Substack · Daily Stock Market Update · AlgoTradeAlert.com
Microsoft (MSFT): Voluntary Exit Offer and AI Spending Put Margins in Focus
Why it is trending
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Substack · Hated Moats
Reddit: Deep Dive Analysis
Reddit owns 20 years of unique human conversations. But what happens when AI makes visiting Reddit unnecessary?
Substack · Global Data Center Hub
Meta's Capex Outran Its Cash: Then It Sold $37.5B in Stock
Meta grew revenue 26% to $64.6B as free cash flow fell to negative $2.1B and buybacks stayed at zero. How forward sales and a planned $60B Class C program changed the way Meta funds AI.
Substack · Daily Stock Market Update · AlgoTradeAlert.com
DoorDash (DASH): Reported Instacart Talks Put Grocery Expansion in Focus
Why it is trending
Substack · Hidden Rock Capital's Newsletter · Hidden Rock Capital
Single Stock Spotlight #17: Gamestop (GME)
More than 5 years after the Big Squeeze, I am back for Round 2 with GME
Substack · Daily Stock Market Update · AlgoTradeAlert.com
Google Overview: Search, Cloud, AI and Valuation
Alphabet combines Google Search, YouTube and a growing cloud business with significant investment in artificial intelligence.
Substack · The Owner's Memo · Tim Isgro
RingCentral: A Case Study in Buffett’s Owner Earnings
The Owner’s Memo #27; Finding a company that appeared rich by its income statement but cheap by its owner earnings
Substack · Tao of Trading · Simon Ree
What do we care about today?
Anthropic filed its S-1 and semis had their best day in 5 weeks, but the lift stopped at META and GOOGL. Brazil had its worst day in years and oil eased. And Musk’s SpaceX turns out to be a neocloud.
Substack · G2AI
The Funding Narrative Ate the Tape
META's USD 64.6B print, SpaceX's USD 33–37B Q1 guide, Lam's 2027 WFE call, a China sentiment floor and a five-year low in hedge-fund Net all traded on one question: who pays for the next gigawatt.
Substack · InversorNovato_ · Inversor Novato_
Strive (ASST): 43.000 BTC y cero deuda.
Es todo tan bueno como parece?
Substack · Indra's Thoughts · Indra
PYPL — Q3 FY2026 Earnings Prep
What to watch: Online Branded Checkout TPV Stabilization vs. Modernized Checkout Rollout, Transaction Margin Dollars ($TM\$$) Inflection Against Take Rate Compression, Non-Transaction OpEx Discipline vs. Phase 1…
Substack · Dragon Field Investing · Dragon Field
CRH PLC: Build a Durable Moat with Rock and Concrete
So it will be long-lasting and AI-proof
Substack · MultiVersial
El verdadero premio de Musk: controlar Tesla como controla SpaceX
No piensa en las sinergias
Short reports · Bleecker Street Research
Roblox (RBLX): The Safety is Theater, But the Hit to Virality is Real
YouTube · Dany Perez Trader
META: ¿LA DEUDA PUEDE HUNDIR SU ACCIÓN? | Si eres Accionista ¡PREPÁRATE!
YouTube · Jazmin Bautista
Netflix cayó y yo compré más: ¿oportunidad o trampa?⎢Análisis completo Q3
YouTube · Value Investing with Sven Carlin, Ph.D.
When To Buy Mosaic Stock? NYSE: MOS
YouTube · Systematic Value Investing ~ SVI
🟣☕DESPLOME en las acciones de IA, ¿DÓNDE INVERTIMOS?🤔|👉CAFÉ SISTEMÁTICO OCTUBRE 2026
YouTube · Goraksh Brahmankar || The Doji
Will Maruti reach 17000? | Stock Analysis
YouTube · Parkev Tatevosian, CFA
Meta Stock Analysis: Buy or Sell? (My Final Verdict)
YouTube · Golden Larch Investing
US Investors Are Buying Canadian Oil and Gas Stocks Again — Here’s Who’s Next
Substack · Espabila e Invierte
¿Qué ha ocurrido con $META?
Una lectura rápida de 8 minutos para entender qué está pasando y cómo te puede afectar al inversor.
