Friday, November 13, 2026

TSOH Weekly Roundup (11/13/2026)

Tripadvisor’s CEO and CFO will depart after weak Q3 results, while Roblox’s CEO discusses AI and Berkshire repurchases $9.6 billion of…

Klaviyo: Reduced Risk, Better-Than-Expected Growth And Gross Margin (Rating Upgrade)

Klaviyo's deeper Shopify partnership, international and enterprise growth, and 75% Q3 non-GAAP gross margin support a Buy upgrade and $34…

KVYO $6B

SA Research and Value 4h ago

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

Infineon’s AI data-center power-chip revenue more than doubled to €1.7bn, supporting fiscal 2027 guidance for about €20bn in revenue and…

Everspin Technologies: The AI Hype Is Gone, But The Growth Stayed

MRAM $328M

SA Tech and Growth 5h ago 1 click

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…

Industry Primer: Alternative Asset Managers

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

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…

Looking Back at Another Successful Thesis

DoubleU Games raised its all-cash tender offer for DoubleDown Interactive minority holders to $16.25 per ADS from $11.25 after net cash…

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

SA 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…

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.

IEH Corporation: Research Note

IEH Corporation posted Q2 revenue growth of 51% to $10.7 million and a record $56 million backlog, led by defense and medical demand.

GrabAGun Q3 2026: Where Did the Cash Go?

GrabAGun’s $34 million Camfour acquisition cuts pro forma net cash to about $54 million as sales decline, losses widen and its buyback…

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…

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.

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…