Sunday, October 11, 2026

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.

FIG $12B

Cestrian Capital Research Oct 11 2 clicks

Oct 11 INTC $504B

The Tragedy of 3D XPoint (AKA Intel Optane AKA Micron QuantX)

Irrational Analysis 1 click

Oct 11 FNMA $4.2B

Fannie Mae, Freddie Mac, Hong Kong stocks Value Stocks late in a Bull Market, and Consolidating a Big Short

Cassandra Unchained 5 clicks

From X

@TheBenSchmark Aug 12 1 click

JabroniCoin.USD on X

JPM taking $ACMR PT from $70 to $110 >105% order growth (memory likely more than half) > international markets expanding > ECP lead (#3 globally) > “Platform in the making” https://t.co/caRVrfHgSm

@mavix_leon Aug 12 2 clicks

mavix on X

Shelly Group $SLYG H1 '26 results: ▫️Revenues +26.5% ▫️EBIT +45.6% ▫️EBIT margin of 26% (vs. 22.6%) ▫️Net result +51.4% ▫️OCF +260.6% ▫️FCF +354.3% ▫️Cash +133.1% ▫️DSO of 147 days (-21) ✅ Guidance confirmed https://t.co/do39CfwTEk

@stockgutter Aug 12 1 click

SG on X

Jun28 $BE 85P x 510C strangle currently fetches about $100. Tempted to sell a few.

@leevalueroach Aug 12 1 click

Lee Roach on X

The CEO of $HOG bought $250k of shares in the open market yesterday and you morons are selling it off today? https://t.co/gjtDirn6Hp

@ToffCap Aug 12 2 clicks

ToffCap on X

$MRX Q2: +39% revenue growth, 17% PAT margin (cont ops), 37% ROE, ~$2 EPS growing 100%+, mgt guiding further strong growth... Still 8.5x annualised PE https://t.co/ihSaFMMBLO

@ActAccordingly Aug 12

PAA Research on X

I'm short a little $CRWV. Obviously I'm not happy with the move today, but I listened to the @cnbc interview with the CEO and two things really made me feel better: 1) @jimcramer called it an "inflection point" and a day that will go down in history (thank you for your tireless service Jim) 2) The $CRWV CEO's stuttering and non-stuttering sequences really were quite revealing. I'm not trying to belittle someone's speech challenges. Public speaking is hard, but someone with some basic CIA interview skills training would have a field day with his 5-10 minute segment on CNBC, particularly when asked about margins, insider selling, and project delays. He struggled mightily there to get the words out, which is telling. Of course @CNBC clipped out most of those parts of the interview, but you can watch the rest here. https://t.co/ldWzhWZXlO

@ToffCap Aug 12 1 click

ToffCap on X

Solid results from Marex $MRX yet again. Strong beat + in the portfolio. That means the stock will probably close 20% down today https://t.co/8EYa8jlUHZ

@TheBenSchmark Aug 12 2 clicks

JabroniCoin.USD on X

Bernstein China Semicap & WFE update: $101 bn in ‘28 > WFE ramp drives reacceleration of local WFE vendors > logic underestimated > memory revised up: CXMT, YM & JHICC easier to ramp clean rooms > local vendors take share from global vendors > ‘27-28 numbers go up $ACMR https://t.co/8qZFoulEau

Deep Dive: Inter & Co

Inter & Co, Brazil’s second-largest neobank, grew over 20% with controlled delinquencies and 15% book-value compounding while trading at…

INTR $3B

Capitalist Letters Oct 11 7 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…

CPNG $27B

Asian Century Stocks Oct 11 9 clicks

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…

DHT $3.7B

Melissa Tucker Oct 10 4 clicks

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…

GLNG $4.6B

WHAT ARE WE DOING? “Contrarians At The Gate” Oct 9 3 clicks

Advanced Micro Devices (NASDAQ: AMD) Stock Rating: Hold Into Q3 FY12/26 Earnings

AMD is rated Hold ahead of Q3 FY2026 earnings after Q2 revenue rose 50% to $11.5 billion, led by 107% Data Center growth.

AMD $887B

Cestrian Capital Research Oct 9 5 clicks

BREAKING: Muse Growth Slows as Downloads Fall

Meta’s Muse saw downloads fall 8.1% week over week, while daily user additions slowed 62.4% to about 74,000 in early October.

META $1.8T

Hunterbrook Oct 9 3 clicks

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…

DECK $12B

TQP Research Oct 9 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…

SNPS $90B

Cestrian Capital Research Oct 9 3 clicks

TSOH Weekly Roundup (10/09/2026)

Paramount Skydance’s debt-heavy Warner Bros. Discovery acquisition, streaming bundle pricing and alcohol-industry diversification anchor…

SKYD $10BWBD $78B

TSOH Investment Research Oct 9

Blackstone Secured Lending: A Solid Balance Sheet But About To Cut Its Dividend - HOLD

Blackstone Secured Lending Fund faces a likely dividend cut after its first shortfall in 28 quarters, despite 1.8% non-accruals, $2.8…

BXSL $6.6B

Rubicon Associates Oct 9 1 click

G · long

Genpact LTD

Genpact operates workflows AI is designed to automate and can deploy AI across its existing operations.

G $6.2B

Value Investors Club Jul 13 1 click

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…

EXPE $36BBKNG $126B

Yet Another Value Blog Oct 9 4 clicks

Alphabet: The Search Engine Everyone Wrote Off Is Now Building the AI Economy and takes the lead in LLM´s again?

Alphabet pairs 17% Search growth, 82% Cloud growth and 500,000 weekly Waymo rides with a $195–205 billion AI capex plan.

GOOGL $4.3T

Substack von Philipp Oct 9 2 clicks

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…

APP $88B

Jack Elias Oct 9 3 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…

LGN $4.8B

Monte Independent Investment Research Oct 9 3 clicks

GoDaddy: The AI Transition Is Messy, But I'm Still Buying

GoDaddy’s Airo bookings run-rate rose from $10 million to $50 million in one quarter, but legacy Applications & Commerce declines still…

GDDY $13B

Fernanda Galvez Jalil Oct 9 2 clicks

What If Pabrai Had Just Sat on His Ass? Every Idea He Ever Bought, Held Forever.

Mohnish Pabrai’s 69 quarterly filings are rebuilt into a never-sell portfolio, including Horsehead, Berkshire, Alphabet, Ferrari and…

MA $541B

Cannibal Stocks Oct 9 6 clicks

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%…

CAVA $6.4B

Emerging Moats Research Oct 9 6 clicks

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…

HOOD $91B

WHAT ARE WE DOING? “Contrarians At The Gate” Oct 8 1 click

Lowe's: Patience Can Be Rewarded With Environment Unlikely To Worsen (Upgrade)

Lowe’s trades at 15x earnings after a 23% decline, with weak housing and high rates pressuring growth while inventory discipline supports…

LOW $111B

Seeking Profits Oct 8

Sunday, October 11, 2026

JabroniCoin.USD on X

mavix on X

SG on X

Lee Roach on X

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PAA Research on X

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JabroniCoin.USD on X

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