Figma (NYSE: FIG) Stock Rating: Accumulate After Q2 FY12/26 Earnings
Figma’s Q2 revenue rose 48% to $370.1 million as AI credit adoption lifted retention to 136%; FY2026 revenue guidance increased to $1.463 billion to $1.467 billion.
Sunday, October 11, 2026
Back to today 
From X
A Capital on X
$WYFI meaningfully lagging the other Powered Shell Providers…. https://t.co/JWZPbrU54S
Myles on X
Long some $RSP calls. Breadth is completely washed out and implied vol seems cheap. Seasonality is favourable, feels like an attractive place to be long, and cheap on the options side. https://t.co/00h6Oyvnmk
Negligible Capital on X
$META has gained about $212B in market cap today, currently up over 12% For perspective, META's market cap has increased by about 22x the market value of $SNAP. Wild moves
Maj Soueidan on X
This thread on $RFIL should help you understand their turnaround journey. It’s not really a data center cooling play. It’s much more: •Diversification of legacy telecom biz, so it’s less cyclical •Cooling solution at the edge for anything that houses electronics & components https://t.co/hj0TNHzR1P
JabroniCoin.USD on X
Weird $HPQ 8-K dropped on assuming MSD PC unit declines in 2027 https://t.co/3FmtjYyqnv
John_Hempton on X
@Wayne_Chien1 @AMCOracle It is one of 500 plus shorts. I am having a good day today. $AMC is however a loser for me
A Capital on X
@RitzerAdam @valuedontlie $KBR stupid cheap
JabroniCoin.USD on X
Feels like $NKE has lost its sole https://t.co/RUaFiVjpG1
Investor Letters
All letters- FPA Crescent Fund 3Q26 028260 $35BCHTR $13B
- Diranko Capital Q3 2026 AT $557MLFCR $244M
- Stone Sentinel Capital Q326 5515 $320M3565 $140M
- Hood River Capital Management Q3 2026 EOPSF $1.5BEQR $1B
- Mar Vista Investment Partners third quarter 2026 MTD $32BSARO $7B
- Kingdom Capital Advisors Q3 2026 BBGI $18MEVC $606M
- Vltava Fund 3/2026 ATDRF $3.9BJFBHF $1.6B
- Cedar Grove Capital Management Q3 2026 EVLV $753MABVX $7.5B
Glaukos: Steep Premium For New Therapies And Growth
Glaukos is expanding from glaucoma devices into sustained drug delivery and corneal cross-linking, but GKOS's premium valuation leaves…
Myriam Alvarez 4 clicks
A temporary glitch?
Coupang’s November 2025 cybersecurity breach tests whether a selloff is temporary despite its 28% Korean e-commerce share, 14 million-plus…
Hippo Holdings ($HIPO): The Insurtech That Stopped Chasing Hype and Started Making Money
Hippo’s insurance platform posted 61% premium growth, a 95.8% combined ratio and a fifth profitable quarter as it shifted toward carrier…
You Understand Now, Why You Came This Way
Brazil’s October 25 runoff puts Bolsonaro’s likely victory at the center of a bullish regional-stock case; Golar LNG (GLNG) also reports…
Deckers: A 9% Earnings Yield With Q2 Approaching
Deckers trades at 11x forward earnings with $1.6 billion cash, no debt and aggressive buybacks, as HOKA growth and UGG profitability…
TQP Research 5 clicks
Synopsys (NASDAQ: SNPS) Stock Rating: DISTRIBUTE Ahead Of Q4 FY10/26 Earnings
Synopsys moved to Distribute after Q3 revenue rose 42% on Ansys, while organic growth was 7% and the stock traded at 11.1 times trailing…
TSOH Weekly Roundup (10/09/2026)
Paramount Skydance’s debt-heavy Warner Bros. Discovery acquisition, streaming bundle pricing and alcohol-industry diversification anchor…
Consumer agents: an ethics race, a prisoner’s dilemma, and the obvious OTA short
Consumer agents create an ethics race among AI labs and a prisoner’s dilemma for retailers, with online travel agencies framed as an…
Hyster Yale (HY) Multibagger potential as confluence of negatives subside. Attractive after markets part services model
Hyster-Yale trades at 0.16 times sales as lift-truck bookings rebound and restructuring targets $85 million to $100 million in annual…
AppLovin: Why I'm Upgrading To Buy Following The Recent Pullback
AppLovin's Ads Manager targets middle-market e-commerce advertisers as Q3 guidance calls for 47% sales growth, while legal and compute-cost…
Jack Elias 3 clicks
ABSSF · long Airboss Of America CORP
AirBoss is a large North American rubber producer moving away from its existing business mix.
DHT Holdings: Cheap While Earning A Million+ Dollars A Day And Paying It All To Shareholders
DHT Holdings earns more than $1 million daily from VLCC tankers, with Q3 EPS near $1.25 and a 20% annualized yield as spot rates outpace…
Melissa Tucker 4 clicks
Research & Analysis: Legence Corp. (NASDAQ: LGN)
Legence trades at 10.4x EV/aEBITDA with a $5.7 billion backlog, as AI data center installations drive growth and expand its maintenance…
Cava Group: Buying The (Feta) Dip? (Ticker: CAVA)
Cava’s $3 million AUVs, 25.1% restaurant margins and sector-leading same-store sales support its expansion case as awareness rose from 40%…
Boyz in the Hood
Robinhood’s AI agents, 24/7 equity trading and 10:1 crypto perpetual futures encourage higher retail trading velocity, leverage and…
Namib Minerals: Research Note
Namib Minerals posted H1 adjusted EBITDA of $19.0 million, up 76%, as higher gold prices offset lower production.
The Uranium Cycle Is Turning Up: In Conversation with YCA & Cameco
Yellow Cake and Cameco say U.S. utilities have contracted only 40% of 2030 uranium needs, setting up a new contracting cycle as…
This Week in Special Situations: Constellation Brands, GEO Group, Under Armour, CITIC Resources
Special-situations survey profiles 26 activist, capital-return, M&A and strategic-alternative catalysts, led by buybacks at Under Armour,…
The Story Millrose Told Wall Street About Lennar Purchases Doesn’t Match The Evidence
Millrose told Goldman its Lennar purchases had rent-to-own tenants lined up, but most analyzed homes were advertised for rent and showed…
Nike Taught Me A Dividend Lesson And A China Lesson (Rating Downgrade)
Nike's 4.8% dividend yield masks payout ratios above 100% of forward EPS and inadequate free cash flow coverage, while China sales declines…
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