Wednesday, November 4, 2026

GPC Q3 2026: a quick North America Automotive update

GPC’s NAPA commercial sales grew 4% in Q3, trailing AutoZone and O’Reilly as freight, fuel and rent cut North American Automotive margins 40 basis points.

GPC $17BORLY $73B

Stock Thoughts Nov 4 6 clicks

Nov 4 DOCN $11B

DigitalOcean (DOCN) Q3 FY12/26 Earnings Review

Cestrian Capital Research 2 clicks

Nov 4 AA $10B

New Ideas From The Road

Aurelion Research 4 clicks

From X

@ChrisCamillo Oct 30 1 click

Chris Camillo on X

@SamSamutecht I can’t tell you what to buy but I’m meaningfully long $AMZN, $BE and $HOOD. My investment objectives and risk tolerance may be very different from yours. What makes sense for me might not make sense for you.

@Mr_Neutral_Man Oct 30

Mr Neutral Man aka "Howard Marks of REITs” on X

Sold some of my $PAA calls that I bought on April 1st as hedges against the Iran War crisis Just sold them for roughly 4x Was kind of mad at myself for not buying refiners but then realized that I did okay with these MLP calls/LEAPs @blondesnmoney would appreciate this Good enough to post, good enough to sell as my analyst would say

@pennycheck Oct 30

⚽️📡 on X

nearly the entirety of big pharma and big oil making fresh 52 week highs today..... $LLY $XOM $JNJ $GILD $CVX $ABV $COP $LNG $AMGN etc etc all 52 Week highs

@pennycheck Oct 30

⚽️📡 on X

nearly the entirety of big pharma and big oil making fresh 52 week highs today..... dems gonna take the senate... $LLY $XOM $JNJ $GILD $CVX $ABV $COP $LNG $AMGN etc etc all 52 Week highs

@majgeoinvesting Oct 30 1 click

Maj Soueidan on X

@AndrewM61370616 Exactly. Furthermore, if you look at $DELL, their PC demand seems to be fine. $INTC been having PC problems forever.

@majgeoinvesting Oct 30

Maj Soueidan on X

When did Tyrannosaurus $INTC become the barometer for AI’s future? 😂😂. Keep doing your research on days like today. Or just turn off your computer and quad monitor set-up, and find something else to do. I basically haven’t watched CNBC since March 2009. It’s been liberating.

@John_Hempton Oct 30

John_Hempton on X

@RawBooty2 yep. we are doing slightly better... biggest long is $REGN

@valuedontlie Oct 30

Colin King on X

$TFC CEO with another sizable insider buy… New CEO, first bout of insider buying in years, discount to bank peers, etc. Seems interesting… https://t.co/TAuHtUOU3K

L3Harris (LHX) Q3 FY12/26 Earnings Review

L3Harris booked $19.3 billion of Q3 orders, lifting backlog to $53.2 billion, raised FY26 guidance and cut its 2028 free-cash-flow target…

LHX $48B

Cestrian Capital Research Nov 4 3 clicks

Oracle: The Party Is Almost Over

Oracle’s CDS spreads exceed 320 basis points as debt approaches $135 billion and fiscal 2027 capex targets $95 billion, amid heavy reliance…

ORCL $363B

David Desjardins Nov 4 1 click

Coupang: 3Q26 Business Recap

Coupang’s product-commerce growth rose 9% as data-leak effects fade, while management expects margins to return to pre-incident levels by…

CPNG $27B

Speedwell Memos Nov 4 3 clicks

Hedge Fund Manager David Orr Shares His Approach to Investing & Risk Management

David Orr describes running Militia Capital’s roughly 500-stock long-short portfolio, using expected value, correlation and factor…

CMCSA $84B

Raging Capital Nov 4 5 clicks

3Q26 Recap: Margin at Trough, Recovery In-sight

Coupang expects Product Commerce margins to return to pre-data incident levels by mid-2027 as customer spending recovers and Taiwan…

CPNG $27B

Speedwell Research Nov 4 2 clicks

Novo Nordisk (NVO) Q3 FY 12/26 Earnings Review

Novo Nordisk beat Q3 consensus as Wegovy pill sales reached DKK 5.4bn, raised 2026 guidance again and reported DKK 79.2bn revenue.

NVO $181B

Cestrian Capital Research Nov 4 5 clicks

Shopify 3Q’26: Closing In on Half of Amazon

Shopify's 3Q 2026 GMV grew 30% FX-neutral, reaching 46% of Amazon retail GMV after merchants captured nearly half of incremental U.S.

SHOP $193B

MBI Deep Dives Nov 4 1 click

update on Gartner

Gartner’s growth has stalled after federal contract losses and cautious commercial spending, raising questions about its competitive…

IT $13B

scuttleblurb Nov 4 1 click

Recycle Bin

Used aircraft engines can be repurposed as gas turbines, easing data center power constraints while tightening aviation supply.

EQT $33BRRC $12B

Doomberg Nov 4 8 clicks

Intel: Why Didn’t We See This Coming?

Intel’s 30% stock collapse followed guidance for a more than 20% sequential Q4 client revenue decline, server CPU packaging constraints and…

INTC $287B

Vik's Newsletter Nov 4 3 clicks

AMRZ · long

Amrize

Amrize (AMRZ) produces aggregates, cement and roofing materials across the US and Canada.

AMRZ $22B

Value Investors Club Aug 6 3 clicks

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

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

Merck reported Q3 revenue of $18.1 billion, up 5%, and raised 2026 guidance as Keytruda sales reached $8.6 billion ahead of its 2028 patent…

MRK $371B

Cestrian Capital Research Nov 3 2 clicks

Incyte (INCY) Q3 FY 12/26 Earnings Review

Incyte reported Q3 revenue of $1.56 billion, up 14%, as Opzelura sales rose 36%; a $1.23 billion Vega acquisition charge drove an operating…

INCY $24B

Cestrian Capital Research Nov 3 3 clicks

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

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 $117BLITE $48B

Dustin Quasney Nov 3 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 $287B

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 $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

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

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Wednesday, November 4, 2026

Chris Camillo on X

Mr Neutral Man aka "Howard Marks of REITs” on X

⚽️📡 on X

⚽️📡 on X

Maj Soueidan on X

Maj Soueidan on X

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