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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

@StableBread

Fajasy on X

Quantum $QMCO ran to $34.50 on October 2, 2026, and has fallen 41.3% since, to $20.25/share. No $QMCO insider has bought or sold shares in the open market since my August 16 update, including Dialectic, the activist fund managed by director John Fichthorn. Dialectic received 14.1M shares in June when it settled its convertible notes, 35.8% of the 39.4M shares outstanding, which makes it $QMCO’s largest shareholder. Its lockup, which also covered $QMCO’s officers and directors, ended on August 23, 30 days after the PIPE shares were registered for resale. So Dialectic could’ve sold into the run to $34.50, and it hasn’t reported a sale. On October 1, $QMCO granted options to buy shares at $31.885, that day’s close, to three executives: → Hugues Meyrath (CEO): 500,000 options. → James Clancy (COO): 400,000 options plus 150,000 RSUs. → Anthony Craythorne (Chief Revenue Officer): 200,000 options. The options vest monthly over four years and only pay off above $31.885, 57.5% above $20.25. CFO William White, fired eight days later, got no grant. So the largest holder hasn’t sold, and management’s new options only pay off above $31.885. But no insider bought during the drop either.

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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 2 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 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 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 3 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
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 5 clicks

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