Friday, October 30, 2026

CVX Earnings Review

Chevron’s Q3 revenue rose 35% to $65.2 billion and EBITDA 75% to $20.2 billion, while production trailed guidance and refining margins drove 46% of segment earnings.

CVX $423B

Cestrian Capital Research Oct 30 4 clicks

Oct 30 AZN $285B

AstraZeneca (AZN) Q3 FY12/26 Earnings Review

Cestrian Capital Research 3 clicks

Oct 30 SNY $114B

SNY Earnings Review

Cestrian Capital Research 1 click

From X

@leevalueroach Sep 21 1 click

Lee Roach on X

I published my article on $GME today and @ryancohen bought another $26.4 million shares of the company in the open market. This is on top of the $20 million he bought just a few days ago. Wall Street suits are sleeping on how much of an improvement GameStop has gone through and are drooling all over their big fat bellies instead of looking at the very impressive unit economics and demand as a collectible hub.

@Adam_Wyden Sep 21

Adam D. Wyden on X

@KEDM_COM Pretty sure our most recent letter had liquidation in the mid 30s on 2027 roll fwd…. Stock lower. Nav higher. Insider buying won’t keep them at the controls. $CODI

@ChrisCamillo Sep 21

Chris Camillo on X

hell of a monday. congrats if ur in the same boat. what a time to be in the agentic AI / CPU biz. $AMZN $INTC $AMD $META

@TidefallCapital Sep 21

Trevor Scott on X

@kurniAsept $CSU universe off -2% on a +3% $IGV today is fantastic.

@AsifSuria Sep 21

Asif Suria on X

We wrote more about TransMedix $TMDX and this insider purchase in an Insider Weekends article yesterday: https://t.co/XBXRgymODn https://t.co/eiKy8mMtAi

@Mike10947310 Sep 21 1 click

Mike on X

What’s the best non obvious disintermediation threat from Muse? Uber is obvious… I really don’t care about more than get me from point A to point B when using Uber/Lyft/Empower/Waymo/Curb etc. Muse seems bad for Uber bc $UBER almost always (in my exp) is more expensive. But I just habitually use Uber. Might as well just tell Muse to get me from A to B now cheaply? But probably something much better that hasn’t priced in this yet…

@DeepSailCapital Sep 21

Deep Sail Capital on X

You read this deal from $NUAI and you think the stock should be up 33%? They just committed to a $200m credit line in which they only have liquidity of $68m. They are 100% going to need to raise equity and likely draw on this Macquarie facility. Also the deal is 5% equity dilution. Anyone buying today is about to get a rug pull from management.

@finphysnerd Sep 21 1 click

Myles on X

Long $BORR https://t.co/W0xvygRBPr

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 5 clicks

TSOH Weekly Roundup (10/30/2026)

Markel spent $315 million repurchasing shares in Q3 as Thrive agreed to buy ADT for $7.6 billion and Hasbro cited rising adult toy demand.

MKL $24BADT $7.2B

TSOH Investment Research Oct 30 1 click

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 $25B

First Strike Research Oct 30 7 clicks

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…

MRVL $117BLITE $48B

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

Intel Q3 2026: Dead Inside

Intel’s Q3 2026 datacenter CPU shortage reflects wafer-start planning failures, not substrate constraints, after demand shifted from client…

INTC $287B

Irrational Analysis Oct 29 2 clicks

Bloody Thursday: Defending Alphabet, now Amazon and Intel in the penalty box

Alphabet, Amazon and Intel face market pressure as the big three cloud giants reaffirm AI spending plans.

INTC $287B

The Technology Letter Oct 29 1 click

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 $33B

The Technology Letter Oct 29 2 clicks

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…

REGN $101B

Cestrian Capital Research Oct 30 2 clicks

Applied Materials: A 51% Growth Quarter At 23x Forward Earnings

Applied Materials posted 51% growth while trading near 23 times forward earnings; memory spending and fab construction support orders, but…

AMAT $260B

Capital Minded Oct 30 1 click

SAP · long

Sap Se

SAP shares are down 45% since February 2025 as AI disruption fears create a long thesis on its risk-reward.

SAP $277B

Value Investors Club Aug 1 2 clicks

INTC Q3 FY12/26 Earnings Review

Intel's Q3 revenue rose 21% to $16.5 billion, led by 78% data-center and AI growth, but Q4 guidance of $15.5 billion trailed consensus.

INTC $287B

Cestrian Capital Research Oct 29 4 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 $13B

Speedwell Memos Oct 29 3 clicks

Ex-Goldman Oil Derivatives Trader: Every Trading Strategy Is Momentum or Mean Reversion

Simran Jeet Singh recounts pricing oil through WTI’s -$37.63 collapse, then explains crypto perpetual funding arbitrage, market making and…

GS $268B

Odds on Open Oct 29 5 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 $14B

Monte Independent Investment Research Oct 29 3 clicks

GE Vernova: 3 Straight Guidance Raises, And Wall Street Still Doubts It

GE Vernova raised guidance for a third straight quarter as Power and Electrification drove backlog growth, while Wind showed an early…

GEV $241B

Melissa Tucker Oct 29 2 clicks

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 3 clicks

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Friday, October 30, 2026

Lee Roach on X

Adam D. Wyden on X

Chris Camillo on X

Trevor Scott on X

Asif Suria on X

Mike on X

Deep Sail Capital on X

Myles on X

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