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 MRK $371B

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

Cestrian Capital Research 2 clicks

Nov 3 INCY $24B

Incyte (INCY) Q3 FY 12/26 Earnings Review

Cestrian Capital Research 3 clicks

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

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

@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

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 $48BMRVL $117B

Irrational Analysis Nov 3 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 $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 $6.6BVAL $6.3B

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

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 $287B

Monte Independent Investment Research Nov 3 3 clicks

Mammoth Energy: Fly Like An Eagle

Mammoth Energy's aviation unit derives 85% of revenue from engine and APU leases, earning 18% yields while Surf Air's going concern warning…

TUSK $151M

Naples Investor Nov 3 2 clicks

Marvellous Value Destruction

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

MRVL $117BLITE $48B

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

INVH · long

Invitation Homes INC

Invitation Homes owns more than 85,000 homes valued at $43 to $48 per share, versus a roughly $30 share price, with occupancy above 96%.

INVH $16B

Value Investors Club Jun 24 5 clicks

If Everybody Knows It's a Bargain, Where's the Alpha?; Company Updates

Large active managers cluster in Visa, Mastercard, S&P Global, FICO, Alphabet, Meta and Berkshire, challenging alpha in widely owned…

FERG $48BGRMN $56B

Flyover Stocks Aug 15 1 click

ZhongAn Online (6060.HK): The Insurtech Everyone Gave Up On

ZhongAn Online trades at 0.57 times book after five profitable underwriting years, with a 95.8% combined ratio and ZA Bank’s first…

ZZHGF $2B

Substack von Philipp Aug 15

$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management

DNOW’s MRC Global merger targets $75 million of synergies, with a 2029 bull case of $30 to $32 per share driven by cash flow and rerating.

DNOW $2.8B

Yet Another Value Podcast Aug 14 9 clicks

The AI Compute Squeeze

CoreWeave and Nebius cite AI compute shortages and higher-priced GPU renewals, but older-chip utilization and depreciation vary across…

CRWV $27BNBIS $38B

MBI Deep Dives Aug 14 9 clicks

Cellebrite (CLBT) Q2'26 - Execution wobble, Forecast question mark

Cellebrite cut 2026 ARR guidance by $15 million, replaced its CEO and saw shares fall 30% as elongated sales cycles raise execution…

CLBT $3.1B

Sleep Well Investments Aug 14

Update on NRP, Variable Dividends, Buybacks and Soda Ash

NRP has retired debt and preferred stock, leaving 13 million acres of mineral rights to fund higher cash distributions, buybacks and soda…

NRP $1.5B

Base Hit Investing Aug 14 1 click

Nintendo: Churning Recovery (Ticker: NTDOY)

Nintendo’s Switch 2 sold 23 million units in its first year, but software delays, memory-chip costs and yen weakness drove NTDOY from $25…

NTDOY $61B

Emerging Moats Research Aug 14

Coherent Q4 FY26 Earnings

Coherent’s Q4 FY26 results prompt claims that poor 6-inch InP laser yields are limiting margins versus Lumentum in co-packaged optics.

COHR $41BLITE $48B

Irrational Analysis Aug 14

Research & Analysis: Riot Platforms (NASDAQ: RIOT)

Riot Platforms has 241MW of contracted data center capacity, including a 191MW, 20-year $9.8 billion frontier AI lab deal, as it shifts…

RIOT $5.8B

Monte Independent Investment Research Aug 13 1 click

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Tuesday, November 3, 2026

Serenity on X

Asif Suria on X

Myles on X

Fajasy on X

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

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