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 $31B

Cestrian Capital Research 35h ago 3 clicks

35h ago MRK $369B

Merck and Co. (MRK) Q3 FY 12/26 Earnings Review

Cestrian Capital Research 2 clicks

35h ago INCY $24B

Incyte (INCY) Q3 FY 12/26 Earnings Review

Cestrian Capital Research 2 clicks

From X

@aleabitoreddit 31h ago 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.

@finphysnerd 33h ago

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.

@BarbarianCap 35h ago

Barbarian Capital on X

CVS Will Break Off Its Namesake Pharmacies $CVS https://t.co/MYacYG8iRD

@BarbarianCap 35h ago

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 35h ago

Barbarian Capital on X

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

@finphysnerd 35h ago 1 click

Myles on X

3 10% or larger falls in $QQQ this year and still up 11% YTD. This is why this year has felt so exhausting. No consistent theme or narrative. Sentiment getting whipsawed everywhere. Huge factor rotations. I hope things settle down a bit post midterms. https://t.co/4ztHVmzqYd

@John_Hempton 35h ago

John_Hempton on X

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

@ACapitalLP 37h ago

A Capital on X

My favorite part of the monthly HF return tables is the inevitable unsophisticated retail investor coming out of the woodwork to explain why Millennium’s returns are pathetic. Kid made 80% YOLO’ing $ASTS calls on Robinhood, has absolutely no idea how a multistrat operates, but genuinely believes Izzy Englander should fire 300 PMs and let him run the whole book from his iPhone...

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 $62BMRVL $150B

Irrational Analysis 36h ago 4 clicks

Marvell And Lumentum Merger Doesn't Make Any Sense To Me

Marvell’s all-stock Lumentum deal exposes LITE holders to MRVL volatility while paying peak-cycle AI multiples, with US and China antitrust…

MRVL $150BLITE $62B

Dustin Quasney 43h ago 2 clicks

Monte Investments Market Brief Vol. CXXXIV

Intel maintained after its post-earnings sell-off, with AI inference CPU demand and foundry customer announcements expected to drive a…

INTC $348B

Monte Independent Investment Research 47h ago 3 clicks

Marvellous Value Destruction

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

MRVL $150BLITE $62B

Irrational Analysis Nov 3 2 clicks

Ignore The Noise And Buy Western Digital

Western Digital's Q1 2027 revenue rose 55% to $4.38 billion as hyperscaler demand lifted non-GAAP EPS 161% to $4.64.

WDC $137B

The Curious Analyst Nov 3 1 click

Stellar results lift shares of AMD, Arista

AMD and Arista beat consensus on quarterly results and outlook, lifting shares and easing AI-growth concerns.

ANET $226B

The Technology Letter Nov 2 1 click

Marvell for Lumentum: a new JDS-Uniphase?

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

MRVL $150BLITE $62B

The Technology Letter Nov 2 1 click

Apple and Palantir are powerful businesses, maybe not great returns from here

Apple and Palantir reported very strong earnings, but their stocks may deliver weak returns from current levels.

PLTR $429B

The Technology Letter Nov 2 2 clicks

FTAI Aviation Update, Part Two

FTAI Aviation’s $234 million Jereh JV deposit funds Power inventory, while customer concentration, lower cash guidance and pending U.S.

FTAI $20B

CV's Substack Nov 2 4 clicks

Grab: Discount To Uber Makes Little Sense

Grab’s Southeast Asian delivery business nears a profitability inflection point, while consolidation and a potential GoTo deal challenge…

GRAB $12BUBER $147B

Wavelength Research Nov 2 2 clicks

BAX · long

Baxter International INC

Baxter International sells IV solutions, infusion pumps and other essential medical products to hospitals, clinics and home-care providers.

BAX $13B

Value Investors Club Jul 14

One Thing I Learned: GameStop is a Real Business Now

GameStop is a real business now.

GME $13B

Hayden Capital Oct 9 1 click

Deckers: A 9% Earnings Yield With Q2 Approaching

Deckers trades at 11x forward earnings with $1.6 billion cash, no debt and aggressive buybacks, as HOKA growth and UGG profitability…

DECK $11B

TQP Research Oct 9 5 clicks

Synopsys (NASDAQ: SNPS) Stock Rating: DISTRIBUTE Ahead Of Q4 FY10/26 Earnings

Synopsys moved to Distribute after Q3 revenue rose 42% on Ansys, while organic growth was 7% and the stock traded at 11.1 times trailing…

SNPS $89B

Cestrian Capital Research Oct 9 3 clicks

Consumer agents: an ethics race, a prisoner’s dilemma, and the obvious OTA short

Consumer agents create an ethics race among AI labs and a prisoner’s dilemma for retailers, with online travel agencies framed as an…

EXPE $38BBKNG $115B

Yet Another Value Blog Oct 9 5 clicks

Domino's Has a Problem That Doesn't Show Up in Its Accounts

Domino’s franchisee returns are slowing store openings, while its $303 share price assumes 11% annual growth and $1.3 billion of debt must…

DPZ $11B

Ezra's Notes Oct 9

GoDaddy: The AI Transition Is Messy, But I'm Still Buying

GoDaddy’s Airo bookings run-rate rose from $10 million to $50 million in one quarter, but legacy Applications & Commerce declines still…

GDDY $15B

Fernanda Galvez Jalil Oct 9 2 clicks

Boyz in the Hood

Robinhood’s AI agents, 24/7 equity trading and 10:1 crypto perpetual futures encourage higher retail trading velocity, leverage and…

HOOD $76B

WHAT ARE WE DOING? “Contrarians At The Gate” Oct 8 2 clicks

Lowe's: Patience Can Be Rewarded With Environment Unlikely To Worsen (Upgrade)

Lowe’s trades at 15x earnings after a 23% decline, with weak housing and high rates pressuring growth while inventory discipline supports…

LOW $117B

Seeking Profits Oct 8

Expert Call | Memory Research — DRAM/NAND Supply Contraction and Price Increases, HBM Capacity Crowding-Out, LTA Upgrades, and Supplier Customer-Tiering Strategies

DRAM and NAND supply cuts, HBM capacity expansion and revamped LTAs are reshaping memory pricing, customer allocation and Chinese cloud…

SNDK $160B

P Equity Research Oct 8 4 clicks

Tuesday, November 3, 2026

Serenity on X

Myles on X

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

Myles on X

John_Hempton on X

A Capital on X

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