Carter's Stock: $2.87 in Earnings — $2.73 of It Came Back From Customs
In the second quarter of 2026 Carter's reported diluted earnings of $2.87 per share, against $0.01 a year earlier. The quarterly report explains the…
Thomas Mücke 23 min
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onsemi Stock: Down 39.5 Percent From the High, One Day Before Earnings — Turnaround or Warning Shot?
onsemi fell from its all-time high of $134.92 (June 3, 2026) to $81.61 (July 31, 2026) — first the all-stock Synaptics deal (−23.66 percent…
Thomas Mücke 19 min
Lithium Americas: A Billion-Dollar Construction Site With No Revenue Line
The largest lithium mine in the Western world is taking shape in Nevada, with General Motors as co-owner and a $2.23 billion loan from…
Thomas Mücke 19 min
Western Union: The Network of 360,000 Counters Is Shrinking — the Dividend Is Not
A price-to-earnings ratio around 5 and a double-digit dividend yield make Western Union look like a bargain hunter's dream. The filings with the U.S.…
Thomas Mücke 18 min
LEIFRAS Stock (LFS): 70,688 Children, a Perfect Piotroski Score — and an Annual Report That Describes Somebody Else's Business
LEIFRAS Co., Ltd. (Nasdaq: LFS) teaches roughly 70,688 children soccer, baseball and basketball at about 4,500 locations across Japan, has been profitable for years…
Thomas Mücke 21 min
Redwire Stock Forecast: 58 Percent More Revenue, Triple the Share Count — and a $721 Million Goodwill Mountain
Redwire Space reported a record backlog of $498.1 million for the first quarter of 2026 and a gross margin that nearly doubled within a…
Thomas Mücke 19 min
Tilray Brands: Record Revenue — and Less of It per Share
Tilray Brands posted more revenue in fiscal 2026 than ever before: $915.5 million, up 11 percent. Something else grew faster over the same period…
Thomas Mücke 19 min
Information Services Group: 30 Percent of Revenue Now Comes From AI — and Revenue Still Shrank
In its 2025 annual report, Information Services Group calls itself an "AI-centered" advisory firm and puts AI consulting and research at about 30 percent…
Thomas Mücke 18 min
Standard Motor Products: Revenue Up 22 Percent — and Half the Income Statement Belongs to 1998
On paper it is the best year in a long time: Standard Motor Products lifted revenue 22.4 percent in 2025 to $1.791 billion, gross…
Thomas Mücke 19 min
Collective Mining stock: 184,000 Meters of Core and Not One Ounce of Resource
Collective Mining has been drilling in Colombia since 2021, reports spectacular grades and carries a market value of roughly a billion dollars. Its own…
Thomas Mücke 20 min
NextDecade: A $31 Billion Construction Site — and Shareholders Are Entitled to About 20.8 Percent
On the Brownsville Ship Channel in South Texas, roughly $31.4 billion is being turned into one of the largest construction sites in the United…
Thomas Mücke 19 min
Ethos Technologies: $193 Million in the First Quarter — and the Company Itself Guides to $116 for the Second
Ethos Technologies sells life insurance online, with no medical exam and a handful of health questions. Revenue doubled to $193.1 million in the first…
Thomas Mücke 18 min
Ivanhoe Electric: The Market Has Already Paid for the Copper Mine — It Has Not Been Built Yet
Ivanhoe Electric calculated an after-tax net present value of $1.4 billion for its Santa Cruz copper project in Arizona — and the market already…
Thomas Mücke 18 min
Ramaco Resources: Coal Money for a Four-Billion-Dollar Dream
Ramaco Resources sells metallurgical coal to steel mills — but the market talks about rare earths. In July 2026 the company had to amend…
Thomas Mücke 19 min
T3 Defense (formerly Nukkleus): Zero Revenue, $78.6 Million of Profit — and 126 Million Shares That Became One Million
T3 Defense has only carried that name since February 2026. Before that it was Nukkleus, a vendor of foreign-exchange and blockchain technology; before that…
Thomas Mücke 18 min
Equillium: The Drug Is Gone, the Cash Box Is Full — and the Share Count Keeps Growing
At first glance Equillium looks reassuring: $61.3 million in cash as of March 31, 2026, $60.4 million of it in money market funds, no…
Thomas Mücke 19 min
Corvex: A wellness ring became an AI cloud — and $518 million of the purchase price is goodwill
On March 19, 2026 a tiny company called Movano Inc. — a maker of wellness rings for women that booked $433,000 of revenue in…
Thomas Mücke 18 min
A2Z Cust2Mate: $166 Million Announced, $9.7 Million Earned — and One Paying Customer
The shopping cart built by A2Z Cust2Mate (Nasdaq: AZ) weighs, scans, takes payment and shows ads — and the press releases read like a…
Thomas Mücke 18 min
Hour Loop: $142 Million of Amazon Revenue — and in April the CEO Had to Lend the Company Money
Hour Loop sells home décor, toys and kitchenware on Amazon. In 2025 that came to $142.4 million of revenue across 6.59 million orders. The…
Thomas Mücke 18 min
DMC Global: A $111 Million Market Cap — and a Partner Who May Demand at Least $187 Million From September
On paper DMC Global looks like a bargain. The market valued the whole company at roughly $111 million in late July 2026, while equity…
Thomas Mücke 18 min
TaskUs: Shareholders Blocked the $16.50 Buyout — Four Months Later the Majority Took $332.8 Million Off the Balance Sheet
In October 2025 TaskUs was supposed to leave the stock market. Blackstone and the two co-founders offered $16.50 per share in cash — and…
Thomas Mücke 18 min
Mastercard Stock: Four of Every Ten Dollars No Longer Come From the Card
Mastercard reported net revenue of $32,791 million for 2025. Of that, $13,315 million — 40.6 percent — came from fraud prevention, data services and…
Thomas Mücke 21 min
Heidmar Maritime: 50 ships, not one of them its own — and a stock listing that sat on the balance sheet
As of April 30, 2026 Heidmar commercially runs 50 tankers and bulkers, roughly 6.5 million deadweight tons. The Piraeus-based manager owns none of them.…
Thomas Mücke 18 min
Carriage Services: People Always Die — So Why Does This Funeral Operator Need $100 Million of Fresh Equity?
"People always die" is the one sentence that makes an industry instantly likeable. Carriage Services runs 155 funeral homes in 24 states and 28…
Thomas Mücke 18 min
Teekay Stock: The Group Runs 34 Tankers — Its Shareholders Own 30.7 Percent of Them
Teekay's income statement reads like that of a large shipping company: $949.5 million in revenue and $352.0 million of net income for 2025. One…
Thomas Mücke 21 min
Ategrity Specialty (ASIC): Record Quarter After Record Quarter — and $106.5 Million Sits as a Loan With the Majority Owner
Four letters, three meanings: "ASIC" is a chip-industry term, the abbreviation of the Australian securities regulator — and, on the New York Stock Exchange,…
Thomas Mücke 18 min
Utz Brands: A 91 Percent Premium for Public Shareholders — the Founding Family Stays Aboard
On July 21, 2026 Utz Brands announced that the Pennsylvania snack maker had agreed to be acquired by Germany's Intersnack Group: $14.25 per Class…
Thomas Mücke 18 min
Global Self Storage: The Fullest Stores in the Sector — and a Dividend That Uses Up 96 Percent of the Cash Flow
Global Self Storage is a minnow among self storage landlords: 13 stores, 36 employees, a market value of roughly $58 million. And it still…
Thomas Mücke 17 min
Johnson & Johnson: $94 Billion in Sales, 76,000 Claims
Johnson & Johnson raised its dividend for the 63rd consecutive year in 2025 and sells $94 billion worth of medicine and medical technology. Reported…
Thomas Mücke 19 min
SEALSQ: The quantum-resistant chip has shipped, the revenue has not — and 100 million shares became 223 million
In November 2025 SEALSQ did something nobody had done before: it shipped a chip that carries the post-quantum algorithms standardized by the U.S. standards…
Thomas Mücke 18 min
Editas Medicine: The CRISPR Pioneer That Earns on Someone Else's Medicine
Editas was one of the first names in gene editing — and today it is a company without a medicine of its own. Its…
Thomas Mücke 18 min
POET Technologies: $1.07 Million of Annual Revenue — and $830 Million of Fresh Equity
POET Technologies builds optical chips for AI data centers, and the technology story is a good one: the Optical Interposer is meant to take…
Thomas Mücke 18 min
Exxon: 4.7 Million Barrels a Day — and a Price Nobody Sets
ExxonMobil produced more oil and gas in 2025 than in any year for more than four decades — and still earned only half of…
Thomas Mücke 19 min
Visa Stock: $55.8 Billion Came In — and $40 Billion Got Reported
Visa reported net revenue of $40,000 million for fiscal 2025. Before that line, $15,751 million went to its own bank partners, and the share…
Thomas Mücke 22 min
AMD Stock: $7.7 Billion in Segment Profit — and $3.7 Billion Arrives
AMD's three segments reported combined operating income of $7,701 million for 2025. The consolidated statement shows $3,694 million. In between sits a bucket of…
Thomas Mücke 19 min
Laser Photonics: The Company Says Its Cash Lasts Until August 2026 — and the Share Count Has Doubled Since New Year
Laser Photonics builds machines that strip rust with light instead of sand. The product is real, the U.S. armed forces are among the customers,…
Thomas Mücke 18 min
Zepp Health: Xiaomi Is Gone — and the Largest Item on the Balance Sheet Is a Chinese Stake That Cost $144.9 Million
Zepp Health builds the Amazfit sports watches — and was called Huami until February 2021. Back then a good quarter of revenue came from…
Thomas Mücke 18 min
SOPHiA GENETICS: The Platform Is Growing Fast — The Cash Only Keeps Up With Other People's Money
SOPHiA GENETICS, based in Rolle, Switzerland, runs SOPHiA DDM, a cloud platform that analyzes genomic data for hospitals and biopharma companies. Revenue rose 19…
Thomas Mücke 18 min
Walmart stock: $706 billion of revenue — and nearly a quarter of the profit never came from merchandise
In fiscal 2026 Walmart sold $706 billion worth of goods and kept 4.2 percent of that as operating income. Of those $29.8 billion, $6.75…
Thomas Mücke 20 min
JPMorgan Chase Stock: $21.2 Billion in Quarterly Profit — and Why $4.2 Billion of It Happens Only Once
JPMorgan Chase reported net income of $21,155 million for the quarter ended June 30, 2026, up 41 percent year over year. The bank itself…
Thomas Mücke 20 min
Tesla Stock: Record Deliveries, a 1.4 Percent Operating Margin — and a Quarterly Profit That Came From Outside the Car Business
Tesla delivered 480,126 vehicles in the quarter ended June 30, 2026, more than in any second quarter before. Revenue rose 26 percent to $28,236…
Thomas Mücke 18 min
Meta stock: a third of the record quarter came from the tax line — and $145 billion is already spoken for
Meta earned $26.77 billion on revenue of $56.31 billion in the quarter ended March 31, 2026. In the same income statement sits a tax…
Thomas Mücke 18 min
Teladoc Health: 101 Million Members, $2.5 Billion in Revenue — and $14.3 Billion of Goodwill That Was Never There
Teladoc Health is the largest virtual care company in the world: 101.2 million U.S. members as of March 31, 2026, 17.1 million visits in…
Thomas Mücke 18 min
Verra Mobility: One Customer Brought 14 Percent of Revenue — and Almost a Third of Profit
On May 26, 2026, Avis Budget Group terminated its contract with Verra Mobility. Two months later the company announced agreement on the key terms…
Thomas Mücke 18 min
Broadcom Stock: One Customer Brings 42 Percent of Revenue — and $29 Billion Sits Off the Balance Sheet
In the quarter ended May 3, 2026, Broadcom earned $9,310 million on $22,187 million of revenue, up 48 percent. The same quarterly report states…
Thomas Mücke 18 min
Walker & Dunlop: Revenue Is Almost Back at a Record — the Dividend Is Bigger Than the Profit
A good 5 percent dividend yield, seven years without a cut, a price about two thirds below the all-time high: Walker & Dunlop (NYSE:…
Thomas Mücke 18 min
Ginkgo Bioworks: The Biosecurity Business Is Gone — the $662.8 Million of Leases Are Not
Ginkgo Bioworks set out to make biology as programmable as software. Five years after going public through a blank-check merger, the filings to the…
Thomas Mücke 18 min
Recursion Pharmaceuticals: $20 Billion Sits in the Annual Report — $6.5 Million Came In Last Quarter, and It Cost $12.5 Million
Recursion of Salt Lake City is the showcase name of AI drug discovery: its own supercomputer, partners such as Roche, Sanofi and Bayer, and…
Thomas Mücke 18 min
NL Industries: $105 Million in Cash, Not a Single Employee — and a Dividend That Arrives in the Mailbox
The stock trades below book value, yields more than 6 percent and sits on a pile of cash. Sounds like the bargain you have…
Thomas Mücke 18 min
Amazon Stock: $90 Billion of Profit, $1.2 Billion Left Over — and $54 Billion of New Bonds
Over the twelve months ended March 31, 2026, Amazon booked $742.8 billion of revenue and $90.8 billion of net income. What was left after…
Thomas Mücke 19 min
Microsoft Stock: Profit Grew 31 Percent — Free Cash Flow Grew 2.8 Percent
Microsoft earned $98.0 billion in the nine months ended March 31, 2026, up 31 percent from a year earlier. Free cash flow — the…
Thomas Mücke 22 min
Unusual Machines: The First Quarterly Profit Did Not Come From Drones — It Came From the Company’s Own Stock Portfolio
Unusual Machines builds motors, headsets and flight controllers for small drones in Orlando, Florida — exactly what Washington has been pushing to have made…
Thomas Mücke 18 min
AEVEX: One Contract Quadrupled Quarterly Revenue — and the Same Contract Is Cutting the Backlog in Half
AEVEX Corp. builds unmanned systems and autonomy software for the U.S. military and listed on the New York Stock Exchange on April 20, 2026.…
Thomas Mücke 18 min
Wolverine World Wide: Earnings Per Share More Than Doubled — and the Old Tannery Still Sends a Bill
Merrell, Saucony, Sweaty Betty, Cat, Harley-Davidson: Wolverine World Wide sells footwear under eleven brands and more than doubled diluted earnings per share in 2025,…
Thomas Mücke 18 min
Worthington Steel: The Price-to-Earnings Ratio Rests on Earnings the Company Itself Withdrew
On June 24, 2026 Worthington Steel reported earnings of $0.34 per share for the fiscal year that ended May 31. Sixteen days later it…
Thomas Mücke 18 min
