CEO Jensen Huang faces an unverified allegation involving a Chinese spy.

LULU · long

Lululemon Athletica INC

Lululemon Athletica, a high-end women’s sportswear retailer, is presented as a long investment.

Who Really Runs Seadrill (SDRL)?

Seadrill's board abruptly fired CEO Simon Johnson after its recovery, while insiders have never bought shares and executives sold stock…

Miami International Holdings (MIAX)

Miami International Holdings, the No. 4 options exchange with 17% share, trades at 12x forward EBITDA despite 35% revenue growth, 54%…

Thursday Tailwinds #4: Aug 27, 2026

Kri-Kri’s permit now allows 554 tonnes of daily milk processing, lifting capacity 62% at its Greek yogurt plant as it expands European…

Broadcom ($AVGO): No Moat

Broadcom faces Google TPU competition from Marvell, AMD and MediaTek as investors question its AI financing exposure and custom-chip moat.

MT 2026-08-27

ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company

ArcelorMittal’s regional steel franchises, integrated mining and India expansion are lifting EBITDA per ton and supporting per-share…

MT $46B

SA Capital Connoisseur Aug 27 1 click

Nvidia Blows Away Wall Street's 2027 Forecasts. What You Need to Know.

Nvidia reported $96.2 billion in quarterly revenue and forecast roughly 70% fiscal 2028 growth, constrained by component supply despite…

Cestrian Daily Market Review - Wednesday 26 August 2026

Nvidia’s Q2 earnings drove overnight gains as markets awaited Thursday’s close, while the review tracked Treasuries, gold, oil, crypto and…

Nvidia (NASDAQ: NVDA) Q2 Earnings Review - Rating, Hold; PT $260, Stretch $300, Stp<$189

Nvidia posted $96.2 billion in Q2 revenue, up 106%, and guided Q3 revenue to $108 billion. The review rates NVDA Hold with a $260 target.

Intuit: Broken Funnel & Lower Growth, But Priced in

Intuit cut FY27 and medium-term growth targets after entry-level customer acquisition struggles, sending shares down 3.2% following Q4…