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

@majgeoinvesting Sep 9

Maj Soueidan on X

Putting this out there: I’m betting that $OCC will go green today. If it doesn’t, a top shelf shot is on me for everybody who comes to the next @GeoInvesting / @MSmicrocaps in-person Conference. Hopefully low attendance or lots of “thanks, I’m on a drinking hiatus.” 🤣

@RagingVentures Sep 9 2 clicks

Raging Capital Ventures on X

$HAWK now trading around $17.15, or -34% below its $26 IPO price. Initial lock-up expired last week, but I think it is unlikely many shares will come to market at these prices. $HAWK is also being added to the $IWM. $HAWK continues to have strong defense tech tailwinds, and they now have $500 mm+ of cash on hand. Valuation is now much more attractive and below the $18.86 price of their pre-IPO Series E financing.

@majgeoinvesting Sep 9

Maj Soueidan on X

OH nooo. $OCC .. flat backlog. It will never keep growing. Backlog cadence: •Oct. 2025: $7.3M •Jan. 2026: $10.4M •Apr. 2026: $13.3M •Jul. 2026: $13.5M Half glass full: they maintained record backlog levels. Can’t believe I’m actually defending OCC, now.🤣

@valuedontlie Sep 9 1 click

Colin King on X

$TRIP just keeps drifting lower Chart looking pretty ugly... but soon to receive ~70% of market cap in cash from a divestiture Hmm... https://t.co/id7F8fQ7PS

@ActAccordingly Sep 9 2 clicks

PAA Research on X

@Maku_Capital It's a long list, some secular dynamics, some specific to $CASY, and competition, lots of it. This is not the right platform for me to lay out my entire short thesis....

@valuedontlie Sep 9

Colin King on X

$GME has 50%+ leases expiring in FY2026 and another 24% in FY2027 Maybe some risks in re-leasing at higher costs, but this is a huge advantage to walk away from unprofitable or underperforming stores fast https://t.co/mbsvLtgudI https://t.co/peHc0ImMzs

@ACapitalLP Sep 9

A Capital on X

$TTAN 👀

@majgeoinvesting Sep 9

Maj Soueidan on X

$PPIH is building something special :) https://t.co/6Up5g7be96

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

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

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

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 $104B

The Curious Analyst Nov 3 1 click

Regeneron (REGN) Q3 FY 12/26 Earnings Review

Regeneron Q3 revenue rose 36% to $5.1 billion as Sanofi collaboration revenue jumped 68%, while EYLEA US sales fell 41%.

REGN $94B

Cestrian Capital Research Nov 3 1 click

Sanofi (SNY) - Q3 FY12/26 Earnings Review

Sanofi Q3 sales rose 14.3% at constant currency to €14.4 billion, led by 34.8% Dupixent growth, prompting a second increase to FY26…

SNY $114B

Cestrian Capital Research Nov 3 1 click

AstraZeneca (AZN) Q3 FY12/26 Earnings Review

AstraZeneca reported Q3 revenue of $16.2 billion, up 7%, with oncology up 17% and core EPS beating expectations; Farxiga sales fell 25%…

AZN $285B

Cestrian Capital Research Nov 3

BSP · short

Bending Spoons Spa

Bending Spoons is a software and digital-assets holding company that has completed more than 50 acquisitions since 2013.

BSP $29B

Value Investors Club Aug 5 1 click

Nebius: Headlines Look Good But Debt Markets Signal Caution (Rating Downgrade)

Nebius faces refinancing and dilution risks from short-term borrowing and heavy GPU infrastructure spending despite higher rental prices…

NBIS $38B

Hunting Alphas Nov 2 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

Marvell for Lumentum: a new JDS-Uniphase?

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

MRVL $117BLITE $48B

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 $373B

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 $17B

CV's Substack Nov 2 5 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 $14BUBER $147B

Wavelength Research Nov 2 2 clicks

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Tuesday, November 3, 2026

Maj Soueidan on X

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A Capital on X

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