Sunday, November 8, 2026

Speedrun | Upcoming Events This Week - [November 2 - November 6, 2026]

Week ahead lists Nvidia, earnings, inflation and PPI releases alongside Iran conflict developments.

NVDA $4.6T

P Equity Research 4h ago 1 click

4h ago VICR $6.8B

Vicor Update, Part Four

CV's Substack 1 click

5h ago MCO $89B

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

Librarian Capital's Research Library 1 click

From X

@partners_road Oct 18 6 clicks

RiverRoadPartners on X

@Qweezy80k Did you read what I posted? To repeat: there are limited Korean ETF shorts to cover. There are very limited US memory ($MU, $SNDK, $WDC) shorts. Leveraged memory ETF (long) positioning is quite high. All of that is 100% in contradiction to your post.

@partners_road Oct 18 2 clicks

RiverRoadPartners on X

@TJS732 Thank you, TJ. Just posted something else on the memory setup. What is remarkable is this statistic: $MU was ~20% of Q2 S&P 500 earnings. I am struggling to remember a similar percentage ever (modern history). Hard not to believe that wasn’t the peak of the memory cycle.

@BarbarianCap Oct 18 10 clicks

Barbarian Capital on X

3/n $SBUX CEO on the @CapitalGroup pod on the turnaround efforts + more Also covers his time at $YUM $CMG $PG https://t.co/PI6oUxsXLE

@BarbarianCap Oct 18 9 clicks

Barbarian Capital on X

2/n $NU founder/CEO @velez_david with @patrick_oshag Crash course on banking economics, how tech impacts banking, cash-to-digital global opportunity, management/leadership, AI implementation https://t.co/osqyHHD0kY

@BarbarianCap Oct 18

Barbarian Capital on X

Accenture looks to sell Chinese operations for up to $1.5 bn $ACN https://t.co/0LrYwpiFkl

@BarbarianCap Oct 18 3 clicks

Barbarian Capital on X

Evercore appoints co-presidents for the first time in leadership reshuffle $EVR https://t.co/XTqr3gW9jX

@ACapitalLP Oct 18

A Capital on X

Fair points, but I think you’re conflating capital markets access with the economics of the underlying contracts. A pulled equity offering doesn’t mean secured project financing has disappeared. And more importantly, $CRWV and $CIFR have fundamentally different business models, funding requirements and residual asset values. That’s precisely my point.

@majgeoinvesting Oct 18

Maj Soueidan on X

@TheBigBerbowski Nice use of capital, given $IREN heavy dose of losses through 2029. I guess they see better ROI on the sponsorship. https://t.co/f30x6mjc87

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

IREN has fallen 71% despite AI Cloud revenue rising from $7.3 million to $200 million quarterly and more than $20 billion in contracted…

IREN $9.2B

Daniel Romero 6h ago 2 clicks

NEW POSITION: Google LEAPS

Alphabet bought long-dated GOOGL calls after a 12.6% earnings drop, betting AI monetization and distribution overcome capex pressure and…

GOOGL $3.5T

Hated Moats 9h ago 1 click

Expert Call | EMIB-T Packaging, Glass Core Roadmap & 2027 ABF Substrate Supply Outlook

Intel’s EMIB-T, glass-core roadmap and 2027 ABF substrate supply outlook are the focus of an expert call.

INTC $287B

P Equity Research 9h ago 1 click

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

Ouster grew Q3 revenue 50% to $59.3 million, shipped 27,000 sensors and guided Q4 revenue to $61 million to $64 million while posting a…

OUST $2.4B

Cestrian Capital Research 11h ago 3 clicks

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 11h 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 12h ago 1 click

Important Portfolio Update

China’s housing downturn has cut some flat values 40% since 2021, curbing discretionary spending and sharpening a portfolio focus on…

BRK.A $1.2TAAPL $5T

Cannibal Stocks 12h 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 13h ago 1 click

Blackbaud CEO: We will prove AI is a ‘tailwind’

Blackbaud CEO says AI will be a tailwind for the nonprofit software and services provider.

BLKB $2.4B

The Technology Letter 27h ago

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 27h ago 3 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

McDonald's: The Earnings Bounce Is Pricing In A Turnaround That Hasn't Happened Yet

McDonald’s U.S. comparable sales fell 0.2% as traffic declined, while a $280 share price assumes a turnaround despite weak free-cash-flow…

MCD $197B

Lee Bailey 22h ago

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 28h 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 29h ago 1 click

Applied Materials: A Consequential Earnings Preview For The Whole Market (Rating Upgrade)

Applied Materials trades at 17.93x forward earnings, with analysts forecasting more than 45% EPS growth through 2028 and a net-cash balance…

AMAT $260B

Brett Ashcroft Green 29h 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 30h ago 2 clicks

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 30h 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.

AMD $660BMELI $77B

Rebound Capital 36h ago 2 clicks

Amazon: Strong Buy Before AWS Growth Rewrites The Earnings Story

Amazon's AWS revenue rose 39.3% with a 38.7% margin, while heavy CapEx is expected to keep free cash flow negative through next year.

AMZN $2.9T

Dhierin Bechai 37h ago 3 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 $27BORCL $363B

Steve Eisman Nov 6 5 clicks

Publications we follow

Every publication on this site, hand-picked.

129 publications

YouTube 4

Blogs 15

Seeking Alpha 75 of 279

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

91 accounts

Nominate an account

Investor letters we follow

359 firms

Sectors

Ordered by how often our editor reaches for them.

Sunday, November 8, 2026

RiverRoadPartners on X

RiverRoadPartners on X

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

A Capital on X

Maj Soueidan on X

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 75 of 279

X accounts we follow

Investor letters we follow

Sectors