Friday, November 6, 2026

Post Q3 EVC Update

EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.

EVC $832M

Nat Stewart - Stock Picking Newsletter Nov 6 24 clicks

Nov 6 CRWV $27B

The Midterms Have Changed the AI Narrative: S&P Down 4.4%, Nasdaq Down 5.5% | The Weekly Wrap

Steve Eisman 5 clicks

Nov 6 OVV $17B

Oil & Gas M&A Boom Continues with Another Billion-Dollar Oil Buyout

Bison Insights 3 clicks

From X

@TidefallCapital Aug 23

Trevor Scott on X

$BABA Aug 20: "For the quarter we repurchased shares for USD 162 million. We remain committed to maximizing long-term shareholder returns through disciplined capital allocation across investments, share buybacks and dividends." Aug 22:

@DeepSailCapital Aug 23

Deep Sail Capital on X

I think you raise all good points around the negatives. Many investors have been burned by the company over the years. But I’d say this is in part exactly way there is such a huge opportunity in the stock here. I think if you really dig in and understand the industry and $SPCB recent wins you come away seeing just how huge of a runway they have and they have already secured a large amount of future revenue with their wins this last year

@majgeoinvesting Aug 23 1 click

Maj Soueidan on X

@sidecarcap Here’s a few non promotional microcaps we’ve covered at @GeoInvesting throughout the years: $SCIA $MOJO $SIF $ESP $PXHI $KEQU $MUEL $TBTC $RAVE $CRAWA(acquired last year).

@TidefallCapital Aug 23

Trevor Scott on X

$IGV "I think I was wrong about a few things, but one in terms of the speed: the economy just has so much inertia. People keep doing the same things, buying from the same company, wanting to use their tools the same way."

@majgeoinvesting Aug 23

Maj Soueidan on X

$TENX needs a symbol change... Went the wrong way.... $13 to $1 in one day on weak phase 3 data. Respect to biotech investors who take on this type of risk to try and nab the "next one." Truly an expert's playing field.

@majgeoinvesting Aug 23

Maj Soueidan on X

I don’t usually invest in real estate stocks. But @jeremie0117 pitch on $CSH.UN.TO ( $CWSRF) is enticing - buys properties from Cos. who overpaid, maintained low rental rates to ensure occupancy and need to sell. Chartwell pays below market prices and raise rents. @AurelionRsch

@orrdavid Aug 23 5 clicks

David Orr on X

A rhetorical thought experiment: Someone was all in $GME or $AMC stock on Jan 1st, 2021. They sold all of their stock right near the top. That's +1,600% for $GME and +2,500% for $AMC. They simply did nothing for the next 5 years. $GME guy still has a 65% CAGR, $AMC guy an 80% CAGR. These skilled investors?

@AltaFoxCapital Aug 23 5 clicks

Connor Haley on X

@tomicki @Biohazard3737 What’s your $CRL thesis?

Entravision Q3 Update

Entravision’s Q3 ad-tech revenue reached $177.2 million, up 133% year over year, while total revenue rose 88% to $226.3 million and diluted…

EVC $832M

The Value Road Nov 6 4 clicks

(Idea) Transocean - Near-Term Results Obscure A Brighter Future

Transocean’s 25.6% selloff reflects oil-market shorting and weak Q3 headlines, while debt reduction after the Valaris acquisition could…

RIG $5.8B

HFI Research Nov 6 6 clicks

Axon 3Q26 Business Update

Axon cut full-year guidance after delayed federal Dedrone contracts slowed 3Q revenue growth to 28%, while software and services grew 43%.

AXON $31B

Speedwell Memos Nov 6 4 clicks

Axon 3Q26 Update: Revenue Breaks Below 30%, Runway Reaffirmed

Axon’s 3Q26 revenue growth fell to 28% after delayed federal Dedrone contracts, while software grew 43% and its $1.2 billion Skydio…

AXON $31B

Speedwell Research Nov 6 4 clicks

CareCloud (CCLD): A Second Sales Rep Talks. More Structure. Didn’t have a leader of sales for 18 months. That has changed. Organic growth through Medsphere?

CareCloud rebuilt its sales organization under Christopher Langehaug after 18 months without a sales leader, with a second sales rep…

CCLD $93M

Calvin Blissett Nov 6 6 clicks

Datadog (NASDAQ: DDOG) Stock Rating: Stop After Q3 FY12/26 Earnings

Datadog beat Q3 revenue guidance by $52 million, but guided Q4 revenue flat as its largest AI-native customer reduced usage after renewing.

