Tuesday, November 10, 2026

Sea Ltd Earnings Update: Q3 2026

Sea Ltd reported Q3 2026 revenue of $8.6 billion, up 43.4% year over year, while net income rose 34.0%.

SE $48B

SixSigmaCapital: Navigating the Financial Markets 6h ago 3 clicks

7h ago CRWV $27B

CoreWeave (NASDAQ: CRWV) Stock Rating: Do Nothing After Q3 FY12/26 Earnings

Cestrian Capital Research 3 clicks

8h ago LB $5.1B

Irreplaceable Assets, Explosive Growth, On Sale: LandBridge Q3 2026 Update

310 Value’s Newsletter 1 click

From X

@RagingVentures 4h ago

Raging Capital Ventures on X

Agreed, $GOOG was cheaper at the time, but it was still 10x-ish revenues at the time. Tech multiples were different at the time and the tech crash was still fresh in investor’s memories. Search was also still intensely competitive. I’ve been impressed with $ANT’s capital efficiency, operating leverage, and profitability to date. I think there are a lot of similarities.

@RagingVentures 4h ago

Raging Capital Ventures on X

I am short $SPCX. It has a giant market cap, everyone and their brother (endowments and VCs included) is full up on the stock, and most of the company's big growth initiatives are capital intensive and aimed at highly competitive industries. Oh, and Elon is persona non grata in Washington now.

@RagingVentures 4h ago

Raging Capital Ventures on X

$GOOG's 2004 Dutch auction IPO was messy, in part because large investors talked down the deal ahead of pricing. The stock then ripped, more than doubling within a few months and nearly quadrupling within a year. The $ANT business and IPO process feels eerily similar to me. Bears are focused on token prices and open-source models, ignoring $ANT's superior execution in enterprise AI models and applications. $ANT's impressive capital efficiency and operating leverage also echo $GOOG's early days. $ANT may be the most important company of our era, and its product development cadence is only accelerating. Disclosure: Long $ANT, via May 2023 Series C

@P_Remarks 5h ago

Prepared Remarks on X

Was there any reason for the $bkd rip into the close? +5% in 30 minutes on decent volume and from -5% intraday

@finphysnerd 7h ago

Myles on X

@valuedrift @irbezek $KORU has way higher financing costs. The $SOXL and $SOXS are only like .5% above risk free. Koru significantly underperforms it's underlying. It's actually the better short even with the higher borrow. (I'm short to hedge some SK positions).

@finphysnerd 7h ago

Myles on X

@Tintincapital My mate works for their main competitor $WPP. Sat him down one afternoon, pumped him full of free beer and had him just give me a rundown of everything he was seeing in the advertising industry currently. Put a variety of positions on after but this was my largest.

@BarbarianCap 7h ago

Barbarian Capital on X

Toyota Plans to Sell a Kei Pickup Truck in the U.S. $TM

@DOMOCAPITAL 7h ago

DOMO Capital Management, LLC on X

@gr8t4ver @ArbLens Probably closed tonight or signed a short 5 day extension. California would not have approved unless $WU signed-off on whatever the conditions were. No chance they walk or renegotiate. $IMXI might not even trade tomorrow.

Constellation Software 3Q26 Recap: When 2% is Good

Constellation Software’s 3Q26 organic revenue grew 2%, while $609 million of acquisitions and improving acquired-business margins supported…

CNSWF $50B

Speedwell Research 8h ago 1 click

Airbnb 3Q26: Business Update

Airbnb’s 3Q26 revenue rose 19% to $4.9 billion as nights and seats grew 16%, with app bookings up 29% and Reserve Now Pay Later adding…

ABNB $111B

Speedwell Memos 12h ago 2 clicks

Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate After Q3 FY12/26 Earnings

Joby Aviation reported $55.1 million in Q3 revenue, raised 2026 guidance to $135 million to $140 million, and expects FAA pilot training in…

JOBY $5.3B

Cestrian Capital Research 12h ago 2 clicks

Airbnb 3Q26 Business Update: “Growth Mode”

Airbnb’s 3Q26 revenue rose 19% to $4.9 billion as nights grew 16%; app rebuild, AI-assisted releases and social travel features aim to…

