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 Nov 3 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

A Qualitative Primer on the Nicotine Pouch Space

Nicotine pouches show low brand loyalty and sharply varied preferences, with U.S.

BTI $133B

Sylence Capital Oct 7 5 clicks

ezCater and the Other Half of Uber's FCF

Uber’s $2.3 billion cash purchase of ezCater extends its buy-versus-build strategy and raises questions about the price and capital…

UBER $147BDASH $86B

MBI Deep Dives Oct 7 1 click

L3Harris Technologies (NYSE: LHX) Upgraded Rating: Accumulate

L3Harris upgraded to Accumulate after a 38% stock decline, backed by 8% Q2 revenue growth, a $42 billion backlog and planned Missile…

LHX $52B

Cestrian Capital Research Oct 7 1 click

Cerebras: OpenAI's Nvidia Move Doesn't Break The 750 MW Deal

Cerebras retains its 750 MW commitment despite OpenAI's Nvidia move, but TSMC supply, owned capacity and gross-margin recovery remain the…

CBRS $24B

Deep Value Investing Oct 7

Research Roundup Vol. LV

OpenAI’s enterprise privacy push and Synopsys’s Factory 2 royalty model anchor a technology roundup, alongside oil above $100 and Bitcoin’s…

SNPS $89B

Monte Independent Investment Research Oct 7

Adobe (NASDAQ: ADBE) Stock Rating: Accumulate After Q3 FY11/26 Earnings

Adobe rates Accumulate at $189-$266 after Q3 FY26 revenue grew 12.9%, while management guided slower growth and RPO growth decelerated.

ADBE $96B

Cestrian Capital Research Oct 7 2 clicks

BP p.l.c.: An Oil And Gas Play Primed For Outperformance

BP is investing $10 billion annually in oil and gas through 2027 as higher crude prices, LNG expansion and debt reduction support earnings,…

BP $125B

The Asian Investor Oct 7 6 clicks

Marvell 2026 Investor Day: Irrational Recap

Marvell’s 2026 investor day draws a skeptical review of its optical connectivity, DSP and AI infrastructure claims, while crediting its…

MRVL $150B

Irrational Analysis Oct 7 2 clicks

VEEV · long

Veeva Systems INC

Veeva Systems is a vertical software company valued as if its best growth years are behind it.

VEEV $49B

Value Investors Club Jul 9

New Position (ONON): Game is On

On Holding (ONON) is gaining sportswear share, expanding store space and launching soccer with Kylian Mbappé as investors debate U.S.

ONON $13B

Aurelion Research Oct 6 4 clicks

Tuesday, November 3, 2026

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Barbarian Capital on X

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