Sunday, November 1, 2026

48 Top Stock Pitches (26th-1st November) [NO PAYWALL] 🖨️

Capital Employed rounds up 48 stock pitches, led by Greystone’s $14.50 target for organ-transplant logistics firm Strata Critical Medical, versus $4.70.

SRTA $430M

Capital Employed Nov 1 13 clicks

Nov 1 AEYE $164M

Idea Brunch with Jamil Tahir of TurnMark Capital

Sunday's Idea Brunch 2 clicks

Nov 1 CLMT $3.8B

Portfolio Update: October 2026 + Q3 Earnings outlook

Treasure Hunting 3 clicks

From X

@aleabitoreddit Oct 13

Serenity on X

I'm just tracking technological inflection points, not making an argument for stock prices right now like $CCXI (Agility). But if people are long term investors in humanoids + their supply chains like actuators, feels more like a matter of when. Since mass commercialization seems inevitable if humanoids are able to do 80%+ of tasks in unfamiliar environments... for such a cheap cost

@gnoble79 Oct 13 2 clicks

George Noble on X

The $open army has been obliterated. @ericjackson @rabois @mikealfred @APompliano all belong in jail. And to all the financially illiterate haters who gave me crap for being short $OPEN from $8, have a nice day. @philrosenn @dayetweets https://t.co/aN2KlgB4Tc

@aleabitoreddit Oct 13

Serenity on X

Samsung has LTAs covering 70% of memory capacity spanning until 2031. $LITE is completely sold out into 2029 and with customers starting to lock in orders for 2030. There's the actual demand. Then there's short term media narratives that cause people to sell. There's been many scares over the past few years over $NVDA GPUs from Deepseek to macro but in the end fundamentals matter more.

@AsifSuria Oct 13

Asif Suria on X

@RecoveryTrade @compound248 Even with the current lax antitrust environment, I think it would be difficult to get a $MTCH and $BMBL deal past the FTC or DOJ.

@finphysnerd Oct 13

Myles on X

$FIZZ seems like an attractive short. Classic staple juicing price into slowing volumes, meanwhile they're getting attacked by competition. They trade at around 17x earnings for some reason when a lot of better looking staples trade at low teens.

@stockgutter Oct 12

SG on X

likely to return to $3 imo $CD https://t.co/0ff0aX4f7D

@stockgutter Oct 12 2 clicks

SG on X

@Imperium1136 @DeepSailCapital agree, though think $MRNX is the better vehicle

@aleabitoreddit Oct 12

Serenity on X

What oversupply? Even in the lower end ranges that they're focusing on, Chinese pluggable makers like Innolight are still bottlenecked for 70-100mW ranges from ECOC channel checks. Cambridge wouldn't be going out financing suppliers with convertible loans for scarce laser capacity. Suppliers wouldn't be raising ASPs if there was overcapacity. Also not all CW lasers are the same. China is a ways away from from scaling UHP lasers needed for CPO, which is why there's still premiums given to $LITE, $COHR, $SIVE. $LITE lasers are sold out into 2029 and they're starting negotiations into 2030. I don't think anyone genuinely believes that China will flood the laser markets medium term, even both $LITE / $AAOI CEO said there was a difference between comments made and what they're actually seeing. From AOI on China: "of them, they are working maybe 70 mW or very few can really do 100 mW. For 300 mW laser, especially DWDM spec, we don't see that." "Not in the next two, three years, especially the demand is so big. Okay? Even combined AOI, Lumentum, Coherent, Broadcom all together, it's still very tough to meet the customer demand in the next few years" From Lumentum last month: "At least at the moment, we see no impact from any Chinese laser supply." But whenever markets want a correction people just blindly point to China with memory or optics while ignoring what's actually occurring with demand imbalances + LTAs spanning many years and constantly extending.

Travelzoo ($TZOO): Members Pay Up Front, GAAP Calls It a Loss, and the Market Prices It Like It's Dying. I think the stock can 4x

Travelzoo’s roughly 400,000 prepaid members generate deferred revenue while acquisition costs hit GAAP earnings immediately, masking the…

TZOO $54M

Calvin Blissett Nov 1 1 click

Sleep Well Portfolio (Oct 2026) - SWI#25 and #26 Adding Exposure to AI.

Sleep Well Portfolio adds two AI infrastructure suppliers and trims CrowdStrike at a 140x free-cash-flow valuation and $270 billion market…

SE $45B

Sleep Well Investments Nov 1 7 clicks

Portfolio Update October 2026

Portfolio returned over 15% in October, lifting cumulative gains to 103.5%, while adding 3i Group and increasing Floor & Decor and…

TGOPF $33BTSCO $18B

D Invests Nov 1 3 clicks

Agnico Eagle: Soaring Above The Peer Group

Agnico Eagle expects low-end 2026 guidance despite Barnat setbacks, while Hope Bay, Upper Beaver and Odyssey support production above 4…

AEM $84B

Taylor Dart Nov 1 3 clicks

When the liquidity does not add up

Arbor Realty Trust’s dividend suspension is presented as creating $60 million of liquidity, raising questions about its ability to meet…

ABR $2.2B

John Hempton's Newsletter Oct 31 3 clicks

Expert Call | Optical Module Ramps, Lumentum vs. Coherent Momentum, Server CPU, and Advanced Packaging Constraints

AAOI, Lumentum and Coherent 800G ramps, NVIDIA Rubin timing, and AMD, Intel and Arm server CPU demand frame an expert call on AI…

LITE $62BCOHR $41B

P Equity Research Oct 31 1 click

Verra veerer

Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance…

VRRM $404M

The Oak Bloke Oct 31 2 clicks

FTAI 3Q26: Aero margins in focus

FTAI’s Aerospace Products margin rebounded to 31% as CFM56 module output rose, while Power deposits and contracted deliveries fund its 2027…

FTAI $20B

Stock Thoughts Oct 31 4 clicks

SoFi Technologies: Nobody Saw This Coming

SoFi raised its 2026 guidance after a blowout Q3 and issued a strong 2027 outlook, with revenue projected to reach $5 billion by Q4 2030.

SOFI $22B

Riyado Sofian Oct 31

Life360 ($LIF): The Family App Wall Street Fell Out of Love With

Life360 has fallen 60% despite 40% revenue growth, 100 million monthly users and profitability, as its family-safety subscriptions and…

LIF $4B

Substack von Philipp Oct 31 3 clicks

GETY · long

Getty Images 11.25% Senior Secured Bonds due 2030

Getty Images’ $540 million 11.25% senior secured notes due 2030 trade at 78, implying a 20% yield to maturity.

GETY $8M

Value Investors Club Aug 3

Aura Biosciences: A Pivotal Trial Engineered With Room To Spare

Aura Biosciences expects pivotal Phase 3 bel-sar data in early choroidal melanoma in 2027, funded by $323.8 million of cash into the first…

AURA $690M

Equity Eagle Oct 31

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

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 $23BADT $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 $26B

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…

LITE $62B

Vik's Newsletter Oct 30 1 click

Smart Fit: Global Fitness Ambitions (Ticker: SMFT3)

Smart Fit, Brazil’s SMFT3, is expanding its low-cost gym network across Latin America, with corporate-wellness platform TotalPass adding to…

ESMR $1.9M

Emerging Moats Research Oct 30 2 clicks

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

Sunday, November 1, 2026

Serenity on X

George Noble on X

Serenity on X

Asif Suria on X

Myles on X

SG on X

SG on X

Serenity on X

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