Wednesday, October 21, 2026

Meta 3Q26 Business Update: Not Just an Ads Business?

Meta’s 3Q26 Family of Apps revenue rose 26% as Muse reached 10 million users, testing AI-agent shopping that Walmart permits while Amazon blocks.

META $1.8T

Speedwell Research 42h ago 10 clicks

Oct 21 BMBL $783M

Bumble is being taken private

Modern Value Investing 8 clicks

Oct 21 GLOO $291M

GLOO, part two

Guardian Research 4 clicks

From X

@AsifSuria Sep 29

Asif Suria on X

@accrued_int Yes indeed! Tons of buying In $DKS since August. Retail has generally been a difficult sector for me and so I am approaching this cautiously. https://t.co/sQw6OWE2zl

@finphysnerd Sep 29 1 click

Myles on X

Selling low vol international stuff and buying risk and rate exposure today (with some hedging using $ANGL, $SMH and $QQQ). Purely a sentiment and positioning thesis. Historically I've been too cautious in these sorts of dislocations so im trying something new.

@leevalueroach Sep 29

Lee Roach on X

Fair Isaac $FICO is getting killed today. Looks absolutely hammered. Should deep value guys be buying this today? What’s the worst case scenario here? https://t.co/Ag4mL0lbrS

@junkbondinvest Sep 29

junkbondinvestor on X

Perella Weinberg combining with Piper Sandler is one of those headlines that would have sounded impossible to a banking analyst in 2010. $PWP $PIPR https://t.co/bpmLDTuepn

@irbezek Sep 29

Ian Bezek on X

@PythiaR I think $SRPT is the undisputed king in this regard, at least over a full career. https://t.co/fOpmysh4yC

@negligible_cap Sep 29 1 click

Negligible Capital on X

Is $70B ARR for OpenAI ahead of expectations? I dunno ask $ORCL https://t.co/tNjIjh8Ya1 https://t.co/WBWM3ghxSm

@leevalueroach Sep 29

Lee Roach on X

@Menckenist What good real estate does $SGA own?

@convequity Sep 29

Convequity on X

As per our SaaS Survival Scorecard series, $DDOG is one of the strongest. The only risk is the model labs making a telemetry agent that feedbacks to coding agents regarding what’s going wrong and needs optimizing in production. If they brought this to market, new application stacks with there observability requirements might go to the model labs instead of DDOG.

Netflix Q3 Earnings Update

Netflix Q3 earnings update revises the thesis and rating.

NFLX $511B

Rebound Capital Oct 21 20 clicks

Sagimet Biosciences: The U.S. Acne Trial Is A Replication Exercise, Not A Discovery Bet

Sagimet Biosciences' denifanstat enters a fully funded U.S. acne registration trial after Phase 3 results, with SGMT trading below cash and…

SGMT $695M

Equity Eagle Oct 21 3 clicks

CoreWeave: It’s Not Dying, Not Anytime Soon

CoreWeave is compared with Amazon's early public years, when investors expected bankruptcy amid losses and dependence on outside capital.

CRWV $34B

Capitalist Letters Oct 21 41 clicks

Berkshire Put Bending Spoons On My Radar

Bending Spoons has spent about $10 billion on software acquisitions, including pending Miro, while Q2 organic growth was 3% and all…

BSP $29B

Jack Bowman Oct 21 10 clicks

Eli Lilly And Co. (LLY)

Eli Lilly's Mounjaro and Zepbound drove 2025 revenue to $65.2 billion as the drugmaker expands AI partnerships with Nvidia, Isomorphic…

LLY $1.2T

SixSigmaCapital: Navigating the Financial Markets Oct 21 25 clicks

Gladstone Investment: High Dividend Increases And NAV Gains, But Very Risky

Gladstone Investment's 50% equity portfolio drove NAV and dividend gains, but five holdings make up 44.5% of fair value and heighten Level…

GAIN $588M

Stephen Nemo Oct 21 4 clicks

Why I sold OB pick for 26 SVM

Silvercorp’s falling Ying grades, prolonged GC suspension, El Domo execution risk and Chaarat funding needs weaken its valuation despite…

SVM $2B

The Oak Bloke Oct 21 27 clicks

Use of AI is boosting Snowflake’s revenue while mortal companies may take longer

Snowflake says internal AI use is lifting revenue and profit, while customers show early implementation success.

SNOW $111B

The Technology Letter Oct 20 11 clicks

Netflix Earnings, Business or Franchise, Disney’s Deal

Netflix’s earnings raise questions about whether its growth profile still merits a franchise valuation, alongside discussion of Disney’s…

NFLX $511BDIS $193B

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Oct 20 8 clicks

Vicor Update, Part Three

Vicor’s $66.6 million in AI power-delivery royalties generated about $50 million of operating profit, eclipsing its module business as…

VICR $9.7B

CV's Substack Oct 20 28 clicks

DOMO · long

Domo INC

Domo is valued as an NOL shell, with the long case tied to the timing and value of its NOL realization.

DOMO

Value Investors Club Jul 23 11 clicks

Onto Innovation: Fall Buyers Rewarded With 2027 Growth

Onto Innovation's metrology, advanced-packaging and x-ray tools are expected to lift revenue and margins through 2027 as Dragonfly G5 and…

ONTO $11B

Off His Game Oct 20 2 clicks

Carecloud News

CareCloud may attract a private-equity buyer after its Q3 call, with acquiring enough shares the main obstacle to a take-private deal.

CCLD $74M

Calvin Blissett Oct 20 10 clicks

From Fat to Follicles - Is Hair Loss the Next Blockbuster?

Novo Nordisk has only floated hair loss, while Veradermics’ Phase 3 oral minoxidil data lead a field of licensing and takeover candidates.

NVO $176BMANE $5.3B

Cestrian Capital Research Oct 20 41 clicks

Is Microsoft Over-Earning on OpenAI?

Microsoft booked $24.1 billion from OpenAI in FY2026, nearly a quarter of Azure revenue, raising questions over finite, high-margin…

MSFT $3.9T

MBI Deep Dives Oct 20 21 clicks

RTX Corporation (NYSE: RTX) Q3 FY12/26 Earnings Update - Accumulate, Record $340bn Backlog, Zones And Stop Inside

RTX reported 11% sales growth to $25.0 billion, raised 2026 guidance and reached a record $340 billion backlog, while free cash flow fell…

RTX $259B

Cestrian Capital Research Oct 20 9 clicks

Heico Corporation

HEICO sells FAA-approved aircraft replacement parts at 30% to 50% discounts to OEMs, gaining customers as restrictive aftermarket contracts…

HEI $42B

D Invests Oct 20 13 clicks

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Update - Accumulate, Record Backlog, Zones And Stop Inside

Northrop Grumman posted 7% Q3 sales growth to $11.1 billion, lifted profit guidance and reached a record $109.6 billion backlog, led by…

NOC $73B

Cestrian Capital Research Oct 20 4 clicks

Disney: Century-Old Franchises at 14x Forward Earnings

Disney trades at 14x FY27 consensus EPS of $7.50 as parks, merchandise and streaming rebuild its franchise flywheel.

DIS $193B

Latticework by MOI Global Oct 20 10 clicks

[scuttleslops] AMZN, MTCH, SPOT, Open vs. closed models

Amazon’s fulfillment network and customer-review base limit autonomous AI shopping agents, whose referrals generate under 0.5% of major…

AMZN $2.8T

scuttleblurb Oct 20 11 clicks

Wednesday, October 21, 2026

Asif Suria on X

Myles on X

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