Sunday, November 8, 2026

Moody’s: Fasten Your Seat Belts, But Not for AI

Moody’s ratings business faces potential deceleration, while AI-related debt issuance and anti-data-center politics pose less risk than investors fear.

MCO $89B

Librarian Capital's Research Library 40m ago

1h ago IREN $9.2B

IREN Is Down 71%. Should You Buy the Dip?

Daniel Romero 2 clicks

6h ago OUST $2.4B

Ouster Q3 FY12/26 Earnings Review (OUST) - Stock Rating: Accumulate

Cestrian Capital Research 3 clicks

From X

@Mr_Neutral_Man Oct 14 2 clicks

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

@tuviagroup IMO, $CPT generally owns the best assets of the public MF reits with an avg age of 16 years

@calvinblissett Oct 14

Calvin Blissett on X

@valuedontlie Colin would you pick $CALM over $VITL and why? Thank you, love your research and opinions

@BrokenMoats Oct 14 6 clicks

Broken Moats on X

$BSP really have to question Gregg as the right to choice to lead Berkshire with this BSP investment. While it's meaningless in size to Berkshire, it's what it says about the investment process under Gregg and how they are underwriting managers. This does not strike me as a Buffet investment on any level. Something to watch as he continues to deploy capital....not sure how you get comfortable with an acquisition roll up of intangible assets, especially against the unknown of ai disruption. They should go back and study the intangible asset roll ups from the prior decade in the pharma space

@negligible_cap Oct 14 1 click

Negligible Capital on X

That outta help - $CRWV https://t.co/6eLabLzAH4

@AsifSuria Oct 14 1 click

Asif Suria on X

Bending Spoons now up 45% on this news. If you are thinking this can't possibly be real, then the source document is an exhibit filed with $BSP's 6-K today: https://t.co/9b6y1XLIb6

@leevalueroach Oct 14 2 clicks

Lee Roach on X

Went to my local GameStop $GME today. The manager said they have more pre-orders to Zelda: Ocarina of Time than they do for GTA 6. The pre-orders are so much they are going to have a midnight release which they haven't had in years. He also said they going to start rolling out card tournaments inside of the store.

@AsifSuria Oct 14

Asif Suria on X

Buffett trying to make sure they don't turn off those AOL servers. $BSP $BRK.B https://t.co/dCxyARdRhP

@Mr_Neutral_Man Oct 14 6 clicks

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

Spoke with an expert about $LEN the other day He told me that Lennar focuses so much on entry level homes that it's got a "here goes the neighborhood" effect Other builders won't build in the same MPC/area This could potentially cut them off from sites in the future

Floor & Decor 3Q26: Business Update

Floor & Decor’s 3Q26 sales rose 3% while comparable sales fell 1.4%; it cut 2027 openings to 10-15 as high mortgage rates pressure…

FND $5B

Speedwell Memos 6h ago 1 click

Floor & Decor 3Q26 Business Update: Profitability Grows Despite Weak Sales

Floor & Decor's 3Q26 sales rose 3% while comparable sales fell 1.4%; it slowed 2027 openings to 10-15 as high mortgage rates pressure…

FND $5B

Speedwell Research 8h ago 1 click

Kimberly-Clark: Short-Term Worries Create A Buying Opportunity (Rating Upgrade)

Kimberly-Clark’s Kenvue merger targets $1.9 billion in synergies by 2029, supporting roughly 6% long-term EPS growth and continued dividend…

KMB $36B

Gary Gambino 8h ago 1 click

Procore CFO: Now we scale the business

Procore CFO Rachel Pyles discusses accelerating growth and economies of scale after an upbeat third-quarter report.

PCOR $11B

The Technology Letter 23h ago 3 clicks

Diageo: First Quarter on Dave’s Plan Wasn’t Too Drastic

Diageo’s first quarter under CEO Dave Lewis showed modest price changes and regional growth outside North America, supporting a turnaround…

DEO $55B

Librarian Capital's Research Library 23h ago 2 clicks

Tower Semiconductor Update, Part Two

Tower Semiconductor reported $526 million in quarterly revenue and extended photonics contracts through 2029, while its low-loss silicon…

TSEM $15B

CV's Substack 24h ago 1 click

Perimeter Group: 3Q26 Business Recap

Perimeter Group posted 24% revenue growth to $390 million as fire-safety contracts and acquisitions lifted results, while it brings PDI…

PRM $4.8B

Speedwell Memos 26h ago 1 click

Perimeter Group 3Q26: A Decentralized Mini-Conglomerate

Perimeter Group's third-quarter revenue rose 24% to $390 million as fire safety recovered and Specialty Products grew 84%, while…

PRM $4.8B

Speedwell Research 26h ago 4 clicks

Earnings Review: AMD, MELI, TIC, XPEL, ZTS

AMD’s data-center revenue rose 97%, while MercadoLibre, TIC Solutions, XPEL and Zoetis also report quarterly results.

MELI $77BTIC $2.3B

Rebound Capital 32h ago 2 clicks

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

Steve Eisman links a Democratic midterm sweep and CoreWeave concerns to an AI narrative shift as the S&P 500 fell 4.4% and Nasdaq 5.5%.

CRWV $27B

Steve Eisman Nov 6 5 clicks

MTMTY · short

Metlen Energy & Metals PLC

Metlen Energy & Metals faces a 40% short case centered on its overpriced aluminium, alumina and Greek power businesses.

MTMTY $6.8B

Value Investors Club Aug 10

Credo Technology: Recent Drop Turns My Hold Into A Buy (Rating Upgrade)

Credo Technology's 42% selloff puts shares at $112.33 against a $190.84 fair value estimate, with AI connectivity growth intact despite…

CRDO $22B

Zbigniew Budzinski, CFA 19h ago

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

Ovintiv’s C$1.26 billion purchase of Logan Energy at roughly 2x proved reserve value points to further consolidation among Canadian oil…

OVV $17B

Bison Insights Nov 6 3 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 42h ago 2 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 46h ago 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 46h ago 4 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…

HCC $4.3B

Cannibal Stocks Nov 6 2 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

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

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Sunday, November 8, 2026

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

Calvin Blissett on X

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Negligible Capital on X

Asif Suria on X

Lee Roach on X

Asif Suria on X

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

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