Friday, October 30, 2026

Regeneron (REGN) Q3 FY 12/26 Earnings Review

Regeneron’s Q3 revenue rose 36% to $5.1 billion, driven by a 68% jump in Sanofi collaboration revenue, while operating income doubled to $2.0 billion.

REGN $84B

Cestrian Capital Research Oct 30 2 clicks

Oct 30 BE $67B

Bloom: Chinese Scandium Supply Route Restarts

Hunterbrook 4 clicks

Oct 30 MKL $23B

TSOH Weekly Roundup (10/30/2026)

TSOH Investment Research 1 click

From X

@ACapitalLP Oct 30

A Capital on X

Look at $FDXF. A month of underperformance based on “channel checks,” followed by a ~15% move and multiple analyst upgrades after a single session (catalyst day). https://t.co/X81f5cl6Eh https://t.co/FfwGWZlciQ

@BarbarianCap Oct 30

Barbarian Capital on X

Reddit stock plunges 30% after weak outlook, heads for worst day ever $RDDT https://t.co/aemPgp56rc

@BarbarianCap Oct 30 1 click

Barbarian Capital on X

CD&R pursues buyout of $40 bn card processor Global Payments $GPN https://t.co/Wil5Zf6xn7

@blondesnmoney Oct 30

Cluseau Investments on X

Sold $GDDY at the close https://t.co/Z9vH18Pzil

@ChrisCamillo Oct 30 1 click

Chris Camillo on X

@SamSamutecht I can’t tell you what to buy but I’m meaningfully long $AMZN, $BE and $HOOD. My investment objectives and risk tolerance may be very different from yours. What makes sense for me might not make sense for you.

@Mr_Neutral_Man Oct 30

Mr Neutral Man aka "Howard Marks of REITs” on X

Sold some of my $PAA calls that I bought on April 1st as hedges against the Iran War crisis Just sold them for roughly 4x Was kind of mad at myself for not buying refiners but then realized that I did okay with these MLP calls/LEAPs @blondesnmoney would appreciate this Good enough to post, good enough to sell as my analyst would say

@pennycheck Oct 30

⚽️📡 on X

nearly the entirety of big pharma and big oil making fresh 52 week highs today..... $LLY $XOM $JNJ $GILD $CVX $ABV $COP $LNG $AMGN etc etc all 52 Week highs

@pennycheck Oct 30

⚽️📡 on X

nearly the entirety of big pharma and big oil making fresh 52 week highs today..... dems gonna take the senate... $LLY $XOM $JNJ $GILD $CVX $ABV $COP $LNG $AMGN etc etc all 52 Week highs

Wall Street Erased $16 Billion From a Legal Monopoly Over an AI Myth.

Verisk Analytics’ 40 petabytes of proprietary insurance data and regulatory infrastructure shield its underwriting business from generative…

VRSK $26B

First Strike Research Oct 30 7 clicks

What a Marvell-Lumentum Deal Means for DSPs, Lasers, and Modules

Marvell’s reported Lumentum bid would combine DSPs, lasers and optical modules, but $4 billion of cash and $5 billion of debt point to a…

LITE $83B

Vik's Newsletter Oct 30 1 click

Another Haircut with Avy the Barber

SoFi’s stock case hinges on interest rates, tangible book value and private-credit loan sales after its $1.5 billion equity offering.

SOFI $22B

WHAT ARE WE DOING? “Contrarians At The Gate” Oct 29 3 clicks

Twilio CEO: ‘Buy the dip!’

Twilio CEO Khozema Shipchandler urged investors to “buy the dip” after earnings sent the software maker’s shares down 17% after hours.

TWLO $31B

The Technology Letter Oct 29 2 clicks

Incyte (INCY) Q3 FY 12/26 Earnings Review

Incyte reported Q3 FY26 revenue of $1.56 billion, up 14%, while a $1.23 billion Vega acquisition charge drove a $708 million operating loss.

