Wednesday, November 11, 2026

[scuttleslops] FICO, PAYC, ABNB, TREX, Anthropic

FICO is licensing mortgage scores directly to resellers, seeking pricing control as VantageScore competition and regulatory scrutiny challenge its long-running price increases.

FICO $15BPAYC $11B

scuttleblurb 2h ago 1 click

12h ago SE $48B

Sea Ltd Earnings Update: Q3 2026

SixSigmaCapital: Navigating the Financial Markets 4 clicks

13h ago CRWV $27B

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

Cestrian Capital Research 3 clicks

From X

@BarbarianCap Oct 22

Barbarian Capital on X

Deckers Cuts Sales Outlook Amid Slower Hoka, Ugg Growth $DECK

@KEDM_COM Oct 22 1 click

KEDM.com on X

Inside buying at Amrize $AMRZ continues while the stock makes new lows. This US aggregates-and-cement spin from Holcim saw revenues accelerate in H1, but not enough to offset pricing pressure from low cement prices and high energy costs. The market argues for a multiple closer to peers MLM and VMC, but maybe the cement and construction exposure deserves a bit of a discount?

@SouthernValue95 Oct 22

SouthernValue on X

$WDC guiding Dec quarter EPS ~20% above consensus, visibility with top7 customers through 2030-2031, accelerating EB growth via higher capacity drives at lower cost, and visibility to ~4-5qtr of rising $/EB. Growing >60 w/ 80% incremental margins. Unlevered, buying back gobs of stock. This is a $330 stock AH and could earn $50-60 in CY28. Might earn its mkt cap back in next 4-5yrs. And yet, stock is -5% AH.

@negligible_cap Oct 22

Negligible Capital on X

What did $WDC say yikes man numbers looked really good

@negligible_cap Oct 22

Negligible Capital on X

Burry rotated from $LULU to $DECK for tax loss harvesting purposes. Bad luck Burry

@RagingVentures Oct 22 1 click

Raging Capital Ventures on X

Shorted some of the "defensives" which seem a bit overdone here: e.g. $MO, $DEO, and $BRKB. Any other names of this ilk that look interesting?

@AsifSuria Oct 22 2 clicks

Asif Suria on X

A whole new way to "mine" for gold!! Although I prefer the way Newmont $NEM does it. At its current cost of production, the company is essentially printing cash.

@Mr_Neutral_Man Oct 22

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

Feel too smart today, took some profits on my $CRWV puts I have a rule that: If I feel too smart, I have to take chips off the table If I feel too dumb, I have to buy

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 14h ago 1 click

Intel Earnings, AMD Earnings, Intel and AMD’s Divergence

Intel and AMD’s diverging earnings reflect longstanding strategic differences and raise the case for Intel returning to an earlier model.

INTC $309B

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 15h 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 18h 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 19h ago 2 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 22h 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 24h ago 2 clicks

Rocket Lab (NASDAQ: RKLB) Stock Rating: Stop After Q3 FY12/26 Earnings

Rocket Lab reported Q3 revenue up 73% to $267.8 million and backlog up 52% to $3.57 billion, but Neutron’s first flight slipped to 2027 and…

RKLB $28B

Cestrian Capital Research 25h ago 2 clicks

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 $77B

Monte Independent Investment Research 27h ago 2 clicks

No title

SpaceX’s $24 billion Starbase power plant, Microsoft’s Oracle capacity cuts, Riot’s $72 billion AI lease and Quanta’s sell-off frame…

PWR $77BORCL $363B

Monte Independent Investment Research 27h ago 3 clicks

Nebius Earnings Preview: Has The Contracts, But Still Too Expensive Even After A 57% Decline

Nebius Group's Microsoft and Meta contracts improve revenue visibility, but high capex, dilution and hardware replacement risk leave NBIS…

NBIS $38B

Lee Bailey 29h ago 1 click

Big Short Investor Explains How the AI Bubble Could Burst

Steve Eisman argues the AI boom rests on a handful of companies and hundreds of billions in infrastructure spending, risking recession and…

ORCL $363B

Steve Eisman 46h ago 6 clicks

Insider activity October 2026

Asian insider buying reached $2.9 billion in October, the highest since 2018, with South Korea and Thailand leading.

BKRKY $23B

Asian Century Stocks 34h ago 2 clicks

Quick Value #337 - Dana Inc (DAN)

Dana is combining with Eaton’s Mobility unit via a 1Q27 Reverse Morris Trust after selling a division, delevering and accelerating buybacks.

ETN $141B

Value Don't Lie 44h ago 3 clicks

One Regulator Could Soon Unlock Altria And Cronos' Cannabis Fortune

Adult-use cannabis rescheduling would open Altria’s 42% Cronos stake to a U.S. market rerating.

MO $127B

Aseity Research Nov 9 4 clicks

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.

RBLX $35B

TSOH Investment Research Nov 9 2 clicks

Nextpower: Its Biggest Growth Opportunity Now Lies Outside The Trackers

Nextracker's $6 billion order book supports cross-selling battery storage and inverters, now 22% of revenue, though acquisition-led growth…

NXT $15B

Investor Overview Nov 9 4 clicks

DoorDash and Google

DoorDash and Google.

DASH $79B

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Nov 9 8 clicks

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…

MCO $89B

Librarian Capital's Research Library Nov 8 3 clicks

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 $309B

P Equity Research Nov 8 2 clicks

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 $37B

Gary Gambino Nov 8 1 click

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Wednesday, November 11, 2026

Barbarian Capital on X

KEDM.com on X

SouthernValue on X

Negligible Capital on X

Negligible Capital on X

Raging Capital Ventures on X

Asif Suria on X

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

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