Friday, October 30, 2026

Bloom: Chinese Scandium Supply Route Restarts

Bloom may have reopened imports of scandium-containing components from China to the United States, according to new trade data.

BE $67B

Hunterbrook Oct 30 4 clicks

Oct 30 MKL $23B

TSOH Weekly Roundup (10/30/2026)

TSOH Investment Research 1 click

Oct 30 VRSK $26B

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

First Strike Research 7 clicks

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

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 $62B

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 3 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

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 $27B

Irrational Analysis Oct 28 3 clicks

NXPI · long

Nxp Semiconductors NV

NXP Semiconductors, the global automotive-chip leader, has delivered 12.5% compounded EPS growth and is presented as a long investment.

NXPI $65B

Value Investors Club May 20 1 click

Elanco: Taking Share from Zoetis Blockbusters

Elanco’s pet health launches are taking share from Zoetis blockbusters, driving high-single-digit revenue growth and low-double-digit EPS…

ELAN $12BZTS $33B

Librarian Capital's Research Library Jul 6

Portfolio Update June 2026

Portfolio added Zoetis, Pool Corp and Tractor Supply in June, lifting holdings to 13.

ZTS $33BTSCO $18B

D Invests Jul 6

Blackstone's Subs - Inside the Jersey Mike's IPO.

Jersey Mike’s IPO filing shows 47% adjusted EBITDA margin after Blackstone cut founder spending, ad subsidies and Area Director fees, while…

BX $91B

First Strike Research Jul 5 1 click

Stretch Marks

Strategy owns 847,363 Bitcoin and funded $13.7 billion of purchases this year with Stretch preferred stock, a variable-dividend security…

MSTR $55B

Net Interest Jul 3

Regal Rexnord: Data Centers. Robotics. AI. Oh My!

Regal Rexnord transformed from an HVAC-heavy cyclical business through two major acquisitions, building industrial power-transmission and…

RRX $11B

Kerrisdale Capital Jun 30

Quick Value #320 - Somnigroup (SGI)

Somnigroup’s $2.5 billion all-stock Leggett & Platt acquisition adds vertical integration as the bedding leader targets mid-single-digit…

SGI $15B

Value Don't Lie Jun 29

[ZTS] Zoetis could use a booster shot

Zoetis’ pet-drug blockbusters have shifted its mix from low-growth livestock medicines to durable companion-animal franchises with softer…

ZTS $33B

scuttleblurb Jun 29 5 clicks

Weekend Digest 348: Buy-And-Hold Purchases: MKTX, BSX, BAH, JD, Various LatAm Names

Weekend Digest 348 adds MarketAxess, Boston Scientific, JD and Walmex to a buy-and-hold portfolio, alongside views on Colombian markets,…

BSX $65B

Ian’s Insider Corner Jun 28 1 click

$FOX dropped 25% buying $ROKU. Is the market wrong? | Simeon McMillan, Accrued Interest

Fox’s $22 billion Roku deal cut FOXA 25%, but Simeon McMillan argues Roku’s streaming-TV reach, advertising upside and synergies make the…

FOX $24B

Yet Another Value Blog Jun 28 1 click

Friday, October 30, 2026

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