INCY $24B

Cestrian Capital Research Oct 29 2 clicks

CoStar: 3Q26 Business Recap

CoStar’s 3Q26 revenue growth slowed to 14% as bookings fell to $37 million, while cost cuts lifted EBIT margin to 8.8%.

CSGP $12B

Speedwell Memos Oct 29 3 clicks

Carpenter Technology (CRS) Q1'27: The Sell-Off Resets the Entry Point

Carpenter Technology fell 25% after Q1 2027 despite revenue rising 9%, EPS up 34%, and commercial aerospace bookings up 25%.

CRS $15B

Monte Independent Investment Research Oct 29 3 clicks

[scuttleslops] GOOGL, AMZN, BRO, KNSL, ODFL, MCO, SPGI

Google’s AI search could improve ad economics, while Amazon protects its retail ad funnel from shopping agents and specialty insurers face…

BRO $23B

scuttleblurb Oct 29 1 click

This Week in Special Situations: Mattel, Winnebago, PayPal

Mattel, Winnebago and PayPal lead 37 special situations spanning activist campaigns, buybacks, M&A and strategic alternatives.

PYPL $47B

Latticework by MOI Global Oct 29 2 clicks

Nebius: Why I Loaded Up During This Crash

Nebius secured $4.275 billion in credit facilities and trades at 3.8 times projected 2027 sales, with an AI credit crunch its main…

NBIS $42B

Infinity Curve Oct 29

INVH · long

Invitation Homes INC

Invitation Homes owns more than 85,000 homes valued at $43 to $48 per share, versus a roughly $30 share price, with occupancy above 96%.

INVH $16B

Value Investors Club Jun 24 5 clicks

Research Roundup Vol. LII

Dell’s AI-server demand and Microchip’s data-center components lead updates on Cirrus Logic and STMicroelectronics, alongside a weekly…

STM $42B

Monte Independent Investment Research Sep 16 1 click

Tencent Music: The Market Is Pricing In Too Much Weakness

Tencent Music trades at about 8.8 times forward earnings, with membership revenue and Ximalaya integration supporting profitability despite…

TME $13B

LL Insights Sep 16 3 clicks

Adobe 3Q26 Update

Adobe’s fiscal 3Q26 revenue grew 13%, while ARR growth slowed to 9.3% excluding Semrush.

ADBE $97B

Speedwell Memos Sep 14 2 clicks

[scuttleslops] Amazon grocery, John Deere and AI, picks and pans in P&C Insurance, Copart earnings and the ACV acquisition

Amazon’s refrigerated same-day network has lifted monthly perishable customers roughly 50%, using grocery frequency to deepen loyalty and…

CPRT $27B

scuttleblurb Sep 14 1 click

Adobe 3Q26 Update: Nothing Broken, Nothing Explained

Adobe’s fiscal 3Q26 revenue grew 13%, while ARR growth was about 9.3% excluding Semrush.

ADBE $97B

Speedwell Research Sep 14 2 clicks

A letter to founding members

Cannibal Stocks favors cash-generative companies that retire shares at low valuations, citing Dillard’s 80% share reduction and…

DDS $11B

Cannibal Stocks Sep 14

[Market Memo] Qualcomm/Amazon, Apple C2 Modem, Credo uLED 30M Claim, Cerebras I/O Conspiracy Theory

Qualcomm's Amazon coherent-lite DSP work may carry lower margins as Apple’s C2 modem cuts Qualcomm’s iPhone share; Credo’s 30-meter uLED…

CRDO $31B

Irrational Analysis Sep 14 3 clicks

Nintendo: The Software Payoff Is Still Ahead

Nintendo expects software, digital sales and character licensing to drive growth, with FY2027 revenue forecast at ¥2.05 trillion and…

NTDOY $60B

LL Insights Sep 13

Adobe, Oracle, and Druckenmiller (NOTW#107)

Adobe’s RPO and ARR growth continue to decelerate, while Oracle’s AI cloud capex economics face a supply-normalization test.

ADBE $97B

Best Anchor Stocks Sep 12 3 clicks

Friday, October 30, 2026

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