Wednesday, October 28, 2026

Fortinet (NASDAQ: FTNT) - Do Nothing - Q3 FY12/26 Earnings Review

Fortinet’s revenue rose 20% to $2.08 billion, but its 15% Q4 growth guide drove a 25% post-earnings stock drop as product, billings and services growth decelerated.

FTNT $94B

Cestrian Capital Research Oct 28 5 clicks

Oct 28 GOOGL $3.4T

Google Q3 FY12/26 Earnings Review

Cestrian Capital Research 2 clicks

Oct 28 MSFT $3.9T

MSFT Q1 FY6/27 Earnings Review

Cestrian Capital Research 1 click

From X

@aleabitoreddit Sep 20

Serenity on X

While everyone is focused on Bessent/He Lifeng talks today. Or $LITE / $MRVL / $SIVE at ECOC optical conference... I'm just curious why my followers can leave 2K+ comments if I post in Chinese... But if I share something in English: I only get 50 comments. Feels bad anon https://t.co/Pg6fojfMFx

@calvinblissett Sep 20

Calvin Blissett on X

@mirror_mystery $FICO $PDD $UBER $KNSL $BN $KSPI $CPRT $CSU.TO at low $2,000s because of anchoring bias. $FISV. I do not own many of these, just where I think there’s value based on research I have done.

@valuedontlie Sep 20 1 click

Colin King on X

Imminent spin-off activity coming: • $CTVA → $VYLR set for Oct 1 • $MOD → $THRM (RMT) set for Oct 1 Behind that we have: • $KBR investor day Nov '26 → spin early '27 • $FLEX investor day Nov '26 → spin early '27 • $GPC investor day Dec '26 → spin early '27

@TidefallCapital Sep 20 1 click

Trevor Scott on X

@TheRayMyers why not $MU at 6.5x?

@irbezek Sep 20 3 clicks

Ian Bezek on X

@Tintincapital @valuehurts Has already happened, no? The $WING and $CAVA style restaurant growth stories have collapsed. Or look at something like Vail Resorts, down 65% off the 2022 peak.

@BarbarianCap Sep 20 2 clicks

Barbarian Capital on X

Hot Honey no, thanks good buzz for $HRL tho https://t.co/ythkEhbNVK

@MaiusPartners Sep 19 3 clicks

Maius on X

If you like $META Muse and some weekend fun while the markets are closed, this Polymarket contract likely still offers one of the highest risk-adjusted returns for small players. https://t.co/P8Tj4jJ9dE https://t.co/Ae05yN2wiE https://t.co/avnfrmgMo5

@ChrisCamillo Sep 19 3 clicks

Chris Camillo on X

@KULOLO808 @Kselvaganesan05 Not for me. I prefer to find alpha in that answer before allocating capital. Having money tied up in $TSLA these last few years would’ve cost me dearly in opportunity cost. It’s just not how I invest.

Microsoft Corp Earnings Update: Fiscal Q1 2027

Microsoft’s fiscal Q1 revenue rose 19% as Azure grew 48%, while $45.2 billion of capex including finance leases cut free cash flow 27%;…

MSFT $3.9T

SixSigmaCapital: Navigating the Financial Markets Oct 28 2 clicks

Culper Research vs Cerebras: A Neutral Engineering-Driven View

Cerebras’ alleged electromigration issues hinge on temperature and voltage limits, not total power draw, while thermal variation and…

CBRS $24B

Irrational Analysis Oct 28 3 clicks

CoStar 3Q26 Recap: Cost Decreases Cost of Growth

CoStar’s 14% revenue growth, $37 million in net new bookings and 14% stock drop sharpen doubts that sales and marketing cuts can coexist…

CSGP $13B

Speedwell Research Oct 28 1 click

Group 1 Automotive (GPI): Q3 2026 Earnings

Group 1 Automotive trades at 5.5 times earnings as aging gasoline vehicles and EV repairs sustain service profits; insiders bought while…

GPI $3.2BTSLA $1.5T

Cannibal Stocks Oct 28 1 click

Cerebras ($CBRS): A Neocloud Masquerading as a Chipmaker

Cerebras relies on OpenAI for almost all of its $25 billion backlog while renting AI capacity, raising questions over its semiconductor…

