Friday, November 13, 2026

OXY’s Q3: 5 Reasons It’s Ripe for a Takeover

Occidental Petroleum reached its $10 billion debt target early and targets $6.4 billion to $6.5 billion of 2027 free cash flow at $65 WTI, strengthening its takeover case.

OXY $58B

Open Insights 45m ago 1 click

2h ago RBLX $37B

TSOH Weekly Roundup (11/13/2026)

TSOH Investment Research 2 clicks

4h ago IFNNY $75B

Infineon Technologies (OTC: IFNNY) Stock Rating: Initiating Coverage At Accumulate After Q4 FY9/26 Earnings

Cestrian Capital Research 2 clicks

From X

@AsifSuria 56m ago

Asif Suria on X

Interesting if real! $HUBS is one of the few software companies that did not rebound from the summer SaaSpocalpse related selloff.

@calvinblissett 3h ago

Calvin Blissett on X

I’d bet $KSPI finds a way to surf this wave. @m_lomtadze @fergusond747 @Kaspi_kz

@aleabitoreddit 3h ago

Serenity on X

My personal opinion is that Kress leadership is negative for $NVDA centric ecosystems and its financing. Companies like $COHR that supply everyone, with long term visibility are more isolated. As for some of the commentary: Kress reportedly “challenged some of Huang’s proposed investments in customers, including deals involving Lambda (Neocloud)” Jensen later called her “A deer in the headlights”. And said she was “A reporting CFO”, not someone who is able to make strategic decisions… In regards to decisions made where Nvidia could build a moat against hyperscaler diversification. Reports have also said CSP executives have now considered $AMD and $GOOGL TPUs following Jensen’s departure. But didn’t do so earlier in fears of retaliation from Jensen Huang.

@DeepSailCapital 3h ago

Deep Sail Capital on X

At these valuations, AI management teams seeing no slowdown in demand are likely eyeing competitors as acquisition targets. I wouldn’t be surprised to see a wave of AI-related acquisitions, like $MOD and $LITE

@leevalueroach 4h ago

Lee Roach on X

At $23.50 now. Buying $LFTO while the piggies were panicking about a small decrease in revenues was generational buying opportunity.

@DeepSailCapital 4h ago

Deep Sail Capital on X

Oh boy those $MOD leap calls about print already!!!!

@valuedontlie 4h ago

Colin King on X

Lots of earnings blowups happening (cost inflation finally hitting P&Ls?) $FLO - miss + guidance cut + volumes still falling $PAL - levered acquisition + earnings collapsed $CTVA - sales falling + guidance cut (FMC read-through) $ADIG - first post-spin earnings release + guidance cut = down 50%

@negligible_cap 5h ago

Negligible Capital on X

Why is Samsung trying to buy $MOD - someone should probably tell them we won't need thermal cooling in space

Research & Analysis: CoreWeave (NASDAQ: CRWV)

CoreWeave targets 2 GW of active compute capacity, backed by high GPU rental rates, fast paybacks and a growing backlog despite a…

CRWV $31B

Monte Independent Investment Research 6h ago 4 clicks

Sprouts Farmers Market: I Should Have Waited For The Discount

Sprouts Farmers Market is rated a buy at $50 after a 40% decline, contingent on maintaining store economics as same-store sales and margins…

SFM $4.7B

Louis Liu, Esq 7h ago 1 click

Industry Primer: Alternative Asset Managers

Alternative asset managers earn durable fees on committed capital, but 2026 losses followed retail-credit redemptions, lender-fraud…

BN $93B

Latticework by MOI Global 8h ago 3 clicks

Kimbell Royalty Partners: A Selective Income Buy With A Variable Distribution And Limited Dependence On Peak Oil Prices

Kimbell Royalty Partners targets an 11% normalized yield through third-party drilling royalties, with distributions sensitive to oil and…

KRP $2.3B

Atlas Diary 9h ago

Remitly Global: Scaling The Wall Of Worry (Ticker: RELY)

Remitly’s Q3 keeps its remittance growth thesis intact as spending cards, memberships and credit products target $1 billion in annual…

RELY $4.9B

Emerging Moats Research 10h ago 3 clicks

Bloom Energy: Voters Want Data Centers Off Their Bill, Buy

Bloom Energy’s fuel cells offer data centers grid independence as Q3 operating income rose 518% on 138% revenue growth.

