Saturday, November 14, 2026

The Spy Who Shagged The Market

Nvidia’s leadership scandal puts its AI-market role under scrutiny, with comparisons to AIG’s pre-GFC liquidity influence.

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

Arcos Dorados' Q3 comparable sales rose 15.5% on higher traffic, checks and market share; shares trade at 8.8 times forward earnings amid…

ARCO $1.5B

SA Kenio Fontes 22h ago 2 clicks

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 24h ago 5 clicks

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…

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 $297M

SA Tech and Growth 27h ago 6 clicks

G · long

Genpact LTD

Genpact operates workflows AI is designed to automate and can deploy AI across its existing operations.

Stocks on My Radar - Consumer Edition

Crocs’ core brand surpassed $1 billion in quarterly revenue, while HEYDUDE weakness, tariffs and 2025 impairments weigh on shares trading…

Nintendo: The Software Payoff Is Still Ahead

Nintendo expects software, digital sales and character licensing to drive growth, with FY2027 revenue forecast at ¥2.05 trillion and…

NTDOY $63B

SA LL Insights Sep 13

Adobe, Oracle, and Druckenmiller (NOTW#107)

Adobe’s RPO and ARR growth continue to decelerate, while Oracle’s AI cloud capex economics face a supply-normalization test.

USA Compression: Unlocking Efficiency As It Heads To The Texas Stock Exchange

USA Compression targets nearly 30% full-year EBITDA growth as JW Power synergies, telemetry and maintenance reduce costs; its units yield…

USAC $3.6B

SA Ron Ferrie Sep 11 3 clicks

Lululemon: The 15-Minute Thesis

Lululemon’s North American sales, margins and legging demand are falling as Alo and Vuori gain share, leaving its brand moat and depressed…

The Groupon Turnaround — Dušan Šenkypl & Rana Kashyap | Ep. 3

Groupon CEO Dušan Šenkypl and CFO Rana Kashyap discuss rebuilding the local-experiences marketplace with AI infrastructure, better…

Why “Affordable Luxury” Doesn't Compound

Lululemon’s growth stalled as affordable-luxury apparel brands face fading post-Covid demand, cheap social-media influence and China…

The Five Deals That Made Apollo

Apollo Global Management’s five defining deals, from Executive Life to Intel, built a $1 trillion asset manager spanning insurance and…

TSOH Weekly Roundup (09/11/2026)

TSOH weekly roundup covers Meta’s child-safety settlement, Markel’s leadership transition, Peloton’s gym strategy and an upcoming Alarm.com…