CBRS $24B

Shallow Dives Oct 28 4 clicks

Danaher’s robotics era

Danaher’s new CEO paired a Q3 beat and raised EPS outlook with a 2027 4%-5% organic-growth starting point, while pitching AI-enabled…

DHR $163B

Best Anchor Stocks Oct 28 1 click

The Cigna Group: Client Retention Matters, But Contract Profitability Matters More

Cigna faces PBM margin pressure as employer fee demands and Signature transition costs outweigh specialty-drug growth, limiting profit…

CI $80B

Narek Hovhannisyan Oct 28 1 click

Enova International (ENVA): Leading US Online lender with excellent track record

Enova’s Q3 2026 revenue exceeded $1 billion as originations rose 31%, while its failed Grasshopper Bank bid drove a 23% one-day stock…

ENVA $4.4B

Substack von Philipp Oct 28 3 clicks

SWI #25 & #26 - Monopoly in Hybrid Bonding (BESI), Monopoly in Lithography (ASML)

Besi and ASML dominate hybrid bonding and lithography equipment, positioning both European semiconductor suppliers for AI-driven chip…

ASML $575B

Sleep Well Investments Oct 28 7 clicks

Meta Earnings, Muse and the Frontier, Musebook

Meta’s earnings hinge on whether investors back Zuckerberg’s Muse vision and the compute spending required to build it.

META $1.6T

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Oct 27 1 click

ORCL Update

Oracle rose about 12% intraday on October 28, 2026 as AI infrastructure and cloud-demand sentiment improved and credit-spread concerns…

ORCL $383B

Cestrian Capital Research Oct 28 2 clicks

Alexandria Real Estate: Market Sees Declining Occupancy, I See Early Recovery Signs (Rating Downgrade)

Alexandria Real Estate (ARE) faces lease expirations and occupancy pressure through 2028, but leasing momentum supports a projected…

ARE $7.4B

Luuk Wierenga Oct 28

Vertiv (NYSE: VRT) Stock Rating: Accumulate, $329 Price Target After Q3 FY12/26 Earnings

Vertiv beat Q3 revenue guidance by $460 million, grew organic sales 55%, and raised full-year revenue guidance by $650 million to a $14.65…

VRT $88B

Cestrian Capital Research Oct 28 3 clicks

Alibaba: At $100, The Market Is Pricing The Bear Case

Alibaba's $100 valuation discounts cloud growth, China competition and US investment-ban risk, while its cloud unit posted 45% revenue…

BABA $262B

M&M Capital Oct 28 2 clicks

EQT Q3 FY12/26 Earnings Review - Distribute Rating

EQT moved to Distribute at $56.29 after Q3 revenue fell 9.6%; a 44% trailing free-cash-flow margin signals cycle risk despite lower debt…

EQT $33B

Cestrian Capital Research Oct 27 2 clicks

Apple’s iPhone Duo in the flesh

Apple unveiled the iPhone Duo, its first foldable iPhone, at its Fifth Avenue Manhattan store.

AAPL $4.8T

The Technology Letter Oct 27 6 clicks

Innodata responds, Amkor surges, Mega Tech spending on tap

Innodata shares fell 25% to $44.74 after India Today reported 550 job cuts in India.

AMKR $10B

The Technology Letter Oct 27 6 clicks

Anthropic Deep Dive

Anthropic’s $80.7 billion first-half loss was mostly fair-value marks, while $16.3 billion revenue and compute economics showed a $974…

AMZN $2.9T

CV's Substack Oct 27 7 clicks

My Last GFL Update - Hopefully

GFL’s take-private structure hinges on BC Partners rolling 60% of its stake to preserve debt portability under the 40% permitted-holder…

GFL $20B

310 Value’s Newsletter Oct 27 5 clicks

Expert Call | Lumentum Optical Chip Capacity, EML/SiPh Outlook & Industry Pricing

Lumentum’s 2027 optical-chip expansion, 200G EML and CW capacity, silicon-photonics roadmap, pricing and 3.2T module prospects face…

LITE $62B

P Equity Research Oct 27 2 clicks

Wednesday, October 28, 2026

Serenity on X

Calvin Blissett on X

Colin King on X

Trevor Scott on X

Ian Bezek on X

Barbarian Capital on X

Maius on X

Chris Camillo on X

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 73 of 273

X accounts we follow

Investor letters we follow

Sectors