Research Feed
FG: Market Pricing Billions in Credit Losses That Don't Exist
F&G Annuities & Life trades at 0.59x book value. Forward P/E of 4.0x. RSI 29, sitting at 6% of its 52-week range after an 8% post-earnings sell-off. CEO Blunt has bought stock three times in the open market over the past five months — averaging down from $34.02 to $29.56 — then went on the Q4 call a
Powell Industries: Data Center Business Model Shift Trading 27% Above Street Targets
Powell Industries (POWL) gapped +16% on Q1 FY26 earnings (Feb 4, 2026), closing at $527.30—27% above the analyst mean price target of $416.33. The immediate filing alpha is gone, but the transcript reveals a structural business model shift the street hasn't fully priced: Powell is transitioning from
NAND Business Model Shift - From Commodity to Strategic Supplier
SNDK's Q2 FY2026 earnings call (Jan 29, 2026) reveals a structural shift in NAND industry dynamics. The filing itself is a shell—the alpha is in the transcript, which contains three material signals beyond the already-captured earnings beat. CEO explicitly called out NAND market shifting from "quart
SanDisk Earnings Call Reveals NAND Shifting from Quarterly Auctions to Multi-Year Contracts
SanDisk's January 29, 2026 earnings call disclosed a structural shift in NAND market pricing mechanisms. CEO stated that the industry is transitioning from "quarterly auction" spot pricing to multi-year supply agreements with prepayment components and quantity commitments, driven by data center cust