Tuesday, November 3, 2026

TWLO Q3 FY12/26 Earnings Review

Twilio's Q3 revenue rose 20% to $1.56 billion, but Q4 organic growth guidance fell to 11% to 12% and RPO declined 28%.

TWLO $33B

Cestrian Capital Research Nov 3 3 clicks

Nov 3 INCY $24B

Incyte (INCY) Q3 FY 12/26 Earnings Review

Cestrian Capital Research 3 clicks

Nov 3 REGN $94B

Regeneron (REGN) Q3 FY 12/26 Earnings Review

Cestrian Capital Research 1 click

From X

@aleabitoreddit Nov 3 1 click

Serenity on X

The rhetoric on X and from Elon leans overwhelmingly apocalyptic on Democrats winning. It's a mini bubble here, but I think people forget AI is bipartisan national security priority, and that $NVDA's historic rally + AI buildout acceleration happened under the Biden admin. Anyone can extrapolate a politician's negative view on AI to doompost indexes or that " $CRWV is going to go down". But in all reality, even with a Democratic governor, we'll likely just see some headwinds to individual developers, and incentives like "clean-energy tax credits" moving to other areas in AI like solar manufacturing. Rather than any market-wide doomsday scenario that the opposing party likes to portray. Even Bitcoin/Ethereum performed better under the negatively perceived regulation of Gary Gensler. Just like any major event, everyone looks at the worst case scenario like helium disruption shutting down Samsung, $TSM, and the memory trade... Then markets move on few weeks later.

@AsifSuria Nov 3 1 click

Asif Suria on X

@evantindell How about this for a company name: Banco Latinoamericano de Comercio Exterior, S.A. Thankfully they renamed to Bladex $BLX

@finphysnerd Nov 3

Myles on X

I reckon a portfolio of short $WMT, $KO (safety trade), $TSLA, $SPCX, $DJT, $UMAC, $GEO (Trump trade) long $SPY probably beats most things over the next 3 months.

@StableBread Nov 3

Fajasy on X

@CallsPuts1 That leaves roughly $33M in trust at ~$10.90/share for $NTWO, a long way from the $185.8M of cash at close the deck modeled with no redemptions. And 3.05M public shares is only ~4% of the 74.2M pro forma count, so the float after close gets thin.

@BarbarianCap Nov 3

Barbarian Capital on X

second interesting deal in restaurants after the $WEN offer Foodtastic Makes Hostile Bid for Rival MTY Food After Being Rejected https://t.co/mfUsZmshxs

@BarbarianCap Nov 3

Barbarian Capital on X

"revenue rose to $19.95 billion, up from $5.02 billion a year prior" Super Micro Computer Revenue Surges on AI Infrastructure Demand $SMCI https://t.co/EZJhYAospA

@BarbarianCap Nov 3

Barbarian Capital on X

3M Announces $7.4 Billion Settlement in ‘Forever Chemicals’ Injuries Case $MMM https://t.co/PcrK3KhEJT

@John_Hempton Nov 3

John_Hempton on X

@LucrativeLuApe No ladder attacks. My biggest long is $REGN and I have had a few good days. (Position is >100m.)

Matt Murphy and Michael Hurlston Fireside Chat: Irrational Recap

Marvell and Lumentum’s merger targets uVCSEL scale-in optics, combining Marvell’s DSP and analog IP with Lumentum’s laser manufacturing for…

LITE $48B

Irrational Analysis Nov 3 4 clicks

Educational Development (EDUC) – The Book Value Trap

Educational Development trades at 0.21x tangible book after selling its distribution complex to repay debt, but FY26's $2.3m profit masked…

EDUC $8.8M

Dismissed & Asset-Backed Nov 3 1 click

Stevanato down 30%. Yikes.

