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

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 $5.4B

Best Anchor Stocks 41h ago 3 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

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 $6.6BVAL $6.3B

Cannibal Stocks 43h ago 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 $82BET $70B

The Alpha Analyst 45h ago 3 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 46h ago 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 47h ago

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

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

Constellation: Stars Aligning?

Constellation Brands trades near $127 at roughly 11x next-twelve-month EV/EBIT, with recent business results offsetting concerns over…

STZ $25B

TSOH Investment Research Oct 15 28 clicks

Breaking: The Offshore Monopoly Is Legal Now!

Transocean’s Valaris merger clears regulators, creating a 68-rig offshore driller controlling four in 10 global drillships.

RIG $6.6BVAL $6.3B

Cannibal Stocks Oct 15 45 clicks

SPHR · long

Sphere Entertainment CO

Sphere Entertainment is shifting from construction and startup spending to a high-margin, cash-generative venue-operator model, with…

SPHR $3.9B

Value Investors Club Jul 17 4 clicks

October 2026 Random Ramblings

October 2026 market commentary covers SOLS’s cancelled merger, a hypothetical Starbucks-Chipotle deal, Russell 2000 weakness and AI…

SOLS $9.4BSBUX $119B

Yet Another Value Podcast Oct 14 88 clicks

Everyone wants to defend CoreWeave but who really knows

CoreWeave faces fresh skepticism as another AI trade selloff collides with bullish defenses of the company.

CRWV $27B

The Technology Letter Oct 14 6 clicks

A Conversation With Ari Emanuel About Entertainment and AI

Ari Emanuel discusses AI’s impact on Hollywood, live events, social networks and the future of advertising.

TKO $35B

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Oct 14 8 clicks

Coherent | Management Call

COHR $41B

P Equity Research Oct 14 19 clicks

Peabody Energy: The Recovery Case Depends On Centurion

Peabody Energy’s recovery case hinges on Centurion, coal-market leverage, capital allocation and balance-sheet strength amid commodity…

BTU $2.7B

CAN Analyst Oct 14 1 click

Deep Dive: Applied Materials ($AMAT)

Applied Materials leads wafer-fab deposition and ranks third in etch, positioning it for tougher 3D chip manufacturing as investors weigh a…

AMAT $310B

Rebound Capital Oct 14 32 clicks

First Tracks Biotherapeutics: Teva Validated The Pathway, ANB033 May Own The Receptor

First Tracks Biotherapeutics’ ANB033 posted stronger Phase 1b celiac efficacy than Teva’s IL-15 inhibitor, with $168 million funding…

TRAX $2BTEVA $50B

Equity Eagle Oct 14 8 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

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A Capital on X

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