Monday, November 9, 2026

DoorDash and Google

DoorDash and Google.

DASH $86B

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 52m ago 1 click

13h ago MCO $89B

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

Librarian Capital's Research Library 1 click

35h ago PCOR $11B

Procore CFO: Now we scale the business

The Technology Letter 3 clicks

From X

@calvinblissett 7h ago

Calvin Blissett on X

@RockwoodNotes @loneelmcapital Love the equity yield curve mental model, grows more and more relevant daily. Your $OMC thesis is they are insulated from AI because they have become akin to a warehouse of ad data? Dispensing it and holding it and tracking it for a fee. Thoroughly enjoy your content

@StableBread 8h ago

Fajasy on X

Why I like Toast $TOST 🍞 - Mr.Bread

@ACapitalLP 9h ago

A Capital on X

Fascinating round trip in $NXT.AX. Stock gets cut in half on power delivery delays, then nearly doubles as Goodman and $DLR emerge as strategic buyers. Perfect illustration of the disconnect between public market pricing and the strategic value of scarce data center infrastructure with access to power…

@BarbarianCap 9h ago

Barbarian Capital on X

3/n $HOOD CEO @vladtenev on @NoPriorsPod This is the most innovative brokerage by far; expanding ownership (incl via tokenization); also math/math models, origin story

@Adam_Wyden 12h ago

Adam D. Wyden on X

They have a lot of opportunity to let people know about the quantum of the value gap as well in the coming weeks…. This reminds me of our investment in $race or $gmcr… multiple expansion and earnings growth as the mix of the business transforms. People can’t see it until they can. @Mark_Penn @benallanson @jayleveton @markminervini @stoolpresidente @TheRoaringKitty @marketplunger1 @BillBrewsterTBB @AndrewYAVB @ACapitalLP $STGW

@ACapitalLP 13h ago

A Capital on X

Interesting catalyst situations I'm tracking into year-end: $FLEX – Axiom targets at Innovation Day (11/10) $KBR – KBR/Trinzic investor days (11/11–12) $WFRD – Delaware redomicile, S&P add? (11/13) $BAYN – Roundup settlement approval (any day) $VOYA – TCIM no-confidence vote (11/24) $PNW – APS rate case order (late Nov) $LYV – Tunney ruling + post-trial motions $MTN – ISS/GL on Oasis slate (early Dec) $COO – Q4 print under interim chair, Jana pushing a sale What am I missing?

@valuedontlie 15h ago

Colin King on X

What an interesting question... is there a repeatable "tough industry" playbook which creates value over time? $DDS is a share cannibal with an ugly looking revenue picture (no growth from 1998-2026 / declining)

@leevalueroach 17h ago

Lee Roach on X

Just got a Pokemon rip offer in the Dunkin Donuts app. $GME is a sleeping giant.

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 36h 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 37h ago 1 click

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 $77B

Rebound Capital 44h 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

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

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

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

Undercovered Dozen: NNN REIT, Weyerhaeuser, Vicor, And More

Vicor earns a Strong Buy after record Q3 results and AI gains, while QXO falls to Hold over capital structure and execution risk.

WY $16B

The Undercovered Dozen 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

ZM · long

Zoom Communications INC

Zoom Communications (ZM) is presented as a long investment idea.

ZM $26B

Value Investors Club Jun 17 3 clicks

On Holding $ONON: I Bought the Shoes First, Then the Stock

On Holding $ONON combines a high-margin direct-to-consumer footwear model with replacement-driven demand, after Q2 2026 sales rose 21.6%…

ONON $13B

Substack von Philipp Sep 7 5 clicks

The Monday Morning Briefing: Labor Day Edition

Latticework’s Labor Day briefing covers Alphabet’s TPU roadmap, HAL Trust’s asset-value discount, UMG’s buybacks, and AI data-center…

HALFF $17B

Latticework by MOI Global Sep 7

Check Point Software: AI Could Change The Growth Equation

Check Point Software’s AI-centric cybersecurity platform could lift revenue growth to 10%, supporting a $166 intrinsic value estimate…

CHKP $15B

Hong Chew Eu Sep 7

Preview of the Week Ahead: W/C September 7, 2026

U.S. CPI and PPI headline the September 7 week as the S&P 500 holds key averages, Bitcoin faces $82,000 resistance and gold tests its…

COIN $36B

SixSigmaCapital: Navigating the Financial Markets Sep 6 2 clicks

RBC Bearings Has Fallen Enough To Shift Gears (Rating Upgrade)

RBC Bearings' Q1 2027 revenue rose 19.2% and net income 48.2%, while a $2.3 billion backlog driven by aerospace and defense supports growth…

RBC $15B

Daniel Jones Sep 6 1 click

Trading Post 9/4/2026

Lululemon reported a 9% global comparable-sales decline, 20% lower leggings sales and mid-single-digit operating-margin guidance, with…

LULU $12B

Cassandra Unchained Sep 4

Roblox: The Flywheel That Spun For Free Now Has A Bill

Roblox faces its first year-over-year DAU decline in Q3 2026, with bookings projected to fall 14-18% as fixed costs and infrastructure…

RBLX $35B

Stephen Ayers Sep 4 1 click

Short Thoughts - Cassandra in Flames?

Tailored Brands’ bankruptcy erased an asset-backed small-cap thesis, while lululemon has become the portfolio’s largest and most…

LULU $12B

Cassandra Unchained Sep 3

Portfolio Update August 2026

Portfolio update: Honeywell Aerospace was added after a 20% post-earnings drop, while vertical software remains over 35% of holdings amid…

HONA $50BZTS $37B

D Invests Sep 3

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Monday, November 9, 2026

Calvin Blissett on X

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A Capital on X

Barbarian Capital on X

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A Capital on X

Colin King on X

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