Cat-Scratch Fervo
Fervo Energy raised $2 billion in its May IPO, then fell nearly 70% below issue price after a Morpheus short report, despite targeting 1 GW of geothermal power by 2030.
Wednesday, November 11, 2026
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From X
Convequity on X
Why AI's next optical winners may come from headlights, displays and LiDAR 🔍 Scarce, high-power lasers are hitting limits. Lighting, display and LiDAR makers are adapting their tech for cheaper AI links. $AMS $HIMX $AEVA $MVIS $QUBT $VECO
SG on X
$WU $IMXI deal terminated, no payment due. Great news imo.
Serenity on X
@TimeToCompute Coreweave did say they’re getting 100% contract value prepayments, which is kind of insane. So that sends a positive message for the other Neoclouds like $NBIS and $IREN
Asif Suria on X
Whoa! Western Union $WU decided to terminate the $IMXI deal despite the conditional approval that came in from California after hours on Tuesday
Asif Suria on X
@compound248 @jbmp51 Looks like $WU decided to terminate the deal. Crazy stuff.
Prepared Remarks on X
Was there any reason for the $bkd rip into the close? +5% in 30 minutes on decent volume and from -5% intraday
Myles on X
@valuedrift @irbezek $KORU has way higher financing costs. The $SOXL and $SOXS are only like .5% above risk free. Koru significantly underperforms it's underlying. It's actually the better short even with the higher borrow. (I'm short to hedge some SK positions).
Investor Letters
All letters- Minotaur Capital October 2026 CROX $7BHUT $6.6B
- Lakehouse Capital Small Companies Fund October 2026 COGZF $399MFNCHF $506M
- Lakehouse Capital Global Growth Fund October 2026 SNSNF $1.8B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.6B
- Forager Funds Management October 2026 TUA $525M
- FCL Capital October 2026 INTR $1.8BRSGN $881M
- Protean Funds October 2026 AAK $4.8BVIMGF $2.3B
- Hinde Group third quarter of 2026 MBGL $5.8B
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…
MARA Holdings Q3: Massive Deleveraging Sets The Stage For The AI Colocation Premium
MARA Holdings cut debt by $1.4 billion after an $885 million Bitcoin gain, while 1.9 GW of energy assets and a $79 million GPU contract…
Mandela Amoussou 1 click
Q3 Earnings: XPEL, Liberty Capital, Douglas Dynamics, Strattec, Seaport (XPEL, GLIBA, PLOW, STRT, SEG)
Liberty Capital’s GCI business grew 5% in high-margin healthcare and school contracts, while Quintillion could lift EBITDA to $440 million…
Vir Biotechnology: Fairly Valued After Phase 3 Success?
Vir Biotechnology’s hepatitis delta therapy posted 44% primary endpoint success in Phase 3, alongside a new Gilead partnership and $991.3…
Cypriot Invests 1 click
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…
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…
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…
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…
Is Cars.com a Buy on the Basis of Owner Earnings?
Cars.com is assessed through Buffett-style owner earnings, focusing on cash retained after maintenance capital spending rather than GAAP…
Ichor Holdings: At 17x P/E, It's The Cheapest It Will Ever Be
Ichor Holdings fell from $59 to $31 despite unchanged fundamentals, with a $104 target based on 2027 EPS of $2.98 and a 35x forward P/E.
The Curious Analyst 
ABG · long Asbury Automotive Group INC
Asbury Automotive Group's changed setup and underperformance versus other public dealers form the basis for a renewed long thesis.
H&R REIT & GO Residential deal, some thoughts
H&R REIT’s C$12 GO Residential deal gives unitholders 67% of the combined company, while CEO Thomas Hofstedter’s family affiliates cash out…
Chiron Published Its Own Discount
Chiron's investor presentation values its medical portfolio at a 9.4% implied cap rate, versus 7.3% to 7.9% transaction marks, while…
New Position: Long-Term Compounder in Surgical Robotics
Globus Medical combines a discounted 11x earnings valuation, expanding margins and spinal-implant leadership with upside from its…
Entravision Q2 Notes
Entravision’s ATS revenue rose 230% to $182.8 million in Q2, but shares fell from above $14 to about $8 after management forecast…
Quick Value #326 - Shift4 Payments (FOUR)
Shift4 Payments trades at 6.9x EBITDA after a 50% five-year share decline, while leverage from acquisitions and slowing EPS growth weigh on…
Emergency Press Conference: FRMI & GRPN
Groupon reported accelerating organic revenue and record July traffic, while Fermi signed a $6.5 billion, 222 MW TensorWave data-center…
$UWMC lost $600m hedging a deal they'd already lost
UWMC booked a roughly $600 million Q2 hedging loss tied to TWO months after the deal collapsed, contributing to an expensive capital raise.
Peloton: Subscriber Squeeze
Peloton’s improved balance sheet has not stopped weak subscription trends or sharp volatility, prompting purchases near $3.70, a later…
40 Stock Pitches (3rd-9th August)
Navient trades near 40% of tangible book as Gator Financial Partners argues private student-loan growth and restructuring can reverse its…
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Sectors
Ordered by how often our editor reaches for them.