Since publication −0.8% α −0.8 pp vs S&P 500 · USD
Blogs · Forbes España
EQT compra Range Resources para crear un gigante del gas natural con una valoración de 44.700 millones
La compañía estadounidense EQT ha alcanzado un acuerdo definitivo de fusión para adquirir Range Resources mediante una operación íntegramente en acciones, que dará lugar a una compañía de gas natural con un valor…
Substack · Daily Stock Market Update · AlgoTradeAlert.com
Coinbase (COIN): Earnings Preview Puts Revenue Diversification and Cost Discipline in Focus
Why it is trending
Substack · Bolsa Desde El Inicio · BolsaDesdeElInicio
💥 NETFLIX vs SPOTIFY: ¿Cuál es MEJOR OPORTUNIDAD de Inversión Ahora?
¿Y si te dijera que dos empresas con un modelo casi idéntico (ingresos recurrentes, poder para subir precios y márgenes al alza) cotizan a 19 veces beneficios una y a 42 veces la otra?
Substack · Value Don't Lie
Quick Value #335 - Truist Financial (TFC)
New (external) CEO at TFC, $1m insider buy and already shaking things up
Substack · Belanger Trading Squawk · Josh Belanger
Amazon Can't SAVE the AI Trade This Time
The AI trade is sliding into its biggest week of the quarter.
Blogs · r/ValueInvesting · /u/choorakkadan
CRTO: ~$700m Market Cap, ~$300m Cash, ~$180m TTM FCF — What Am I Missing?
First investment write-up here. I’m not an ad-tech expert, so I’m posting partly to see where my reasoning breaks. I own CRTO at an average cost of ~$14.75. I recently built a position in Criteo (CRTO) , a fairly…
Substack · Daily Stock Market Update · AlgoTradeAlert.com
Moderna (MRNA): Phase 3 Melanoma Results Strengthen the Oncology Case
Why it is trending
Substack · El Substack de @EnsayoBursatil · EnsayoBursatil
TESIS: American Water Works
La oportunidad de crecimiento en el bono americano privado
Substack · Espacio: Negocios, finanzas, cripto e IA cada día · espacio.media
💰 Meta busca $95,000 millones para apostar todo a la IA
La empresa de Zuckerberg quiere levantar capital histórico para infraestructura de inteligencia artificial.
Since publication −0.8% α −0.8 pp vs S&P 500 · USD
Substack · Mer | English Edition
Why Berkshire Hathaway Is Drawing Attention as AI Stocks Slide
Cash, traditional businesses and a sharp October reversal in relative performance.
Since publication −0.7% α −0.7 pp vs S&P 500 · USD
Blogs · r/ValueInvesting · /u/variraptor
I am loading up on Trivago - the hotel metasearch business. Here is the data and thesis.
TLDR: Debt-free, ~$33M of 2026 Adjusted EBITDA guided, six straight quarters of double-digit revenue growth, ~$299M market cap (~$162M enterprise value). Net out the ~$137M of cash — under 5x forward Adjusted EBITDA —…
Substack · Business Model Mastery · The Antifragile Investor
Hermès earns 41% margins. Why is its Birkin scarcity premium shrinking?
Birkin resale prices moved from 2.6x retail to 1.7x, yet Hermès leather goods grew 11% while clothing and accessories fell 2%. Is its moat changing?
Since publication −0.1% α −0.1 pp vs CAC 40 · EUR
Substack · Phaetrix Investing · Phaetrix
Costco Did Almost Everything Right. The Stock Went Nowhere
The thesis held. Earnings grew. The valuation finally started to come down.
Substack · Quality Stocks | GARP Investment Research
Stock of the Week: Lam Research - Record Earnings, a 12% Drop. Time to Buy?
Exceptional growth, outstanding profitability, but a cyclical industry facing growing AI investment concerns. Is the recent correction enough to make Lam Research attractive?
Institutional · eToro
Big profits. Bigger spending questions.
Analyst Weekly, October 26, 2026 This earnings season, beating expectations may only get companies halfway there. Investors also want to know how much cash those profits leave behind. AI’s bill is arriving Alphabet…
Since publication META −0.8% α −0.8 pp vs S&P 500 · USD
Substack · High Voltage Business Builders Create Wealth Through ECOM · Voltage Digital
Amazon Lightning Deals: The Discount That Leaks Full Price Sales
EP428: The fee is only part of the cost. Here is the full deal math, and what the closed October 20 window means now.
Substack · Prof G Media · Mia Silverio
Is Musk Using SpaceX to Hide Tesla’s Problems?
It wouldn’t be the first time. He did it with SolarCity in 2016 and X in 2025.
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.