BE $60B

Ignacio Planas Gonzalez 14h ago 2 clicks

QXO Inc Earnings Update: Q3 2026

QXO's Q3 sales rose 79% to $4.9 billion after TopBuild and Kodiak acquisitions, while acquisition debt lifted interest expense to $163…

QXO $13B

SixSigmaCapital: Navigating the Financial Markets 15h ago 2 clicks

Cerebras surges, Applied and Cisco are doing fine but stocks are muted

Nvidia CEO Colette Kress signals a pullback from the financial schemes pursued under Jensen Huang.

CBRS $24B

The Technology Letter 18h ago 1 click

Trading Post November 12, 2026: Enough is Enough, NVIDIA, SMH vs SOXX, Earnings Quality

NVIDIA faces DOJ antitrust probes alongside inquiries into Megaspeed and Super Micro, after charges over $2.5 billion of GPUs allegedly…

SMCI $18B

Cassandra Unchained 22h ago 4 clicks

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…

FND $5.3BMHK $8.5B

MBI Deep Dives 25h ago 3 clicks

BSX · long

Boston Scientific CORP

Boston Scientific, the interventional cardiac-device leader, is rated long after a share-price and P/E decline tied to slower market growth…

BSX $64B

Value Investors Club Jun 29 2 clicks

Li Lu Bought Crocs. Follow the Free Cash Flow (CROX)

Crocs drew Li Lu’s investment after generating $660 million of 2025 free cash flow, despite the HEYDUDE write-off, tariff pressure and…

CROX $7.2B

Cannibal Stocks Sep 15 5 clicks

Mohnish Pabrai and Frontline, Part 3: A 55% Win That Should Have Been a Ten-Bagger

Frontline traded below one-third of estimated liquidation value in 2002, and Mohnish Pabrai’s investment returned 55% rather than the…

FRO $10B

The Owner's Memo Sep 15

Rubrik: Plenty Of Steam In This Rally As AI Security Concerns Grow

Rubrik's Q2 results and AI-driven cybersecurity demand have lifted RBRK nearly twofold from its year-to-date low, alongside a larger 2029…

RBRK $23B

Gary Alexander Sep 14 2 clicks

No Cap? Currently Capped by Three Hundredths of a Percent: Medtronic’s MiniMed Split-Off Odd Lot

Medtronic’s MiniMed split-off gives odd-lot MDT holders priority on a 7% discounted exchange, but a 4.5939-share cap has begun reducing the…

MMED $5.1B

Rod’s Ruminations Sep 14 4 clicks

Dassault Aviation: Rafale Upside Makes This A Strong Buy

Dassault Aviation reported 46% first-half sales growth and a €45.4 billion backlog, with Rafale F5 demand offsetting Falcon 10X delays and…

DUAVF $25B

Dhierin Bechai Sep 14 1 click

Adobe 3Q26 Update

Adobe’s fiscal 3Q26 revenue grew 13%, while ARR growth slowed to 9.3% excluding Semrush.

ADBE $93B

Speedwell Memos Sep 14 2 clicks

[scuttleslops] Amazon grocery, John Deere and AI, picks and pans in P&C Insurance, Copart earnings and the ACV acquisition

Amazon’s refrigerated same-day network has lifted monthly perishable customers roughly 50%, using grocery frequency to deepen loyalty and…

CPRT $30B

scuttleblurb Sep 14 1 click

Cestrian Rating Actions - Week Ending 11 September 2026

Cestrian initiated Joby Aviation at Accumulate and upgraded Applied Materials and Broadcom to Accumulate for the week ended 11 September…

JOBY $6B

Cestrian Capital Research Sep 14 1 click

MKS Instruments: Penang Expansion Boosts WFE Outlook Despite Margin Pressure

MKS Instruments posted $1.25 billion in Q2 revenue and is expanding Penang capacity for a $200 billion to $250 billion wafer-fab-equipment…

MKSI $15B

The Straits Strategist Sep 14 1 click

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Friday, November 13, 2026

Asif Suria on X

Calvin Blissett on X

Serenity on X

Deep Sail Capital on X

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Deep Sail Capital on X

Colin King on X

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