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Is Autohome stock a sell because of its abrupt correction or a buy because of its sudden discount? It’s complicated. Here’s what we think.

Shares of Vertiv (VRT) have been flat (at best) to down around 10% today after the company reported Q4 results prior to market open. While the stock’s action today isn’t confidence-inspiring, it’s likely a reflection of super high expectations heading into the event and some turbulence in growth-oriented areas of the market.

EverQuote (EVER) and TransMedics (TMDX) Deliver

WHAT TO DO NOW: Remain cautious as the market’s correction accelerates. Today is another poor day in the market, and while nothing’s changed with the evidence, more stocks are melting away. Today we’re going to sell the rest of our stake in Arista Networks (ANET), which hasn’t been able to get off its knees since last Friday’s decline and is our weakest stock. Our cash position will now be around 44%.

Soleno (SLNO) gave a business update/reported Q1 results after the close yesterday. Not much new to talk about given the recent (April 29) announcement (covered in a Special Bulletin that day) that the FDA granted the company’s lead drug candidate (DCCR) Breakthrough Therapy Designation for the treatment of adults and children ages 4 years and older with Prader-Willi syndrome (PWS).

Today, a whopping eight Profit Booster positions will expire. Most are “slam-dunk,” full-profit trades, while others will go down to the wire.

The big takeaway, before we dive in, is we are going to let the situation play itself out, and come Monday/Tuesday of next week we will revisit our profits, as well as how we will manage the remaining positions.

WHAT TO DO NOW: The market’s evidence remains unchanged, with a choppy, narrow and challenging environment. Many stocks are hanging in there, but there continue to be air pockets here and there, and our goal is to get out of names that are truly breaking down while holding (and possibly adding) resilient growth titles. Tonight, we’re going to sell PulteGroup (PHM), which hasn’t been able to bounce and cracked support today on a big rise in rates. Our cash position will be around 37%, which we’ll hold onto tonight but could put some back to work in the days ahead.

Sell Live Nation Entertainment (LYV) & ThredUp (TDUP)

WHAT TO DO NOW: The indexes continue to act fine, but individual growth stocks remain hit or miss based on the news of the day. Today we’re going to sell our position in MP Materials (MP), taking a tiny gain and holding the cash (which will now be around 35%). Details below.

WHAT TO DO NOW: Yesterday we took our tiny profit MP as that stock has continued to tumble, and now we’re going to sell our stake in GE Vernova (GEV), which reported a very solid quarter this morning—but investors took the opportunity to sell into the move, creating a breakdown from a big double top. We’ll sell and hold the cash, leaving us with around 43% on the sideline.

Today, a whopping eight Profit Booster positions will expire. Most are “slam-dunk,” full-profit trades, while others will go down to the wire.

The big takeaway, before we dive in, is we are going to let the situation play itself out, and come Monday/Tuesday of next week we will revisit our profits, as well as how we will manage the remaining positions.

GE Vernova (GEV) reported this morning, with revenue, EBITDA, margins and Free Cash Flow all coming in ahead of expectations, while GAAP EPS missed. Management reaffirmed full-year guidance and said its Power and Electrification segments continue to lead growth while Wind remains soft but is improving on an operational level. Orders and backlog hit records with 20 gas turbines sold in Q3. The company acquired the remaining 50% stake in Prolec GE for $5.275 billion (expected to close mid-2026).

While there have been some crazy moves in the market this week, it’s somewhat encouraging that, as of 12:00 PM ET, the broad market isn’t off that much compared to Friday’s close.

FTAI Aerospace (FTAI) Still Firing

As we wrote on Monday, our offices will be closed on Friday for the long Thanksgiving weekend, but we wanted to shoot out a barebones Movers & Shakers today with some updated stops on our positions. There will be no issue of Top Ten next week (one of our two weeks off all year), but we will be back at it on Monday if you have any questions and will send out the normal Movers & Shakers next Friday (December 6). Have a great Thanksgiving!

UL Solutions (ULS) Reports; HubSpot (HUBS): Sell for Quick Gain

Trump Victory May Spell Higher Costs for SharkNinja (SN); Lock in Gain; Sell UL Solutions (ULS)

Klaviyo (KVYO) and Soleno Therapeutics (SLNO) Report

Today, a whopping eight Profit Booster positions will expire. Most are “slam-dunk,” full-profit trades, while others will go down to the wire.

The big takeaway, before we dive in, is we are going to let the situation play itself out, and come Monday/Tuesday of next week we will revisit our profits, as well as how we will manage the remaining positions.

Shares of Argan (AGX) are trading down as of midday after the company missed revenue expectations in Q3 FY26 but beat on EPS. The pullback likely signals that AGX stock will be rangebound for a while – possibly in the 300 - 400 range – not that the run in shares is completely over.