Friday, November 13, 2026

Is Nebius Fucked?

Nebius’ Q3 beat relied on $325 million of one-off partnership fees as it raised 2027 CapEx to $40–45 billion and may need $6–11 billion of…

BGIN: a $34mm tax bill and $31mm of cash

BGIN holds $31.4 million of cash against $34.1 million in taxes payable as first-half revenue fell 85% and self-mining costs exceeded coin…

Arcos Dorados Q3: Same Golden Arches, A Fraction Of The Price

ARCO $1.5B

SA Kenio Fontes 3h ago

A No-Spin, No-Snark Take On Nebius Group (NASDAQ: NBIS)

Nebius spent $7.3bn in Q3 capital expenditure against $981m of revenue, including $325m in nonrecurring partnership sales, and guides to…

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,…

Opera Q3 Preview: Another Great Quarter Ahead

Opera pre-announced Q3 revenue of $182.8 million, up 20%, and $43.2 million in adjusted EBITDA, with Q4 guidance, advertising momentum and…

OPRA $1.4B

SA Gytis Zizys 5h ago 2 clicks

Nvidia’s Future | My Question Marks

Nvidia’s future is framed around alleged China GPU diversion, tighter export controls and supply-chain risk after Jensen Huang’s claimed…

Qualcomm Custom ASICs?

Qualcomm’s Alphawave SerDes, CPU cores and HBC could support custom AI ASICs as hyperscalers build heterogeneous fleets beyond GPUs.

Applied Materials (NASDAQ: AMAT) Stock Rating: We Remain At “Stop" After Q4 FY10/26 Earnings

Applied Materials reported Q4 revenue of $10.4 billion, up 53%, and guided to $11.1 billion for January, but the rating remains Stop after…

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…

GNCGF · long

Greencore Group PLC

Greencore is the UK’s leading fresh prepared food producer, pitched as undervalued with potential to nearly double within 12–24 months.

Crocs: Double-Digit Buyback Yield (Ticker: CROX)

Crocs has $2 billion of buyback authorization, more than a third of its market cap, as North American sales stabilize and HeyDude drags on…

Sleep Well Portfolio (Sept 2026) - New Pick coming up - SWI#25.

CrowdStrike faces a trim at a $270 billion valuation and 140x free cash flow, despite AI-driven cybersecurity demand and a $20 billion ARR…

$TPB: can Turning Point Brands be the third player in nicotine pouches? | Saberpoint Capital

Turning Point Brands' FRE and Alp nicotine pouches aim to become a third C-store brand behind ZYN and Velo as PMTA rules limit new entrants.

Mattel: M&A Buzz And A CEO Change Create Substantial Uncertainty

Mattel rose 19% on takeover speculation, but a potential $20-per-share bid, margin pressure and CEO transition leave its standalone…

MAT $4.4B

SA Seeking Profits Oct 1

Dynatrace CEO: Soon, humans aren't going to be writing code

Dynatrace completed its acquisition of San Francisco AI startup Arize as its CEO predicts humans will soon stop writing code.

Twilio (NYSE: TWLO) Stock Rating: Hold After Q2 FY12/26 Earnings - Distribute Below $260

Twilio posted Q2 revenue of $1.50 billion, up 22%, and guided 16% Q3 growth; the note rates TWLO Hold at $305, with a $260 risk line.

The AI Bubble is Bleeding Cash, Part 2: Anthropic's Receipts | Ed Zitron

Anthropic spent $2.75 per revenue dollar in 2025 and committed $518 billion to compute, while AI debt at CoreWeave, Oracle and data-center…

Constellium: The Spread Between Feedstock And End Prices Keeps Widening

Constellium’s widening feedstock-to-end-price spread supports 2026 EBITDA guidance of $980M-$1.02B and free cash flow above $300M.

CSTM $3B

SA Andres Veurink Oct 1

Don’t Believe Your Lyin’ Eyes, GPU Depreciation & Useful Lives

Nvidia argues A100, H100 and B200 GPUs retain value beyond five-year depreciation schedules, reviving comparisons with the 1960s…