Sector
Everything our editor has picked under this sector, best first.
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~50 microcap earnings calls tomorrow. I'm most interested in: $HQI: Tough industry & EPS estimates are eh, but big share buyback in place & last call hinted the industry is bottoming. $MPAA: Propensity for missing guidance, but comp went bankrupt. Source: @InfoArbMonitor https://t.co/75Ia9CQzSh
https://t.co/abCbwraUNH Got too excited I forgot to post the link….. $DRVN
Large insider buy over at $HOG 40K shares, or almost $1M in open-market purchases
"The next wave of AI is robotics—and it starts with autonomous vehicles." $CCXI https://t.co/21o6xQV8zH
GPC · long Genuine Parts trades at roughly 9x EBITDA as cyclical weakness and elevated NAPA investment temporarily depress earnings.
I just published my Portfolio Update for July '26. It includes: ▫️My current Portfolio & position sizes ▫️Earnings Update about $EVO, $BRM.V, $ALENO.PA, -undisclosed- ▫️Recent news & information about $LEAT, $CIRC.MI, $SLYG, $4058, $EVO Link for the blog in Bio 😊 https://t.co/7eVa84MGbr
Uber’s hybrid-network proposal would keep AVs and human drivers on its dispatch platform, while Waymo and Tesla pursue vertically…
Ally Financial's Q2 FY26 consumer auto originations rose 21% to $13.3 billion as newer, 9%+ yield vintages replace troubled 2022 loans;…
Tesla and SpaceX are increasingly integrated through Terafab, Optimus, Grok and Starlink, strengthening the case for a merger to pool…
Uber targets Nuro-powered robotaxis in the Bay Area by H2 2026 and NVIDIA-powered fleets across 28 cities by 2028, testing whether…
Copart’s returning CEO Jay Adair plans to restart European expansion and build domestic whole-car sales on its global buyer network amid…
Thanks @AndrewRangeley. Great time rapping! Love talking $stgw and $drvn !!! https://t.co/D0zxFP9esK
Mobility Global, S&P Global’s automotive-data spin-off, trades at about 10x 2026 EBITDA and 12x EPS after technical selling.
Qualcomm targets $10 billion in automotive and $14 billion in IoT revenue by FY2029 as it replaces $6 billion of Apple modem sales lost…
XPEL sells paint-protection film and DAP cutting software, using 90,000-plus vehicle templates to win share from 3M and Eastman.
If it gets to mid to low 20s copart $Cprt seems like a good bet. Insurance mkt will harden and yes they have competition but duopolistic markets are still attractive and at 3-3.5x sales I think you’re good
Odd two day movement in $KMX after earnings... Agree with the day 1 action - a stock that came into the report on a blistering run, and while the co. reported "improved" results, there are significant challenges still in front of them. Most of the improvement is driven by a dramatic lowering of sale prices to increase sales (gross profit dollars still lower). And that is a lever that will likely remain a permanence as they try and respond to efforts from $CVNA and others. I will credit them on lowering expenses as well, likely low hanging fruit and moves to reduce ("automate") reconditioning again following the caravan playbook of leaving cars closer to as returned. issues on loans remains in a market that is significantly challenged and does not appear on the verge of improving any time soon. The cha cha move Thursday and Friday would argue sets up a better short opportunity in the name as you have removed the IV from earnings to now look out the next few months on put/spreads looking for a cooling off. *even sell side numbers I put little stock in almost all are below, and most significantly from the current price (one could argue thats bullish to rerate but I see this more like Birk that is behaving more like a squeeze than actual fundamentals, hence the wide divergence)
While I'm quick to criticize @elonmusk and how he manages the Street (another area where he's clearly brilliant), but this interview is one of the many reasons why he deserves our universal respect for all that he's accomplished and what he could do for humanity going forward. THIS INTERVIEW IS ALMOST 20-YEARS OLD! $SPCX $TSLA https://t.co/uNjq2u089f
Ford’s 1956 IPO sold 10.2 million shares at $63 each after Goldman Sachs helped resolve the Ford Foundation’s voting-rights problem.
I just published an Earnings Update about the Q1 2026 results of Leatt $LEAT You can find it in the portfolio section of the blog :) https://t.co/Vt9LtiAj90
Jeremy Raper’s 2017 Sharp and Japan Display shorts bet OLED disruption would puncture inflated LCD valuations; his 2019 NIO short lost…
Douglas Dynamics’ Attachments revenue rose 67% in Q1 as heavy snowfall drove parts sales and dealer restocking.
https://t.co/VbQybvQNUK $CAR in tax loss funds, $SCHW allegedly pulling back (following Fidelity). Good read
XPEL's paint-protection-film sales accelerated to 13% growth in 2025 as inventory resets eased, with margin recovery targeted after…
