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Thursday, November 12, 2026

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Top Rebound Stocks for Nov’26

Texas Pacific Land's 50% selloff reflects faded data-center expectations, while its Permian royalty business generated $498 million of 2025 free cash flow.

TPL $19B
Rebound Capital

From X

@aleabitoreddit

Serenity on X

So there's the positive fundamental long term outlook that I've interpreted. On the other hand, there's near term headwinds that I highlighted above, which markets are pricing in. Negatives I saw near term were $MSFT Vineland pushing back into Q2 2027, which delays revenue recognition. Alongside 2026/2027 capex hikes + downward revision of next quarter revenue. We've seen markets punish near term execution delays with $AAOI recently too. For long term, I don't see this earnings as negative, given 100% prepayments, compute prices going up, new contracts and their subsidiaries growing.
@aleabitoreddit

Serenity on X

Regarding $NBIS earnings results: To show you how fast they're growing... from Q2 to Q3: Revenue: $582.3M -> $980.8M (+68% QoQ) Adjusted EBITDA: $236.2M -> $465.8M (+97% QoQ) AI cloud adj. EBITDA margin: 49.7% -> 53.2% Net Income: −$190.4M -> −$37.5M ARR has reached $6.4B at the end of Sep. In terms of management commentary: - Since start of Q3, Nebius signed $12B+ of new contracts - Average GPU pricing rose 20%+ sequentially, payback shortened from 22M -> 19M - On Q3 deals, prepayments covered 100% of associated capex, up from 50–60% in Q2 (insane for financing) - Contract value per MW exceeded $25M+ from Q3 up from ~$20M Q2 - 5GW contracted power year end With $10B of committed customer prepayments in 2026 and $17B-$20B in 2027. Now, prepayments and borrowing against existing contracts covers ~75-85% of 2027 capex. On subsidiaries: 1. Avride - 250 autonomous vehicles fleet, over 100,000 passenger rides (with companies like $UBER). Fully driverless robotaxi targeted H1 2027. 2. Toloka - Revenue doubled sequentially 3. Enterprise cloud - Databricks and Datadog selected Neibus. Along with a new agreement with Snowflake. 4. Tavily - Over 3M developers now with $IBM post-training a core partner. 5. ClickHouse - Nothing about new secondary valuations, but we can see valuations growing 6. TokenFactory - Contract value grew 17x sequentially The primary negative I saw was that 2026 guidance is now on the lower end (near ~$3B), due to $MSFT capacity deliveries slipping to Q2 2027. Apparently there was an execution miss with a third party partner DataOne. Temporary generators were retired amid permitting issues before enough $BE fuel cell capacity came online. Capex also increased in 2026 from $20B-$25B to $27B, while revising revenue expectations downward. So near-term unfortunate headwinds kinda reminiscent of AOI earnings; however long term I think Nebius will take care of you. For 2027 outlook: - $12-13 billion revenue, capex of $40-45 billion, pre-tax breakeven by the end of 2027. Very operationally bullish, as seen with prepayments covering capex, GPU premiums increasing. Main downside is near-term execution risk from third parties, causing near-term delays and revenue recognition. Great quarter from Nebius overall.

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DoorDash’s FBA Moment

DoorDash’s $17 billion Instacart deal targets DashMart warehouse scale, where 99%+ order accuracy and faster delivery address the limits of…

DASH $78BKR $41B
MBI Deep Dives 3 clicks
BAX · long

Baxter International INC

Baxter International sells IV solutions, infusion pumps and other essential medical products to hospitals, clinics and home-care providers.

BAX $14B
Value Investors Club

Research Roundup Vol. LIII

Micron’s customer agreements, Analog Devices’ acquisitions, Ondas’ GATE deal and Baker Hughes’ power systems position them for AI…

ONDS $3.3B
Monte Independent Investment Research 4 clicks

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