CATALYST DOSSIER · UPDATED 2026-11-06
$CVI
energy · convergence -6 · conviction WATCH
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Why $CVI?
Quantitative
Revenue (CY2026Q2) : $2.74B (+55.5% YoY)
Net Income (CY2026Q2) : $-3.0M (+97.4% YoY)
Net Margin (CY2026Q3) : 17.4%
Catalysts
Multi-spoke convergence : 12 convergent signals fired: sc13d, xbrl_ni, split, pill, fed_overlay
Risks
Auditor change / restatement : audit_opinion on
Bear case
Multiple compression : If breadth deteriorates, energy-wide multiples re-rate lower regardless of pick-specific thesis
Sympathy basket (cerebro)
UTZ via staples r=-0.79 divergent (score 20)
JBS via staples r=-0.79 divergent (score -1)
AEI via real_estate r=-0.55 divergent (score -1)
OMH via real_estate r=-0.55 divergent (score -7)
NXPI via semis r=+0.54 sympathetic (score 9)
NVDA via semis r=+0.54 sympathetic (score 8)
Signals Firing
sc13d xbrl_ni split pill fed_overlay audit_extras auto_sec_poison_pill auto_macro_adp_payrolls auto_macro_bls_employment auto_macro_durable_goods auto_macro_fx_rates auto_macro_yield_curve
Pick Track Record Date List Next-day max run Next-day close Hit +2%? 2026-11-03 sec_clean_gappers -2.7% -11.5% — 2026-11-03 sec_top_gappers -2.7% -11.5% — 2026-11-03 sec_top_moat_emerging -2.7% -11.5% — 2026-09-08 sec_clean_gappers +3.8% +3.5% ✓ hit 2026-09-08 sec_top_gappers +3.8% +3.5% ✓ hit 2026-09-08 sec_top_moat_emerging +3.8% +3.5% ✓ hit
Lifetime: 3/6 wins · hit-rate 50.0% on +2% intraday
Sympathy Basket UTZ via staples · score 20 JBS via staples · score -1 AEI via real_estate · score -1 OMH via real_estate · score -7 NXPI via semis · score 9 NVDA via semis · score 8
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