Thursday, November 12, 2026

This Week in Special Situations: Coursera, eToro, Fluor, Trade Desk

Coursera trades at roughly $150 million enterprise value after Pale Fire Capital took 14.7%, with cash and Treasuries covering 83% of its…

Qure Anniversary Update

UniQure’s Huntington’s disease BLA has a May 1, 2027 priority-review date, with an FDA advisory committee expected in late first quarter.

Floor & Decor 3Q’26: Déjà Vu, But Priced For A Lost Decade

Floor & Decor cut its 2026 outlook again, with EBITDA guidance falling to $535-550 million and 2027 openings slowing to 10-15 as housing…

Big Short: Fidelity & Guaranty

F&G’s main insurer held $66.5 billion of assets against $1.38 billion of statutory capital, while private credit, reinsurance dependence…

AutoNation (AN): The CEO Takes a Driving Test

AutoNation’s new CEO Mike Manley brings Jeep and Fiat Chrysler experience after the dealer chain cycled through three leaders in 30 months.

Salesforce: Pay For Consensus Growth, Get Anthropic And Databricks For Free

Salesforce’s Agentforce adoption, Anthropic and Databricks stakes, and margin expansion support upside, while debt-funded buybacks have…

CRM $179B

SA Alexander Grover 7h ago 1 click

Quanta Services (PWR): Backlog Up 63% While Shares Fall 30%

Quanta Services' backlog rose 63% year over year to $64 billion as shares fell 30%, with AI and power-infrastructure demand driving revenue…

Jensen Huang Resigns. Who Should Replace Him to Keep Nvidia Successful?

A hypothetical Nvidia succession scenario names Colette Kress interim CEO and favors Arm's Rene Haas or Nvidia's Ian Buck as permanent…

Petrobras: Record Earnings, Shrinking Dividends, And The Lula IV Problem

Petrobras posted record 3Q26 production and earnings, but higher investment needs are shrinking dividends as a possible Lula IV government…

PBR $115B

SA Bernard Zambonin 9h ago 3 clicks

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…

ALLT · long

Allot LTD

Investing in the Age of AI: Too Late or only the Beginning?

AI beneficiaries Nvidia, TSMC, Alphabet, Amazon and SK hynix delivered sharply higher earnings alongside share gains, keeping forward…

Is IREN Fucked? (Q4 Earnings Thoughts)

IREN says contracted AI-cloud ARR will rise from $1 billion to $4 billion by year-end, supported by GPU customer prepayments, financing and…

Burry on Build-A-Bear, Part 1

Michael Burry on Build-A-Bear Workshop, Part 1.

Veeva 2Q’26: “SaaSpocalypse” Cancelled

Veeva beat its $905 million revenue guide with $928 million, up 17.6%, while subscription growth accelerated and GAAP EBIT margin reached…

Microsoft ($MSFT) - Deep Dive

Microsoft’s AI data-center buildout lifted annual CapEx from $5.5 billion in FY2014 to $115.9 billion in FY2026, resetting free-cash-flow…

BE 2026-08-29

Bloom Energy: 5 Links That Cannot Break

Bloom Energy’s 80x forward earnings valuation relies on concentrated megaprojects, sustained AI data-center power demand and continued…

BE $62B

SA Valuation Rewind Aug 29 3 clicks

(Idea) The Energy Sector In Colombia And Venezuela Is At An Inflection Point

Colombia and Venezuela are opening oil sectors to outside producers, as Venezuela offers producing blocks and Ecopetrol seeks capital for…

August Buy & Hold Purchases; Bonds, Jeronimo Martins

August purchases added U.S. Treasuries, Walmart de México and Jeronimo Martins, with a heavy Latin American focus and higher-yielding bonds…

CRM 2026-08-28

Why Salesforce's Alliance With Anthropic Changes Everything

Salesforce's Anthropic alliance and Claudeforce launch drove a 22% post-Q2 2027 rally, while nonexclusive access and AI infrastructure…

CRM $179B

SA Elina Selianska Aug 28 4 clicks