DDOG $79B

Cestrian Capital Research Nov 6 1 click

Alpha Metallurgical Resources (AMR): Q3 2026 Earnings

Alpha Metallurgical posted a third consecutive quarterly loss as High Vol A coal margins fell to $14 a ton, while director Kenneth Courtis…

AMR $1.9BHCC $4.3B

Cannibal Stocks Nov 6 3 clicks

A clear solution to the “problem”

Shift4’s Q3 met guidance, but organic growth is decelerating, management credibility is weakening and leverage reduction remains too slow.

FOUR $3.4B

Best Anchor Stocks Nov 6 2 clicks

GREAT DEC-TECTIVE WORK

Diversified Energy reported $255.6 million of “true” nine-month free cash flow, while its $1.8 billion Birch acquisition would shift…

DEC $900M

The Oak Bloke Nov 6 3 clicks

Moderna (MRNA) Q3 FY12/26 Earnings Review

Moderna reported $1.313bn in Q3 revenue, up 29%, and $130m in operating income versus a $260m loss, while operating cash flow was negative…

MRNA $103B

Cestrian Capital Research Nov 6 1 click

Cloudflare (NET) Q3 FY12/26 Earnings Review

Cloudflare’s Q3 revenue rose 39% to $782.5 million, its fastest growth in nearly four years, while a $67.9 million GAAP operating loss and…

NET $97B

Cestrian Capital Research Nov 6 1 click

Airbnb 3Q’26: Back in Growth Mode, but Agents Still Worry Me

Airbnb’s 3Q’26 revenue grew 16% ex-FX as bookings accelerated, but consumer travel agents remain a long-term competitive threat.

ABNB $111BBKNG $122B

MBI Deep Dives Nov 6 1 click

Dynatrace (NYSE: DT) Stock Rating: Do Nothing After Q2 FY3/27 Earnings (No Paywall)

Dynatrace reported 17% Q2 revenue growth but flat new ARR and lower profit and free-cash-flow guidance, following its $816 million Arize…

DT $13B

Cestrian Capital Research Nov 6 2 clicks

Coherent: Selling Volume While Lumentum Sells Scarcity

Coherent sells constrained InP capacity through volume-priced modules, while a $20 billion PhotonLink agreement marks its first…

COHR $38BLITE $48B

Keyanoush Razavidinani Nov 6 4 clicks

ARM Q2 FY3/27 Earnings Review

Arm reported Q2 revenue of $1.443 billion, up 27%, as licensing rose 50% while royalties grew 8%; Q3 guidance calls for $1.54 billion.

ARM $181B

Cestrian Capital Research Nov 6

CareCloud (CCLD): Q3 2026 Call Notes and Thesis. My biggest position, I’m bullish. To me it’s a multibagger

CareCloud’s Q3 revenue rose 9% through acquisitions but fell 8% pro forma; the RCM consolidator targets 25–30% margins by shifting acquired…

CCLD $93M

Calvin Blissett Nov 6 1 click

Reddit Stock $RDDT : The Human Internet Just Got 29% Cheaper

Reddit fell 29% after warning that Google search traffic was declining, despite Q3 revenue rising 53%; the bull case rests on communities,…

RDDT $18B

Substack von Philipp Nov 6 4 clicks

Rocket Lab: Less Euphoria, Still Too Much Perfection Priced In Ahead Of Q3

Rocket Lab faces Neutron delays, Iridium acquisition dilution and cash burn despite expected 66% Q3 revenue growth, leaving RKLB priced for…

RKLB $28B

Bernard Zambonin Nov 6 1 click

[scuttleslops] INTC, AMD, Anthropic, BKNG, NEE, PLTR

Intel’s data-center revenue rose 80% to $7.3 billion as AI-agent workloads lift server CPU demand, but Intel 3 wafers and advanced…

INTC $287B

scuttleblurb Nov 6 1 click

EQT: Will Berkshire Hathaway Buy Them After The Range Resources Acquisition?

EQT becomes the largest U.S. natural-gas producer after acquiring Range Resources, with takeover speculation centered on Berkshire Hathaway…

EQT $33BRRC $12B

Alexander Grover Nov 6 3 clicks

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Friday, November 6, 2026

Trevor Scott on X

Deep Sail Capital on X

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Trevor Scott on X

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Maj Soueidan on X

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