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 $63B

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

@BarbarianCap Oct 30

Barbarian Capital on X

"higher sales and recent cost-savings efforts weren’t able to fully offset steeper-than-expected inflation." $NWL Newell Brands Swings to Loss Despite Higher Sales https://t.co/WPRdY3lzz3

@StableBread Oct 30

Fajasy on X

Id say the cash has to cover building v5 too, not just getting it to work. Hurst told the Portland Business Journal in August that RoboFab is making fewer than 100 a year and should reach triple digits in 2027. The S-4 also admits they don't have the capacity, staff or equipment for high volume yet. free $CCXI writeup: https://t.co/DsEJ2d9TkU

@StableBread Oct 30 1 click

Fajasy on X

@Teo_Sinamin And $ELMT isn't betting on Vietnam alone. It holds 23.7M shares of $EQR.AX, which runs Mt. Carbine in Australia and Barruecopardo in Spain, and takes 70% of the JV restarting the Springer APT plant in Nevada, 4,000 tonnes a year in phase one.

@StableBread Oct 30 1 click

Fajasy on X

That $465M is more than the $395.8M of gross equity Agility raised in its whole history through 2025. And it'll need it, the S-4 says all $300M of v5 orders are RaaS, so Agility carries every one of those robots on its own balance sheet. free $CCXI writeup: https://t.co/DsEJ2d9TkU

@cfrischer1 Oct 30 1 click

Charles Frischer on X

$OMER The company just issued 500k shares to the CEO. The grants are four 125k tranches. They vest at $25, $30, $35 and $40 over the next five years. I love seeing this type of incentive structure and wish more companies did it this way. At $40, shares have to be up 120%.

Tango: Upgrading 'Buy' Based On ESMO 2026 Vopimetostat PDAC Data And Pathway Advancement Clarity

Tango Therapeutics reported an 82% response rate and 88% nine-month PFS for vopimetostat plus RASONQUE in RAS-mutant pancreatic cancer,…

TNGX $3.7B

Terry Chrisomalis Oct 30 2 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 $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

Miami International: Q3 Growth And Operating Leverage Impress (Rating Upgrade)

Miami International Holdings posted 20% Q3 revenue growth and 47% EBITDA growth as options volumes, market-share gains and operating…

MIAX $3.2B

Seeking Profits Oct 29 4 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

Alamos Gold: Minor Delays With Island Gold Growth, But There Is Still A Lot Of Value Here

Alamos Gold targets nearly 1 Moz of annual production by decade-end as Island Gold shaft commissioning offsets recent Young-Davidson…

AGI $12B

Bang For The Buck Oct 29 1 click

Build-A-Bear (BBW) Part II: The Scion Capital Analyst Tempate and the All Map

Build-A-Bear’s lease overhaul, off-mall expansion and partner-led wholesale growth reshaped a debt-free retailer with $80 million EBITDA,…

BBW $363M

Cassandra Unchained Oct 29 2 clicks

CCOI · long

Cogent Communications Hldgs

Cogent Communications (CCOI) is presented as a long investment idea, revisiting prior bull cases from 2022 and 2025.

CCOI $397M

Value Investors Club Jun 25 8 clicks

Vistra Deep Dive

Vistra's contracted nuclear fleet benefits from data centers' high, steady load factors, while Amazon and Meta contracts contribute roughly…

VST $46B

CV's Substack Aug 31

Preview of the Week Ahead: W/C August 31, 2026

The week of August 31 features U.S. manufacturing, jobs and services data, while the S&P 500 and Nasdaq hold above key moving averages and…

COIN $39B

SixSigmaCapital: Navigating the Financial Markets Aug 30

Ultragenyx ($RARE): A Catalyst-Driven Thesis With Asymmetric Upside

Ultragenyx targets $730-760 million of 2026 revenue after GENGLYCOS approval, with UX111’s FDA decision and GTX-102 Phase 3 data due in…

RARE $1.6B

Hated Moats Aug 30

FTRE 2026-08-30

Fortrea Holdings: The Turnaround Is Showing Up In Earnings Before Revenue

Fortrea’s adjusted EBITDA rose 24% in H1 as cost cuts outpaced a 3.4% revenue decline, while new business awards increased 19%.

FTRE $2B

Manimala Misra Aug 30 2 clicks

Three small caps from my watchlist (August 2026)

EverQuote, an $864 million digital insurance marketplace, and PAR Technology, an $808 million restaurant software provider, lead a…

EVER $1BPAR $736M

Inglenook Growth Aug 30

Tidewater (TDW): The $225,000 Boat They Laughed At Built the Biggest Fleet on Water

Tidewater’s 200-vessel offshore fleet trades at 40% of replacement cost as the global orderbook sits at 4% of supply, versus 34% last cycle.

TDW $3.9B

Cannibal Stocks Aug 30

PAHC 2026-08-30

Phibro Animal Health: Zoetis Integrated And Better Cash Flow Ahead

Phibro Animal Health’s Zoetis MFA acquisition broadens its vaccines, nutrition and companion-animal businesses, while Chicago Heights…

PAHC $1.6B

Myriam Alvarez Aug 30 2 clicks

Is IREN Fucked? (Q4 Earnings Thoughts)

IREN says contracted AI-cloud ARR will rise from $1 billion to $4 billion by year-end, supported by GPU customer prepayments, financing and…

IREN $9.9B

Daniel Romero Aug 29 1 click

Burry on Build-A-Bear, Part 1

Michael Burry on Build-A-Bear Workshop, Part 1.

BBW $363M

Cassandra Unchained Aug 29 2 clicks

Friday, October 30, 2026

A Capital on X

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

Fajasy on X

Fajasy on X

Fajasy on X

Charles Frischer on X

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 69 of 269

X accounts we follow

Investor letters we follow

Sectors