Saturday, November 14, 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…

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,…

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 $6.2B

SA Research and Value 22h ago 4 clicks

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 23h ago 6 clicks

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…

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 $4.8B

SA Louis Liu, Esq 26h ago 3 clicks

SKIN · long

Skinhealth Systems INC

SkinHealth Systems owns a dominant professional skincare consumables franchise but trades at roughly $115 million market cap and $255…

Brazil could be the Q4 Macro Play – My stock ideas: $NU, $INTR, $PICS and maybe $STNE, $PAGS, $DLO and $MELI

Brazilian fintechs NU, INTR and PICS stand to benefit from a Bolsonaro-led runoff surprise that lowers fiscal risk premiums, rates and the…

Nyxoah: Label Expansion Set To Unlock A Monopoly In A Billion Dollar Market.

Nyxoah's Genio implant could reach CCC patients after an FDA label expansion, targeting 30% of the obstructive sleep apnea device market by…

NYXH $92M

SA Stephen Tobin Oct 5 3 clicks

The Monday Morning Briefing: AI Drives Everything, Yet ROI on Massive Capex Remains Uncertain

Latticework’s briefing questions AI capex returns while featuring Close Brothers, Green Landscaping and OMS Energy Technologies.

40 Best Stock Pitches (28th-4th October) 🟢

Old Market Capital, a delisted holding company owning a rural fiber network, trades below comparable network valuations after institutional…

💥Leslies Term Lenders Toss a Life Preserver💥

Leslie’s and nine affiliates filed Chapter 11 in Texas on September 30, 2026, after 18 months of deteriorating performance.

🤿New Chapter 11 Bankruptcy Filing - Leslie’s Inc.🤿

Leslie’s, the pool-supplies retailer, filed Chapter 11 after deteriorating operations, pricing and inventory missteps, and a burdensome…

Geely: Strategic NIO Battery Deal Is A Win

Geely’s ZEEKR nearly doubled first-half 2026 deliveries to 178,000, while Geely bought 30% of NIO’s battery-swapping unit to reduce…

GELHY $19BNIO $7.4B

SA The Asian Investor Oct 4 5 clicks

Practical Parametric Yield

Cerebras’s WSE-3 faces parametric-yield constraints that could restrict supply, making power and clock-speed tradeoffs central to its next…

Did Group 1 Overpay for Hennessy? The Seller’s Own Banker Says It Was a Record.

Group 1 paid $1 billion of goodwill for Hennessy’s 10 dealerships, a record $100 million per store, financed largely with $1.25 billion of…