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 34m ago

11h ago SE $48B

Sea Ltd Earnings Update: Q3 2026

SixSigmaCapital: Navigating the Financial Markets 4 clicks

12h ago CRWV $27B

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

Cestrian Capital Research 3 clicks

From X

@ChrisCamillo Oct 29 1 click

Chris Camillo on X

@princepozo Not sure how you interpreted that post warning about earnings risk as me going big into $AMZN earnings. As discussed on today’s @DumbMoneyTV I took off a meaningful amount of leverage ahead of earnings. added it back following the release.

@ChrisCamillo Oct 29

Chris Camillo on X

To what should be absolutely no one’s surprise I added aggressively to $AMZN following the earnings release.

@hkuppy Oct 29 1 click

Kuppy on X

Apparently $AMZN forgot to raise capex guidance. Who’s gonna buy all them chips if $GOOG and $META also forgot to raise guidance?? Maybe it’s finally over... 5 years from now we’ll play paintball in old data-centers, just like dead malls…🤣🤣

@ChrisCamillo Oct 29

Chris Camillo on X

Great day to be a long term investor with conviction and an appetite for opportunity. $AMZN

@ActAccordingly Oct 29

PAA Research on X

Not involved here in $INTC, but this is a pretty rough look. At a charity event no less...

@AsifSuria Oct 29

Asif Suria on X

Normally you want to find insiders who are very good at finding the bottoms. The insiders of Boeing (mostly directors) seem to be the exact opposite and appear to be timing the tops perfectly. Time to introduce an inverse Boeing insiders ETF? $BA

@ChrisCamillo Oct 29

Chris Camillo on X

@Fsousa45149200 Scared is the wrong word. it’s about bring aware of the market one is trading in. $AMZN could deliver exceptional earnings and still get punished for something the market chooses to interpret negatively. That’s the risk in an irrational fear driven market.

@convequity Oct 29

Convequity on X

Customers are redesigning around shortages in chips, memory, optics and power. Our 4Q26 rebalance adds to $CBRS and SPCX, trims Soitec and $POET, and takes profits in $PLTR. We also cover $LRCX, $MTSI, $IREN and $CRWV.

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 13h 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 $309BAMD $660B

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 14h 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 17h 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 18h 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 20h 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 21h 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 23h 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 24h 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 26h 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 26h ago 3 clicks

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…

NVDA $4.6TORCL $363B

Steve Eisman 45h 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 33h ago 2 clicks

The Jensen Huang Story Gets Worse, Washington vs. New York, Silicon Valley

Jensen Huang faces governance risk that outweighs national-security concerns, pitting Washington, New York and Silicon Valley interests…

NVDA $4.6T

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 38h ago 2 clicks

Anthropic vs Meta: Room to Be Wrong

Anthropic and Meta carry $1.5 trillion valuations on distinct AI bets: Meta directs roughly 60% of capex to MSL, while Anthropic shifts…

META $1.6T

MBI Deep Dives 43h ago 4 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 43h 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

The TL Podcast for November 9th: The spy who loved me

Nvidia CEO Jensen Huang faced new revelations after a week of political upheaval and a broad technology-stock sell-off.

NVDA $4.6T

The Technology Letter Nov 8 3 clicks

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Wednesday, November 11, 2026

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