Gossamer Bio: The Trial Missed Its Primary Endpoint — and the Company Is Filing for Approval Anyway
On February 23, 2026 the pivotal Phase 3 study of Gossamer Bio missed its primary endpoint: a p-value of 0.0320 against a prespecified threshold…
Thomas Mücke 20 min
Capricor: One Company, One Drug, One Date — and the Distributor Is Now the Defendant
Capricor Therapeutics has raised roughly $600 million since inception and still has no approved product. Everything rides on deramiocel, a cell therapy for Duchenne…
Thomas Mücke 18 min
Travere Stock: One Drug Carries Everything — and the Turn Is Not Finished
Travere Therapeutics more than doubled its revenue in 2025 with the kidney drug FILSPARI, and the headline net loss shrank to $25.5 million —…
Thomas Mücke 18 min
Bladex: Rank 35 in the Bargain List — and the Ratio Only Measures How a Loan Book Breathes
Bladex has financed Latin America's foreign trade since 1979, and a sixth of it belongs to the region's central banks. Our price-to-free-cash-flow ranking carries…
Thomas Mücke 21 min
Dave Stock: From Total Wipeout to Profit Machine — With a Lawsuit in the Backpack
After its market debut the Dave stock once lost about 97 percent. Today the fintech earns $195.9 million a year, grows around 60 percent…
Thomas Mücke 14 min
Ouster Stock: Lidar Growth, a Physical-AI Story and the Fine Print
The lidar specialist Ouster has more than quadrupled its revenue in three years and now tells a Physical-AI story. We read the last two…
Thomas Mücke 14 min
Offerpad Stock: A Home Buyer Priced at 0.05 Times Sales — and Why That Is No Bargain
Offerpad buys your house by the click, repairs it and hopes for the margin in between. On paper the stock looks dirt cheap: the…
Thomas Mücke 17 min
Prairie Operating Stock: A 40-Fold Jump in Output, Paid for With Debt and Fresh Shares
Prairie Operating pumps oil and gas in Colorado's DJ Basin and multiplied its output within a single year, through acquisitions, from 464 to 18,487…
Thomas Mücke 16 min
MediaAlpha: $1.1 Billion of Revenue — and the 2025 Profit Came From the Tax Line
MediaAlpha runs the largest marketplace for insurance shoppers in the United States: if you compare car insurance online, you very likely pass through this…
Thomas Mücke 18 min
ImmunityBio Stock: 668 Percent Growth — and $4.4 Billion of Losses
ImmunityBio is the rare stock that lands on our triple-digit revenue growth list AND on three warning lists in the same scanner run. ANKTIVA…
Thomas Mücke 18 min
Park Dental Stock: A 50-Year-Old Dental Manager That Owns None of Its Practices
Park Dental Partners (Nasdaq: PARK) takes the paperwork off dentists' hands and collects practices along the way — a business running since 1972 that…
Thomas Mücke 16 min
MannKind Stock: The FDA Says Yes — and the Same Day a $45 Million Bill Lands on the Table
In 2026 MannKind delivered what shareholders had waited years for: two FDA approvals in eight weeks. The second one, Furoscix ReadyFlow on July 23,…
Thomas Mücke 19 min
Iridium: 66 Satellites, a Rocket Lab Takeover — and a Rally That Is Not One
Iridium runs a global network of 66 low-earth-orbit satellites and earns three out of every four dollars from recurring service revenue. In our scanner…
Thomas Mücke 16 min
Smith & Wesson: What Is Left of the Cash Machine When the Crisis Boom Fades
In the COVID and unrest year of fiscal 2021, Smith & Wesson sold $1,059 million worth of firearms and earned $252 million. The business…
Thomas Mücke 16 min
RB Global: The Perennial Runner-Up Is Beating Copart — but the Win Runs on Borrowed Money
For five straight quarters RB Global's salvage business has outgrown the market, the share of insurance giant Progressive's total-loss volume sits at roughly 90…
Thomas Mücke 18 min
Gold.com (GOLD): Buy What Sounds Like a Gold Mine, Get a Wholesaler on a 1.67 Percent Gross Margin
Since December 2, 2025 the ticker GOLD no longer belongs to Barrick but to Gold.com, Inc. — the precious metals wholesaler that used to…
Thomas Mücke 18 min
3D Systems: The 2025 Profit Came From Selling Subsidiaries — the Business Itself Burned $87.8 Million
3D Systems invented industrial 3D printing and has been listed since 1990. For 2025 the company reported its first annual profit in years: $29.9…
Thomas Mücke 19 min
BRC Group (formerly B. Riley): Audited Numbers From a Faulted Machine
The company still trading as RILY now files with the U.S. securities regulator as BRC Group Holdings. It sits at rank 22 in our…
Thomas Mücke 18 min
Arrive AI: "AI" in the Name, $113,250 in Revenue — and Financing That Eats the Stock
A smart mailbox for drones and delivery robots, renamed three times — most recently to "Arrive AI" — and listed on Nasdaq in May…
Thomas Mücke 17 min
XP Inc.: The Cheapest Number on Our List Is Wrong Twice
XP ranks 10th in the U.S. selection of our in-house stock scanner, at a price-to-free-cash-flow ratio of 0.6. That would be dirt cheap if…
Thomas Mücke 18 min
10,000 Euros Would Have Become 12,009: A Stock Newsletter Recalculated After Eight Months
Would you have made money with "HOT STOCKS EUROPE" issue No. 24, dated November 28, 2025? We ran the numbers: 10,000 euros, spread equally…
Thomas Mücke 18 min
Playtika Stock: $567 Million of Cash Inflow — and Why a Deficit Is What Is Left
Playtika operates mobile games such as Bingo Blitz and Slotomania and sits in our price-to-free-cash-flow ranking at 2.20 (data as of July 27, 2026).…
Thomas Mücke 18 min
INNOVATE Stock: $1.25 Billion of Revenue, $114 Million of Market Cap — and Why That Is Still Not a Bargain
INNOVATE Corp. is a holding company with three very different segments and sits in our price-to-free-cash-flow ranking at 1.46 (data as of July 27,…
Thomas Mücke 20 min
Clarivate: $9.4 Billion on the Books, $1.3 Billion on the Exchange
A data house that keeps more than 90 percent of its customers every year and has still posted losses for four straight years. Free…
Thomas Mücke 18 min
Paysafe Stock: $2.6 Billion of Debt — and Operating Income That Does Not Cover the Interest
Paysafe processes payments for online casinos, merchants and digital wallets, and it looks dirt cheap in our valuation scanner. We read the Form 20-F…
Thomas Mücke 18 min
Live Ventures: One Holding Company, One Owner — and a Profit That Does Not Come From the Business
This Las Vegas holding company buys American middle-market firms: video game stores, flooring, tool steel. Revenue of $444.9 million, 1,366 employees — and a…
Thomas Mücke 18 min
Greenlight Re: A Reinsurer Whose Profit Is Made in the Portfolio
Greenlight Capital Re shows up in our cash flow ranking at a ratio of 2.19 — a metric that simply measures the wrong thing…
Thomas Mücke 18 min
Kodak: $446 Million of Cash Flow — $618 Million of It From the Pension Plan
On paper Eastman Kodak just posted its best cash year since bankruptcy: $446 million of free cash flow against a market value of roughly…
Thomas Mücke 18 min
Medallion Financial: Why This Stock's Cheapest Number Is the Wrong One
On paper Medallion Financial looks like a bargain: the market capitalization equals 1.7 times operating cash flow and 57 percent of book value. Except…
Thomas Mücke 19 min
Regional Management's Endgame: When Cash Flow Swallows the Losses
A price-to-cash-flow ratio of 1.1 looks like a bargain — until you check what that cash flow is made of. At a consumer lender…
Thomas Mücke 18 min
Titan Machinery Stock: $137 Million of Cash Flow — From the Lot, Not From Trading
Titan Machinery sells tractors and excavators, and in fiscal 2026 the till looked excellent: $137.5 million of operating cash flow, the best figure in…
Thomas Mücke 18 min
PLAYSTUDIOS: Cheaper Than Its Own Cash
On paper PLAYSTUDIOS is a bargain: the entire market value stood at roughly $79 million on July 24, 2026 — while cash alone was…
Thomas Mücke 18 min
Fidelity National Financial: The Vault Is Full — but the Money Belongs to Others
On paper Fidelity National Financial is one of the cheapest stocks in America: $13.9 billion of market value against $5.8 billion of free cash…
Thomas Mücke 18 min
Copart: A 30-Year Exceptional Stock Falls 56 Percent — and Answers With the Biggest Buyback in Its History
Copart auctions what auto insurers write off — a duopoly business with a 36 percent operating margin, $4.2 billion of liquidity and zero bank…
Thomas Mücke 18 min
Trekor Metals: The Old Name Taseko Mines Is Gone – Record Revenue Still Produced a Loss
Since June 25, 2026, Taseko Mines has officially been Trekor Metals, with a new ISIN and a new German securities code — type in…
Thomas Mücke 19 min
AMC Global Media: When a Stock Looks Too Cheap, Read the Debt Line
Market capitalization equals 1.6 times free cash flow — one of the lowest readings our ranking finds anywhere in the United States. Add $1.2…
Thomas Mücke 18 min
Carter Bankshares: How a Bank Earned $100 Million Without Doing Any Banking
For three years this Virginia regional bank carried a credit relationship that ended at $214 million and paid no interest at all — $91.2…
Thomas Mücke 18 min
Bread Financial Stock: Two Times Cash Flow — and $1.4 Billion of Charge-Offs That Never Show Up in It
Bread Financial finances the store cards of U.S. retail chains and sits in our price-to-free-cash-flow ranking at 1.95 (data as of July 27, 2026)…
Thomas Mücke 19 min
GoDaddy: $1.6 Billion Into Its Own Shares — Bought at Prices That No Longer Exist
GoDaddy sells domains, websites and payments to 20.4 million customers, and the business is measurably better than it was three years ago: the operating…
Thomas Mücke 18 min
Endeavour Mining: Gold Doubled the Stock – Its Own Hedges Cost 204 Million Dollars
A newsletter celebrated Endeavour Mining in November 2025 with a single line: "share price doubling." What it did not say: the 2025 annual report…
Thomas Mücke 19 min
The Platform Group: A €21 Price Target Meets a 78-Cent Stock
On November 28, 2025, a tip sheet cited two price targets for The Platform Group: €19.50 and €21, against a share price of €6.60.…
Thomas Mücke 19 min
Strickland Metals Stock: The Gold Deposit Is Growing, the Share Price Is Not
A newsletter gave Strickland Metals only a passing mention at the end of 2025 — a year-in-review line about a stock up more than…
Thomas Mücke 16 min
Steyr Motors Stock: Up 1,256 Percent — Then the Margin Was Nearly Cut in Half
Newsletter issue 6 of "Hot Stocks Europe" recommended Steyr Motors in early March 2025 at €31.40. Within days the stock hit an official Xetra…
Thomas Mücke 18 min
Alight: The Scanner Says 1.2 — the Balance Sheet Says 11
A price-to-free-cash-flow ratio of 1.2 reads like a spreadsheet error: barely a year and a half of free cash flow, and the whole company…
Thomas Mücke 18 min
Progyny Stock: 61 Percent More Profit — and Operating Cash Flow Still Went Down
Progyny sells employers a fertility benefit for their workforce, and it shows up in our turnaround candidates scanner (U.S. selection, 60 hits, as of…
Thomas Mücke 18 min
LiveRamp: The Turnaround Worked — and the Company Is Already Sold
For six years LiveRamp posted losses. Then came the record year: $812.9 million in revenue, $83.5 million in operating income, $166.4 million in free…
Thomas Mücke 18 min
Ziff Davis: The Profit That Is No Longer There
Ziff Davis owns CNET, PCMag, Mashable, IGN, Humble Bundle, BabyCenter and RetailMeNot — assembled through nearly 100 acquisitions since 2012. For 2025 the company…
Thomas Mücke 19 min
Allegiant: The Airline Never Stopped Earning — Something Else Always Lost the Money
Allegiant Travel Company flies Americans from small towns straight to the beach, and it does so profitably: the airline segment posted positive operating income…
Thomas Mücke 18 min
CCC Intelligent Solutions: $254 Million in Cash, $1.7 Million in Profit
27 of the 30 largest U.S. auto insurers run their collision claims through CCC's software. In 2025 revenue rose 11.9 percent to $1,057.0 million…
Thomas Mücke 18 min
Shift4 Payments: Revenue Up a Third, and Common Holders Are Down a Penny
Shift4 runs card payments for restaurants, hotels, stadiums and theme parks. Gross revenue hit $4,180 million in 2025 and rose another 32 percent to…
Thomas Mücke 19 min
Warby Parker: The First Profit Came From the Bank, Not the Store
Warby Parker made money for the first time in 2025: $1.6 million after four straight years of losses. Operations still ran a $5.3 million…
Thomas Mücke 18 min
Zegona Communications: 69 Percent of Its Shares Wiped Out, Equity Flipped Negative
A British telecom holding company trades at a market capitalization of roughly £3.4 billion — and, in the very same annual report, discloses negative…
Thomas Mücke 19 min
Oklo Inc.: Two and a Half Billion in the Bank — and Not One Customer
Oklo is building small nuclear power plants for data centers and has raised $2,536.9 million to do it. What the company did not have…
Thomas Mücke 18 min
Opendoor: A Third Fewer Homes, A Third More Shares
Opendoor sold 1,921 homes in the first quarter of 2026 instead of 2,946, and revenue fell 38 percent to $720 million. The reported loss…
Thomas Mücke 18 min
ACADIA Pharmaceuticals: $391 Million in Profit — and $252 Million of It Came From the Tax Line
After eight loss-making years, ACADIA Pharmaceuticals reported profits in 2024 and 2025 — and both of them came from somewhere else. In 2024, $146.5…
Thomas Mücke 18 min
Teradata: A P/E of 6 That SAP Paid For
In the first quarter of 2026 Teradata earned $335 million — more than in all of 2025. $280 million of that came from SAP,…
Thomas Mücke 18 min
Serviceware: The Stock Fell Below a Newsletter's Stop-Loss — the Books Show the First Profit in Three Years
Serviceware SE sells enterprise software that puts artificial intelligence to work on IT cost control — and it was the only losing position in…
Thomas Mücke 17 min
ASML: Nobody Can Build the Machine — Yet Four Customers Account for 61 Percent of Sales
A newsletter's November 2025 model portfolio didn't buy the ASML share - it bought a leveraged knock-out certificate, up 39.3 percent in two months.…
Thomas Mücke 18 min
Nebius: How a $128 Million Operating Loss Turns Into a $621 Million Quarterly Profit
German newsletter "Hot Stocks Europe" celebrated Nebius in hindsight as a top performer of 2025 - from EUR 44.50 to a peak of EUR…
Thomas Mücke 18 min
