Thursday, October 1, 2026

$TPB: can Turning Point Brands be the third player in nicotine pouches? | Saberpoint Capital

Turning Point Brands' FRE and Alp nicotine pouches aim to become a third C-store brand behind ZYN and Velo as PMTA rules limit new entrants.

TPB $1.1B

Yet Another Value Podcast Oct 1 3 clicks

Oct 1 TWLO $45B

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

Cestrian Capital Research 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

From X

@stockgutter Sep 29

SG on X

@everyonehatesp1 I like $EGHT and may join you on the long side soon. However, it needs to grow revenue substantially. Otherwise, its slow but serial dilution will continue to eat away at sales per share. https://t.co/yWYRKPdXTe

@TidefallCapital Sep 29

Trevor Scott on X

72% drawdown on $FICO https://t.co/PUmZEyBrqV

@DOMOCAPITAL Sep 29

DOMO Capital Management, LLC on X

Why a $MNRO sale is likely imminent: The quarter after the Chairman, Solomon,received millions of shares in exchange for giving up his right to veto a sale of the company - the company initiated a strategic review that was in "preliminary stages." Last quarter that changed to "well underway" and the "financial and legal advisors" became "independent financial advisors Bank of America and Solomon Partners." In regards to valuation. The CEO has a comp package that essentially doubles his outstanding shares if the stock hits $25 and triples them if the stock hits $30. An announcement of a sale of $MNRO appears to be imminent (before year end) especially since Icahn just closed on Pep Boys sale to Mavis and a sale price of $MNRO of at least $25 but possibly $30+ seems probable.

@irbezek Sep 29

Ian Bezek on X

I think the $FICO bulls have finally suffered enough. We still don't need any more articles about how it's a great compounder, though. https://t.co/WScp286m47 https://t.co/FBul5wCehN

@calvinblissett Sep 29

Calvin Blissett on X

In your opinion Drew does part of the end buyer most still hold due to the years of data and hence better prepayment risk that a $FICO score allows for? In addition I haven’t looked to much but if it’s clear it’s a VS 740 and a FICO 740 won’t buyers still reflect that differential in price because they aren’t completely the same

@calvinblissett Sep 29

Calvin Blissett on X

Good news, however if you are following this please keep cash around as when it is ‘officially’ announced arbs exiting will likely sell it down a good chunk. $ZIM https://t.co/CeQ6985wr9

@calvinblissett Sep 29

Calvin Blissett on X

$ZIM https://t.co/CrOJ7BsCfY

@kab604 Sep 29

kab60 on X

Remember when this compounder turned shitco traded below TBV? $KMX Eventually everything trades like a toaster: https://t.co/pxg6c20uj0

Constellium: The Spread Between Feedstock And End Prices Keeps Widening

Constellium’s widening feedstock-to-end-price spread supports 2026 EBITDA guidance of $980M-$1.02B and free cash flow above $300M.

CSTM $3.3B

Andres Veurink Oct 1

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

Nvidia argues A100, H100 and B200 GPUs retain value beyond five-year depreciation schedules, reviving comparisons with the 1960s…

NVDA $5.5T

Cassandra Unchained Oct 1 7 clicks

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

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 1 click

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

[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

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

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 $2.9B

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 1 click

Not So Fast

Entravision, the portfolio’s largest position, fell more than 40% from its highs as Q3 returns dropped to 37.8% YTD.

EVC $682M

The Mikro Kap 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 $40BQMCO $1.3B

Irrational Analysis Oct 1 1 click

LeMaitre Vascular: The Q2 Miss Hides A Stronger Acquisition Machine

LeMaitre Vascular’s shift to larger acquisitions lifted its success rate to 80% and gross margin to 72%, supported by $376 million of cash…

LMAT $1.9B

Bruno Montoya Amador Oct 1

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

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 $407B

Cestrian Capital Research Sep 30

Micron (NASDAQ: MU) Stock Rating: Hold After Q4 FY8/26 Earnings - No Change To Rating

Micron reported Q4 FY26 revenue of $54.2 billion, up 379%, and guided Q1 revenue to $61.5 billion.

MU $1.2T

Cestrian Capital Research Sep 30 4 clicks

NASDAQ:YB 10% dividend, 2x P/E, 30% growth, AI beneficiary, secular tailwinds, founder CEO I think is as good as Bezos/Walton

Yuanbao pairs a 10.2% dividend and cash exceeding its market value with 33.5% first-half profit growth from AI-enabled Chinese insurance…

YB $553M

Calvin Blissett Sep 30 4 clicks

Why AMD Is the Most Overhyped Chip Stock | Ben Pouladian on Meta’s Muse, Anthropic IPO, & Semis

Ben Pouladian argues AMD’s Helios racks cannot match NVIDIA GPUs’ fungibility and financing appeal as agentic AI shifts the bottleneck to…

AMD $1TNVDA $5.5T

The Monetary Matters Network Sep 30 4 clicks

Thursday, October 1, 2026

SG on X

Trevor Scott on X

DOMO Capital Management, LLC on X

Ian Bezek on X

Calvin Blissett on X

Calvin Blissett on X

Calvin Blissett on X

kab60 on X

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