Wednesday, October 7, 2026

A Qualitative Primer on the Nicotine Pouch Space

Nicotine pouches show low brand loyalty and sharply varied preferences, with U.S. users favoring Velo Plus over Velo Max and expecting it to overtake Zyn by 2027.

BTI $121B

Sylence Capital Oct 7 4 clicks

Oct 7 UBER $146B

ezCater and the Other Half of Uber's FCF

MBI Deep Dives 1 click

Oct 7 LHX $44B

L3Harris Technologies (NYSE: LHX) Upgraded Rating: Accumulate

Cestrian Capital Research 1 click

From X

@stockgutter Oct 7 1 click

SG on X

don't listen to the clowns saying this should be ignored because its part of a long-standing diversification plan. If they bothered to read the Form 144 they would know that he put in a brand new sales plan in June 2026. Why? Q2 was when $DUOL posted declining y-o-y earnings.

@convequity Oct 7

Convequity on X

$NTSK began as a CASB vendor, governing how employees use SaaS applications at the point of use. Years of that work gave it application-specific knowledge of user behavior, data movement, and risk inside cloud apps. That knowledge carries over to AI. Netskope inspects prompts, responses, and file transfers inline and in real time, and it can respond with something more precise than a block: preventing a risky copy-and-paste, stepping up authentication for a sensitive interaction, or coaching the user as they work. The part that matters more comes after the prompt. AI adds autonomy and chaining, so a single human interaction can trigger many machine-executed actions across tools, data stores, and services, often outside one user session. If data is over-permissioned and tools are loosely scoped, an agent can stay inside its allowed permissions and still cause harm faster than a person can intervene. The context Netskope gathers at the interaction can be carried forward to constrain that downstream execution: who the user is, what data is involved, which action was taken, and how risky it looks. So Netskope's edge is that it already knows the user, the data and the action at the moment of the prompt, and it can use that context to limit what an agent does next. It is now building the agent side directly. Its Agentic Broker rates agent actions by risk before they run, and its AI posture management for agents built on AWS, Azure and GCP is still in preview. That is the part to watch.

@KEDM_COM Oct 7

KEDM.com on X

Both Up Fintech $TIGR and Futu $FUTU benefited from Asians YOLO-ing into 3x levered long MU and SPCX ETFs, with FUTU now up significantly since the regulatory crackdown in May. They only started throttling Mainland accounts in mid-June so the real impact won't be visible until next quarter. ~12x P/E ex-Mainland if you annualize Q2, although Q3 is bound to be a little weaker.

@stockgutter Oct 7

SG on X

Form 144 indicates that $DUOL CEO is dumping $16.3m worth of stock. that's a shit-ton in any language https://t.co/57BBYQsRo2

@partners_road Oct 7 1 click

RiverRoadPartners on X

Another lousy quarter at $LEVI. And what are they blaming on the call? Weather. The lamest excuse you can use in retail.

@orrdavid Oct 7

David Orr on X

$LULU just now https://t.co/CMBjD201I0

@P_Remarks Oct 7 1 click

Prepared Remarks on X

$24b in equity from the gulf funds cut Larry’s personal guarantee by 50%. Liontree, Redbird, and the non Larry Ellison family money cuts it further Another $orcl boogeyman story that’s a nothingburger https://t.co/QifC1wSxtE

@negligible_cap Oct 7

Negligible Capital on X

At this point $NKE and $LULU should just merge to create one big piece of shit

Cerebras: OpenAI's Nvidia Move Doesn't Break The 750 MW Deal

Cerebras retains its 750 MW commitment despite OpenAI's Nvidia move, but TSMC supply, owned capacity and gross-margin recovery remain the…

CBRS $39BNVDA $5.5T

Deep Value Investing Oct 7

💥New Chapter 11 Bankruptcy Filing - And Go Concepts, LLC (Salad and Go)💥

Salad and Go filed Chapter 11 after its Texas and Oklahoma expansion failed, seeking to sell 65 leases to Dutch Bros for $105 million as 7…

BROS $5.2B

PETITION Oct 7 3 clicks

Research Roundup Vol. LV

OpenAI’s enterprise privacy push and Synopsys’s Factory 2 royalty model anchor a technology roundup, alongside oil above $100 and Bitcoin’s…

SNPS $96B

Monte Independent Investment Research Oct 7

Adobe (NASDAQ: ADBE) Stock Rating: Accumulate After Q3 FY11/26 Earnings

Adobe rates Accumulate at $189-$266 after Q3 FY26 revenue grew 12.9%, while management guided slower growth and RPO growth decelerated.

