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 12h ago 10 clicks

20h ago BMBL $783M

Bumble is being taken private

Modern Value Investing 8 clicks

21h ago GLOO $291M

GLOO, part two

Guardian Research 3 clicks

From X

@ACapitalLP Oct 20

A Capital on X

I wonder what the $META print on Wednesday is going to look like… https://t.co/Ss26Ky8hen

@ACapitalLP Oct 20

A Capital on X

This is a gift. $MSOS isn’t really a company, and while technically an ETF holding a basket of cannabis operators, I don’t even think of it as an index of companies. It’s a publicly traded proxy for US cannabis regulatory reform, trading near its lows. At $3.81, buying the equity is effectively buying a “perpetual regulatory option” with no fixed expiration date on any meaningful movement toward Schedule III rescheduling, banking reform, or broader federal legalization… Just the cost of waiting for Washington to do something…

@finphysnerd Oct 20

Myles on X

This is fascinating to me... $SKHY https://t.co/tBOsqKrszC

@aleabitoreddit Oct 20

Serenity on X

@zaynchd $AEVA FMCW 4D LiDAR is the reference sensor for $NVDA Hyperion, so seems like a possible path. Again, not too much visibility into suppliers or where their CW lasers ultimately end up given how sensitive supply chain relationships are

@aleabitoreddit Oct 20

Serenity on X

I think the more exciting application is robotics/humanoids, which was mentioned in the PR. With likely $AEVA doing FMCW LiDAR and robotics sensing with LG Innotek and others (Boston Dynamics supplier). But hard to get visibility over what end product Sivers lasers go into. Regardless, I agree this is a huge step for $SIVE

@aleabitoreddit Oct 20

Serenity on X

Exciting, $SIVE gets their first production orders for CW DFB lasers with LiDAR. “We are pleased to see this strategic program advance from design-win to production”. With opportunity for expansion given the speculated customer $AEVA is moving into CPO/NPO optical sources for hyperscalers and leveraging existing technology. But this is great commercial validation of technology and execution so far. That’s 1 qualification converted of many more to come, especially for AI DCs from $GFS to $JBL.

@MaiusPartners Oct 20

Maius on X

@pandawatch88 In which case, somehow $baba became the winner of the AI race😅

@gnoble79 Oct 20

George Noble on X

Oh Gary, say it ain’t so! $CRWV https://t.co/pKSd4DxN1O

Netflix Q3 Earnings Update

Netflix Q3 earnings update revises the thesis and rating.

NFLX $511B

Rebound Capital 25h ago 18 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 26h ago 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 26h ago 34 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 27h ago 8 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 28h ago 20 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 32h ago 3 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 33h ago 23 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 39h ago 8 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. 39h ago 7 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 40h ago 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 8 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 37h ago 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 $79M

Calvin Blissett 41h ago 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 $172BMANE $5.3B

Cestrian Capital Research 43h ago 40 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 $4T

MBI Deep Dives 46h ago 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 47h ago 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

A Capital on X

A Capital on X

Myles on X

Serenity on X

Serenity on X

Serenity on X

Maius on X

George Noble on X

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 54 of 245

X accounts we follow

Investor letters we follow

Sectors