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Tuesday, November 10, 2026

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@aleabitoreddit 3 clicks

Serenity on X

I made a new “It’s All Over” portfolio today of even higher beta names than $AAOI. The requirements: 1. Fell off a cliff 2. Lower than when they announced their catalysts 3. Increasing fundamentals 4. Looks like the chart 5. Short interest spiking Stuff like $ALMU at $7, $CIFR at $8, $ASTS at $39, and some Leopold trades like $TE at $2.5, $SHAZ at $25. Not a recommendation, just curious how this performs into year end while doomposts are everywhere. Anyone got any other ones?
@stockgutter 1 click

SG on X

$ZURA Q3 report looked fine to me. All eyes awaiting H2 readout. Just bought this last week, covered by calls. Options premia were off the charts then and still are quite large (e.g. while the stock was trading 3.36, my net price for the portion I covered with Nov 5C was 2.46. Even less for the portion I covered w Mar 7.5C). I realize readout could occur before Nov expiry and the options reflect the risk of a bad readout. I'm comfortable taking that risk.
@StableBread

Fajasy on X

Anthropic also had three run-ins with the U.S. government in 2026: 1) On February 27, the President ordered federal agencies to stop using Anthropic's models, and the Department of War designated the company a supply-chain risk to national security. Anthropic largely won its district court case, but lost a separate 2-1 ruling at the D.C. Circuit on September 25, 2026, and has asked the full court to rehear the case. 2) In June, Anthropic disabled its Fable 5 and Mythos 5 models for all customers when the Commerce Department restricted their export worldwide (since lifted). 3) In October, the FTC sent Anthropic a civil investigative demand (a formal request for information) on its consumer protection, data protection, and privacy practices, and the safety and security of its products. Anthropic also still owed $1.2B of its $1.5B Bartz settlement with book authors as of June 30, 2026, and faces training-data suits from music publishers, Canadian authors and news publishers, and Reddit $RDDT.

Investor Letters

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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 2 clicks

The 10-Q Fills In the Buyback

Empire State Realty Trust bought $86.1 million of stock through November 6, while corrected sum-of-the-parts values range from $9.12 to…

ESRT $1.3B
Orphan REITs 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 3 clicks

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 2 clicks
AUTLF · long

Austal Limited

Austal is a naval and commercial shipbuilder operating in the U.S., Australia and Asia.

AUTLF $1.3B
Value Investors Club

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 3 clicks

Seed Corn

Chiron’s failed $49 million Beaumont sale and $178 million Pinnacle acquisition leave XRN with $70 million of liquidity and medical-office…

XRN $372M
Orphan REITs 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 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.

RBLX $35B
TSOH Investment Research 2 clicks

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