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

@DeepSailCapital Aug 31

Deep Sail Capital on X

$RUM Great entry the last week. Target back to $6-7 range. $DJT ok entry here, long way to go to zero over the next few years. https://t.co/9cQrIyVmp7

@negligible_cap Aug 31

Negligible Capital on X

*ANTHROPIC SIGNS $35B CLOUD DEAL WITH LAMBDA IN TEXAS: WSJ $NVDA holding the lease, developed by $HUT https://t.co/fqoFb2vl2J

@majgeoinvesting Aug 31 2 clicks

Maj Soueidan on X

XBP’s failed post-merger integration leaves its turnaround dependent on contract wins, asset sales and cost cuts overcoming a heavy debt burden.

@blondesnmoney Aug 31

Cluseau Investments on X

@HoocheeEnjoyer $HRTG hits 30s and you hit the bars immediately??? At 4pm?

@RagingVentures Aug 31 1 click

Raging Capital Ventures on X

Sol Bier and Factorial Funds backed SPCX, Anthropic, Perplexity and ElevenLabs early. A conference interview covers Sol Bier’s venture investing.

@ChrisCamillo Aug 31 1 click

Chris Camillo on X

@reddy67874 @Jerry19880 @piques15 only stock i added to today was $AMZN. like the risk/reward probabilities here on $TTWO, but there’s more downside if player sentiment and engagement data start moving the wrong way.

@leevalueroach Aug 31 2 clicks

Lee Roach on X

@steven_finch Pretty much everything I own has revenues declining. People pissed and moaned when I bought $HOG because it was "dying"

@irbezek Aug 31 1 click

Ian Bezek on X

@sigmazerocap I own a small position in $CRM (thankfully lower cost base), and no $META, so $CRM it is. Clicks results. Wow, guess CRM is going up another 25% next quarter. Love when everyone is positioned wrongly.

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

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…

GKOS $9.7B

Myriam Alvarez Oct 11 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…

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

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…

HIPO $931M

Substack von Philipp Oct 10 8 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

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

Bloom Energy: Oracle's Project Jupiter Is Not What Keeps Me Up At Night (Rating Downgrade)

Bloom Energy faces delay risk after AEP extended conditions on its $2.65 billion Wyoming hyperscaler fuel-cell project from June to…

BE $70B

Deep Value Investing Oct 10 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

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

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…

HY $524M

Calvin Blissett Oct 9 4 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

Sunday, October 11, 2026

Deep Sail Capital on X

Negligible Capital on X

Maj Soueidan on X

Cluseau Investments on X

Raging Capital Ventures on X

Chris Camillo on X

Lee Roach on X

Ian Bezek on X

Investor Letters

Publications we follow

Newsletters 108

YouTube 4

Blogs 17

Seeking Alpha 52 of 241

X accounts we follow

Investor letters we follow

Sectors