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Thursday, November 5, 2026

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AppLovin 3Q26 Business Update: No Notes

AppLovin’s Q3 revenue rose 55% year over year as AXON model gains expanded margins, while ad take-rate compression remains the key competitive risk.

APP $118B
Speedwell Research 3 clicks

From X

@ACapitalLP

A Capital on X

There’s a massive AI-driven puke underway, cascading into L/S unwinds and exacerbating the selling pressure across the market. Inevitably, some non-AI names are getting caught in the crossfire and selling off for reasons entirely divorced from fundamentals. The opportunity is finding stocks with idiosyncratic catalysts that can force a re-rating toward intrinsic value, independent of broader market sentiment. A few that come to mind: $FLEX — Axiom spin $KBR — Trinzic spin $CODI — Asset sales $VOYA — Activism What else looks massively dislocated with a tangible catalyst to close the valuation gap?..
@calvinblissett

Calvin Blissett on X

$MELI: I have done a decent amount of surface level research (reading smart people’s work) . No research I have seen is able to tell me with facts why this is Costco/Amazon scale economies shared being CHOSEN and not just competition FORCING them to cannibalize themselves in line with the innovators dilemma. The whole thesis rests on that. A thought I saw that I did like is they are building the logistics rails and in the future it will be a toll bridge that will get monetized as such for most e-commerce in regions they operate

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Intel: The CPU Comeback, Discounted

Intel's Q3 2026 results were hit by memory costs and an Israel shutdown, but enterprise AI inference could lift CPU demand as server…

INTC $287B
Monte Independent Investment Research 2 clicks

Thursday Tailwinds #13: Nov 5, 2026

Florida marinas are 92% full as boat counts rise and permits constrain new supply, creating pricing power for existing operators such as…

SUI $14B
Trade Ideas Flow 6 clicks

New Ideas From The Road

Aurelion Research increased healthcare exposure and sees opportunities in banking and defense, alongside research on Alcoa, Nike, ONON and…

AA $10BNKE $60B
Aurelion Research 4 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 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 3 clicks

update on Gartner

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

IT $13B
scuttleblurb 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 8 clicks

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