Roblox: Capture This Moment
Roblox’s Q3 FY26 DAUs fell year over year for the first time, while bookings declined 12% to $1.7 billion.
Monday, November 9, 2026
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From X
Devin LaSarre on X
Newest out. Haypp Group: Welcome to the Jungle $HAYPP $PM $BTI $MO $IMBBY $STG
Ian Bezek on X
@boujee_banker @Nobilis_Capital @HettyGreen2020 $FMX reports Bara data, it's growing double digits as well, albeit slower than $TBBB.
Ian Bezek on X
@sadvalueinvestr Anthropic buying Pacifico Airports $PAC at 25x EBITDA would be accretive to their earnings, and I'd be a willing seller at that price. Let's make a deal!
Convequity on X
Agentic AI is real — but not every SaaS name is in the same seat. Part 2 of our VAR-Resistance scorecard deep-dives $PLTR, $DDOG & $NET: • Who can own the agent layer • Who is durable plumbing agents pay for • Who is more exposed New research out now.
Deep Sail Capital on X
Artemis is going to be a huge driver to $LUNR growth over the next 5 years. $2b market cap @ $13 / share kind of feels like early $RKLB at $2b @ $5/share.
Chris Camillo on X
@eager28 @CAndreisen @quazijohir Correct. They’re tied to the same lockup as other pre-IPO investors. I’m not overthinking $SKM it’s simply my public equity proxy for Anthropic.
SG on X
$NU strong report imo. LFG. I'm long and may add.
BDC on X
Bingo. Executive order just signed to go into effect soon...domestic suppliers WIN. $MOB being FCC exempt, Blue UAS, and supplier to domestic OEMs like $TDY means they also win. And great quarter too...business is starting to inflect.
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SN $31B
- FCL Capital October 2026 ANPDF $28BCNSWF $50B
- Protean Funds October 2026 LFABF $13BNSIS-B $30B
- Horizon Kinetics 3rd Quarter 2026 TPL $19BLNG $64B
- NS Partners Q3 2026 AAVMY $39BALBKY $12B
- Akre Capital Management, LLC Third Quarter 2026 BN $96BCNSWF $50B
- JB Global Capital Q3 2026 PYPL $49B
- Chautauqua Capital Management Q3 2026 ADYEY $32BBEKE $21B
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…
Gary Gambino 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.
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…
Tower Semiconductor Update, Part Two
Tower Semiconductor reported $526 million in quarterly revenue and extended photonics contracts through 2029, while its low-loss silicon…
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.
Blue Owl Capital Corporation Q3: OTC Bonds Outperform Stocks In The Current Market Environment
Blue Owl Capital’s OTC bonds yield up to 6.92% and offer 8.8% levered ROE, while OBDC stock trades at a 25% discount to NAV.
Arbitrage Trader 
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%.
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…
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 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…
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.
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…
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…
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…
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,…
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…
Bernard Zambonin 1 click
Marvell Buys Lumentum: MRVL Initiated at Buy, $258 PT
Marvell’s Lumentum acquisition targets optical networking demand as AI data centers shift from copper to lasers, expanding its hyperscaler…
Blue Owl Capital: Book Value Is Rising Under A Default-Wave Price
Blue Owl Capital's NAV rose to $14.32 as buybacks and portfolio marks improved, while OBDC trades at a 25% discount despite a 0.33%…
Tim Travis 1 click
Uber 3Q'26: Eats vs DoorDash, and the AV Math
Uber Delivery generated an estimated $0.66 EBITDA after SBC per order in 3Q26, versus DoorDash's $0.80, while autonomous vehicles shape…
Trading Post November 5, 2026
MercadoLibre’s logistics expansion cut margins by 60 basis points, while Mercado Pago grew credit 62% with 7% NPLs.
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