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

@DOMOCAPITAL Oct 30

DOMO Capital Management, LLC on X

Woah, massive $PESI news out tonight... DOE breaks ground on new cleanup system at Hanford Site - Elkhorn Media Group https://t.co/jYZklPDW4S

@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

@DOMOCAPITAL Oct 30 1 click

DOMO Capital Management, LLC on X

Woah, massive $PESI news out tonight... DOE breaks ground on new cleanup system at Hanford Site - Elkhorn Media Group https://t.co/QUDq7IMaas

@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.

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 $3.4B

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

OSS Q3 FY12/26 Earnings Analysis

One Stop Systems grew Q3 continuing-operations revenue 36% to $12.6 million, raised FY2026 revenue guidance to $45 million, and used $11.8…

OSS $129M

Cestrian Capital Research Oct 29 1 click

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 $13B

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

EGO · long

Eldorado Gold CORP

Eldorado Gold (EGO) is a long-life gold and copper miner with a rare growth profile across precious and base metals.

EGO $8B

Value Investors Club Jun 1 3 clicks

Ranch-to-Market

Queen City Investments trades near $1,800 per share, with trust, real estate and investment assets supporting a $3,000 valuation as…

QUCT $98M

Obscure Stocks Sep 4

Boston Omaha Corporation ($BOC)

Boston Omaha trades at $13.31 versus a $23-$30 intrinsic-value estimate, with billboard, broadband, hangar and surety businesses valued at…

BOC $406M

Calvin Blissett Sep 4

Global Spirits: Q2 Earnings Update

Diageo and Campari remain preferred as spirits sales face destocking, elevated inventories and weak guidance, while Campari increases…

DEO $55B

Sector Stories Sep 4

Product-Market Fit in 5G ORAN Radios... Equity Market Rerate to Come? ($AMPG)

Amplitech's bull case rests on $118 million in 5G Open RAN LOIs, 125% projected revenue growth and a 1x EV/sales valuation.

AMPG $77M

Multibagger Monitor Aug 28 10 clicks

The Announcement That Changes Everything

China Yuchai’s potential MGP IPO could separate its data-center and genset arm, with employee incentives tied to a listing and a proposed…

CYD $842M

Maius Partners Aug 26 2 clicks

Crane Co.

Crane Co. sells sole-source aerospace and process-control components, with 40% aftermarket revenue and margin expansion following its 2023…

CR $12B

Kairos Research Aug 26

GAMCO Investors, Inc. - GAMI

GAMCO Investors trades OTC at a $550 million market cap, with $150 million in excess cash and a 5.2-5.7x operating-income valuation despite…

GAMI $542M

Exploring with Alluvial Capital Aug 21

RH - the Universe Intervenes?

RH’s debt-funded luxury expansion faces weakening demand, deeper member discounts and a balance sheet strained by $2.4 billion of net debt.

RH $2.5B

Brevarthan Research Aug 20 1 click

Acuren Q2 Earnings review

Acuren's Q2 revenue rose 1.5% to $313.9 million before its NV5 merger; post-close selling drove TIC down 21% as management targets $20…

TIC $2.3B

Kairos Research Aug 19

Friday, October 30, 2026

A Capital on X

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DOMO Capital Management, LLC on X

Barbarian Capital on X

DOMO Capital Management, LLC on X

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Fajasy on X

Fajasy on X

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