Sunday, November 15, 2026

When America Stopped Flying, I'm Buying American Tower

American Tower’s wireless network stayed operational during the FAA ground stop, while CoreSite lifted its 2026 data center revenue growth…

AMT $89B

SA Brad Thomas 5h ago 1 click

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.

Nvidia: Leadership Uncertainty Is Real, But I'm Buying The Fear

Nvidia's 32% correction follows Jensen Huang's resignation, while receivables rose 55% sequentially versus 18% revenue growth ahead of…

NVDA $3.9T

SA Yiannis Zourmpanos 7h ago

The Saturday Value Line Run: Seven Names From 142 Pages

Clarivate, Take-Two and Arcos Dorados lead a seven-stock Value Line screen focused on debt paydown, GTA VI economics and Latin American…

Net Lease Office Properties: Here Comes Another Dividend

Net Lease Office Properties has distributed $24.19 per share, including a $1.50 special dividend, while liquidation risk centers on its…

NLOP $141M

SA Kingdom Capital 9h ago 1 click

BlackRock TCP Capital Corp: Deleveraged, For Sale Sign

Braemar Hotels & Resorts: Updated Thoughts, Needs to be Sold

JFrog CFO: Soaring AI usage is converting to bigger deals

JFrog CFO Ed Grabscheid says soaring AI usage is converting into larger customer deals after an upbeat earnings report.

The SEC Rule That Could Transform Small-Cap Capital Raising | Cromwell Coulson

OTC Markets CEO Cromwell Coulson says the SEC’s proposed offering reforms could let OTCQX and OTCQB companies raise capital through…

Lessons from Jensen’s scandal, and a new in-depth report (NOTW #114)

Nvidia’s alleged Jensen Huang scandal is framed as a lesson in avoiding emotional reliance on a CEO within an investment thesis.

BAX · long

Baxter International INC

Baxter International sells IV solutions, infusion pumps and other essential medical products to hospitals, clinics and home-care providers.

Dox for Me, O Muse: Meta’s New AI Agent Built Lists of People in Vulnerable Groups on Request

Meta’s Muse AI compiled dossiers on vulnerable Facebook and Instagram users, bypassing safeguards with minor prompt changes.

Uber: The Aggregator on Trial

Uber's $193 billion in gross bookings and $10 billion in free cash flow contrast with modest stock gains as autonomous vehicles and…

Veeva Systems (NYSE: VEEV) Stock Rating: Distribute After Q2 FY1/27 - Significant Gains To Bank

Veeva Systems moved VEEV to Distribute at $277 after a 41% gain in less than two months, despite Q2 revenue growth of 18% and 45% EBITDA…

Quick Value #332 - Gentherm (THRM)

Gentherm’s Oct. 1 Reverse Morris Trust with Modine adds commercial and off-highway operations, leaving THRM at 7.4x pro forma EBITDA with…

QuantumScape: Sell The Stock That Has No Revenue And No Factory Until 2029

QuantumScape faces a 2029 PowerCo plant delay, reduced partner commitments and no revenue, with a scenario-weighted $2.12 per-share…

QS $2.3B

SA Bears of Wall Street Sep 28

Inside AMD and Meta’s Equity-for-Compute Deal

AMD granted Meta warrants for nearly 10% of its shares tied to a 6 GW compute commitment, creating roughly $100 billion of potential…

Agentic AI: Winners and Losers

Meta’s Muse reached 3 million downloads and 700,000 daily users within 10 days, with forecasts of up to $28.5 billion in annual revenue…

On’s Premium Playbook

On Holdings targets premium growth through 2029, using LightSpray soccer cleats and higher pricing, with ASPs rising from $145 to $170…

Oracle: Here's How Badly The AI Trade Could Go (Rating Downgrade)

Oracle faces rising credit and spending risks as OpenAI-linked backlog, Project Jupiter delays and higher component costs threaten FY27…

ORCL $391B

SA Tech Stock Pros Sep 28 2 clicks