RENK Stock: The Order Backlog Is Filling Up, the Earnings Picture Stays Murky
RENK builds gearboxes for battle tanks and warships - its order backlog has grown from €4,643.6 million (end of 2023) to €6,900 million (March…
Thomas Mücke 18 min
Advance Auto Parts: The Profit Is Back — the Cash Is Not
After the loss year of 2024, Advance Auto Parts reported $44 million of net income for fiscal 2025, and our turnaround scanner has listed…
Thomas Mücke 19 min
Organon: The Turnaround Candidate That Is Already Sold — $14.00 in Cash, and the Rest Is Waiting
The stock has more than doubled from its March 30, 2026 low, it sits in our turnaround scanner, and the balance sheet really is…
Thomas Mücke 18 min
Sprouts Farmers Market: The Stock Lost 58 Percent — the Balance Sheet Lost Nothing
Sprouts Farmers Market was the darling of U.S. grocery: revenue rose 14 percent to $8.8 billion in 2025, comparable store sales gained 7.3 percent,…
Thomas Mücke 18 min
Repligen: The Turn Is Real — and Priced Like a Growth Stock
Repligen builds the filters and columns almost every modern biologic drug passes through. After the pandemic hangover the company is back: $738.3 million of…
Thomas Mücke 18 min
AES: The Turnaround Candidate Its Own Shareholders Already Sold
Power producer AES trades about 67 percent below its old high, which is why it shows up in our turnaround list. Except that on…
Thomas Mücke 18 min
Mohawk Industries: Sales Up 8 Percent — and Almost None of It Sold
The world's largest flooring manufacturer reported an 8.0 percent rise in first-quarter 2026 sales and a 61 percent jump in net earnings. Read the…
Thomas Mücke 19 min
Bumble: $238.7 million of free cash flow — and the cash pile still ended the year smaller
Bumble sits near the top of our in-house P/FCF ranking: the market values the company at barely more than one and a half years…
Thomas Mücke 18 min
Xerox: The Cheap Cash Flow the Lease Book Is Paying For
In our in-house P/FCF ranking, Xerox sits at rank 30 of the U.S. selection — five rows below the visible window. A ratio of…
Thomas Mücke 18 min
OneMain Holdings: $3.1 Billion of Free Cash Flow — and a $29 Million Outflow
A price-to-free-cash-flow ratio of 2.17 looks like a gift: the entire market value earned back in a little over two years. OneMain Holdings, the…
Thomas Mücke 18 min
Freshpet: 94 Percent of the Quarterly Profit Did Not Come from Pet Food
Freshpet sells fresh dog food out of 30,425 company-owned fridges in grocery stores. The company finally reports profits, and the price-to-earnings ratio suddenly looks…
Thomas Mücke 18 min
Intuitive Machines: Revenue Tripled — On a Like-for-Like Basis It Fell
In the first quarter of 2026 Intuitive Machines reported revenue of $186.7 million, three times the prior-year quarter. But $141.6 million of it came…
Thomas Mücke 19 min
Soluna Holdings: The AI Data Center Whose AI Business Booked Exactly $28,000 in 2025
Soluna builds data centers next to wind farms and tells the story of the AI age. Its filings with the U.S. Securities and Exchange…
Thomas Mücke 18 min
Red Cat: The Army Contract Arrived — the Margin Did Not
Since November 2024 Red Cat has what every small defense company wants: a U.S. Army Program of Record. Revenue jumped to $40.7 million in…
Thomas Mücke 18 min
StoneCo: A P/FCF of 1.1 — and Two Different Currencies
On July 27, 2026, StoneCo sat at No. 20 in the U.S. selection of our in-house P/FCF ranking. The value shown is 1.1 —…
Thomas Mücke 20 min
Jackson Financial: $5.8 billion of cash flow — and $12 million where the dividend comes from
Our in-house stock scanner ranked Jackson Financial 26th in the U.S. price-to-free-cash-flow list on July 27, 2026, at a ratio of 1.4. The calculation…
Thomas Mücke 19 min
DXC: The Cheapest Cash Flow on the List — and What Actually Carries It
DXC Technology sits 23rd in our in-house P/FCF ranking. One number explains it: $1,248 million of operating cash flow against a market value of…
Thomas Mücke 18 min
Ashford Hospitality Trust: A Hotel REIT With No Employees — and an Exit Fee Named in the Going-Concern Warning
Our in-house stock scanner puts Ashford Hospitality Trust 16th in the price-to-free-cash-flow ranking of the U.S. selection on July 27, 2026, at a ratio…
Thomas Mücke 19 min
SUSS MicroTec: Promoted to the MDAX the Same Quarter Its Profit Fell 84 Percent
SUSS MicroTec moved up to the MDAX for the first time on June 22, 2026 — a promotion that index provider STOXX explicitly attributed…
Thomas Mücke 18 min
Hensoldt Stock: The Order Backlog Keeps Climbing, the Share Price Has Stopped Following
Hensoldt builds radar, optronics and electronic-warfare systems for the battlefield — and its order backlog has grown from €5.53 billion (end of 2023) to…
Thomas Mücke 18 min
Fermi Inc.: The Tenfold Promise and the Reality of Zero Revenue
A newsletter called Fermi a hidden gem in November 2025, penciling in a P/E ratio of 1.5 by 2030 and tenbagger potential. Eight months…
Thomas Mücke 18 min
F&G Annuities & Life: Free cash flow is bigger than the market value — but it does not belong to shareholders
On paper it is the cheapest stock in sight: F&G Annuities & Life carries a market value of roughly $3.93 billion and reported free…
Thomas Mücke 18 min
MarketWise: The Cheap Cash Flow That Is 85 Percent Not Yours
Our in-house stock scanner ranks MarketWise 18th in its P/FCF ranking: the market value equals 1.0 times free cash flow (as of July 26,…
Thomas Mücke 18 min
Oportun Financial: What a Price-to-Free-Cash-Flow of 0.6 Actually Measures at a Lender
On July 26, 2026, our in-house stock scanner placed Oportun Financial 13th among the listed U.S. hits in the price-to-free-cash-flow ranking, at a ratio…
Thomas Mücke 18 min
TTEC Holdings: The Call Center Giant Selling the Technology That Shrinks Its Own Business
On July 26, 2026, our in-house stock scanner put TTEC Holdings 17th in the price-to-free-cash-flow ranking of the U.S. selection at a ratio of…
Thomas Mücke 18 min
Vroom After the Restart: The Odometer Reads Zero — the Car Is the Same
Vroom sits at rank 11 in our in-house K/FCF ranking for the U.S. selection (as of July 26, 2026) — a market value of…
Thomas Mücke 18 min
Fortress Biotech: $205 Million for a Regulatory Voucher — and the Question of Who Owns the Money
On July 26, 2026, our in-house stock scanner put Fortress Biotech 12th in the price-to-free-cash-flow ranking of the U.S. selection, at a ratio of…
Thomas Mücke 18 min
Serabi Gold: Eleven Strong Numbers, One Ticking Deadline
Record output, revenue up 65 percent, the company's first-ever dividend — and, in the middle of it all, a transitional permit for its most…
Thomas Mücke 18 min
Tharisa's Vault: $198.8 Million in Cash, Only $10.7 Million Left
A newsletter bought Tharisa for its model portfolio on July 18, 2025, at GBP 1.06 and was stopped out at that exact same price…
Thomas Mücke 19 min
Thor Explorations: Best Year Ever, Stock Below Its Pre-Record Level
A newsletter praised a strong quarter in November 2025 and cited an 89-pence price target. Eight months later, Thor Explorations has logged the best…
Thomas Mücke 18 min
Ready Capital: Almost a Third of the Loan Book Pays No Interest — and the Cheap Cash Flow Comes from Shrinking
Our in-house stock scanner puts Ready Capital 7th in the price-to-free-cash-flow ranking of the U.S. selection on July 26, 2026, at a ratio of…
Thomas Mücke 18 min
America’s Car-Mart: Rank 9 in our K/FCF ranking — and the cash inflow exists because the company is shrinking
A price-to-free-cash-flow ratio of 0.5 looks like a typo: the whole company costs less on the market than a single year of its free…
Thomas Mücke 19 min
Upland Software: A $12 Million Stub on Top of $234 Million of Debt
Our in-house stock scanner ranks Upland Software 8th in the U.S. selection of the P/FCF ranking: the market value equals 0.4 times free cash…
Thomas Mücke 18 min
BayFirst Financial: The Cheapest Free Cash Flow on the List Comes From Winding Down the Business
On July 26, 2026, our in-house stock scanner put BayFirst Financial 4th in the price-to-free-cash-flow ranking of the U.S. selection, at a ratio of…
Thomas Mücke 18 min
Rocket Companies: $19.4 Billion Nobody Ever Paid For
Rocket Mortgage is the largest mortgage lender in the United States — and since the Mr. Cooper deal it is also the largest servicer…
Thomas Mücke 18 min
Zebra Technologies: The Turnaround Is Real — the Credit Line Paid for It
Every beep at a checkout counter and in every parcel hub may come from Zebra. After the 2023 collapse the business is growing again:…
Thomas Mücke 18 min
Generate Biomedicines: The IPO Rescued the Balance Sheet — and Switched On a Royalty Payable to the Largest Shareholder
On March 2, 2026, Generate Biomedicines closed its IPO: 25 million shares at $16.00, $369.3 million net. Overnight, stockholders' equity of minus $616.0 million…
Thomas Mücke 18 min
FutureFuel: Nine Million Gallons Instead of Forty-Five — and a Cash Pile That Shrank by $87 Million in Five Quarters
FutureFuel Corp. runs a chemical plant in Batesville, Arkansas, with a biodiesel unit built for 59 million gallons a year. In 2025 it made…
Thomas Mücke 18 min
Agenus: $33.7 Million in Quarterly Revenue — and $29.1 Million of It Lands in Someone Else's Account
On the metrics Agenus looks like a bargain: a price-earnings ratio below three, an operating margin above 40 percent. Both numbers are arithmetically correct…
Thomas Mücke 19 min
Dollar General: Shrink Fell by a Third — and Suddenly the Turnaround Looks Real
Dollar General runs 20,959 stores, most of them in towns of fewer than 20,000 people. Earnings fell for two straight years, then turned: $1,512.3…
Thomas Mücke 18 min
FIS: The Record Profit Came From the Swap, Not From the Business
On January 9, 2026 FIS traded its Worldpay stake for the Issuer Solutions business of Global Payments and paid 7.7 billion dollars in cash…
Thomas Mücke 18 min
Veeva Systems: the turnaround candidate that needs no turnaround
Veeva sells software to pharmaceutical companies — regulatory dossiers, clinical trials, field sales. In the fiscal year ended January 31, 2026, that came to…
Thomas Mücke 21 min
Liberty Energy Stock: The Profit Comes From the Portfolio, Not From the Well
Liberty Energy ranks 19th in our in-house Big Earnings Surprise screen (U.S. selection, 81 hits, as of July 26, 2026). The Denver fracturing contractor…
Thomas Mücke 18 min
Vistance Networks: Half the company is sold, the debt is gone — and what is left barely earns anything
CommScope became Vistance Networks on January 14, 2026, and the ticker COMM became VISN. In between sit two divestitures worth roughly $12.3 billion, the…
Thomas Mücke 18 min
Twilio: The First Profit Since the IPO — and the Fee Hiding Inside the Revenue
Twilio sells businesses the pipes for text messages, phone calls and login codes. In 2025 it kept a profit for the first time since…
Thomas Mücke 18 min
Carnival: Record Revenue, Lower Operating Income — and $18.5 Billion of New Ships
Carnival has cut $9.5 billion of debt since the peak, pays a dividend again and buys back its own shares. In the quarter ended…
Thomas Mücke 18 min
Oracle: $638 Billion on the Books — and $23.7 Billion Out the Door
For the fiscal year ended May 31, 2026, Oracle reported remaining performance obligations of $638 billion — almost five times the prior year. In…
Thomas Mücke 19 min
Quantum Stock: Only Two Companies Trip All Three of Our Bankruptcy Alarms — and This One Doubled
Quantum has been in the storage business for decades — and it is one of exactly two companies in our in-house scanner that set…
Thomas Mücke 18 min
NeOnc Stock: $138,601 in the Bank — and a $75 Million Share-Selling Program
NeOnc Technologies is one of only two hits in the sharpest signal combination of our own bankruptcy study: financial statements declared unreliable, an auditor…
Thomas Mücke 21 min
Pharming Posts Its First-Ever Profit — Right As Its Key Patent Expires in October 2026
A newsletter carried Pharming Group in its model portfolio back in November 2025, citing price targets from Jefferies, H.C. Wainwright, and Oppenheimer that all…
Thomas Mücke 17 min
DPM Metals Stock: A New Name, a Record Profit — and an Ecuador Permit Revoked After Four Months
A newsletter praised "Dundee Precious Metals" for a strong third quarter back in November 2025. Since then, the company has changed its name, closed…
Thomas Mücke 19 min
R&S Group Stock: Revenue Up 47 Percent, Profit Up 41 Percent — and Equity Worth 12.2 Percent of Total Assets
R&S Group, based in Sissach, Switzerland, builds transformers for aging power grids — and just delivered a record year: revenue of CHF 414.8 million…
Thomas Mücke 17 min
Nokia Reports a Loss and an 18 Percent Profit Jump for the Same Quarter — Both Numbers Are Real
A newsletter praised Nokia in November 2025 as a "base position in Europe's AI cycle," pointing to a 2028 target of EUR 2.7 to…
Thomas Mücke 17 min
ACG Metals: A Newsletter Saw 48 Cents of Profit — the Audited Accounts Show a $2.04 Loss Per Share
A mine in western Turkey, a bond charging 14.75 percent, and a switch from gold to copper due to start in August 2026: ACG…
Thomas Mücke 19 min
PFISTERER: The Stock Has Tripled Since Its IPO — the Record Order Book Has Not
PFISTERER Holding SE insulates and connects the critical interfaces of the power grid — and has been one of the quietest rockets in Scale-segment…
Thomas Mücke 17 min
Comstock Resources: $420 Million in Profit — and Four Years of Spending More Than It Earned
Comstock Resources posted its best result since the 2022 gas price boom in 2025: $420.2 million in net income on $2,220.3 million in revenue.…
Thomas Mücke 18 min
BrightSpring: $12.9 Billion in Revenue — and $2.30 of Profit per $100
BrightSpring Health Services booked $12,910.6 million of revenue in 2025. What was left after costs was $295.3 million of operating income — 2.29 percent.…
Thomas Mücke 18 min
Samsara: $44.5 Million in Profit — and Only $7.2 Million of It from the Business
Samsara reported net income of $44.5 million for the first quarter of fiscal year 2027. The quarterly report filed June 9, 2026, also says…
Thomas Mücke 18 min
Rush Street Interactive: $26.2 Million in Profit — and Only $9.1 Million Belongs to the Listed Shares
Rush Street Interactive is growing fast: $370.4 million of revenue in the first quarter of 2026, up 41 percent, and net income of $26.2…
