Tuesday, November 10, 2026

Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate After Q3 FY12/26 Earnings

Joby Aviation reported $55.1 million in Q3 revenue, raised 2026 guidance to $135 million to $140 million, and expects FAA pilot training in the first half of 2027.

JOBY $5.3B

Cestrian Capital Research 14m ago 1 click

4h ago ICE $96B

Research update

Global Outperformers 3 clicks

6h ago OXY $57B

Occidental Petroleum (NYSE: OXY) Stock Rating: Distribute After Q3 Earnings

Cestrian Capital Research 2 clicks

From X

@ACapitalLP Oct 19 1 click

A Capital on X

@leevalueroach Also potential Democratic control of the House will be bad for $GEO / $CXW

@gnoble79 Oct 19

George Noble on X

$CRWV IS THE MOST OBVIOUS SHORT The stock is down 41% since we shorted it at $107 in June, and it’s still one of our biggest shorts. While it cratered, Robinhood customers bought a record amount of it over 5 days, and that's not what you want to see if you're a bull. I think only a takeunder from Nvidia, meaning a buyout below today's price, keeps it out of bankruptcy. Investors are refusing to pay up for AI data centers:

@leevalueroach Oct 19 5 clicks

Lee Roach on X

One dollar for a dozen eggs. $CALM earnings going to suck.

@absreturnchaser Oct 19

absreturnchaser on X

@essential6t7 @ChopraUSA Wonder if $WU Western Union tries to get out of the deal because they have received takeover offers themselves. @bharringtonw11

@Mr_Neutral_Man Oct 19

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

What's your favorite 2026 Tax Loss selling candidate for 2027 recovery? For me: Basically my entire REIT book probably all have the best torque $ARE $LINE $NXRT

@gnoble79 Oct 19 24 clicks

George Noble on X

This is not what you want to see if you are a $CRWV bull. $CRWV remains one of our biggest shorts. We are short from $107. Only a takeunder from $NVDA will prevent bankruptcy. Subscribe to the Noble Update to receive our best ideas. 67% YTD performance based on a diversified book of longs AND shorts. We have unrivaled performance. We have decades of experience. We are battled tested and have been through numerous market cycles. We have a process. While others chase narratives and charts, we focus on valuation and fundamentals. KNOW WHAT YOU OWN. YOUR ATTENTION TO THIS MATTER IS GREATLY APPRECIATED.

@calvinblissett Oct 19 4 clicks

Calvin Blissett on X

@grok say why this would be good for Kaspi using quantitative and qualitative data. Also mention how at one point $KSPI was trying to expand into Ukraine

@calvinblissett Oct 19 2 clicks

Calvin Blissett on X

$KSPI looking at me real funny with its 10% dividend at around $92

Rocket Lab (NASDAQ: RKLB) Stock Rating: Stop After Q3 FY12/26 Earnings

Rocket Lab reported Q3 revenue up 73% to $267.8 million and backlog up 52% to $3.57 billion, but Neutron’s first flight slipped to 2027 and…

RKLB $28B

Cestrian Capital Research 7h ago 2 clicks

Rocket Lab: Neutron Keeps On Slipping As Expected

RKLB $28B

Louis Gerard 8h ago

The AutoNation Story

AutoNation shed rentals and megastores, focused on dealerships, and retired 91.1% of its shares through buybacks after its 1990s roll-up…

AN $6.1B

Cannibal Stocks 8h ago 2 clicks

Celestica: Why I See The Recent Crash As A Bullish Opportunity

Celestica trades at 9.6 times projected 2027 adjusted EPS after an 83% Q3 revenue gain, while lower free cash flow guidance reflects growth…

CLS $26B

Ryan Canady 8h ago 1 click

Monte Investments Market Brief Vol. CXXXV

Quanta Services’ backlog rose 63% year over year to $64 billion as shares fell 30%, while AI power and data-center construction demand…

PWR $77BTPC $4.3B

Monte Independent Investment Research 8h ago 2 clicks

No title

SpaceX’s $24 billion Starbase power plant, Microsoft’s Oracle capacity cuts, Riot’s $72 billion AI lease and Quanta’s sell-off frame…

PWR $77BRIOT $5.8B

Monte Independent Investment Research 8h ago 3 clicks

Nebius Earnings Preview: Has The Contracts, But Still Too Expensive Even After A 57% Decline

Nebius Group's Microsoft and Meta contracts improve revenue visibility, but high capex, dilution and hardware replacement risk leave NBIS…

NBIS $38B

Lee Bailey 11h ago 1 click

Insider activity October 2026

Asian insider buying reached $2.9 billion in October, the highest since 2018, with South Korea and Thailand leading.

BKRKY $23B

Asian Century Stocks 16h ago 2 clicks

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.

DAN $2.1B

Value Don't Lie 26h ago 3 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 31h ago 2 clicks

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%…

TTD $6.1B

Cestrian Capital Research 21h ago 2 clicks

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

Amplitude beat Q3 guidance with $110.6 million revenue, up 24.9%, and raised full-year outlook, but slowing RPO growth, lower gross margin…

AMPL $2B

Cestrian Capital Research 24h ago 2 clicks

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

SSRM $5.6B

Daniel Bell 30h ago 1 click

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.

RBLX $35B

TSOH Investment Research 33h ago 2 clicks

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

Investor Overview 33h ago 4 clicks

DoorDash and Google

DoorDash and Google.

DASH $79B

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 34h ago 8 clicks

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

Daniel James 39h ago 1 click

FND · long

FLOOR & DECOR HLDGS

Floor & Decor operates 281 warehouse-format stores selling hard-surface flooring and accessories nationwide.

FND $5B

Value Investors Club Aug 11 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 45h ago 3 clicks

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…

MCO $89B

Librarian Capital's Research Library 47h ago 1 click

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Tuesday, November 10, 2026

A Capital on X

George Noble on X

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absreturnchaser on X

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

George Noble on X

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