Thursday, October 1, 2026

Twilio (NYSE: TWLO) Stock Rating: Hold After Q2 FY12/26 Earnings - Distribute Below $260

Twilio posted Q2 revenue of $1.50 billion, up 22%, and guided 16% Q3 growth; the note rates TWLO Hold at $305, with a $260 risk line.

TWLO $45B

Cestrian Capital Research Oct 1 2 clicks

Oct 1 DASH $81B

Why Muse May Never Need Ads

MBI Deep Dives 1 click

Oct 1 ADSK $44B

Autodesk (NASDAQ: ADSK) Stock Rating: Accumulate After Q2 FY1/27 Earnings - New Rating Bands, Stop And Price Targets Inside

Cestrian Capital Research 1 click

From X

@irbezek Aug 22 5 clicks

Ian Bezek on X

@davey_juice @taobanker I own both. $NU seems inevitable. $INTR more execution and single-market risk but a lot more upside if it works and gets rerated.

@irbezek Aug 22 6 clicks

Ian Bezek on X

@taobanker $INTR at 1.2x book 5.5x '27 earnings with a 16% ROE growing at 20% a year probably qualifies. But yes, $BLX is incredible and I still kick myself for selling most of my position at $25 after buying at $15. Grabbed defeat from the jaws of victory there.

@BlueDuckCap Aug 21 4 clicks

BDC on X

@BoxLongs Wild truth is that if $SNAP chooses they can earn over $1/share in FCF next year. $5 stock.

@ChrisCamillo Aug 21 2 clicks

Chris Camillo on X

Bought $TTWO after seeing the GTA VI leaked footage. Forget the graphics. Unpolished gameplay is showing a massive leap in world density, NPC behavior and systemic depth. The world feels alive. First real evidence GTA VI may actually be a generational leap. That’s the signal. https://t.co/r6HKMVSYgc

@evantindell Aug 21 1 click

Evan Tindell on X

Blog post alert: $MRNA https://t.co/32w6RYXr0p

@irbezek Aug 21 2 clicks

Ian Bezek on X

@taobanker $U up every day, $APP down every day, $RBLX demolished. Things as they should be.

@irbezek Aug 21 2 clicks

Ian Bezek on X

@2suns2moons @bold_perception $CIB dividend up from $2.25/year in 2022 to more than $6/share now. Covers a lot of living expenses. If you relocate to another country, good to own some stuff there so you have an economic stake if its conditions improve...

@DeepSailCapital Aug 21

Deep Sail Capital on X

$MRNA - Who wants to hold this over the weekend after the week it had and potential secondary overhang?

How Ethos Sold Wall Street on AI While Powering an Analog Boiler Room

Ethos Technologies ($LIFE) sells AI-driven life insurance while relying heavily on multilevel marketing agencies using aggressive cold…

LIFE $2.2B

Hunterbrook Oct 1 2 clicks

Karman Holdings q2’26 Earnings Update

Karman Holdings reported 58% Q2 revenue growth, $1.3 billion backlog and margin expansion while replacing leadership and remediating…

KRMN $4.3B

Monte Independent Investment Research Oct 1

Innodata: The 45% Pullback Has Changed My View (Rating Upgrade)

Innodata's 45% pullback resets its valuation after two quarters of 50% revenue growth, though two customers still supply 71% of revenue and…

INOD $2.4B

Kurt Christensen Oct 1 1 click

[ROL – Rollins] The exterminator’s dilemma

Rollins’ shares have fallen more than 50% from their peak, resetting valuation as route density, reliable service and pricing support…

ROL $14B

scuttleblurb Oct 1 2 clicks

This Week in Special Situations: Pearson, CarMax, Talen Energy, KBR, Apollo Commercial Real Estate

Pearson, CarMax, Talen Energy, KBR and Apollo Commercial Real Estate lead a 33-company survey of activist campaigns, buybacks, M&A and…

KMX $7.8BTLN $15B

Latticework by MOI Global Oct 1 2 clicks

HubSpot Valuation: SaaS-Pocalypse Discount And DCF Imply More Upside

HubSpot trades at 18.4x forward earnings and 3x sales after the SaaS selloff; a DCF using 22% FCF growth values shares at $302.66.