Thomas Mücke 18 min
PTC: $590.7 Million in Quarterly Profit — and $462.6 Million of It Came From a Sale
PTC earned more in the quarter ended March 31, 2026 than ever before: $590.7 million, $4.98 per diluted share, up 270 percent. The 10-Q…
Thomas Mücke 18 min
Five9: The First Profit in 13 Years — and the AI That Eats Its Own Revenue
Five9 sells cloud contact center software. In 2025 it kept $39.4 million in net income for the first time since going public, after 13…
Thomas Mücke 18 min
Duolingo: $414 Million in Profit — and $256.7 Million of It Came From a Tax Entry
Duolingo crossed the billion-dollar line in 2025: $1,037.6 million in revenue, $414.1 million in net income, 56.5 million people learning every single day. That…
Thomas Mücke 18 min
Insperity: $45.6 Billion Flows Through, a $10 Million Loss Stays Behind
Insperity is the employer that appears on nobody's business card: roughly 310,000 people work at small U.S. companies and sit on this Texas company's…
Thomas Mücke 18 min
Moody's: The Company That Grades Debt — And Buys Away Its Own Equity
Moody's assigns the grades that half the bond market runs on. In fiscal 2025 that produced $7.718 billion in revenue and $2.459 billion in…
Thomas Mücke 20 min
CBIZ: Two Billion Dollars for Growth — and Less Profit per Share Than in 2023
CBIZ does the work no mid-sized American company wants to do itself: bookkeeping, tax, payroll, insurance. On November 1, 2024 it paid roughly two…
Thomas Mücke 18 min
LifeStance stock: the first profit since the IPO — and a control weakness that has been in the filings since 2019
LifeStance treats mental illness at industrial scale: 8,040 employed therapists and psychiatrists, 572 centers, roughly 9.0 million visits in 2025. After four years of…
Thomas Mücke 19 min
Monopar Stock: $736 Million for a Drug Alexion Walked Away From
Some drugs fail. Others get dropped. ALXN1840 belongs in the second group: the pivotal trial hit its primary endpoint, yet Alexion — the AstraZeneca…
Thomas Mücke 18 min
CorVel: Record Profits, Zero Debt — and Still on the Turnaround List
CorVel reviews the bills that pile up after American workplace injuries. In the year ended March 31, 2026 the company earned $110.3 million, more…
Thomas Mücke 21 min
STAAR Surgical: Shareholders Turned Down $30.75 a Share — One Quarter Later Revenue Rose 119.6 Percent
On January 6, 2026 STAAR Surgical shareholders voted against the Alcon takeover: 27,339,877 shares against, 14,904,915 in favor — even though the buyer had…
Thomas Mücke 18 min
Cracker Barrel Stock: A New Logo, Eight Percent Fewer Guests — and 26 Properties Sold
For millions of Americans, Cracker Barrel is the restaurant of their childhood: rocking chairs on the porch, hash brown casserole, a gift shop full…
Thomas Mücke 18 min
Newell Stock: $39 Million of Operating Income, $321 Million of Interest — and Everyone Knows the Brands
Rubbermaid, Sharpie, Paper Mate, Coleman, Graco, Yankee Candle: if you own a kitchen and a nursery, you own Newell products. That is exactly what…
Thomas Mücke 18 min
Monte Rosa Stock: $666 Million in the Bank — and Not One Drug Ever Sold
Monte Rosa Therapeutics ranks 13th in our in-house Moglen weekly ranking (U.S. selection, as of July 25, 2026). The company, based in Boston and…
Thomas Mücke 18 min
Digital Turbine stock: $34 million operating profit — and $58.6 million of interest
Digital Turbine puts apps on new Android phones before the buyer ever unlocks them, and sells advertising space inside other companies' apps. In fiscal…
Thomas Mücke 18 min
Allegro Stock: Revenue Up 23 Percent, a Second Straight Loss Year — and One Shareholder Still Owns a Third
Chips from Allegro MicroSystems sit inside almost every new car on the road: tiny magnetic sensors that tell the steering, the brakes and the…
Thomas Mücke 18 min
Incyte: $1.29 Billion in Profit — and One Molecule Whose Patent Expires in 2028
Incyte earned the largest profit in its history in 2025: $1,286.7 million on revenue of $5,141.2 million. That is exactly why the stock looks…
Thomas Mücke 18 min
Alnylam: Revenue Up 96 Percent — and a Royalty Staircase That Gets Steeper With Every Win
Alnylam booked the first profitable year in its history in 2025: $3,713.9 million in revenue, up 65.2 percent, and $313.7 million of net income.…
Thomas Mücke 18 min
Innoviva: $271 Million in Profit — and Roughly Half of It Nobody Paid
Innoviva collects royalties on two GSK asthma and COPD medicines and sells five hospital products of its own. That business generated $411.3 million in…
Thomas Mücke 18 min
Dexcom: 9 of 9 on the Balance Sheet — and One Customer That Grew to 55 Percent
The annual report for 2025 shows the best year in company history: $4,662.0 million in revenue, $836.3 million in net income, $1,440.7 million in…
Thomas Mücke 18 min
Electromed: A 78 Percent Gross Margin, Zero Debt — and Thirteen Months Before the Money Arrives
Some companies check every box. Electromed has sold the same vest since 2000 — a device that shakes mucus loose from the lungs of…
Thomas Mücke 18 min
Idaho Strategic Resources: $42 Million From One Gold Mine — and Nothing From the Rare Earths in Its Name
Our in-house stock scanner listed Idaho Strategic Resources in eight screens on July 26, 2026, including the fundamental rating at grade A. The SEC…
Thomas Mücke 18 min
Neurocrine: 87.9 Percent of Revenue From One Molecule — and $2.9 Billion Spent to Change That
Neurocrine Biosciences makes real money: $2,860.5 million in revenue and $478.6 million in net income in 2025, followed by a first quarter of 2026…
Thomas Mücke 18 min
AvePoint: The First Profit Ever — and the 27.6 Million Shares Still Allowed to Show Up
AvePoint made money for the first time in 2025: $35.1 million after two years of losses. That is why our in-house stock scanner lists…
Thomas Mücke 22 min
Planet Fitness Stock: $220 Million in Profit — and Minus $483 Million in Equity
Planet Fitness earns money like clockwork: $1,324.1 million of revenue in 2025, $220.3 million of net income, $418.4 million of operating cash flow. Yet…
Thomas Mücke 18 min
Q2 Holdings: $97 Million of Buybacks — and 76,000 Fewer Shares
Q2 Holdings sells regional banks their online banking, and in 2025 it posted its first annual profit in years: $52.0 million of net income…
Thomas Mücke 18 min
Range Resources: A Balance Sheet Score of 8 of 9 — and the Bet That Score Never Sees
As of July 26, 2026, our in-house stock scanner lists Range Resources on 18 screens, among them the Piotroski balance sheet test with a…
Thomas Mücke 18 min
Encompass Health: Whoever Pays 82 Percent of the Bills Also Sets the Price
Our in-house stock scanner lists Encompass Health on the U.S. side of its Piotroski screen: 8 of 9 points on the balance-sheet test, an…
Thomas Mücke 18 min
FirstCash: A Record Half at the Pawn Counter — and 71 Percent of the Gain Came From Scrap Gold
On July 26, 2026, our in-house stock scanner listed FirstCash on eleven screens, including the Piotroski test for healthy books: 8 of 9 points.…
Thomas Mücke 18 min
Methode Electronics Stock: The Industrial Segment Earned $114.6 Million — And the Group Still Posted a Loss
Methode Electronics builds busbars, user interface components, lighting and sensors for cars, commercial vehicles, construction equipment and data centers. In fiscal 2026 the Industrial…
Thomas Mücke 19 min
Guardant Health stock: 48 percent growth, a $112 million quarterly loss — and a federal billing investigation since April 2026
Guardant Health sells blood tests that find cancer before it hurts — Shield is the first blood test approved by the FDA for primary…
Thomas Mücke 19 min
Twist Bioscience: $376 Million in Revenue, $191 Million in Gross Profit — and $247 Million Just for Selling and Admin
Twist Bioscience prints synthetic DNA onto a silicon chip, has grown at double-digit rates for years and has never posted a profitable fiscal year.…
Thomas Mücke 18 min
MBX Biosciences Stock: $440 Million in the Bank, Zero Revenue — and a Brand-New Management Team
MBX Biosciences ranks 8th in our in-house Moglen weekly ranking (U.S. selection, as of July 25, 2026). The peptide company from Carmel, Indiana has…
Thomas Mücke 18 min
SELLAS Stock: 78 of 80 — The Counter That $2.2 Billion Hangs On
Some companies wait for a date. SELLAS Life Sciences waits for a number. Its Phase 3 REGAL study is only read out once 80…
Thomas Mücke 18 min
Viasat: The First Operating Profit in Years — and It Covers Less Than a Third of the Interest
Viasat runs 23 satellites, keeps 4,580 commercial aircraft online and sits 11th in our weekly momentum screen. The fiscal 2026 annual report shows the…
Thomas Mücke 18 min
Bandwidth Stock: It Bought Back Its Own Shares at $15.93 — Then Borrowed $316 Million at Zero Percent Eleven Weeks Later
Bandwidth runs its own telephone network in more than 65 countries and sells it as an API — to Microsoft, Google, Zoom, Cisco, RingCentral,…
Thomas Mücke 18 min
Definium Therapeutics: The First Pivotal Trial Worked — And The Company Has Still Never Earned A Dollar
Definium Therapeutics ranks fourth in our one-week top performers scanner (U.S. selection, 28 hits, data as of July 25, 2026). Until January 2026 the…
Thomas Mücke 18 min
Ultra Clean Stock: When Its Own Share Price Erased $151.1 Million of Goodwill
Ultra Clean Holdings ranks 3rd in our in-house Moglen one-week screen (U.S. selection, data as of July 25, 2026): the company builds the internals…
Thomas Mücke 18 min
Erasca Stock: 57 Percent in Seven Patients — and $550 Million of New Shares the Same Day
Erasca ranks second in our in-house Moglen weekly ranking (U.S. selection, as of July 25, 2026). On July 13, 2026 the San Diego cancer…
Thomas Mücke 18 min
Nature's Sunshine: Five Quarters Above the Estimate — and the Estimate Comes From Two Analysts
Nature's Sunshine Products sells herbal capsules through independent consultants — and has earned more than the market expected five quarters in a row. That…
Thomas Mücke 18 min
Rubrik Stock: Nine Straight Beats — and a $3.23 Billion Accumulated Deficit
Rubrik ranks 48th in our in-house Big Earnings Surprise screen (U.S. selection, data as of July 25, 2026): since its April 2024 IPO the…
Thomas Mücke 18 min
Novavax Stock: Five Straight Earnings Beats — and More Than Half the Revenue Came From Cancelled Contracts
Novavax sits at rank 49 in our Big Earnings Surprise scanner (U.S. selection, 81 hits, data as of July 25, 2026): earnings per share…
Thomas Mücke 18 min
MasterCraft: Two Boatyards, One Stock — and 8.09 Million New Shares
MasterCraft builds recreational powerboats, and net sales from continuing operations fell from $609.9 million in fiscal 2023 to $284.2 million in fiscal 2025. On…
Thomas Mücke 18 min
Hamilton Insurance Group: The Second Engine Is Five Times Bigger — and Keeps Almost Half for Itself
The label says insurer. And Hamilton Insurance Group delivers as one: the combined ratio came in at 92.9 percent in 2025, and book value…
Thomas Mücke 18 min
Flowco Holdings: $27.5 Million in Quarterly Profit — $7.4 Million of It Belongs to the Stock
Flowco keeps aging oil wells flowing: gas lift, plunger lift, compressors, vapor recovery. The business works — revenue climbed from $243.3 million in 2023…
Thomas Mücke 18 min
Interface Reports Earnings per Share Up 81.8 Percent — and the Quarter Was a Week Longer
The carpet tile maker from Atlanta posted first-quarter 2026 numbers that light up every earnings-surprise filter: net sales up 11.3 percent, diluted earnings per…
Thomas Mücke 18 min
Aveanna Healthcare: $225 Million in Profit — and Nobody Wired $118 Million of It
Aveanna Healthcare cares for medically fragile children at home and sits at rank 42 in our Big Earnings Surprise ranking (U.S. selection, 81 hits,…
Thomas Mücke 18 min
Acacia Research: $307 Million in the Vault - and One Shareholder Holding the Key
At first glance Acacia Research looks like a bargain: $307.5 million in cash as of March 31, 2026, a book value of $5.47 per…
Thomas Mücke 18 min
SFL Stock: 89 Straight Quarterly Dividends — and a Year in Which $125 Million Went Out the Door With a Loss on the Bottom Line
SFL Corporation leases out container ships, tankers, car carriers and two drilling rigs — and has paid a dividend every single quarter since its…
Thomas Mücke 18 min
Summit Midstream: A Price to Cash Flow of 3.2 — and the $1.2 Billion That Ratio Never Sees
On July 25, 2026, our in-house stock scanner listed Summit Midstream on four trend screens and one value screen: price to cash flow of…
Thomas Mücke 18 min
Lucas GC: First 40 Shares Became One — Four Months Later There Were 40 Million New Ones
Lucas GC calls itself an AI-driven platform company and places staff in China. But the filings it submits to the U.S. securities regulator, the…
Thomas Mücke 18 min
Prenetics: The Revenue Growth Is Real — the Profit Is Borrowed
A COVID testing lab in Hong Kong turned itself into a consumer health brand in two years, with David Beckham as co-founder. And the…
Thomas Mücke 18 min
Nextdoor Stock: 105 Million Neighbors — and 22 Million Who Actually Show Up
Nextdoor ranks 38th in our in-house Big Earnings Surprise screen (U.S. selection, as of July 25, 2026): four quarters in a row the reported…
Thomas Mücke 18 min
Biogen: 23.5 Percent Above the Earnings Estimate — and $4.5 Billion Below the Revenue of 2019
Biogen has beaten analyst estimates for five straight quarters, most recently by 23.5 percent. That is why our in-house stock scanner ranks the shares…
Thomas Mücke 19 min
FIGS: The Best Quarter in Company History — and the Tariff a Court Struck Down
FIGS sells scrubs and lab coats directly to nurses and doctors — and delivered its strongest numbers since the IPO in the first quarter…
Thomas Mücke 18 min
PROG Holdings Stock: An Earnings Beat of 122 Percent — and a $424 Million Acquisition That Lost Money in Its First Quarter
PROG Holdings leases sofas, phones and jewelry to shoppers who cannot get credit — and it now appears in two of our rankings (as…
Thomas Mücke 18 min
APA Corporation: Five Quarters of Beats — and a Gas Price With a Minus Sign
APA Corporation produces oil and gas in West Texas, in the Egyptian desert and in the U.K. North Sea. Five quarters in a row…
Thomas Mücke 18 min
