Wednesday, November 11, 2026

WaterBridge Q3 Update: Speed Ramp Powers Record Quarter and Datacenters on the Horizon

WaterBridge grew Q3 revenue 16.9% year over year as Speedway Phase I lifted produced-water volumes, while pursuing large-scale data center…

Lumen Technologies (NASDAQ: LUMN) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings

Lumen was upgraded to Accumulate after Q3 revenue fell 12% to $2.7 billion, while strategic business revenue rose 10% and reached 55% of…

A Call with Cogent ($CCOI) CEO Dave Schaeffer: Data Centers, the $700M Refi and Life After T-Mobile

Cogent expects to replace roughly $100 million of T-Mobile payments ending in 2028 through cost cuts and high-margin on-net sales, while…

My largest position is now a healthcare stock with 195% upside to my target

An unnamed healthcare company became the portfolio’s largest position at 8%, with a $130 target implying 195% upside despite broken…

TransMedics: 2027 Setting Up To Be A Pivotal Year

TransMedics targets multi-organ transplant growth through 2027 trials, OCS Kidney and European expansion after Q3 revenue rose 41% to $203…

TMDX $3.2B

SA Conviction Queue 16h ago

I Called the YB CFO. Here’s What I Learned.

Yuanbao’s CFO says China’s new online-insurance rules target abusive sales practices, while Beijing increasingly frames commercial health…

Village Farms Well Positioned For Entry Into Texas Cannabis Markets (Rating Upgrade)

Village Farms posted record quarterly cannabis revenue, driven by international sales and expanded capacity, while positioning for Texas…

VFF $329M

SA Alan Sumler 17h ago 1 click

[scuttleslops] FICO, PAYC, ABNB, TREX, Anthropic

FICO is licensing mortgage scores directly to resellers, seeking pricing control as VantageScore competition and regulatory scrutiny…

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…

Adobe: A Cash-Secured Put Turns AI Fear Into A Lower Entry Price

Adobe's compressed 10x non-GAAP EPS multiple reflects AI monetization and ARR-growth concerns; cash-secured puts at $210 or $200 target a…

ADBE $92B

SA Tim Travis 23h ago 1 click

PLAB · long

Photronics INC

Portfolio Update January 2026

DInvests sold Thermo Fisher, Dollar General, Dollar Tree and Edwards Lifesciences, then bought Pool Corp and Kraft Heinz while adding to…

The Silver Bloodbath: Fortune Favors the Prepared

Gold fell 8% and silver 25% as the author says it exited before the selloff and now favors Monument Mining at 1.25x operating cash flow.

How We Made 233% Trading a Starbucks Condiment Bar

A Kalshi contract on whether Starbucks would mention “condiment bar” on its earnings call rose from 30 cents to $1 after the term went…

Ryanair’s €256M Fine May Be Tip of The Iceberg

Ryanair’s €256 million Italian antitrust fine targets its OTA-blocking system, while internal documents raise questions about Michael…

Mitani Corporation (TYO: 8066): $1.2 bn Japanese Conglomerate at 2.6× EV/EBIT with 30+ Years of Profitability

Mitani Corporation trades at 2.6× EV/EBIT and 8.9× earnings, backed by net cash, a 24% lower share count since 2014, and dividends up more…

LVMH: 4Q25 Business Recap

LVMH’s 2025 revenue fell 5% and operating profit 9% amid forex and luxury weakness, while Fashion & Leather Goods improved in the second…

NLOP - I'm Buying Again

NLOP’s selloff after a weak KBR property sale has created a high-potential IRR entry point.

Market Leader in a Growing Industry Trading at 6x EBIT

Stride operates 89 virtual and blended public K-12 schools in 31 states and trades at 6x EBIT after an operational setback.

Lincoln Post: NFLX and Theaters, FCNCA Earnings

Netflix’s proposed Warner Bros. acquisition could preserve or expand theatrical releases, supporting cinema chains such as Cinemark and…