HUBS $11B

Bishop Research and Analytics Oct 1 3 clicks

Group 1's CEO Said "Competitive Advantages and Opportunities." A Car Dealer? I Went Looking.

Group 1’s 19% ownership cap, tied to automaker franchise agreements, frames Conifer’s 1.9 million-share stake and potential buyback-driven…

GPI $3B

Cannibal Stocks Oct 1 1 click

Deckers (DECK): From Clown Shoes To Compounder

Deckers built HOKA into a brand nearing UGG’s scale, with HOKA revenue up about fivefold since FY21.

DECK $11B

TSOH Investment Research Oct 1 2 clicks

Q3 2026 Consolidated Holdings, Performance, and Ideas

Irrational Analysis reports 51.55% outperformance versus a semiconductor ETF, adding Credo for SerDes and QMCO for AI-driven tape storage…

CRDO $40BCBRS $40B

Irrational Analysis Oct 1 2 clicks

Occidental Petroleum: Great Inventories To Ride Lower Structural Capex In The Industry

Occidental Petroleum could benefit as declining shale inventories and high rates curb industry capex, tightening oil supply against demand…

OXY $55B

Gen Z Investor Sep 30

EQT Corporation (NYSE: EQT) Stock Rating: Hold After Q2 FY12/26 - Why Europe's Gas Shortage Has Not Lifted The Stock

EQT remains tied to roughly $3 Henry Hub gas despite European prices near $23 per MMBtu, with US LNG export capacity limiting overseas…

EQT $31B

Cestrian Capital Research Sep 30 4 clicks

POSCO Holdings: A Resource Conglomerate Still Priced Like A Distressed Steel Mill

POSCO Holdings trades at a 78.6% P/B discount as lithium, gas and trading profits reshape the steelmaker, while capex and lithium prices…

PKX $17B

Capital Connoisseur Sep 30 1 click

Research Roundup Vol. LIV

Research Roundup covers AAON's data-center cooling ramp, Knife River's margin recovery, ChronoScale's Microsoft-backed neocloud buildout…

AAON $6.8BKNF $2.9B

Monte Independent Investment Research Sep 30

Annaly Capital Management: Rate Swaps Doing The Heavy Lifting For This REIT

Annaly Capital Management’s rate swaps and MBS expansion lifted earnings available for distribution 28% year over year, supporting its…

NLY $14B

Andres Veurink Sep 30

Toll roads in the sky

Asia's elevator boom favors maintenance and modernization providers, with Otis deriving nearly 90% of operating profit from after-sales…

OTIS $24B

Asian Century Stocks Sep 29 1 click

Portfolio and performance update, September 2026

Portfolio returned 65.7% through September 28 versus the S&P 500’s 13.2%, while backing Tourmaline, EQT, Athabasca and SLB on gas demand…

EQT $31B

Guardian Research Sep 29 5 clicks

FTAI Aviation (FTAI US) – The Engine Shop That Owns the Engines

FTAI Aviation’s engine-exchange model swaps CFM56 engines in days rather than 200-day overhauls, driving Aerospace Products adjusted EBITDA…

FTAI $17B

Bristlemoon Capital Sep 29 3 clicks

Dark arts or infinite reload? $TTD’s CEO options and the repricing proxy

The Trade Desk’s CEO received a new 10-year option package targeting $105 per share as the company seeks shareholder approval to reprice…

TTD $5.7B

Yet Another Value Blog Sep 29 7 clicks

Beam Therapeutics: Ignore The Anthropic Noise And Focus On Clinical Progress

Beam Therapeutics’ BEAM-302 AATD gene-editing program anchors its 2028–2029 upside, while a 2–3 year cash runway leaves dilution likely…

BEAM $2.5B

Robert J. Lake Sep 29

Group 1 Automotive (GPI) vs Alpha Metallurgical Resources (AMR)

Alpha Metallurgical Resources director Ken Courtis bought $10.5 million above $190 after a blackout lifted, while Conifer’s 12.7% Group 1…

GPI $3BAMR $2.2B

Cannibal Stocks Sep 29 3 clicks

Thursday, October 1, 2026

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