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 $46B

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 $46B

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 6 1 click

Ian Bezek on X

@Tintincapital @29374736ahshsv @flippyfloppy52 @smurfkonto1 Ha, no worries. There were some real concerns around resource nationalism in Chile recently, especially with $SQM so that's understandable.

@AltayCapital Aug 5 3 clicks

AltayCap on X

Megachips Corp 6875.T looking interesting given the +30% move on $SITM after earnings+forecast. Megachips owns more than its marketcap worth of SITM. (no debt, net cash). They've done some real buybacks recently too! Core biz is meh. Megachips is about ~¥140bn mcap.

@RagingVentures Aug 5 2 clicks

Raging Capital Ventures on X

@puppyeh1 It’s dumb to buyback $SNDK stock. Dividends a good idea, or even better just sit on the cash for the next 18 months and see how things develop.

@TheBenSchmark Aug 5 1 click

JabroniCoin.USD on X

Mark Barrocas: “Q2 was a blowout quarter for SharkNinja. We delivered our 13th consecutive quarter of double-digit net sales growth. And we didn't just sustain our pace, we accelerated to over 22% growth year-over-year. This is our fastest growth rate since Q4 2024.” $SN https://t.co/IPqHNlNfKJ

@BlueDuckCap Aug 5 1 click

BDC on X

ESPN remains a disaster for $DIS https://t.co/IHc4sav9Et

@red_dog_capital Aug 4

Red Dog Capital on X

@dalibali2 $META $AMZN $HONA $PM $COF $GSHD $523A.JP

@red_dog_capital Aug 4

Red Dog Capital on X

@TrungTPhan $BSP will end in tears. So obvious.

@convequity Aug 4

Convequity on X

Nvidia’s $2bn Marvell investment is not a simple endorsement $MRVL is one of the few real DSP alternatives to Broadcom. Nvidia lacked that lever — now it has influence. Marvell has also struggled in custom AI silicon and networking (Trainium 3 was a clear disappointment). The path of least resistance becomes designing compute that attaches to NVLink rather than building independent high-speed I/O. On scale-up, the field is largely NVLink vs Broadcom’s Ethernet camp. UALink was the alternative; Marvell was the key switch name. Once Marvell is aligned with Nvidia, UALink’s prospects as a true independent standard weaken. Three effects at once: 1) DSP influence, 2) custom ASICs pulled toward NVLink, and 3) a potential NVLink competitor blunted. We stayed on the sidelines. Not every Nvidia partnership is automatically bullish.

HOOY: A Hold For The YieldMax HOOD Option Income Strategy ETF

YieldMax HOOD Option Income Strategy ETF pays high weekly income from Robinhood volatility, but return-of-capital distributions and a 0.99%…

HOOD $107B

Ivan Gaddari Oct 1

[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…

TLN $15B

Latticework by MOI Global Oct 1 2 clicks

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 $58B

Gen Z Investor Sep 30

Chevron (NYSE: CVX) Stock Rating: Move To Distribute After Q2 FY12/26 Earnings - Near-Peak Margins And The Iran War

Chevron moved to Distribute at $204 after Q2 free cash flow reached $18.1 billion on $104 Brent, with near-peak margins driving supernormal…

CVX $409B

Cestrian Capital Research Sep 30 2 clicks

Undercovered Dozen: Vicor, Rayonier, Accenture And More

Vicor, Rayonier, Accenture and nine other lesser-covered stocks make up Seeking Alpha’s Undercovered Dozen.

VICR $14BACN $130B

The Undercovered Dozen Sep 30 4 clicks

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 $25B

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 6 clicks

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

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

Joby Vs. Archer: The Race Is No Longer About Who Certifies First

Archer Aviation's Insitu, Wisk and SkyGrid acquisitions add military and drone revenue, cutting FAA-certification dependence and leaving…

BA $152B

The Alpha Analyst Sep 29 2 clicks

What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77

Cisco’s Sam Badri says roughly 90% of AI users remain at basic prompting, with few advancing to skills files or AI agents.

CSCO $441B

Steve Eisman Sep 28 6 clicks

Zscaler (NASDAQ: ZS) Stock Rating: Accumulate After Q4 FY7/26 Earnings

Zscaler posted 25% Q4 revenue growth to $898.2 million and a 24.3% operating margin, but guided FY27 growth down to 16.6%-17.5% as free…

ZS $33B

Cestrian Capital Research Sep 28 4 clicks

Uber: The Aggregator on Trial

Uber's $193 billion in gross bookings and $10 billion in free cash flow contrast with modest stock gains as autonomous vehicles and…

UBER $140BDASH $81B

MBI Deep Dives Sep 28 3 clicks

Veeva Systems (NYSE: VEEV) Stock Rating: Distribute After Q2 FY1/27 - Significant Gains To Bank

Veeva Systems moved VEEV to Distribute at $277 after a 41% gain in less than two months, despite Q2 revenue growth of 18% and 45% EBITDA…

VEEV $45B

Cestrian Capital Research Sep 28 5 clicks

RTX Corporation: Improving Margins Could Unlock More Value From Its Backlog

RTX’s $289 billion backlog and margin gains at Raytheon and Collins support its 2026 sales target of $95–96 billion, while Pratt & Whitney…

RTX $248B

Vishal Jadaun Sep 28 3 clicks

On’s Premium Playbook

On Holdings targets premium growth through 2029, using LightSpray soccer cleats and higher pricing, with ASPs rising from $145 to $170…

ONON $11B

TSOH Investment Research Sep 28 5 clicks

Oracle: Here's How Badly The AI Trade Could Go (Rating Downgrade)

Oracle faces rising credit and spending risks as OpenAI-linked backlog, Project Jupiter delays and higher component costs threaten FY27…

ORCL $439B

Tech Stock Pros Sep 28 2 clicks

Thursday, October 1, 2026

Ian Bezek on X

AltayCap on X

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