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 $427M

Capital Employed 23h ago 11 clicks

33h ago CLMT $4.3B

Portfolio Update: October 2026 + Q3 Earnings outlook

Treasure Hunting 2 clicks

33h ago MO $130B

Altria: Dutiful

Invariant 1 click

From X

@Adam_Wyden Oct 30

Adam D. Wyden on X

I like snacks,… but this is looking like a meal… @Mark_Penn @jayleveton @ballan11 $STGW https://t.co/PYMi8Q33nJ

@majgeoinvesting Oct 30

Maj Soueidan on X

When did Tyrannosaurus $INTC become the barometer for AI’s future? 😂😂. Keep doing your research on days like today. Or just turn off your computer and quad monitor set-up, and find something else to do. I basically haven’t watched CNBC since March 2009. It’s been liberating.

@OddDiligence Oct 30

Odd Diligence on X

$SOXL not far from worst say since March 11, 2010 inception https://t.co/pYMYtoBnq3

@John_Hempton Oct 30

John_Hempton on X

@RawBooty2 yep. we are doing slightly better... biggest long is $REGN

@valuedontlie Oct 30

Colin King on X

$TFC CEO with another sizable insider buy… New CEO, first bout of insider buying in years, discount to bank peers, etc. Seems interesting… https://t.co/TAuHtUOU3K

@StableBread Oct 30

Fajasy on X

Continue reading here for my updated valuation of $QMCO: https://t.co/GXzV3AQBgs

@StableBread Oct 30

Fajasy on X

Quantum $QMCO ran to $34.50 on October 2, 2026, and has fallen 41.3% since, to $20.25/share. No $QMCO insider has bought or sold shares in the open market since my August 16 update, including Dialectic, the activist fund managed by director John Fichthorn. Dialectic received 14.1M shares in June when it settled its convertible notes, 35.8% of the 39.4M shares outstanding, which makes it $QMCO’s largest shareholder. Its lockup, which also covered $QMCO’s officers and directors, ended on August 23, 30 days after the PIPE shares were registered for resale. So Dialectic could’ve sold into the run to $34.50, and it hasn’t reported a sale. On October 1, $QMCO granted options to buy shares at $31.885, that day’s close, to three executives: → Hugues Meyrath (CEO): 500,000 options. → James Clancy (COO): 400,000 options plus 150,000 RSUs. → Anthony Craythorne (Chief Revenue Officer): 200,000 options. The options vest monthly over four years and only pay off above $31.885, 57.5% above $20.25. CFO William White, fired eight days later, got no grant. So the largest holder hasn’t sold, and management’s new options only pay off above $31.885. But no insider bought during the drop either.

@ChrisCamillo Oct 30

Chris Camillo on X

@Gregtrendspot Discussed $RDDT on yesterday’s @DumbMoneyTV. AI queries are a massive headwind to traffic growth. Reddit’s future valuation may hinge less on user growth and more on its ability to renegotiate licensing deals with frontier AI labs to get paid big for the content they pull.

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…

CRWD $267BSE $45B

Sleep Well Investments 34h ago 6 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 $32BTSCO $17B

D Invests 38h ago 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 $92B

Taylor Dart 39h ago 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 $83BCOHR $47B

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 $505M

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 $16B

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 $3.6B

Substack von Philipp Oct 31 3 clicks

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…

CVX $465B

Cestrian Capital Research Oct 30 3 clicks

T · short

At&t INC

AT&T’s stalled deleveraging and share repurchase case has prompted a bearish turn on the telecom stock.

T $144B

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 $628M

Equity Eagle Oct 31

AstraZeneca (AZN) Q3 FY12/26 Earnings Review

AstraZeneca reported $16.2 billion Q3 revenue, up 7%, as oncology grew 17% and Farxiga fell 25% after US generics.

AZN $270B

Cestrian Capital Research Oct 30 2 clicks

SNY Earnings Review

Sanofi raised FY26 guidance after Q3 sales grew 14.3% at constant currency, led by 34.8% Dupixent growth; vaccines declined 6.6%.

SNY $108B

Cestrian Capital Research Oct 30 1 click

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 $84B

Cestrian Capital Research Oct 30 2 clicks

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 $67B

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 $3.9B

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 $221BLITE $83B

Vik's Newsletter Oct 30 1 click

Sunday, November 1, 2026

Adam D. Wyden on X

Maj Soueidan on X

Odd Diligence on X

John_Hempton on X

Colin King on X

Fajasy on X

Fajasy on X

Chris Camillo on X

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 67 of 268

X accounts we follow

Investor letters we follow

Sectors