Thursday, November 5, 2026

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 44h ago 3 clicks

Nov 5 UBER $147B

Uber 3Q'26: Eats vs DoorDash, and the AV Math

MBI Deep Dives 5 clicks

Nov 5 MELI $77B

Trading Post November 5, 2026

Cassandra Unchained 2 clicks

From X

@majgeoinvesting 44h ago 2 clicks

Maj Soueidan on X

Not saying $MCHP is cheap, but so far, their Q3 earnings narrative is exactly what most AI beneficiaries are saying about their AI and data center related growth. Political posturing might impact near-term investor sentiment, but it shouldn’t impact overall growth trajectories of a good deal of these companies. Valuation is another story.

@BarbarianCap 44h ago 1 click

Barbarian Capital on X

General Mills Considering Separation of Haagen-Dazs Business Outside North America $GIS https://t.co/wtqQjtZKGO

@BarbarianCap 44h ago 2 clicks

Barbarian Capital on X

DraftKings Cuts Outlook as It Pours More Money Into Prediction Markets $DKNG https://t.co/lGrshk7yNl

@finphysnerd 46h ago 1 click

Myles on X

@0pportunist @Tulipspeculator @SwCap30 Agree to disagree, I guess we'll see. I think $SPY is higher in 6 months.

@finphysnerd 46h ago

Myles on X

@Tulipspeculator @0pportunist @SwCap30 Households in a worse spot doesn't mean that much to $SPY. Non energy inflation is only 2.6% (energy is inherently not "sticky" and is being propped up by a war). Dems sweeping reduces political uncertainty. And geopolitical uncertainty is nothing compared to the Ukraine war.

@Mr_Neutral_Man 47h ago 2 clicks

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

This is the main reason why we own 3 to 4 times as much of $CPT vs $MAA and $NXRT Blended leases up 1.0% in Q3 with new lease down 2% YOY vs new leases down 6% for MAA and down 4.5% for NXRT The renewal - new lease is too high for MAA for my liking. Much healthier for Camden Same store NOI -0.2% in Q3 vs -1.8% for MAA and -8.2% for NXRT (large chunky expenses that is not run rate for NXRT) @jayparsons

@StockJabber Nov 5 2 clicks

Edwin Dorsey on X

$DKNG short thesis https://t.co/1wodysWN3L

@StockJabber Nov 5 1 click

Edwin Dorsey on X

So much for the ridiculous idea $DKNG would be unaffected by the growth of Kalshi I'm still short $DKNG and think it is severely impaired long-term https://t.co/6R4qlYumPX https://t.co/7CrhmRdCa2

Uber: The Robotaxi Discount Has Truly Gone Too Far (Earnings Review)

UBER $147B

Luca Socci Nov 5 4 clicks

The hyperscalers (almost) always win

Amazon’s AWS grew 39.3% with roughly 39% margins, while retail unit growth and lower cost to serve expand its delivery network’s reach.

AMZN $2.9T

Best Anchor Stocks Nov 5 9 clicks

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 Nov 5 2 clicks

Telkom Indonesia (TLKM/TLK): 9x P/E, 11% dividend, separable assets ≈80–95% of market cap, stub at ~2x EBITDA. Industry went from 11 operators to 3, a new rule kills the price war, and MSCI is forcing the sellers.

Telkom Indonesia trades at 9x earnings and an 11% yield as MSCI-driven selling obscures telecom consolidation, price increases and…

TLK $11B

Calvin Blissett Nov 5 4 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 Nov 5 6 clicks

Delta Air Lines Is Worth Buying Despite Near-Term Pressure

Delta Air Lines' premium, loyalty and ancillary businesses generate 61% of revenue as cash flow supports debt reduction despite fuel and…

DAL $57B

Motti Sapir Nov 5

Microsoft: A “Blue Chip” Again, New All-Time High >$550

Microsoft rose 6.7% to a $555.80 record after Q1 FY27, with profitable growth and free cash flow reinforcing investor confidence in its AI…

MSFT $4T

Librarian Capital's Research Library Nov 5 2 clicks

Moderna Earnings Preview: The Melanoma Breakthrough Is Real, But $221 Is Way Too Much

MRNA $103B

Lee Bailey Nov 5 1 click

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…

GPC $17BORLY $73B

Stock Thoughts Nov 4 7 clicks

AMSC, Datadog will be fine, SiTime is worth a look

AMSC and Datadog will be fine, while SiTime is worth a closer look.

DDOG $79BSITM $11B

The Technology Letter Nov 4 5 clicks

Our Q1 2026 Letter & Look Ahead: Oil, Iran, OXY & PTON

Open Square Capital’s Q1 2026 letter discusses the oil market, Iran, Occidental Petroleum and Peloton.

OXY $57B

Open Insights Apr 17

Defying the Surveys

PNC CEO Bill Demchak says consumer spending, savings, activity and loan growth contradict record-low University of Michigan consumer…

PNC $92B

Net Interest Apr 17

Microsoft Corporation

Microsoft’s investment case rests on Azure, Copilot and enterprise workflow control as AI raises capital intensity, pressures software…

MSFT $4T

Global Outperformers Apr 16

Mention Market Analysis: Truist Financial

Truist Financial’s April 17 call is forecast to feature “tailwind” in NIM and asset-repricing discussions, with the 51-cent Kalshi contract…

TFC $59B

First Strike Research Apr 14

Capitulation in packaged food consumer staples?

Conagra’s CEO change and 9% yield intensified a packaged-food selloff, while General Mills trades near historical valuation lows despite…

GIS $18B

Nugget Capital Partner's Substack Apr 13 1 click

First Takes on GFL's Acquisition of Secure

GFL Environmental is buying Secure Waste at 11x 2026E EBITDA before synergies, adding high-margin produced-water and waste assets with $25…

GFL $20B

310 Value’s Newsletter Apr 13 1 click

Under The Hood, Novo Nordisk A/S ($NVO)

Novo Nordisk’s GLP-1 franchise transformed obesity treatment, while its valuation framework prices in 17 years of discounted cash flows.

NVO $181B

Bearhold Research Apr 13 2 clicks

The Consultant’s Dilemma: What AI Actually Does to Accenture ($ACN)

Accenture’s $5.9 billion in FY2025 genAI bookings supports implementation demand, while AI’s automation of junior work threatens the…

ACN $156B

Bearhold Research Apr 12 4 clicks

Sirius XM (An Excerpt From Our Recent Letter)

Sirius XM grew 2025 free cash flow 24% to $1.26 billion as capex peaked, while companion plans revived subscriber additions and debt fell…

SIRI $11B

Eagle Point Capital Apr 11

$BAX Is Down 80% and Still Not Cheap

Baxter International has fallen 80% yet remains expensive, making it a short candidate.

BAX $13B

Shallow Dives Apr 10 1 click

Thursday, November 5, 2026

Maj Soueidan on X

Barbarian Capital on X

Barbarian Capital on X

Myles on X

Myles on X

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

Edwin Dorsey on X

Edwin Dorsey on X

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