Kohl's: 402 Stores It Owns Outright, $935 Million in the Till — and a Fifth Straight Year of Falling Sales
The Wisconsin department-store chain generated more cash in fiscal 2025 than it had in years: $1.38 billion from operations, $935 million of adjusted free…
Thomas Mücke 18 min
Natural Gas Services Stock: Nine Straight Earnings Beats — and Five Years of Spending More Cash Than It Takes In
Natural Gas Services rents compressors to oil producers in the Permian Basin and sits at rank 28 in our Big Earnings Surprise scanner (U.S.…
Thomas Mücke 18 min
First BanCorp: the bank turned around long ago — the chart did not
An in-house screen looks for beaten-down stocks whose business is measurably turning, and on the morning of July 25, 2026 it returned a bank…
Thomas Mücke 18 min
Designer Brands: Most of the Earnings Beat Is Money That Belongs to Topo Athletic's Minority Owners
In the first quarter of fiscal 2026 the footwear retailer Designer Brands reported adjusted earnings of $0.07 per share against a $0.03 estimate. The…
Thomas Mücke 19 min
Harmonic Stock: Eight Straight Beats — and a Quarter Less Revenue
Harmonic builds the gear cable operators use to push gigabit internet through existing coax — and it sits at rank 22 of 81 U.S.…
Thomas Mücke 18 min
Sirius XM: The Turn Is Real — but the Free Cash Flow Belongs to Creditors for Years
Our turnaround scanner ranks Sirius XM 10th out of 62 U.S. hits with a turn check of 7 out of 8 (as of July…
Thomas Mücke 18 min
United Fire Group: The Combined Ratio Falls to 95.6 Percent — and 3.0 of the 3.8 Points Came From Expenses
An insurer lives or dies by a single number: the combined ratio. At United Fire Group it fell from 99.4 to 95.6 percent in…
Thomas Mücke 18 min
Delek US: The Earnings Turn Came From the Regulator — and Shareholders Own $52 Million of Equity
Delek US Holdings runs four refineries with 302,000 barrels per day of capacity, and it shows up in two of our screens at once.…
Thomas Mücke 18 min
Remitly: The First Profitable Year Is Real — the Stock Compensation Was More Than Twice as Large
Remitly moves money from immigrants to their families back home — $74.9 billion in 2025 alone. After two years of losses, 2025 finally showed…
Thomas Mücke 18 min
DHI Group: Ten Quarters of Beating Estimates — and Eleven of Shrinking Revenue
DHI Group runs the job boards Dice and ClearanceJobs and has beaten the analyst estimate for ten straight quarters. That is exactly what puts…
Thomas Mücke 18 min
Vail Resorts: The season pass made them weather-proof — now they are selling fewer of them for the first time
Vail Resorts took the weather risk out of the ski business: buy your pass in spring and you pay even if January brings no…
Thomas Mücke 18 min
Banner Corporation: The Margin Is Back at 4.13 Percent — and Mid-Recovery the Bank Is Buying Its Neighbor
Banner Bank of Walla Walla is earning again: net interest margin up from 3.75 percent in 2024 to 4.13 percent in the second quarter…
Thomas Mücke 18 min
Mercury Systems Stock: The Beat That Is Not a Profit
Mercury Systems ranks 16th in our in-house Big Earnings Surprise screen (U.S. selection, data as of July 25, 2026): four quarters in a row…
Thomas Mücke 19 min
Flexsteel Bought a Quarter of Itself — $60.2 Million to the Founding Family, Out of Cash and the Revolver
On April 26, 2026 Flexsteel signed an agreement that shrank the company by 24 percent in one stroke: 1,279,870 shares from the Bertsch founding…
Thomas Mücke 18 min
Mama's Creations: Five Straight Earnings Beats — and Less Operating Income Than Two Years Ago
A maker of meatballs for the supermarket deli counter sits at number 19 in our Big Earnings Surprise ranking: five quarters in a row,…
Thomas Mücke 18 min
Encore Capital: Earnings Per Share Double — and the Biggest Push Comes From the Company's Own Forecast
Encore Capital buys charged-off consumer debt for cents on the dollar and collects it. Diluted earnings per share doubled to $3.86 in the first…
Thomas Mücke 18 min
Lamb Weston: They sell more french fries than ever — and keep earning less from them
Roughly one in four servings of french fries in an American restaurant comes out of this company's plants. In fiscal 2026 sales volume rose…
Thomas Mücke 18 min
Perimeter Solutions: A Superb Fire Safety Business — and Five Founders Who Own 18 Percent of Every Share Price Gain
Perimeter Solutions drops the red slurry that stops wildfires from the air, and it earns handsomely doing so: $652.9 million of revenue in 2025…
Thomas Mücke 18 min
AstroNova: $9.40 on the Screen — and $29.00 Once Six Bidders Are in the Room
AstroNova builds printers for aircraft cockpits and labels for packaging. On April 6, 2026 the stock closed at $9.40. Ten weeks later the board…
Thomas Mücke 18 min
PDF Solutions Stock: The Catch-Up Entry Behind the Earnings Beat
PDF Solutions ranks no. 8 in our in-house Big Earnings Surprise ranking (U.S. selection, as of July 25, 2026): four straight quarters with earnings…
Thomas Mücke 18 min
Tilly's: Comparable Sales Jump 22.9 Percent — and the Quarter Still Ends With an $8.0 Million Loss
One number is enough to make a stock look like a turnaround: comparable net sales up 22.9 percent in the first quarter of fiscal…
Thomas Mücke 18 min
Bio-Techne: A Turnaround Candidate Whose Price Has Already Been Signed — $73.00 a Share
Bio-Techne sells the reagents and instruments laboratories around the world run on — and ranks 6th in our turnaround scanner (U.S. selection, turnaround check…
Thomas Mücke 18 min
FactSet: They Sell AI — and the Same Annual Report Explains Why AI Makes Their Business Cheaper
FactSet supplies the world's money managers with their numbers, and it has grown without a break for years: organic annual subscription value reached $2,485.6…
Thomas Mücke 18 min
Richardson Electronics: The Best Result in Three Years — and $4.1 Million Less in the Bank
In fiscal 2026 Richardson Electronics finished with a sprint it had not managed since 2023: quarterly revenue up 27.6 percent, quarterly net income up…
Thomas Mücke 17 min
Puma Biotechnology: One Drug, Zero Debt — and a Clock That Runs Out in 2030
Puma Biotechnology has beaten analyst estimates five quarters in a row, which is why it sits at rank 15 in our earnings-surprise ranking. The…
Thomas Mücke 18 min
Magnachip: The Word "AI" Appears Only Where New Shares Are Sold
Magnachip Semiconductor (NYSE: MX) builds chips in South Korea that switch electricity — power semiconductors for chargers, televisions, e-bikes and server boards. In its…
Thomas Mücke 18 min
HIVE Digital: $297.8 Million of Revenue, a $148.4 Million Loss — and 88.7 Million New Shares in Twelve Months
HIVE Digital Technologies has only carried that name since July 2023; before then the word "Blockchain" stood in it. The new name promises data…
Thomas Mücke 18 min
Inogen: 20 percent more devices sold — and only 6 percent more money
Inogen builds portable oxygen devices for people with chronic lung disease — and the company itself is just coming up for air: the annual…
Thomas Mücke 18 min
LiveWire: 76 percent market share — and 653 motorcycles in a whole year
LiveWire, the electric motorcycle arm Harley-Davidson spun off in 2022, reported a 76 percent share of the U.S. market for street-legal electric motorcycles above…
Thomas Mücke 18 min
Ondas: $0.58 of Earnings Per Share — and the Company Still Lost $42.7 Million in the Quarter
Hardly any sector is pulling harder right now than counter-drone and autonomous defense technology — and Ondas Inc. delivers the headline to match: $0.58…
Thomas Mücke 18 min
Battalion Oil: Shareholders' Equity Swung $190 Million Into the Black — and Not a Cent of It Was Earned
For a long time Battalion Oil looked like a workout case: negative equity, a deadline from the NYSE American, no borrowing capacity left. The…
Thomas Mücke 19 min
Global Industrial: The best year in a while — and the filing explains why it will not repeat
An industrial supplies distributor from New York, $1.38 billion in revenue, a three percent dividend, public since 1995: this is exactly what a stock…
Thomas Mücke 18 min
An Entire Island Fills Up at One Family’s Pumps: Petrolina Buys Out Exxon Below Value — and Doesn’t Earn Its Money at the Pump
Petrolina dominates Cyprus’s fuel-station market — since January 31, 2026 also with the 68 Esso stations bought from ExxonMobil, acquired below the fair value…
Thomas Mücke 18 min
The Largest Position That Appears in No 13F: Helikon, Orezone Gold and the Blind Spot of the Quarterly Filing
A 13F lists only what is listed in the United States. Orezone Gold trades in Toronto, Sydney and over-the-counter — and so falls through…
Thomas Mücke 18 min
A Silver Project Worth $2.65 Billion on Paper — and $589 Spent on Drilling in Nine Months
New Pacific Metals owns two of the largest undeveloped silver deposits in the world, both in Bolivia. The updated study on its Carangas project,…
Thomas Mücke 19 min
Highlander Silver Books Its First Profit Ever — and $28.5 Million of the $20.4 Million Is an Accounting Entry
Twenty trading days after its NYSE American debut, a London fund running $2.6 billion in U.S. equities opens a brand-new position in Highlander Silver.…
Thomas Mücke 18 min
Negative Equity of $58 Million Without a Cent of Bank Debt: Solaris Resources Sold Its Gold Before the Mine Exists
Solaris Resources owns Warintza in Ecuador, one of the largest undeveloped copper deposits in the world — its own pre-feasibility study puts the after-tax…
Thomas Mücke 19 min
IRSA: A Revaluation of 489 Billion Pesos Turned a Good Year Into a Loss — and Not One Peso Moved
IRSA is Argentina’s largest listed real estate company: 16 self-operated shopping malls, 97.7 percent leased, plus office buildings, three hotels and land reserves in…
Thomas Mücke 20 min
Edenor: 239 Billion Pesos of Profit — and the Inflation Entry in the Same Statement Is Even Bigger
On paper Edenor looks like a bargain: Argentina's largest electricity distributor serves 3.4 million customers in greater Buenos Aires, holds a concession running to…
Thomas Mücke 18 min
Skeena Resources: $489 Million Riding on a Mine That Has Never Sold an Ounce
Eskay Creek in British Columbia was once one of the richest silver mines on earth. Skeena Resources is rebuilding it as an open pit…
Thomas Mücke 19 min
Transportadora de Gas del Sur: One Fiscal Year, Three Annual Reports, Three Different Revenue Figures
Transportadora de Gas del Sur moves more than 60 percent of the natural gas Argentina consumes, through 5,746 miles of pipeline. The business is…
Thomas Mücke 20 min
Abivax: One Drug, 69 Employees — and $111 of a $125 Share Price Is Pure Expectation
The trial data at Abivax are about as good as trial data get: in June 2026, 51.3 percent of patients on obefazimod were in…
Thomas Mücke 19 min
$4,873 on the Market, $3,936 in the Till: Allied Gold and the Cash Offer That Has Been Waiting for a Stamp Since January
Allied Gold mines gold in Mali, Côte d’Ivoire and soon in Ethiopia — in the most expensive gold year on record. Its 2025 books…
Thomas Mücke 19 min
Silvercorp Earned More Than Ever — and Still Booked a Loss, Because Its Own Stock Went Up
In fiscal 2026 Silvercorp Metals pulled $438.1 million of revenue out of two mines in China, more than in any year before. Income from…
Thomas Mücke 19 min
People Inc.: America's Largest Publisher — and a Casino Stake That Decides Whether the Year Ends Green or Red
Since June 4, 2026 the company formerly known as IAC has been called People Incorporated and trades under the ticker PPLI. The new name…
Thomas Mücke 19 min
MGM Resorts: The House Always Wins — But MGM No Longer Owns the House
Bellagio, Aria, Mandalay Bay, MGM Grand: MGM Resorts runs the most famous addresses on the Las Vegas Strip — it does not own them.…
Thomas Mücke 23 min
Corporación América Airports: 86.7 Million Passengers Across 52 Airports — and the Company Owns None of Them
Corporación América Airports calls itself a leading private airport operator in the world: 52 sites in six countries, 86.7 million passengers in 2025. Its…
Thomas Mücke 19 min
Super Group: $2.2 Billion in Betting Revenue — and Nearly Four of Every Five Dollars Come From Three Countries
Super Group (NYSE: SGHC) runs the Betway betting brand and the Spin multi-brand casino, holds licenses in 20 countries and in 2025 turned $56.8…
Thomas Mücke 19 min
QIAGEN Calls It "Grown Significantly" — Four Years After the Peak, Revenue Is Still Below It
QIAGEN looks like the safest stock in the lab: a DAX 40 company, a 62 percent gross margin, 90 percent recurring revenue, more than…
Thomas Mücke 18 min
Flutter Entertainment: $16.4 Billion in Revenue, a $407 Million Loss — and a Quarterly Profit That Appears When FanDuel Is Worth Less
The house always wins — everyone who has ever stood in a betting shop knows that. Flutter Entertainment (NYSE: FLUT) is the biggest house…
Thomas Mücke 19 min
Helios Towers Stock: The 12 Percent Investor Who Doesn't Own a Single Share
A London fund holds 12.0004 percent of Helios Towers — through five swap contracts, without a single share and without a single vote. It…
Thomas Mücke 15 min
NGL Energy Partners: America's Largest Produced-Water Disposer — Chained to $3.3 Billion in Debt and a Distribution That Has Been Frozen Since 2020
NGL Energy Partners is not a stock but an MLP: a publicly traded partnership where you buy a "unit" instead of a share and…
Thomas Mücke 17 min
Jack in the Box Stock: The Familiar Drive-Thru Brand Runs on $1.6 Billion of Wall Street Debt — and Minus $922 Million in Equity
Jack in the Box (Nasdaq: JACK) out of San Diego is the burger chain everyone in the western U.S. has pulled up to: 2,136…
Thomas Mücke 17 min
Pathward Stock: A Bank Earning a 7.3 Percent Interest Margin — on Deposits It Does Not Own
The Reddit feed still calls it "Meta Financial Group," its ticker is CASH — and behind both hides an unassuming bank in Sioux Falls…
Thomas Mücke 17 min
Corsair Stock: Four Loss Years After the Pandemic High — and a Third of Revenue Rides on the Price of a Memory Chip
Almost every PC gamer knows Corsair — keyboards, headsets, power supplies, Elgato streaming gear, and since 2024 Fanatec sim racing. The stock is popping…
Thomas Mücke 17 min
Hertz Stock: The Operations Are Turning, the Balance Sheet Is Tipping — A Turnaround Built on Negative Equity
