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

@leevalueroach Oct 16 13 clicks

Lee Roach on X

Target has been completely liquidated of every single Pokemon card and they put up this sign. I’m standing and watching this area and there have been dozens of grown me. Come into your look for Pokemon cards. Market sleeping on GameStop $GME with their entire thumb up their ass. https://t.co/9iA5sovJ8Q

@hkuppy Oct 16 3 clicks

Kuppy on X

Where were the signs..?? $CRWV https://t.co/YEEG8BJ02p

@irbezek Oct 16

Ian Bezek on X

@valuedrift Without naming that which should not be named, it is interesting Mexico $EWW is up 1.3% today.

@stockgutter Oct 16

SG on X

in the spoon-bending world, today was more Amazing Randi than Uri Geller $BSP https://t.co/tYdep4viNo

@SowingAlphaSeed Oct 16 1 click

Farmer on X

Bought some $ABVX calls instead.

@SowingAlphaSeed Oct 16 3 clicks

Farmer on X

@Biohazard3737 $ZURA price action makes me think retail accounts getting margin called. Unless pods are yolo'ing into @A_May_MD pitches too.

@stockgutter Oct 16 2 clicks

SG on X

agree this stand the next few days is pivotal for $RTY $IWM https://t.co/mA1V6mYYrZ

@TidefallCapital Oct 16 5 clicks

Trevor Scott on X

$NVDA will just step in with some new capital to $CRWV. Not a good look having this bleed out..

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

RYZ · long

Ryerson Holding CORP

Ryerson Holding (RYZ) is a long position following its all-stock merger with Olympic Steel, at 1.7105 RYZ shares per Olympic Steel share.

RYZ $1.7B

Value Investors Club Aug 1

[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.

MAT $4.4BWGO $903M

Latticework by MOI Global Oct 29 3 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 $12B

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 $3.1BPAG $14B

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

Daktronics (DAKT): Dominant Leader | Deep Dive

Daktronics, the leader in U.S. sports video boards, targets 10-12% EBIT margins after shifting production to China and Mexico and exiting…

DAKT $913M

Hidden Gems Investing Oct 28 6 clicks

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 $78B

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 $4.3B

Substack von Philipp Oct 28 3 clicks

Friday, October 30, 2026

Lee Roach on X

Kuppy on X

Ian Bezek on X

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