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 Nov 5 3 clicks

Nov 5 TMDX $3.1B

TransMedics Group Inc Earnings Update: Q3 2026

SixSigmaCapital: Navigating the Financial Markets 5 clicks

Nov 5 UBER $145B

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

MBI Deep Dives 5 clicks

From X

@HedgeyeRetail Jun 13

Brian McGough on X

Hey Gary $RH...And I know you're reading this, bc your ego is too big NOT to care about what people on X think...don't get on this call and complain about the Fed. The Fed isn't the problem. You're 40% price increase over 4 years is the problem. Fix it. Get your prices sharp, and get demand rolling forward.

@gatorcapital Jun 10

Derek Pilecki on X

I’m attending the RBC and Jefferies FinTech conferences this week. Meeting with $SSNC, $PYPL, $ENV, $JKHY & others.

@HedgeyeRetail Jun 7

Brian McGough on X

Haha! If $LULU was smart it would shut down its footwear business. It has no business being there! Several more guide downs to come here…

@HedgeyeRetail Jun 6

Brian McGough on X

How anyone could actually RAISE a price target after this $LULU print is a complete mystery to me. Thanks for showing up #OldWall. I won't touch this stock long side until it starts with a 1. Presentation detailing why at 12:30ET today. #ShortLULU

@HedgeyeRetail Jun 5

Brian McGough on X

Better print from $LULU than expected. But the rate of change in comps globally was terrible. Margins sequentially decelerated. Black Book presentation TOMORROW at 12:30pm ET where @HedgeyeRetailRW and I will bring the heat -- diving into LULU's cycles, and key profit centers. Ultimately, will drill down on whether you want to buy here, or press the short and will give the analytical framework as to why.

@HedgeyeRetail May 30

Brian McGough on X

$FL Long. $KSS Short. $AEO Short. Good day for us. Needed to this after getting spanked by $ANF yesterday!

@CapitalVoss May 25

Voss Capital on X

Here is a link to our Q1 2024 letter. $SWI $IMXI $ALTG $GENI $RTO $RCM $SLCA @jonrice80 @taylor_hndrson

@catechwilliams May 23 2 clicks

catechwilliams on X

Meanwhile disintermediation by OEMs going direct is accelerating. See recent commentary from partners $CSCO, $PANW $DELL, etc. $PLUS has zero discernable benefit from $NVDA and AI.

Trading Post November 5, 2026

MercadoLibre’s logistics expansion cut margins by 60 basis points, while Mercado Pago grew credit 62% with 7% NPLs.

MELI $77B

Cassandra Unchained Nov 5 2 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

Problems at Twist Bioscience (TWST)

Twist Bioscience’s $200 rebound followed an Anthropic-linked short squeeze, yet its DNA and protein services face broad competition while…

TWST $8B

Hunterbrook Nov 5 4 clicks

VSH Earnings Review

Vishay reported record Q3 revenue of $979 million, up 24%, and guided Q4 to about $990 million as rising backlog and margins contrast with…

VSH $3.6B

Cestrian Capital Research Nov 5 3 clicks

This Week in Special Situations: Lear, AutoNation, NexPoint, AudioCodes, Xponential Fitness

AutoNation, Lear, NexPoint, AudioCodes and Xponential Fitness lead a 52-situation screen spanning buybacks, insider purchases, M&A and…

LEA $5.6BAN $6.1B

Latticework by MOI Global Nov 5 6 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 6 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 8 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

CHWY · long

Chewy INC

Chewy (CHWY) is presented as a long opportunity after a prior 2022 short thesis played out.

CHWY $9.2B

Value Investors Club Aug 7 6 clicks

Amdocs: The T-Mobile Shock Changes Everything (Rating Downgrade)

Amdocs cut FY27 guidance after a T-Mobile dispute, projecting a 7–11% revenue decline and backlog down nearly 10% to $3.5 billion.

DOX $4.5BTMUS $170B

Motti Sapir Nov 4 2 clicks

Warrior (HCC): Q3 2026 Earnings

Warrior Met Coal’s Blue Creek mine cut costs to about $93 a ton, offsetting a wider discount for High Vol A coking coal as US supply…

HCC $4.4BBTU $2.1B

Cannibal Stocks Nov 4 4 clicks

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 $65BSITM $11B

The Technology Letter Nov 4 5 clicks

An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI

Intuit CEO Sasan Goodarzi discusses using AI to turn accountants from customer-acquisition partners into customers, alongside QuickBooks,…

INTU $92B

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Nov 4 2 clicks

DigitalOcean (DOCN) Q3 FY12/26 Earnings Review

DigitalOcean reported Q3 revenue up 40% to $321 million and lifted Q4 guidance above consensus, while GPU and data-center expansion cut…

DOCN $8.6B

Cestrian Capital Research Nov 4 2 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 Nov 4 5 clicks

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

Site Centers (NYSE:SITC)

Site Centers' $3 per-share return-of-capital distribution and December delisting leave a discounted liquidation stub, with two properties…

CURB $3.6B

Real Assets, Real Value Nov 4 5 clicks

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Thursday, November 5, 2026

Brian McGough on X

Derek Pilecki on X

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Voss Capital on X

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