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

@negligible_cap Oct 28

Negligible Capital on X

*MARVELL IS SAID IN ADVANCED TALKS TO BUY LUMENTUM HOLDINGS $LITE

@ChrisCamillo Oct 28

Chris Camillo on X

@ryanTesling @IA82 Long term bullish on $AMZN. Expect a solid print tomorrow but investor expectations are unusually difficult to gauge this quarter. The bigger question is which parts of the report or management commentary nervous AI investors choose to fixate on.

@valuedontlie Oct 28

Colin King on X

$GEN might actually be a pretty good business https://t.co/5dQEvZFVwa https://t.co/ewNvBnvYV7

@ParadisLabs Oct 28

Paradis on X

$GOOGL Cloud revenues...+103% Y/Y growth...wow https://t.co/nGu4YtPZnc

@HedgeyeRetail Oct 28

Brian McGough on X

$CVNA looks like it's sacrificing loan monetization to drive units. This is a very slippery slope my friends. We've been short this, and 100% wrong, to be transparent and accountable. But the fundamental story looks like its starting to show signs of erosion on the margin.

@ActAccordingly Oct 28

PAA Research on X

I've been short $GOOG for 6-9 months now. It's been on our Watch List and I mentioned it on the @realsteveeisman podcast over the summer. The thesis is pretty straight forward: The best business model ever created is now in secular decline and is being replaced with something that is far less compelling financially. Then you add in all of their issues around Gemini, CAPEX, slowing growth at Youtube, the prospects for dilution... I honestly don't believe this statement: "Google Services revenues increased 11% to $96.3 billion, led by 12% growth in Google Search & other with the year-over-year Search query growth rate the highest it has been in the last five years." The last part in particular. There's no way the query growth rate is the highest it has been in the past 5-years unless there are bunch of agents conducting searches, which is possible.

@BrokenMoats Oct 28

Broken Moats on X

whoops $NOW $FTNT,........ guess that run up in software names past few weeks was fundamentally driven huh? Flows mean nothing in this market anymore, it's liquidity AI on or off. Do your own work if a narrative is actually working or not and take a timeline beyond 3 days

@ParadisLabs Oct 28

Paradis on X

$GOOGL Q3 Earnings: *ALPHABET 3Q REV. $127.58B, EST. $127.96B *ALPHABET 3Q EPS $2.12 VS. $2.87 Y/Y *ALPHABET 3Q OPER INCOME $40.58B, EST. $43.16B *ALPHABET 3Q GOOGLE CLOUD REV. $30.71B, EST. $29.1B *ALPHABET 3Q CAPEX $51.36B, EST. $55.78B

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 $193BAMZN $2.9T

MBI Deep Dives Nov 4 1 click

Eli Lilly: The True Frontier Of Real-World AI Monetization

Eli Lilly uses AI-driven drug discovery and its research scale to accelerate molecule development and broaden its product pipeline.

LLY $1.3T

Elina Selianska Nov 4

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

Chipotle Stock: The Dip Is A Long-Term Opportunity

Chipotle plans 350 to 400 annual openings and low single-digit same-store sales growth, supported by menu innovation, international…

CMG $42B

Jake Blumenthal Nov 4

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

AMD Earnings Review

AMD reported $13.4 billion in Q3 revenue, with Data Center sales up 97% to $8.5 billion, and guided Q4 revenue to $17 billion.

AMD $660B

Cestrian Capital Research Nov 3 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

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

Microsoft FY 1Q’27: My Confusion vs. the Market’s Certainty

Microsoft’s Azure grew 48%, but OpenAI compute may have supplied 45% of its growth, leaving Azure excluding OpenAI up roughly 31%.

MSFT $4T

MBI Deep Dives Nov 3 3 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

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Wednesday, November 4, 2026

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