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 1 click

Oct 1 AVGO $1.7T

The AI Bubble is Bleeding Cash, Part 2: Anthropic's Receipts | Ed Zitron

The Monetary Matters Network 4 clicks

Oct 1 NVDA $5.5T

Don’t Believe Your Lyin’ Eyes, GPU Depreciation & Useful Lives

Cassandra Unchained 7 clicks

From X

@leevalueroach Oct 1 1 click

Lee Roach on X

On timber companies $RYN and $WY. If the long end keeps going up. 6-7% which I think is definitely possible. Then timber companies will get crushed. But my overall thesis remains and is happening in real time: energy-driven inflation, fiscal deterioration, failed treasury buybacks, the Fed losing the long end. Right now the market is repricing duration before it reprices scarcity. This gap can run for decades. Equities were destroyed in real terms through 1973 and 1974. But hard assets won the decade. I’m praying both of these timber companies keep going down. Land is my favorite asset to own. You can see it. You can touch it. You can hunt on it. You can fish on it. And you can grow productive timber on it. Huge swaths of land have massive optionality. Let’s hope Scott “I am the house” Bessent continues to lose the bond market. I want to see a bloodbath here.

@junkbondinvest Oct 1 1 click

junkbondinvestor on X

“Good news. We got you your full $PSKY allocation.” https://t.co/oKKwqUnBNn

@BarbarianCap Oct 1

Barbarian Capital on X

Keurig Dr Pepper Hires Kimberly-Clark President Torres to Helm Coffee Spinoff $KDP $KMB https://t.co/8CPQhRReM4

@BarbarianCap Oct 1

Barbarian Capital on X

McCormick Is Working to Win Over Value-Conscious Shoppers $MKC https://t.co/cNn2B5biRP

@BarbarianCap Oct 1

Barbarian Capital on X

Accenture Revenue Rises on Growth Across Geographies, Industries $ACN https://t.co/hKXPmc5ov2

@BarbarianCap Oct 1 1 click

Barbarian Capital on X

$HAS also moved up Barbie-Maker Mattel Draws Takeover Interest From Authentic Brands Group $MAT https://t.co/HZXNiDyOkj

@BarbarianCap Oct 1 1 click

Barbarian Capital on X

getting more interesting Nike Projects Sales Decline This Year After Lower First-Quarter Revenue $NKE https://t.co/pV51lJLbbK

@BarbarianCap Oct 1

Barbarian Capital on X

Raytheon Gets $24.4 Billion Navy Contract for Standard Missile-6 Interceptors $RTX https://t.co/uNGS51L1bU

Why Muse May Never Need Ads

Muse could sidestep ads by becoming a neutral commerce agent, while DoorDash and Airbnb build proprietary agents that steer users toward…

META $1.8TDASH $81B

MBI Deep Dives Oct 1

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

Autodesk reported Q2 revenue growth of 16% to $2.05 billion, while RPO growth slowed to 2%; FY2027 guidance calls for $8.30 billion to…

ADSK $44B

Cestrian Capital Research Oct 1

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

Meta Is Undervalued With Muse As A Catalyst

Meta's Muse AI agent is presented as an early monetization catalyst, while heavy CapEx is framed as a moat despite near-term cash flow…

META $1.8T

Andres Cardenal, CFA Oct 1

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

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 $10B

Bishop Research and Analytics Oct 1 3 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 1 click

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 1 click

The Next Consumer is a Computer

Meta’s Muse illustrates how persistent AI agents shift compute from per-query to per-user, driving heavier GPU, CPU and memory demand.

META $1.8TNVDA $5.5T

SixSigmaCapital: Navigating the Financial Markets Sep 30 6 clicks

PRYMY · short

Prysmian Spa

Prysmian (PRYMY) is presented as a short position.

PRYMY $41B

Value Investors Club May 8 1 click

[scuttleslops] ODFL, AMD, INTC, CDNS, URI, VRSK, KNSL, WSO

Old Dominion Freight Line grew Q2 revenue 10.4% and EPS 32.3% as pricing offset lower tonnage, while excess network capacity sets up…

ODFL $36B

scuttleblurb Jul 30

The Good, the Bad and the Ugly

Lam Research lifted its September revenue guide above consensus, while Microsoft’s capex cut reflects lease accounting and Meta’s AI…

META $1.8TLRCX $408B

Mispriced Assets Jul 30

Preview of a new war between Apple and Qualcomm

Apple is accelerating its Qualcomm modem design-out before the April 2027 licensing expiry, threatening Qualcomm's high-margin handset…

QCOM $194BAAPL $4.8T

Irrational Analysis Jul 29

This business can always surprise you

Danaher cut 2026 core revenue growth guidance to 3-4% as delayed chromatography resin shipments hit bioprocessing, while life sciences…

DHR $156B

Best Anchor Stocks Jul 29

Bloom Energy Corp Earnings Update: A quick look

Bloom Energy posted $1.065 billion in Q2 revenue, up 165.5%, as AI data-center demand lifted margins, operating income and full-year…

BE $82B

SixSigmaCapital: Navigating the Financial Markets Jul 28

Google’s AI Return on Investment

Alphabet’s $132 billion AI capex produced an estimated 49% post-tax incremental ROIC once only in-service assets are counted, versus a…

GOOGL $4.1T

Bristlemoon Capital Jul 28 3 clicks

DoorDash: The Infrastructure of Local Commerce

DoorDash built a last-mile logistics network around restaurant delivery, then extended it to groceries, convenience, and other local…

DASH $81B

MBI Deep Dives Jul 28 3 clicks

DoorDash

DoorDash positions itself as infrastructure for local commerce.

DASH $81B

MBI Deep Dives Jul 28 2 clicks

CME's Stock Is Cheap for the Wrong Reason

CME Group trades at 21.7 times trailing earnings versus a 25.1 times 12-month average, despite near-record futures volume and 94%…

CME $95B

First Strike Research Jul 28

Thursday, October 1, 2026

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