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Netflix Q3 Earnings Update

Netflix Q3 earnings update revises the thesis and rating.

NFLX $511B

Rebound Capital 2h ago 2 clicks

3h ago CRWV $34B

CoreWeave: It’s Not Dying, Not Anytime Soon

Capitalist Letters 8 clicks

4h ago LLY $1.2T

Eli Lilly And Co. (LLY)

SixSigmaCapital: Navigating the Financial Markets 6 clicks

From X

@TidefallCapital Aug 28

Trevor Scott on X

@DrewCohenMoney enjoyed your $APP video

@ChrisCamillo Aug 28

Chris Camillo on X

@PostmodernRogue @fkon1u @DumbMoneyTV what exactly do you think is priced in? >37M launch-quarter units? >45M? >50M? what ARPU? “priced in” isn’t an argument without numbers. There is upside and downside. Been crushing $TTWO GTA trades since ’99. Always happy to compare notes.

@partners_road Aug 28

RiverRoadPartners on X

Why does he think hedge fund analysts “missed” $NVDA? Every fund I know has been long for some part of the last 5+ years. Did he think it became the most valuable stock in the world from just him (the only hedge fund to own it) and mutual funds? Bull market genius. https://t.co/mS6HJQX61L

@ACapitalLP Aug 28

A Capital on X

This was 11 days ago… $AXTI https://t.co/6bZEW5HJUQ

@ActAccordingly Aug 28 3 clicks

PAA Research on X

Man in just 48 hours we went from the $DRAM bulls tap-dancing and high fiving on the "incredible" $160B Q/Q (it is crazy) increase in supply and purchase agreements from $NVDA to: "The memory names have held up well on a relative basis the past two days".... Two golden rules apply here: 1) The market will pick the path of the most pain 2) Karma has everyone's address so please stop with your victory laps, lectures, and bear trouncing. This game is hard and unforgiving.

@stockgutter Aug 28 2 clicks

SG on X

I know one company that won't be sad August is coming to an end $BURL https://t.co/uOtSFz7nCf

@orrdavid Aug 28 2 clicks

David Orr on X

Market already confirming this idea. $GOOG $AMZN $MSFT up since that beat. "Neoclouds" should be big winners too. I prefer to bet on the proven big, scale advantaged operators. But if the neoclouds are much cheaper per unit of compute, they could be the better risk adjusted return.

@orrdavid Aug 28 1 click

David Orr on X

$SOXX $NVDA down since the big beat... sure looks like a news failure event. I think it'll be electricity bottlenecks that kill the AI hardware bubble. The hyperscalers controlling that bottleneck should be the biggest winner.

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Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 16h ago 2 clicks

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From Fat to Follicles - Is Hair Loss the Next Blockbuster?

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Cestrian Capital Research 20h ago 32 clicks

Is Microsoft Over-Earning on OpenAI?

Microsoft booked $24.1 billion from OpenAI in FY2026, nearly a quarter of Azure revenue, raising questions over finite, high-margin…

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RTX Corporation (NYSE: RTX) Q3 FY12/26 Earnings Update - Accumulate, Record $340bn Backlog, Zones And Stop Inside

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Cestrian Capital Research 24h ago 8 clicks

Heico Corporation

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D Invests 26h ago 9 clicks

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Cestrian Capital Research 26h ago 3 clicks

Disney: Century-Old Franchises at 14x Forward Earnings

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Latticework by MOI Global 27h ago 8 clicks

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Monte Investments Market Brief Vol. CXXXII

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Monte Independent Investment Research 29h ago 7 clicks

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IWA Research 30h ago 3 clicks

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Atrium Research - Equity Research 40h ago 5 clicks

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