ABNB $111B

Speedwell Research 13h ago 2 clicks

Sin of Hubris: Jensen’s Affair Scandal and What It Means for Nvidia, AI Players and the Market

Nvidia faces unverified allegations involving CEO Jensen Huang, a customer executive and claimed China-linked influence over AI chip…

NVDA $4.6T

Kakashii's Materials 15h ago 3 clicks

Research update

S&P Global research will assess Platts, Kensho and ratings growth; Benefit Systems’ 72% YTD rally changed its valuation, while Netflix and…

SPGI $136BICE $96B

Global Outperformers 16h ago 3 clicks

Occidental Petroleum (NYSE: OXY) Stock Rating: Distribute After Q3 Earnings

Occidental Petroleum generated $4.3 billion of Q3 EBITDA and cut principal debt to $10 billion, but each $1 WTI decline reduces annual…

OXY $57B

Cestrian Capital Research 18h ago 2 clicks

The AutoNation Story

AutoNation shed rentals and megastores, focused on dealerships, and retired 91.1% of its shares through buybacks after its 1990s roll-up…

AN $5.9B

Cannibal Stocks 20h ago 2 clicks

Celestica: Why I See The Recent Crash As A Bullish Opportunity

Celestica trades at 9.6 times projected 2027 adjusted EPS after an 83% Q3 revenue gain, while lower free cash flow guidance reflects growth…

CLS $26B

Ryan Canady 20h ago 1 click

Monte Investments Market Brief Vol. CXXXV

Quanta Services’ backlog rose 63% year over year to $64 billion as shares fell 30%, while AI power and data-center construction demand…

PWR $77BTPC $4.3B

Monte Independent Investment Research 21h ago 2 clicks

ASTS · short

Ast Spacemobile INC

AST SpaceMobile is priced for a 2026 commercial launch despite no identified path to manufacture or launch its satellite deployment target.

ASTS $14B

Value Investors Club Apr 29 11 clicks

ServiceTitan ($TTAN): The IPO Hangover Has Only Just Begun

ServiceTitan faces slowing growth, a rich valuation, accounting concerns, executive turnover and stock sales by management and legacy…

TTAN $7.8B

Shallow Dives Mar 30

Nike Earnings Mentions Contracts: Our Analysis, and Fair Value Pricing Model.

First Strike prices Nike’s Q3 “Express Lane” mention at 20-25¢ versus Kalshi’s 66¢, citing the retired Mark Parker-era supply-chain program…

NKE $59B

First Strike Research Mar 29

Between the Vectors: Decoding MongoDB’s Acquisition Math and Executive Exodus

MongoDB’s acquisition math and executive departures.

MDB $25B

Shallow Dives Mar 26 1 click

Water and Power: The Dual Engines Driving LandBridge’s Explosive Growth

LandBridge outlined $300 million in pore-space free cash flow within five years; its Permian data-center project remains proof of concept.

LB $5.1B

310 Value’s Newsletter Mar 26 4 clicks

Global Spirits: Q425 Earnings Update

Campari posts three consecutive quarters of accelerating organic sales growth while Diageo and Pernod face deleveraging pressure, with…

DVCMY $9B

Sector Stories Mar 26

Short CNM

Core & Main faces a short thesis centered on the risks in its roll-up strategy.

CNM $9.2B

Shallow Dives Mar 25 1 click

Single Stock Spotlight #5: Core Natural Resources (CNR)

Core Natural Resources (CNR) trades at 6 times normalized free cash flow, with export thermal coal exposure positioned for LNG disruption…

CNR $3.9B

Hidden Rock Capital's Newsletter Mar 24

Visa: The Investment Case Summary

Visa earns roughly 0.5% of transaction value for authorising, clearing and settling payments across its global network, supporting high…

V $789B

Global Outperformers Mar 23

Doubling Down on Iran and OXY

Occidental Petroleum is positioned for oil above $80, with a prolonged Iran conflict and Gulf supply shut-ins pushing prices into triple…

OXY $57B

Open Insights Mar 20

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Tuesday, November 10, 2026

Raging Capital Ventures on X

Raging Capital Ventures on X

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Myles on X

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Barbarian Capital on X

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