Hertz is back — the brand many remember from the 2021 Reddit frenzy, when a bankrupt car rental company suddenly became a stock-market legend.…
Thomas Mücke 16 min
Biglari Holdings: The Businesses Earn Money Every Year — the Loss Comes From a Fund That Owns the Company's Own Stock
Biglari Holdings looks like a miniature Berkshire: restaurants, insurance, oil, an owner-operator who allocates capital centrally. But the mandatory filings to the U.S. securities…
Thomas Mücke 18 min
XPeng Stock: The First Profit in Company History Lasted Exactly One Quarter
XPeng delivered in 2025 what most EV challengers only promise: 429,445 vehicles (+126 percent), RMB76.7 billion in revenue (+88 percent) — and, in the…
Thomas Mücke 16 min
Envela Stock: The Doubling That Belongs to the Price of Gold
Envela buys and sells pre-owned jewelry, gold and electronic scrap — and has doubled its quarterly revenue from $48 million to $98 million within…
Thomas Mücke 18 min
Sphere Stock: The Wizard of Oz Turned the Vegas Orb Profitable — Yet the 10-K Still Promises More Losses
Everyone has seen the glowing orb of Las Vegas — and that is exactly the problem. Sphere Entertainment ranks no. 6 in the U.S.…
Thomas Mücke 16 min
ServiceNow Stock: Market Value Halved, Growth Unbroken — and a $7.8 Billion Bet on Borrowed Money
ServiceNow grows more than 20 percent quarter after quarter, renews 98 percent of its contracts and sits on $28.2 billion of contracted future revenue…
Thomas Mücke 16 min
10x Genomics Stock: The Earnings Surprise That Came From the Courtroom
10x Genomics ranks no. 7 in our in-house Big Earnings Surprise scanner (U.S. selection, as of July 18, 2026): four straight quarters, the genomics…
Thomas Mücke 16 min
Applied Digital Stock: Revenue Doubles, $6 Billion of Bonds Build the AI Factory — and Everything Hangs on Three Customers
Applied Digital builds "AI factories" in North Dakota: data centers leased to AI cloud provider CoreWeave and to a hyperscaler for up to 15…
Thomas Mücke 17 min
RF Industries Stock: Four Straight Earnings Beats, a 250 Percent Run — and a Record Quarter Worth $0.9 Million
RF Industries builds the parts of the wireless network nobody ever sees: connectors, cable harnesses, small cell enclosures, cooling systems. The stock ranks no.…
Thomas Mücke 15 min
Toast Stock: From a $246 Million Loss to a $342 Million Profit — Only the Price Won't Believe the Turnaround
Toast runs the point of sale, software and payment rails of roughly 171,000 restaurants — and has just delivered a textbook operational turnaround: a…
Thomas Mücke 16 min
Okta Stock: From a $355 Million Loss to a $235 Million Profit in Two Years — Already Priced at 87 Times Earnings
Okta has disappointed investors twice: first with the crash after the 2021 hype, then with two security incidents at, of all companies, the guardian…
Thomas Mücke 16 min
Tenable Stock: The Market Value Halved, Cash Flow Hit a Record — and Our Turnaround Check Reads 8 of 8
Cybersecurity firm Tenable sits at rank 1 of our in-house turnaround candidates scanner (U.S. selection): 8 of 8 points on the turnaround check, as…
Thomas Mücke 16 min
Roku Stock: 7 of 8 Turnaround Signals, a $25 Billion Offer From Fox — and Your Vote Barely Counts
Roku pulled off what most turnaround candidates never manage: after more than $1.3 billion in combined losses (2022–2024), 2025 brought the first annual profit,…
Thomas Mücke 16 min
Hyliion Stock: Up 166 Percent in Three Months — for a Product Nobody Can Buy Yet
Hyliion was one of the celebrated SPAC listings of the 2020 electric-truck wave — then the stock lost more than 90 percent, the powertrain…
Thomas Mücke 15 min
Penguin Solutions Stock: A 307 Percent Rally on the AI Story — While the AI Computing Segment Earns Almost Nothing
Penguin Solutions is the momentum rocket of summer 2026: rank 3 in our in-house Qullamaggie Top Gainers 3M scanner, up roughly 307 percent in…
Thomas Mücke 16 min
Vishay Stock: Tripled in Three Months — Then the Company Sold $830 Million of Its Own Shares at the Top
Vishay Intertechnology builds the most inconspicuous parts in electronics: resistors, capacitors, MOSFETs — penny-priced components without which no AI server and no electric car…
Thomas Mücke 16 min
Carpenter Technology Stock: Earnings Up Sixfold, Shipments Shrinking — and the Market Pays 62 Times Profit
Carpenter Technology has been melting alloys since 1889 that keep working where ordinary steel gives up: in jet engines, landing gear, implants. In our…
Thomas Mücke 16 min
Applied Materials Stock: Straight A's on All Five Buffett Criteria — but the 45 Percent Profit Jump Didn't Come From the Factories
Applied Materials builds the machines without which no chip in the world gets made — and it passes all five tests in our in-house…
Thomas Mücke 16 min
Powell Industries Stock: Zero Bank Debt, a $1.8 Billion Backlog, Rank 5 on Buffett Criteria — and a Price Tag of 60 Times Earnings
Powell Industries builds the switchgear that keeps refineries, power grids and, lately, AI data centers running — and it ranks no. 5 in the…
Thomas Mücke 16 min
Teradyne Stock: Every Buffett Criterion Passed, 87 Percent Growth — and a Price Buffett Would Never Have Paid
Teradyne builds the test benches every AI chip has to pass before it ships — and ranks no. 4 in the U.S. selection of…
Thomas Mücke 16 min
Backblaze Stock: A $335 Million CoreWeave Contract Lit the Curve — and the Company Has Never Closed a Profitable Year
Backblaze runs one of the cheapest cloud storage platforms in the world — and sits at rank 8 of our in-house Qullamaggie Top Gainers…
Thomas Mücke 16 min
Treace Medical Stock: The Founder Buys Over a Million Dollars of Shares — and His Flagship Is Losing Its Market
Treace Medical re-measured bunion surgery with its Lapiplasty system — and still trades almost 90 percent below its 2021 high (as of July 2026).…
Thomas Mücke 17 min
MaxLinear Stock: Up Fivefold on AI Optics — and a Billion-Dollar Arbitration With No Reserve
MaxLinear (Nasdaq: MXL) designs the communications chips that push data through broadband routers, 5G networks and the fiber-optic arteries of AI data centers. Exactly…
Thomas Mücke 16 min
Credo Stock: The Cable AI Hangs On — and the Three Customers Credo Hangs On
Revenue tripled in a single year, a 35 percent net margin, eight record quarters in a row — Credo Technology supplies the connectivity for…
Thomas Mücke 13 min
Collegium Stock: A 30 Percent Cash Flow Yield — Earned With Drugs That Have Expiration Dates
Collegium Pharmaceutical earns so much money with five acquired medicines for pain and ADHD that our FCF/market-cap scanner lists the stock near the top:…
Thomas Mücke 17 min
SmartStop Stock: Fresh on the NYSE, a $1.60 Dividend — and 2025 Operating Cash Flow That Didn't Cover It
SmartStop Self Storage rents storage units across the United States and Canada, made the jump to the NYSE in April 2025 — and shows…
Thomas Mücke 16 min
Millrose Stock: A 10 Percent Dividend From Lennar's Land Machine — Which Has No Employees, and Whose Founder Kept the Keys
Millrose Properties stockpiles buildable land for America's homebuilders: the Lennar spin-off of February 2025 buys and develops lots and lets builders take them, finished,…
Thomas Mücke 16 min
Vicor Stock: The Debt-Free Power Champion of the AI Boom — and a Record Profit With an Asterisk
Vicor builds the high-density power modules that feed GPUs and AI chips in the data centers — debt-free, with its own U.S. fab, celebrated…
Thomas Mücke 16 min
Lam Research Stock: Records in the AI Boom — and a Third of the Revenue Hangs on China
Lam Research builds the machines without which no modern chip gets made — and delivers one record after another in the AI boom: $18.4…
Thomas Mücke 21 min
Old Dominion Stock: 99 Percent On-Time, Three Shrinking Years — and a Price That Already Celebrates the Turn
Old Dominion Freight Line (Nasdaq: ODFL), the less-than-truckload specialist from North Carolina, ranks seventh in our in-house Terry Smith quality scanner (U.S. selection, as…
Thomas Mücke 16 min
Freeport-McMoRan Stock: Record Copper Prices — and the Best Mine Runs at 60 Percent
Freeport-McMoRan (NYSE: FCX), the copper giant from Phoenix, ranks fifth in our in-house Terry Smith quality scanner (U.S. selection, as of July 18, 2026):…
Thomas Mücke 17 min
Rambus Stock: The Quiet Toll Collector of the Memory Boom — a Record Year at 27 Percent Growth, the Latest Quarter at 8
Rambus (Nasdaq: RMBS), the memory-chip and patent company from Silicon Valley, ranks fourth in our in-house Terry Smith quality scanner (U.S. selection, as of…
Thomas Mücke 17 min
Dynex Capital Stock: A 15.7 Percent Dividend — Paid Out of Substance
The scanner reports triple-digit revenue growth, but Dynex Capital is not a company with revenue — it is a leveraged bond fund in a…
Thomas Mücke 16 min
Arrow Financial Stock: A Quiet Dividend Streak from the Adirondacks — and Its Fine Print
Arrow Financial is a $4.5 billion community bank from Glens Falls in upstate New York — and it sits at rank 6 of our…
Thomas Mücke 16 min
Target Stock: 54 Years of Rising Dividends — and a Boycott Written Into the Annual Report
Target has paid a dividend every quarter since its 1967 IPO and raised it for 54 consecutive years — rank 5 in our in-house…
Thomas Mücke 17 min
West Pharmaceutical Stock: 33 Straight Dividend Increases — and Still Only a 0.3 Percent Yield
West Pharmaceutical makes the rubber stoppers and seals without which hardly any injectable drug reaches the market — the weight-loss pens run on components…
Thomas Mücke 16 min
Franklin Resources Stock: 45 Years of Dividend Raises — and an Anchor Called Western Asset
Franklin Resources (Franklin Templeton) has raised its dividend every year since 1981 — through every crash. The stock sits at rank 3 of the…
Thomas Mücke 17 min
Nucor Stock: The Dividend Has Risen Every Year Since 1973 — Profit Fell 74 Percent in Three Years
Nucor is America's largest steelmaker — and a Dividend King: the base dividend has been raised in every single year since payments began in…
Thomas Mücke 19 min
Caterpillar Stock: 32 Straight Dividend Hikes, a $62.7 Billion Backlog — and a Yield Down to 0.6 Percent
Caterpillar is the textbook Dividend Aristocrat: 32 consecutive years of higher annual dividends, a quarterly payout since 1933 — and rank 1 in the…
Thomas Mücke 18 min
Porsche Stock: A €3.1 Billion U-Turn — and a Dream Margin That Fell From 18 to 1.1 Percent
At its 2022 IPO, Dr. Ing. h.c. F. Porsche AG was the margin king of the car world: an 18 percent operating return on…
Thomas Mücke 17 min
SpaceX Stock: The $1.77 Trillion Debut — Starlink Pays the Bills, xAI Burns Them, and Elon Musk Keeps 82 Percent of the Votes
In June 2026, Space Exploration Technologies (Nasdaq: SPCX) pulled off the largest stock market debut in history: $75 billion raised at $135.00 per share,…
Thomas Mücke 18 min
NPK International Stock: The Mats Beneath the Grid Build-Out — a Strong Chart With a Proud Price
Out of oilfield-services provider Newpark Resources came NPK International: a lessor of recyclable composite mats that build temporary roads where excavators and transmission towers…
Thomas Mücke 19 min
Concentra Stock: The Winner Whose Profit Stands Still
Concentra (NYSE: CON), America's largest occupational health provider since its spin-off from Select Medical, fires in 17 of our scanners and trades at an…
Thomas Mücke 20 min
AMN Healthcare Stock: 31 Green Signals Above a Business Cut in Half
No stock in our series fires in this many filters at once: hospital staffing firm AMN Healthcare hits 31 in-house scanners simultaneously — from…
Thomas Mücke 17 min
Atlanticus Stock: +404 Percent Revenue Growth — a Data Artifact
The scanner reports triple-digit revenue growth, but at Atlanticus that is a measurement error: the data series mixes net and gross revenue. Computed cleanly,…
Thomas Mücke 18 min
Allient Stock: Earned Strength at the All-Time High — and What the Optimism Costs
In twelve months, motion-technology specialist Allient has nearly tripled and fires in 23 of our scanners — from the all-time high to institutional accumulation.…
Thomas Mücke 19 min
Bel Fuse Stock: The Quiet 20-Bagger Inside the Data Center — and What the Chart Has Already Priced In
Few small caps radiate this much strength: component maker Bel Fuse has multiplied roughly twentyfold in five years, fires in 16 momentum and quality…
Thomas Mücke 19 min
Everus Stock: What the Data-Center Winner Costs After the Rally
Everus Construction (NYSE: ECG), the spin-off of MDU Resources, wires data centers and builds the grids that feed them: 2025 revenue up 31 percent…
Thomas Mücke 20 min
CPSS Stock: On Paper, More Free Cash Flow Than Market Cap — In the Bank, $6.9 Million
Consumer Portfolio Services buys auto loans made to people banks turn away, and it ranks near the top of our FCF/market-cap scanner: reported operating…
Thomas Mücke 16 min
Alliance Laundry Stock: The World's Washing-Machine Champion Is Still Paying Off Its Owner's $900 Million Dividend
Alliance Laundry of Ripon, Wisconsin, has built commercial washers since 1908 and estimates it holds about 40 percent of the North American market —…
Thomas Mücke 16 min
World Acceptance Stock: A Cash Machine Charging 51 Percent Interest — and the One Sentence in the 10-K That Could End It All
World Acceptance lends small sums through 1,009 branches to Americans hardly anyone else will lend to — at an average annual rate of 51.4…
Thomas Mücke 17 min
Lantheus Stock: Textbook Quality in the Scanner — and a $989 Million Product Losing Its Shield
Lantheus (Nasdaq: LNTH) makes cancer visible in PET scanners — and ranks no. 3 in our Terry Smith Quality scanner (U.S. selection, as of…
Thomas Mücke 17 min
Fortinet Stock: An 80 Percent Gross Margin — and More Than Half of Revenue Passes Through Three Doors
Fortinet (Nasdaq: FTNT), the firewall company run by brothers Ken and Michael Xie, ranks second in our in-house Terry Smith quality scanner (U.S. selection,…
Thomas Mücke 17 min
Sezzle Stock: No. 1 in Our Quality Scanner — and 77 Percent of Revenue Is Paid by Its Own Customers
Sezzle (Nasdaq: SEZL), the "buy now, pay later" provider from Minneapolis, sits at no. 1 in our Terry Smith quality scanner (U.S. selection, as…
