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Sunday, November 15, 2026

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@AsifSuria

Asif Suria on X

I can think of three scenarios that could prevent Kaz from buying $OPEN : 1. An earnings related quiet period where the insider is in possession of material non-public information (MNPI). Q3 earnings were released on November 5. We are already well outside the company quiet period by now as the company requires two full trading days to elapse after earnings for the quiet period to end. 2. He sold within a six month period and hence a subsequent purchase would violate Section 16(b) of the Securities Exchange Act of 1934 or in other words "the short-swing rule". This is one of the reasons we built our "Flip Floppers" screen to identify insiders who either willfully or inadvertently violate this rule. Since Kaz has only bought shares as can be seen in the screenshot below, I am not sure why he would have to pay a penalty. 3. There is some other non-earnings related MNPI because of an acquisition or some other transaction. In this scenario, he could be subject to more than a simple cash penalty. His three insider purchases since becoming CEO were not part of an established 10b5-1 plan. What other reasons could prevent him from buying?
@majgeoinvesting

Maj Soueidan on X

Not if you’re one of the over 200 new 52 week lows in the NASDAQ on Friday vs. ~20 new highs. You’ll see a similar trend in many corners of the microcap world. For example, of the 153 stocks in the @MSmicrocaps quality index, there were no new highs on Friday and 7 lows. And… the index is very diversified and not overly reliant on AI stocks. Although, it’s still up 17% for the year. At @GeoInvesting, the ratio was 4 to 15 across 204 stocks on certain screens we track. The biggest point I’m trying to make is that momentum investing is a nice strategy, even during pockets of market pullbacks. Stocks that are able to hit a high in a broad market demolition in the areas I track pique my curiosity. It’s basically a way to filter out all the crap, catalyst stocks that haven’t panned out or companies that just don’t deserve to be trading at premium multiples. Obviously, you can find some nice pullback gems. Interestingly, lots of OTC microcaps we track have been relatively unscathed. Another point in favor of illiquid microcaps, like $MUEL $BURCA . The DOW & S&P have held up (no microcaps there). Right now, you’re going to be rewarded well for finding quality companies in any pocket of the market. That’s for sure. Or betting that yet another Jensen affair will be uncovered within the next seven days. Long Jensen Huang, short $NVDA.
@StableBread

Fajasy on X

Six stocks I’m still following filed Q3 numbers: → $QXO: Operating cash flow was only ~$1M in Q3, down from $213M a year ago. → Boost Run $BRUN: Says it has secured $600M of non-dilutive project financing, but a Georgia delay leaves year-end ARR near my bear case. → Reviva $RVPH: Valued at 26.5% of its cash, but needs $50-55M for its second Phase 3 trial and FDA filing. → DigiPowerX $DGXX: ~$30M short of its ~$350M 2027 capex plan, even counting the $200M loan it hasn’t closed yet. → Agility Robotics $AGLT: Down 36.1% from its first-day close, with a little over two years of cash. → FORT Robotics’ SPAC $NTWO: 82% redeemed, and its price implies 36.7x FORT’s TTM revenue. So did the quarter change my call on any of the six? That’s what I answer in my new Q3 update, including whether I’m buying, selling, or holding each name.

Investor Letters

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Intel Custom ASICs?

Intel’s custom ASIC business more than doubled last quarter as it pursues hyperscaler demand, AI accelerators and a stronger Intel Foundry.

INTC $317BQCOM $185B
Chipstrat 5 clicks
SFIX · long

Stitch Fix INC

Stitch Fix’s 2017 IPO rested on overly ambitious long-term growth expectations and an unrealistic definition of its addressable market.

SFIX $359M
Value Investors Club 1 click

Adobe 3Q26 Update

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

ADBE $95B
Speedwell Memos 2 clicks

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