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IEHC10-QLR 1.80
SEC Dismissal + 43% Backlog Surge — Market Dumped 15% on Margin Miss
IEH Corporation cleared a 3.5-year existential overhang on Jan 14 when the SEC dismissed its 12(j) administrative proceeding. The company faced potential deregistration since Aug 2022 — that threat is gone. Meanwhile backlog surged 43% YoY to $18.4M (8 months of revenue visibility at current run rat
CMGSEC FilingLR 1.40
CMG: HEAP Comp Lift Is Unverifiable—Size for 60/40 Uncertainty
Chipotle's comp sales went negative (-1.7%) for the first time since IPO, and management guides "about flat" for 2026. The stock sold off -30% YTD to $39.93. But management claims high-efficiency equipment (HEAP) at 350 stores is driving "meaningful improvement in comp sales," expanding to 2,000 by
NVTRequestLR 1.50
Data Center Liquid Cooling Play Trading at 66x — Earnings Tomorrow
nVent Electric (NVT, $117, $18.8B market cap) is up 87% YTD ahead of Q4 earnings tomorrow (Feb 6). Stock trading at 95% of 52-week range on 2.1x normal volume. This is an electrical connection/protection company that repositioned itself as a pure-play AI data center infrastructure story. They sold T
PYPLFilingLR 0.60
PayPal CEO Fired After Branded Checkout Collapse - Governance Reset at Trough Valuation
PayPal fired CEO Alex Chriss on Feb 3, 2026 after the board concluded execution was inadequate. The stock cratered -20% on 9x volume to $41.70 (RSI 15.4, deeply oversold) after Q4 earnings missed and 2026 guidance came in flat-to-down vs street expecting +8% EPS growth. Branded checkout collapsed. O