Thomas Mücke 17 min
NRC Health Stock: A New Name, a $12 Million Captain, a Record Order Book — and a Profit That Just Got Cut in Half
For 45 years, NRC Health has asked patients at America's hospitals how it really went — a subscription business with 91 percent recurring revenue.…
Thomas Mücke 15 min
Everspin Stock: The Market's Only MRAM Pure Play — Operating in the Red, Rescued by Interest and a $14.6 Million Award
Everspin of Chandler, Arizona, is the only listed company that lives entirely off MRAM magnetic memory — the ticker is literally MRAM. Revenue grew…
Thomas Mücke 16 min
FuelCell Energy Stock: 380 Megawatts of Fantasy, 30 Megawatts on Order — and No Profit Since 1997
FuelCell Energy builds fuel-cell power plants, and suddenly the AI world wants its electricity: a framework agreement covering up to 380 megawatts for data…
Thomas Mücke 18 min
Globe Life Stock: A 20.9 Percent Return on Equity — and a Reputation That Is on Trial
Globe Life insures lower-middle to middle-income America with life and supplemental health policies, and it shows up in our Joshua growth scanner (rank 20,…
Thomas Mücke 17 min
HF Sinclair Stock: When a Cyclical Lights Up the Value Filter and the Momentum Filter at Once
HF Sinclair (NYSE: DINO), the U.S. refiner from the HollyFrontier-Sinclair merger, shows up in our "Joshua" growth scanner — and, at the same time,…
Thomas Mücke 17 min
Mercury General Stock: The California Auto Insurer That Answered the Historic Wildfires With a Record Profit
Mercury General insures cars and homes mostly in California — and in January 2025 it was hit by the largest loss in its history:…
Thomas Mücke 18 min
Cheesecake Factory Stock: Record Revenue, Falling Profit — and Growth That No Longer Comes From the Namesake
The Cheesecake Factory rang up more revenue than ever in fiscal year 2025 — $3.75 billion, up 4.7 percent — and still earned less…
Thomas Mücke 16 min
AAR Stock: Record Revenue, a Sinking Profit — and a Comeback That Leans on Three One-Off Gains
AAR is the spare-parts warehouse and repair shop of aviation — and it shows up in the top 20 of our "Joshua" growth scanner…
Thomas Mücke 17 min
Twin Disc Stock: Record Revenue at a Marine-Gear Maker Since 1918 — and a Multimillion-Dollar Profit That Comes Almost Entirely From the Tax Line
Twin Disc has built marine and heavy-duty industrial transmissions since 1918 and shows up in our in-house "Joshua" growth scanner (data as of July…
Thomas Mücke 17 min
Jabil Stock: Selling Shovels in the AI Gold Rush — at a Nine Percent Margin and 45 Times Earnings
Jabil builds the servers, racks and cooling gear of the AI boom on behalf of others — and shows up in our in-house "Joshua"…
Thomas Mücke 16 min
GEO Group Stock: 47 Percent of Revenue Comes From a Single Agency — and It Is ICE
The GEO Group runs private prisons and immigration-detention centers for the U.S. government — and lights up our in-house Joshua growth scanner (rank 9…
Thomas Mücke 18 min
Indivior Stock: A New U.S. Passport, a Record Profit — and One Monthly Injection Carrying 69 Percent of Revenue
Indivior treats opioid addiction — and is painting the highest high-water mark in its history: 27 hits in our in-house stock scanner, from the…
Thomas Mücke 17 min
Hut 8 Stock: A $9.8 Billion Lease, 16,331 Bitcoin — and a Bottom Line Written by the Bitcoin Price
Hut 8 assembles power plants, data centers and Bitcoin mining into one energy platform — and lit up 17 hits in our momentum scanner…
Thomas Mücke 17 min
Cohu Stock: Up 245 Percent Without a Profit — the Market Is Paying the AI Test Cycle in Advance
Cohu builds the machines that test, sort and inspect finished computer chips — and lights up 22 filters in our in-house stock scanner, including…
Thomas Mücke 16 min
ACM Research Stock: 99.6 Percent China Under a Nasdaq Label — and Its Own Subsidiary Sits on the U.S. Export Blacklist
ACM Research builds cleaning and plating tools for chip fabs and is one of the most striking names in our in-house momentum scanner run…
Thomas Mücke 17 min
Blue Bird Stock: A Record Run in the Yellow School Bus — and the Switches Are Set in Washington and Quebec
Blue Bird builds America’s yellow school buses — and lights up our in-house stock scanner with 17 hits across momentum and quality filters at…
Thomas Mücke 17 min
AZZ Stock: An All-Time High at 15 Times Earnings — but Two-Thirds of the Record Profit Was a One-Off
AZZ galvanizes America's steel and coats its coil — and lights up 12 filters in our in-house stock scanner, almost all of them trend…
Thomas Mücke 16 min
Host Hotels Stock: 76 Luxury Hotels, 162 Employees — and a Profit Jump That Is Half Made of Three Hotel Sales
Host Hotels & Resorts owns 76 luxury and upper-upscale hotels with roughly 41,700 rooms — and employs just 162 people itself. In our in-house…
Thomas Mücke 20 min
NVE Stock: 42 Employees, a 58 Percent Net Margin — and a Dividend That Pays Out More Than the Company Earns
NVE of Minnesota builds spintronics chips for pacemakers and factory robots — and lights up eight filters in our in-house stock scanner at once,…
Thomas Mücke 15 min
Plexus Stock: Four Billion in Revenue — and Why Only a Twentieth of It Survives as Profit
Plexus builds complex electronics for other companies’ brands — ventilators, defense electronics, industrial gear — and shows up in our "Joshua" growth scanner while…
Thomas Mücke 17 min
Millicom Stock: A Genuine Turnaround — and a Record Profit That Is Half Borrowed
Millicom runs across eleven Latin American countries as Tigo and has fought its way back from a debt-laden problem child: operating profit (EBITDA) up…
Thomas Mücke 17 min
Materion Stock: A Record Top Line — and Value Creation That Has Fallen for Three Years
Materion (NYSE: MTRN) from Ohio reported record net sales of $1.79 billion for 2025 (+6 percent) and jumped another 31 percent in the first…
Thomas Mücke 16 min
Ironwood Stock: A Single Drug, a Debt Wall — and a Cliff Dated March 2029
Ironwood Pharmaceuticals (Nasdaq: IRWD) looks optically cheap: a trailing price-to-earnings ratio around 7, up roughly 480 percent from its low, a scanner that fires…
Thomas Mücke 17 min
Anterix Stock: The Insider Buy That Is Already History — and $2 Billion Riding on $6.5 Million of Revenue
Anterix (Nasdaq: ATEX) owns the largest contiguous block of 900 MHz radio spectrum in the United States and leases it to utilities. Our in-house…
Thomas Mücke 17 min
Friedman Industries Stock: Revenue Doubled — Measured From the Loss-Making Bottom of a Steel Cycle
Our scanner reports triple-digit revenue growth, but at the small steel processor Friedman Industries that is the upswing of a price cycle — measured,…
Thomas Mücke 16 min
CTS Stock: A Price at the All-Time High, Revenue Below 2022 — What Really Carries This 130-Year-Old Straight-A Stock
CTS Corporation builds sensors, connectivity components and actuators — and surfaced in our momentum run of July 17, 2026, with 12 scanner hits: stage-2…
Thomas Mücke 16 min
StoneX Stock: $132 Billion in Revenue Is an Optical Illusion — the Doubled Profit Is Not
StoneX clears and brokers trades across more than 40 derivatives exchanges — and lights up 24 filters in our in-house stock scanner, led by…
Thomas Mücke 16 min
MYR Group Stock: On the Grid Since 1891, Up 171 Percent in a Year — and Its Own Buyback Program Expired Unused
MYR Group has been wiring America since 1891 — high-voltage lines, substations, data centers. In our in-house stock scanner, the stock lights up 22…
Thomas Mücke 16 min
Kulicke & Soffa Stock: A $6.9 Billion Valuation, $213,000 in Annual Profit — and a Chip Cycle Just Catching Fire
Wire-bonder specialist Kulicke & Soffa lights up 31 filters in our in-house stock scanner (momentum run as of July 17, 2026) — a Stan…
Thomas Mücke 17 min
Astronics Stock: The First Profit Since 2019, a Record Backlog — and a $286 Million Bill From Its Own Rally
Astronics equips aircraft cabins with in-seat power, lighting and seat electronics — and lights up our in-house stock scanner 22 times at once, from…
Thomas Mücke 16 min
Benchmark Electronics Stock: The Price Doubled, Profit Halved — and Revenue Has Gone Nowhere in Three Years
Benchmark Electronics builds electronics for other companies — from chip-making equipment modules to medical devices — and lights up 24 trend filters in our…
Thomas Mücke 16 min
Arrow Electronics Stock: The AI Wave Hits the Wholesale Shelf — 39 Percent Growth, Four Extra Shipping Days, an Interim CEO
Arrow Electronics moves chips and enterprise IT to tens of thousands of business customers — and lit up our momentum run of July 17,…
Thomas Mücke 16 min
Astrana Stock: Four Times the Revenue, a Third of the Profit — and a Price Hugging Its 52-Week High
Astrana Health coordinates care for roughly 1.55 million patients in America on fixed per-member fees — and lights up 25 filters in our in-house…
Thomas Mücke 16 min
NESR Stock: Textbook Momentum From the Middle East — and One Customer Behind 49 Percent of Revenue
National Energy Services Reunited (NESR) runs frac fleets, drilling and well-testing crews for the oil states of the MENA region — and lights up…
Thomas Mücke 16 min
Outlook Therapeutics Stock: The FDA Said Yes — Nothing Is Paid For Yet
At the fourth attempt, on July 24, 2026, the U.S. Food and Drug Administration approved what Outlook Therapeutics has been fighting for since 2022:…
Thomas Mücke 19 min
ASP Isotopes Stock: Five Future Stories, a $290 Million War Chest — and Not One Dollar of Enriched-Isotope Revenue Yet
ASP Isotopes offers several megatrends at once: nuclear medicine, silicon-28 for quantum computers, HALEU nuclear fuel for TerraPower, plus helium from South Africa. On…
Thomas Mücke 17 min
Serve Robotics Stock: $2.65 Million in Revenue, a $534 Million Valuation
Serve Robotics builds the little delivery robots that roll down U.S. sidewalks for Uber Eats and DoorDash — more than 2,000 of them, with…
Thomas Mücke 18 min
Lattice Stock: A $21 Billion Market Cap on $3 Million of Profit — Anatomy of an AI Comeback
Lattice Semiconductor builds small, low-power FPGA logic chips that can be reprogrammed after they ship — and lights up 22 filters across the momentum…
Thomas Mücke 17 min
TD SYNNEX Stock: $19.6 Billion a Quarter, 1.7 Cents on the Dollar — and Amazon Collects Warrants
TD SYNNEX is the wholesaler behind the AI boom: $62.5 billion in annual revenue, 200,000 products, 2,500 vendors — and with 26 hits, one…
Thomas Mücke 16 min
Garrett Motion Stock: A Rally to the Brink of All-Time Highs — While Its Own Annual Report Has the Turbo Market Shrinking From 2026
Garrett Motion builds turbochargers for more than 60 automakers — and lights up 24 filters in our in-house stock scanner at once, almost all…
Thomas Mücke 16 min
Hyster-Yale Stock: A $100 Million Tariff Bill, a Nearly Halved Backlog — and a Family Holding 76 Percent of the Votes
Hyster-Yale has built forklifts under the Hyster and Yale brands for decades — and earned $142.3 million doing it as recently as 2024. Then…
Thomas Mücke 16 min
CTO Stock: A 7 Percent Dividend, an Angry Short Seller — and Insiders Who Bought the Very Next Day
CTO Realty Growth rents out shopping centers across the American Sunbelt and pays a dividend yield of about 7 percent (data as of July…
Thomas Mücke 17 min
Lovesac Stock: $697 Million in Sales, $4 Million in Profit — the Receipt of a Sofa Empire in a Tariff Storm
Lovesac sells a couch built like Lego — its modular "Sactionals" platform carries 91 percent of revenue. The stock is making the rounds on…
Thomas Mücke 16 min
Getty Images Stock: $2.006 Billion of Debt, a Dead Merger — and an AI Lawsuit It Mostly Lost
Getty Images is the company suing the AI industry for copying its pictures — and it sells its archive to that same industry for…
Thomas Mücke 17 min
Alpha Tau Stock: A Billion Dollars of Market Value, Not One Dollar of Revenue — and a 100 Percent Response Rate Measured in Nine Patients
Alpha Tau implants tiny radioactive seeds into a tumor and lets them irradiate the cancer from the inside — a genuinely novel idea, approved…
Thomas Mücke 17 min
Eos Energy Stock: The Batteries Are Real — Every $1 of Revenue Cost $2.26 to Build
Eos Energy builds zinc batteries in a real American factory, and in 2025 the ramp finally arrived: revenue grew more than sevenfold to $114.2…
Thomas Mücke 16 min
SandRidge Stock: A $1.6 Billion Tax Shield — and the Company Itself Writes Off 83 Percent of It
SandRidge Energy pays no income tax. Not a little — none: cash taxes were "de minimis" for three years running, and the first quarter…
Thomas Mücke 16 min
Fractyl Health Stock: The Data Says the Weight Stays Off — the Annual Report Says the Company Might Not
Fractyl Health has something most clinical-stage companies can only promise: randomized, sham-controlled evidence that a single 45-minute procedure keeps GLP-1 weight off for a…
Thomas Mücke 16 min
Byline Bancorp Stock: A Record $130 Million — and a Government Guarantee With a Clause
Byline Bank earns more than ever: net income of $130.1 million in 2025, a net interest margin of 4.22 percent that most regional banks…
Thomas Mücke 22 min
ProPetro Stock: Seven Years of a Full Cycle, Nothing Earned — and Now a $1.1 Billion Bet on Data Center Power
ProPetro pumps the wells of the biggest Permian producers — ExxonMobil, Occidental, EOG. The chart is in an uptrend, the CEO is buying, institutions…
Thomas Mücke 16 min
Iovance Stock: The Cancer Therapy Works — and the Company Cut Its Own 2025 Forecast by 40 Percent
Amtagvi is real medicine: doctors take a piece of your tumor, harvest the immune cells that already found the cancer, grow them into the…
Thomas Mücke 16 min
Weibo Stock: A Record Profit the Business Did Not Earn — and a Dividend Cut by 26 Percent in the Same Year
Weibo looks like the cheapest thing on the Nasdaq: about 4.5 times 2025 earnings, half of book value, more cash than market value and…
Thomas Mücke 16 min
Target Hospitality Stock: $2 Billion of New Contracts — and Why the Last Big One Ended in a Loss
Target Hospitality rents out beds: 16,991 of them, in modular communities for oil crews, lithium miners, data center builders — and for a U.S.…
Thomas Mücke 16 min
Gorilla Technology Stock: An AI Label — and 77 Percent of Revenue From One Government Invoice