Stevanato fell 30% after forecasting low-single-digit 2027 growth as lower Nexa syringe volumes from a GLP-1 customer offset solid Q3…

STVN $3.6B

Best Anchor Stocks Nov 3 3 clicks

Transocean (RIG): Q3 2026 Earnings

Transocean enters its Valaris merger with 109 of 110 available deepwater rigs contracted and 313 million shares sold short, despite weaker…

RIG $5.8BVAL $5.5B

Cannibal Stocks Nov 3 2 clicks

Enterprise Products Partners Pulled 2027 Into 2026 - Energy Transfer Didn't

Enterprise Products Partners has pulled growth spending into 2026, while Energy Transfer’s contracted projects offer clearer EBITDA growth…

EPD $81BET $70B

The Alpha Analyst Nov 3 5 clicks

Blackstone Digital Infrastructure Trust (NYSE: BXDC)

BXDC trades at a 14% discount to net liquidation value, with $1.9 billion of cash against a $1.6 billion market cap, ahead of data-center…

BXDC $2.1B

Real Assets, Real Value Nov 3 5 clicks

Veeva Systems: AI Is The Icing, Not The Cake

Veeva Systems' Commercial Solutions returned to 13% subscription growth, while R&D and Quality grew 19.3%, with Falcon AI agents and…

VEEV $49B

Ignacio Planas Gonzalez Nov 3

Marvellous Value Destruction

Marvell’s proposed Lumentum deal risks alienating Cloudlight customers and losing engineering talent, despite limited optical integration…

LITE $48B

Irrational Analysis Nov 3 2 clicks

ARS Pharmaceuticals: Lawsuits And Cash Burn Are Priced In, Yet The Stock Keeps Falling

ARS Pharmaceuticals’ neffy adoption and insurance hurdles have driven cash burn and a falling share price, while management targets…

SPRY $299M

Cypriot Invests Nov 3

Marvell for Lumentum: a new JDS-Uniphase?

Marvell Technology and Lumentum fell sharply after announcing a historic merger, reviving comparisons with JDS-Uniphase.

LITE $48B

The Technology Letter Nov 2 1 click

RGLD · long

Royal Gold INC

Royal Gold, a $19 billion precious-metals royalty and streaming company, benefits from mine production without operating mines directly.

RGLD $22B

Value Investors Club May 29 2 clicks

Hayden Capital - Quarterly Letter (2024 Q1)

Hayden Capital says Sea, AppLovin, New Oriental and Coinbase are gaining share as weaker rivals retrench, accelerating portfolio growth.

SE $49BEDU $8.1B

Hayden Capital May 26

MNST Trading Below $53 Offers Nearly Risk-Free Return

Monster Beverage’s modified Dutch auction lets odd-lot holders buy 99 MNST shares below $53 and tender them at $53 to $60.

MNST $94B

Rod’s Ruminations May 23

Some Thoughts on Roaring Kitty

Roaring Kitty’s GameStop resurgence revisits GME shareholder activism and the meme-stock trading episode, with references to Bed Bath &…

GME $13B

Rod’s Ruminations May 21

Sweet or Sour? Candy Co. Doubling Rev YoY at 6x NTM P/E ($SOWG)

Sow Good trades below 6x NTM earnings after retiring debt and raising $12.8 million to expand freeze-dried candy capacity amid rapid…

SOWG $46M

Multibagger Monitor May 14 2 clicks

(I)nbound (M)igrants (X)panding (I)nternational Remittances

International Money Express trades at roughly 5x forward EV/EBITDA despite growth, modest leverage and excess cash available for…

IMXI $224M

Rod’s Ruminations May 11

Dramatically Undervalued SAAS Company Primed for Buyout ($AWRE)

Aware ($AWRE) trades near its net-cash value as recurring biometric SaaS revenue grows, supporting a buyout thesis backed by debt-free…

AWRE $21M

Multibagger Monitor Apr 30 1 click

Calling PGNT Shareholders

PGNT $7.5M

NoNameStocks Apr 30

IOFNF- Iofina (buy)

Iofina’s IO10 iodine plant is due in Q3 2024, adding 100 to 150 metric tons of capacity while higher brine costs pressure earnings.

IOFNF $107M

Sylence Capital Apr 28

JVA- Coffee Holding Co (buy)

Coffee Holding trades near a $9 million market cap and $17 million net current asset value, while its proposed Delta merger values JVA…

JVA $28M

Sylence Capital Apr 27

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Tuesday, November 3, 2026

Serenity on X

Asif Suria on X

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