ADBE $93B

Cestrian Capital Research Oct 7 2 clicks

BP p.l.c.: An Oil And Gas Play Primed For Outperformance

BP is investing $10 billion annually in oil and gas through 2027 as higher crude prices, LNG expansion and debt reduction support earnings,…

BP $123B

The Asian Investor Oct 7 6 clicks

Marvell 2026 Investor Day: Irrational Recap

Marvell’s 2026 investor day draws a skeptical review of its optical connectivity, DSP and AI infrastructure claims, while crediting its…

MRVL $241B

Irrational Analysis Oct 7 2 clicks

New Position (ONON): Game is On

On Holding (ONON) is gaining sportswear share, expanding store space and launching soccer with Kylian Mbappé as investors debate U.S.

ONON $12B

Aurelion Research Oct 6 3 clicks

Astronics: Marked Down After A Record Quarter - Buy

Astronics targets $1.02 to $1.04 billion in 2026 revenue after adjusted operating margin reached 20.3%, with Boeing representing 12% of…

ATRO $2.7B

Jordan Aquilina Oct 6

When the Ads Come to the Data

Meta’s Muse could place ads inside its AI agent by letting a private VM select offers from advertisers without sharing user data with…

META $1.9T

MBI Deep Dives Oct 6 7 clicks

Rollins (ROL), Verisure (VSURE), and the cost of standing still (Part 1)

Rollins’ recurring pest-control base requires ongoing spending to replace departing customers, a concern tied to its nearly 50%…

ROL $15B

Best Anchor Stocks Oct 6 1 click

NTCYF · short

Netcompany

Netcompany’s M&A-led expansion turned a high-quality Danish IT consultant into a more commoditized pan-European business.

NTCYF $2.3B

Value Investors Club Apr 28 4 clicks

Thinking aloud about Google remedies

Justice Department remedies could bar Google from using location data it cannot share, weakening targeted ads and traffic routing despite…

GOOGL $4.3T

John Hempton's Newsletter Oct 9 3 clicks

AngelAlign - Chinese clear aligners (6699 HK)

AngelAlign holds 3% of global clear aligners and sells about HK$10,000 below Invisalign in Hong Kong, alongside speculation that MBK could…

ALGN $10B

Healthy Stock Picks Sep 22

One Hour Analysis: Monarch Casino & Resort ($MCRI) What’s Not to Like? Debt Free, Shareholder Friendly, Free Cash Flowing Machine.

Monarch Casino trades at 7.2 times EBITDA with net cash, completed property upgrades and projected annual free cash flow of $120 million to…

MCRI $2B

Investing 501 Jun 20

MNST Trading Below $53 Offers Nearly Risk-Free Return

Monster Beverage’s modified Dutch auction lets odd-lot holders buy 99 MNST shares below $53 and tender them at $53 to $60.

MNST $86B

Rod’s Ruminations May 23

Some Thoughts on Roaring Kitty

Roaring Kitty’s GameStop resurgence revisits GME shareholder activism and the meme-stock trading episode, with references to Bed Bath &…

GME $14B

Rod’s Ruminations May 21

(C)riminally (V)alued (S)caled Healthcare Services

CVS Health fell 20% after cutting 2024 adjusted EPS guidance to $7, but its Aetna insurance and Caremark PBM businesses support a…

CVS $112B

Rod’s Ruminations May 1

Summary of Q4 Restaurant Conference Calls

Restaurant operators reported improving traffic, accelerating unit growth and higher advertising spend, while wage inflation ran 4-5% and…

EAT $8BMCD $166B

Investing 501 Mar 14

Highlights from Darden Restaurants' Q2 '23 Conference Call

Darden Restaurants posted 2.8% same-store sales growth as Olive Garden and LongHorn outperformed a softer casual-dining market, while…

DRI $23B

Investing 501 Dec 17

A Value Trap, an Ancient Stock Pitch, a Glimpse Into The Past

Four Corners’ insider-backed asset sale cut shareholder proceeds to roughly 80% of its prior share price. A 2016 Wilh.

FCPT $2.7B

Exploring with Alluvial Capital Sep 27

Wednesday, October 7, 2026

SG on X

Convequity on X

KEDM.com on X

SG on X

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Negligible Capital on X

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