Gorilla Technology sells Edge AI, video analytics and smart-city systems, and its revenue grew 35.7 percent to $101.4 million in fiscal year 2025. We…
Thomas Mücke 20 min
Atai Stock: $6.75 Is Certain — the Other $2.50 Hangs on Three Conditions
On July 15, 2026, AtaiBeckley signed a merger agreement with Eli Lilly. Overnight, a bet on four molecules turned into an arithmetic problem: $6.75…
Thomas Mücke 18 min
Amprius Stock: 450 Wh/kg Batteries, Triple-Digit Growth — and a Third of Revenue From a War
Amprius builds what may be the lightest battery in the drone world and is growing at a breathtaking pace: revenue went from $9.1 to…
Thomas Mücke 18 min
Citizens Stock: Life Insurance Sold in Over 80 Countries — Licensed in Not a Single One of Them
The ticker sounds like an intelligence agency, the stock like a hidden gem: Citizens, Inc. (NYSE: CIA) registers just 2 mentions in 24 hours…
Thomas Mücke 16 min
Clearfield Stock: A Full Cash Box, a Finished Runway — and a Takeoff That Washington Keeps Postponing
Clearfield equips rural U.S. broadband providers with fiber connectivity hardware — and lights up four trend filters in our in-house stock scanner at once…
Thomas Mücke 16 min
Turtle Beach Stock: One Quarter Eats a Year of Profit — and the Hope Is Called "Next Console" Again
Turtle Beach has been the market-share leader in console gaming headsets for 16 years — and the market has all but forgotten it: 2…
Thomas Mücke 16 min
Pediatrix Stock: An 81 Percent Comeback for the Former Mednax — and More Than Half the Bills Go to the Government
Pediatrix Medical Group surfaced in our Reddit hype scanner — under the name "Mednax", which has not existed since 2022 (2 mentions in 24…
Thomas Mücke 16 min
W&T Offshore Stock: The Ticker Reads WTI Like the Oil Benchmark — and the Teardown Bill Outweighs the Whole Company
W&T Offshore shows up in our Reddit hype scanner — with just 2 mentions in 24 hours (as of July 15, 2026), and part…
Thomas Mücke 16 min
The RealReal Stock: A Marketplace That Sorts Out Fakes — and a Quarterly Profit Made of Warrant Math
The RealReal checks every Hermes bag with gemologists, micro-photography and its own AI before it is sold — and the stock has gained about…
Thomas Mücke 16 min
Sweetgreen Stock: The Market Trades a Comeback — the Only Quarterly Profit in Company History Came From Selling the Kitchen Robot
Sweetgreen shows up in our Reddit hype scanner — just 3 mentions in 24 hours (as of July 15, 2026), not a storm, more…
Thomas Mücke 16 min
EverQuote Stock: The Turnaround Is Real — but One Insurance Carrier Pays 40 Percent of Revenue
EverQuote is quiet on Reddit: 3 mentions in 24 hours (as of July 15, 2026) — yet the online marketplace for auto insurance referrals…
Thomas Mücke 16 min
Castellum Stock: The Navy's Cyber Minnow Nears Break-Even — Paid For With Twice the Shares
On Reddit, the ticker CTM surfaces now and then — a defense contractor worth about $61 million, its stock trading for pocket change. We…
Thomas Mücke 15 min
Chaince Digital Stock: Ticker CD Is on Its Fourth Name — and Reddit Still Uses the Wrong One
On July 15, 2026, the ticker CD surfaced in our Reddit hype scanner — listed as "Chindata," a data center operator that left the…
Thomas Mücke 15 min
Rackspace Stock: The Price Went Up Sevenfold — While Its Own Creditors Sell at Half Price
Rackspace Technology shows up in our Reddit hype scanner (4 mentions in 24 hours as of July 15, 2026) — no surprise: up 649…
Thomas Mücke 16 min
Groupon Stock: The First Revenue Growth in Nine Years — and Why the Receipt Below It Is Still Red
Groupon shows up in our Reddit hype scanner — just 4 mentions in 24 hours (as of July 15, 2026), a whisper rather than…
Thomas Mücke 16 min
O-I Glass Stock: The Bottle Giant Buried Its Asbestos Ghost — Now the World Drinks Less, and $5 Billion of Debt Drinks Along
O-I Glass shows up in our Reddit hype scanner with 5 mentions in 24 hours (as of July 15, 2026) — no storm, more…
Thomas Mücke 17 min
Lotus Technology Stock: A Legendary Badge, a $3.2 Billion Loss Hole — and Auditors Who Doubt It Can Carry On
The name Lotus conjures featherweight sports cars and racing glory — and that halo now hangs on a Nasdaq ticker: LOT. We read what…
Thomas Mücke 16 min
Agora Stock: $366 Million in Cash, a $357 Million Market Cap — and a Profit That Lives on Interest
On Reddit, the ticker API is making the rounds, and the math sounds like a gift: Agora, the company behind the video and voice…
Thomas Mücke 16 min
TRX Gold Stock: Records From One Mine in Tanzania — and 45 Percent of It Belongs to the State
Gold trades at record levels, and on Reddit a small ticker keeps surfacing: TRX. Behind it is TRX Gold, a Canadian producer with exactly…
Thomas Mücke 15 min
Grocery Outlet Stock: The Bargain King Is on Markdown — After a Botched Software Switch, 36 Store Closures and $307 Million of Goodwill Written Off
Grocery Outlet sells name-brand products 40 to 70 percent below regular prices — and its own stock trades about 79 percent below its all-time…
Thomas Mücke 16 min
Global Partners: 13 Distribution Hikes in a Row — and a Silent Partner Taking Almost Half of Every Increase
About 6.3 percent in distribution yield from gas stations and fuel terminals on the U.S. East Coast, the payout raised every single quarter for…
Thomas Mücke 16 min
AMC Stock: Packed Theaters, $4 Billion in Debt — and One Share Became a Hundred
AMC is the largest movie theater chain in the world — and, since 2021, the meme stock: the squeeze, the "Apes", the APE units,…
Thomas Mücke 17 min
iQIYI Stock: $3.9 Billion in Revenue for a $1.1 Billion Price Tag — and Fine Print From the Cayman Islands
On Reddit, the ticker IQ is popping up again, and the math looks temptingly simple: China's streaming pioneer, $3.90 billion in annual revenue, on…
Thomas Mücke 16 min
Wendy’s Stock: The Cash Register Still Rings — but Guests Are Leaving, the Dividend Is Cut and the Brand Is Pledged
Wendy’s shows up in our Reddit hype scanner with 32 mentions in 24 hours (as of July 15, 2026) — down about 65 percent…
Thomas Mücke 16 min
Western Digital Stock: AI Fills the Hard Drives — and Over Two-Thirds of the Record Profit Is a Paper Gain
Western Digital is now a pure-play hard-drive maker after the Sandisk spin-off — and one of the biggest winners of the AI data-center boom:…
Thomas Mücke 18 min
Riot Platforms Stock: AI Label on the Front, Ingredient List on the Back
Riot Platforms has already reinvented itself twice — from a biotech company to a Bitcoin miner, and now to an AI data center landlord.…
Thomas Mücke 19 min
Affirm Stock: The First Profit — and What It Doesn't Tell You
Affirm is the U.S. market leader for installment payments at checkout — "Buy Now, Pay Later." Volume grew 81 percent in two years to…
Thomas Mücke 18 min
Solaris Energy Stock: Power for AI — Built on Borrowed Money
In 18 months, Solaris Energy turned from a frac-sand logistics company into a lessor of mobile gas-turbine power plants for AI data centers. Revenue…
Thomas Mücke 19 min
Virgin Galactic Stock: 675 Customers Are Waiting for Space — and the Company's Own Annual Report Doubts It Will Survive
Virgin Galactic has a spaceship factory in Arizona, a spaceport in New Mexico, a global brand and about 675 paid reservations — but nobody…
Thomas Mücke 17 min
TuHURA Stock: The Auditor Doubts the Company Can Survive — Then an Insider Lends 50 Million at 12 Percent
TuHURA Biosciences is building a cancer immunotherapy that makes tumors look to the immune system like bacteria — a fascinating idea now being tested…
Thomas Mücke 18 min
TG Therapeutics Stock: Finally Profitable — but Three Quarters of the Record Profit Is a Tax Bonus
TG Therapeutics sells a single drug — BRIUMVI, an infusion against relapsing multiple sclerosis — and is thereby the rare profitable biotech in our…
Thomas Mücke 18 min
Taysha Stock: The Insolvency Scanner Sounds the Alarm — Yet the Cash Lasts into 2028
Taysha builds a "living medicine" from a virus that is meant to stop one of the cruelest childhood diseases — Rett syndrome. The stock…
Thomas Mücke 17 min
Shoals Stock: $758 Million in Orders in the Shop Window — and $1.9 Million in the Till
Shoals Technologies builds the nervous system of large solar farms: the complete wiring between solar module and inverter. The order book is fuller than…
Thomas Mücke 17 min
Sandisk Stock: The Spurned Spin-Off That Had to Write Off Its Own Goodwill — and Weighs $400 Billion 14 Months Later
When Western Digital spun its memory division Sandisk off to the stock exchange in February 2025, hardly anyone wanted it: the market pushed the…
Thomas Mücke 21 min
Sabre Stock: The Invisible Travel Giant Earns $296 Million — and Pays $448 Million in Interest
If you have ever flown, chances are you have used Sabre without knowing it: 365 million bookings ran through the travel-booking network of the…
Thomas Mücke 18 min
Replimune Stock: The Auditor Doubts the Company Will Survive — and the Market Bets on the Cancer Approval Anyway
Replimune builds viruses meant to blow tumors open from the inside — one of the most exciting ideas in cancer medicine. Only, the company…
Thomas Mücke 18 min
Nvidia Stock: $120 Billion in Profit — and More Than Half the Revenue Hangs on Three Customers
Nvidia is the star witness of the AI boom: $215.9 billion in revenue (+65 percent) and $120.1 billion in net income for fiscal year…
Thomas Mücke 22 min
MSG Entertainment Stock: The World's Most Famous Arena Lives Off One Christmas Show — and the Dolans Have the Final Word
Madison Square Garden, Radio City Music Hall, the Rockettes: Madison Square Garden Entertainment owns stages everyone knows — and shows up in our value…
Thomas Mücke 18 min
Micron Stock: $28 Billion in Profit in a Single Quarter — and the Old Rule That Cyclicals Look Cheapest at the Peak
In the AI boom, memory-chip giant Micron earns more in one quarter than it previously did in its best full years: $41.5 billion in…
Thomas Mücke 21 min
Kirby Stock: America's Largest River Tanker Operator, a Genuine Record Run — and a Value Signal That Turns Out to Be a False Echo
On the Mississippi, Kirby Corporation holds something like the house rules: 1,105 tank barges, roughly 28 percent of the U.S. inland tank barge fleet,…
Thomas Mücke 21 min
Fortrea Stock: The Labcorp Spin-Off With the Costly Dowry — $798 Million of Goodwill Written Off, $7.7 Billion of Orders on the Books
On June 30, 2023, the lab-diagnostics group Labcorp sent its clinical-trials business to the stock exchange as Fortrea — with 30 years of Covance…
Thomas Mücke 18 min
Firy Stock: The Renamed Skillz Has More Cash in the Till Than the Market Pays for It — and Is Suing Its Most Important Partner
On June 18, 2026, Skillz renamed itself Firy — the mobile-gaming platform's stock has more than doubled since the start of 2026, and there…
Thomas Mücke 18 min
Exelixis Stock: $2.1 Billion in Revenue From a Single Molecule — and a Patent Cliff That Isn't One
Exelixis earns almost all its revenue with a single cancer drug — cabozantinib, sold as CABOMETYX — and is thus the rare, genuinely profitable…
Thomas Mücke 19 min
Eli Lilly Stock: One Trillion Dollars, One Molecule — and the Government Now Sits at the Table
Eli Lilly is the most valuable pharmaceutical company in the world: $65.2 billion in revenue in 2025 (plus 45 percent), $20.6 billion in net…
Thomas Mücke 22 min
Deckers Stock: HOKA and UGG Deliver a Record Year — and the Stock Still Hangs on the Clearance Rack
Deckers Outdoor earned more than a billion dollars for the first time in fiscal year 2026 (through March 31) — carried by exactly two…
Thomas Mücke 21 min
Cytokinetics Stock: 20 Years of Losses, Negative Equity — and a Record Chart After the First Approval
Cytokinetics builds drugs that make the heart muscle deliberately stronger or weaker — and after two decades of research received its first approval in…
Thomas Mücke 18 min
Bitdeer Stock: 3 Gigawatts, 2,033 Mined Bitcoin — and a Year That Cost $1.7 Billion in Cash
Bitdeer is building everything at once: its own mining chips, data centers on three continents, an AI cloud running NVIDIA hardware and a power…
Thomas Mücke 17 min
Aurinia Stock: A Profitable Lupus Biotech at a P/E of 8 — and a Patent Clock That Rings in October 2027
Aurinia sells a single drug — LUPKYNIS, the first approved tablet against the kidney inflammation caused by lupus — and is thus the rare,…
Thomas Mücke 18 min
Arcus Biosciences: Why a Stock-Market Star With a Billion in the Bank Sits in the Insolvency Warning Scanner
Arcus builds drugs meant to teach the immune system to recognize cancer cells again — and the stock is a market darling: up 234…
Thomas Mücke 18 min
Apple Stock: $71 Billion in Profit in Six Months — and Three Courts Are Ruling on the World's Most Profitable Tollbooth
Everyone knows Apple — and that is exactly the problem: holding the product in your hand every day makes you believe you know the…
Thomas Mücke 23 min
Alphabet Stock: $132 Billion in Profit, Antitrust Rulings on Three Continents — and the Most Expensive Construction Site in Stock Market History
Alphabet is the most analyzed company in the world — and precisely for that reason hardly anyone actually reads what its annual report (10-K)…
Thomas Mücke 22 min
Insolvency Radar: Ten Companies Running Out of Money — a Warning List, Not a Shopping List
Our Insolvency Radar calculates, for every stock, how many quarters the till will last at the current cash-burn rate. 151 stocks trip the alarm…
Thomas Mücke 14 min
KLA Stock: The Quiet Quasi-Monopoly of Chip Inspection — and a Price That Presupposes Perfection
KLA builds the inspection and measurement technology without which no modern chip fab can run: a 60.9 percent gross margin, record revenue of $12.2…
Thomas Mücke 20 min
Broadwind Stock: $943,000 in Cash — and the Wind-Tower Maker Steps Out of the Wind Business
Broadwind sounds like a wind-power comeback: steel towers for wind turbines, a price-to-sales ratio around 0.6, strong price momentum. We read the annual report…
Thomas Mücke 18 min
Bit Digital Stock: An Ether Hoard and an AI Cloud — Two Stories, Paid for With Three Times the Shares
Bit Digital has reinvented itself: from bitcoin miner to Ethereum treasury with a publicly listed AI data-center subsidiary. We read the annual report (10-K)…
Thomas Mücke 18 min