Sunday, November 1, 2026

Altria: Dutiful

Altria raised 2026 adjusted EPS guidance to $5.66 to $5.74 and authorized more buybacks, while on! loses share as cigarette margins hold.

MO $130B

Invariant Nov 1 2 clicks

Nov 1 CRWD $248B

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

Sleep Well Investments 7 clicks

Nov 1 TGOPF $33B

Portfolio Update October 2026

D Invests 3 clicks

From X

@AsifSuria Oct 14 1 click

Asif Suria on X

Bending Spoons now up 45% on this news. If you are thinking this can't possibly be real, then the source document is an exhibit filed with $BSP's 6-K today: https://t.co/9b6y1XLIb6

@ParadisLabs Oct 14 1 click

Paradis on X

@intelfabs Thanks! $INTC

@leevalueroach Oct 14 2 clicks

Lee Roach on X

Went to my local GameStop $GME today. The manager said they have more pre-orders to Zelda: Ocarina of Time than they do for GTA 6. The pre-orders are so much they are going to have a midnight release which they haven't had in years. He also said they going to start rolling out card tournaments inside of the store.

@hkuppy Oct 14 2 clicks

Kuppy on X

Been tough this year when you refuse to mindlessly speculate on the AI Mania… Those trade schools ($LINC and $UTI) have really hurt. However, I have added real size the whole way down, and they’re now one of our largest exposures. This was offset by solid performance in refiners ($MPC and $VLO) which I have now harvested. The rest of the book was mostly a wash…

@AsifSuria Oct 14

Asif Suria on X

Buffett trying to make sure they don't turn off those AOL servers. $BSP $BRK.B https://t.co/dCxyARdRhP

@Mr_Neutral_Man Oct 14 6 clicks

Mr Neutral Man aka "Howard Marks of REITs” on X

Spoke with an expert about $LEN the other day He told me that Lennar focuses so much on entry level homes that it's got a "here goes the neighborhood" effect Other builders won't build in the same MPC/area This could potentially cut them off from sites in the future

@pitdesi Oct 14

Sheel Mohnot on X

Berkshire now has a $1.3B position in Bending Spoons. Stock is up 38% (to $52) on news that Berkshire bought $330M via private placement at $33/share $BSP https://t.co/oGfvtwcdED

@negligible_cap Oct 14 3 clicks

Negligible Capital on X

D.A. Davidson analyst Gil Luria (has a $100 price target and a neutral rating on $CRWV ) says “the equity value is going to be zero” on a podcast released today A bit conflicting there Gil https://t.co/aKJmqVZlZ5

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

Amazon.com Inc (AMZN) Earnings Update: Q3 2026

Amazon reported Q3 2026 net sales up 12% year over year to $201.9 billion, narrowly below the $202.3 billion consensus estimate.

AMZN $2.6T

SixSigmaCapital: Navigating the Financial Markets Oct 31 7 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

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

Anthropic’s Growth is Slowing: Is AI Capex Next? | The Weekly Wrap

Anthropic’s revenue growth slowed from 147% in Q2 to 45% in Q3, raising questions about AI capital spending as Amazon holds capex flat.

AMZN $2.6T

Steve Eisman Oct 30 5 clicks

American Tower's Starlink Opportunity

American Tower could gain $1.13 to $3.54 in AFFO per share if Starlink accesses 80,000 U.S. cell sites and becomes a fourth major tenant.

AMT $88B

Dane Bowler Oct 30 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

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

SK hynix: Despite Their Premium To The Korean Shares, The U.S. ADRs Are A Bargain

SK hynix's U.S. ADR trades at a valuation discount despite AI-driven memory demand, with 50% of 2027–2028 capacity under long-term…

SKHY $806B

Adam Schadt Oct 30 2 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

Microsoft's AI Boom Has A Cost

Microsoft’s Azure grew 48% as AI monetization accelerated, but doubled CapEx, largely for CPUs and GPUs, reduced quarterly free cash flow…

MSFT $3.9T

Yiannis Zourmpanos Oct 31 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

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

XOM Q3 FY12/26 Earnings Review - Distribute Rating - No Paywall.

ExxonMobil’s Q3 revenue rose 33% to $113.2 billion as refining earned $9.1 billion, surpassing upstream; the company set 2027 buybacks at…

XOM $771B

Cestrian Capital Research Oct 30 2 clicks

Amazon 3Q’26: Trillion Dollar Talks

Amazon projects AWS growth above 40% through 2028 while funding a $220 billion capex plan with rising debt and an $80 billion equipment…

AMZN $2.6T

MBI Deep Dives Oct 30 3 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 $23B

TSOH Investment Research Oct 30 1 click

Alphabet's Post-Earnings Selloff Is The Best Buying Opportunity In Years

Alphabet's Google Cloud operating income more than tripled to $11.1 billion, while EPS fell 26% on a $2.76 billion SpaceX paper loss.

GOOGL $3.4T

Rick Orford Oct 30 5 clicks

AMZN Q3 FY12/26 Earnings Review

Amazon reported $201.9 billion Q3 revenue and 39% AWS growth, while $220 billion in 2026 capex drove trailing free cash flow to a $42.4…

AMZN $2.6T

Cestrian Capital Research Oct 30 3 clicks

Earnings Review: $AMZN and $LLY

Amazon’s AWS revenue grew 39% to $46B as capex drove negative FCF; Lilly raised 2026 guidance to $91-92B on GLP-1 volume growth.

AMZN $2.6TLLY $1.3T

Rebound Capital Oct 30 2 clicks

Sunday, November 1, 2026

Asif Suria on X

Paradis on X

Lee Roach on X

Kuppy on X

Asif Suria on X

Mr Neutral Man aka "Howard Marks of REITs” on X

Sheel Mohnot on X

Negligible Capital on X

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