Monday, November 2, 2026

BMRN Earnings Review

BioMarin’s Q3 revenue rose 32% to $1.02 billion after the Amicus acquisition, while lower 2026 guidance and $2.8 billion of net debt weighed on earnings.

BMRN $11B

Cestrian Capital Research Nov 2 1 click

Nov 2 FTAI $17B

FTAI Aviation Update, Part Two

CV's Substack 5 clicks

Nov 2 DASH $86B

DoorDash 3Q’26: Buying the Big Basket

MBI Deep Dives 2 clicks

From X

@irbezek Sep 3 1 click

Ian Bezek on X

@burningbushcap $CIB is a quarter of the Colombia ETF, $AVAL is 4%. Need folks to go stock-picking in individual names, right now, people are mostly buying the index.

@SowingAlphaSeed Sep 3 2 clicks

Farmer on X

@dirtcheapstocks I look for companies like this for my inflation basket. $INFL seems pretty good to me for a lazy version. https://t.co/OkhW0QroSL

@KEDM_COM Sep 3

KEDM.com on X

Icon $ICLR finally published their restated financials. The revenue had been overstated by roughly 1% in 2024 and 2025. With shares up 40 percent since we added this name, we're declaring victory and will remove this from the monitor. We doubt AI will fully disrupt the others; this narrative will probably pressure the multiple going forward.

@ChrisCamillo Sep 3 2 clicks

Chris Camillo on X

@SkillJoy_00 how many GTA VI launch month, quarter, yr 1 units and what eventual online ARPU do you think the market is currently pricing in to $TTWO ? And how does your analysis differ from those expectations?

@DeepSailCapital Sep 3 1 click

Deep Sail Capital on X

Anti Software trade. Short $OKTA and $TWLO. Both are up 80-120% this year. If software trends down they both will get crushed 30%.

@DeepSailCapital Sep 3

Deep Sail Capital on X

$CRDO It’s pretty rare you find such a high moat business with massive growth that has been managed so well to keep extending their growth pathways. Three years ago they were just copper, now much more. The optics position: Credo isn’t just an AEC (copper) story anymore — they now own the full AI interconnect stack: • Optical DSPs (record Q1 revenue, 50G/100G-per-lane shipping now, 1.6T ramping later this FY) • ZeroFlap Optics • Silicon Photonics PICs (first revenue post-DustPhotonics deal) Management’s guiding >$600m in optical revenue for FY27 alone, with each of DSP/ZeroFlap/SiPho individually clearing $100m As AI clusters scale and speeds push past 800G toward 1.6T, connectivity becomes the bottleneck, everyone knows this. Credo sits at nearly every layer of that bottleneck, it’s been really thoughtful about product expansion so far. Management deserves more credit.

@DOMOCAPITAL Sep 3

DOMO Capital Management, LLC on X

$CPB is completely uninvestible for as long as Marc Lautenbach remains on the Board of Directors. Have been telling people this for over a year now... Just look at $PBI performance over his career and then from the moment he "left" the CEO position... https://t.co/Px6gacUNjZ

@valuedontlie Sep 3

Colin King on X

Another consumer staples dividend cut... $CPB reducing dividend by 36% (CAG cut theirs in half) https://t.co/VVVvo0Gh8k

Kinross: Back On The Sale Rack (Rating Upgrade)

Kinross faces a roughly 6% 2026 guidance miss after lower Round Mountain and La Coipa output, while costs rose 20% year over year.

KGC $25B

Taylor Dart Nov 2 2 clicks

[scuttleslops] RDDT, AI and cybersecurity, AMZN, MU, META, BLDR, RYAN

Reddit’s Google referrals fell by more than 1 million a week as AI search expands, prompting a logged-in-user push to protect ad yield and…

RDDT $18B

scuttleblurb Nov 2 3 clicks

Iron Mountain: The Data-Focused REIT Looking To Climb Ahead After Q3 Results

Iron Mountain’s upgraded Q2 guidance, revenue, EBITDA and AFFO trends support its outlook before Nov.

IRM $33B

Albert Anthony Nov 2 3 clicks

Trading Post November 2, 2026: Global Payments Buyout Report Juices Payments Stocks, The Retail Trade, Hong Kong Calling Once Again

Global Payments rose 18% on a reported CD&R and GTCR take-private bid, while estimated control value is $45-$60 versus a $96.84 share price.

GPN $25BFIS $16B

Cassandra Unchained Nov 2 2 clicks

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,…

SRTA $498M

Capital Employed Nov 1 14 clicks

Initiation Report

Nine Mile Metals is initiated under research coverage.

VMSXF $14M

Atrium Research - Equity Research Nov 1 2 clicks

Idea Brunch with Jamil Tahir of TurnMark Capital

TurnMark Capital’s Jamil Tahir describes buying entrepreneur-led microcaps at fundamental inflection points and using Claude to automate…

AEYE $158M

Sunday's Idea Brunch Nov 1 3 clicks

Lumentum Earnings Preview: The AI Boom Is Already Priced In

Lumentum's $840.70 share price assumes durable AI-driven laser shortages and margins despite capacity expansion, customer bargaining power…

LITE $48B

Lee Bailey Nov 1 1 click

Portfolio Update: October 2026 + Q3 Earnings outlook

Calumet and other refiners sold off alongside AI names, but the RIN thesis for renewable fuel earnings remains unchanged ahead of Q3…

CLMT $3.8B

Treasure Hunting Nov 1 4 clicks

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 2 clicks

PRIM · long

Primoris Services CORP

Primoris Services, a $5 billion EPC contractor, has fallen about 60% from its peak.

PRIM $3.9B

Value Investors Club Aug 4

SoFi Technologies: On The Brink Of A Major Profitability Breakout

SoFi targets $6.4 billion in 2027 adjusted net revenue and $0.90 EPS as financial services growth lifts margins and profitability.

SOFI $21B

The Asian Investor Nov 1 2 clicks

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 $49B

Sleep Well Investments Nov 1 8 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 $36BTSCO $19B

D Invests Nov 1 4 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 $93B

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 4 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 $48BCOHR $41B

P Equity Research Oct 31 2 clicks

Verra veerer

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

VRRM $333M

The Oak Bloke Oct 31 3 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 $17B

Stock Thoughts Oct 31 5 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 $21B

Riyado Sofian Oct 31

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Monday, November 2, 2026

Ian Bezek on X

Farmer on X

KEDM.com on X

Chris Camillo on X

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Deep Sail Capital on X

DOMO Capital Management, LLC on X

Colin King on X

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