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Netflix Q3 Earnings Update

Netflix Q3 earnings update revises the thesis and rating.

NFLX $511B

Rebound Capital 1h 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 4 clicks

From X

@SowingAlphaSeed Sep 14

Farmer on X

@InvestorMexican Do you follow Yuval Taylor/Fieldsong Investments? Was just looking at $BUKS earlier today because he mentioned it on an @IdeaBrunchEmail interview in April (along with $SIF).

@ACapitalLP Sep 14 1 click

A Capital on X

I don’t see how $APTV isn’t asymmetric here… https://t.co/vxgTMvaals

@stockgutter Sep 14

SG on X

$NEWT declares 0.19/sh dividend, same as the prior several quarters https://t.co/4xr5kxmAOD

@ACapitalLP Sep 14

A Capital on X

If you were paying attention last week you would have noticed that $RUM consolidated ownership and was pursuing a squeeze-out for the remainder of Northern Data AG. You then would have gone to HDS <GO> and seen that it is controlled by Tether which is tied into current Commerce Secretary Howard Lutnick. Follow the breadcrumbs dude…

@negligible_cap Sep 14

Negligible Capital on X

*ORACLE STARTS A NEW ROUND OF LAYOFFS: INSIDER $ORCL started a new round of layoffs today per Insider. Cuts on some teams could reach "double-digit %'s" on some teams

@stockgutter Sep 14 1 click

SG on X

Nuclear shitco $SMR NuScale is down >80% in the past year. So do insiders consider it a bargain here? Nope, they are still sellers. As they should be. This science project remains a terrible risk-reward even as it moves closer to commercialization. https://t.co/vT3wWv6Atc

@stockgutter Sep 14

SG on X

looks like $RUM will be the stock of the day. Big win for Tether too, which owns more than 260m shares and pre-funded warrants of Rumble. The 16.34% float shorted is at high risk of a squeeze imo. No position rn. https://t.co/aOmblXc2za https://t.co/PYVbzkY9XE

@negligible_cap Sep 13

Negligible Capital on X

The fact that I had to check the $HOOD app to make sure this was fake is a pretty good indicator of where we stand https://t.co/2f572Mthh7

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Gladstone Investment: High Dividend Increases And NAV Gains, But Very Risky

Gladstone Investment's 50% equity portfolio drove NAV and dividend gains, but five holdings make up 44.5% of fair value and heighten Level…

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Stephen Nemo 8h ago

Why I sold OB pick for 26 SVM

Silvercorp’s falling Ying grades, prolonged GC suspension, El Domo execution risk and Chaarat funding needs weaken its valuation despite…

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The Oak Bloke 10h ago 11 clicks

ServiceNow: The Shift From Seats To 'Assists' Uncaps Exponential Growth

ServiceNow is shifting from seat-based subscriptions to usage-based AI “Assists,” expanding revenue potential across its enterprise…

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Raul Shah 10h ago 1 click

Netflix Earnings, Business or Franchise, Disney’s Deal

Netflix’s earnings raise questions about whether its growth profile still merits a franchise valuation, alongside discussion of Disney’s…

NFLX $511BDIS $193B

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

Vicor Update, Part Three

Vicor’s $66.6 million in AI power-delivery royalties generated about $50 million of operating profit, eclipsing its module business as…

VICR $10B

CV's Substack 16h ago 21 clicks

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

Novo Nordisk has only floated hair loss, while Veradermics’ Phase 3 oral minoxidil data lead a field of licensing and takeover candidates.

NVO $172BMANE $4.8B

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…

MSFT $4T

MBI Deep Dives 22h ago 15 clicks

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

RTX reported 11% sales growth to $25.0 billion, raised 2026 guidance and reached a record $340 billion backlog, while free cash flow fell…

RTX $259B

Cestrian Capital Research 23h ago 8 clicks

Heico Corporation

HEICO sells FAA-approved aircraft replacement parts at 30% to 50% discounts to OEMs, gaining customers as restrictive aftermarket contracts…

HEI $43B

D Invests 26h ago 8 clicks

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Update - Accumulate, Record Backlog, Zones And Stop Inside

Northrop Grumman posted 7% Q3 sales growth to $11.1 billion, lifted profit guidance and reached a record $109.6 billion backlog, led by…

NOC $73B

Cestrian Capital Research 26h ago 3 clicks

Disney: Century-Old Franchises at 14x Forward Earnings

Disney trades at 14x FY27 consensus EPS of $7.50 as parks, merchandise and streaming rebuild its franchise flywheel.

DIS $193B

Latticework by MOI Global 26h ago 8 clicks

AGI Inc: The Bargain Is Even More Attractive

AGI Inc trades at 5.6x earnings after a 35% post-IPO decline, despite roughly 30% ROE and resilient INSS payroll-loan growth.

AGBK $1.1B

Multiplo Invest 27h ago 10 clicks

[scuttleslops] AMZN, MTCH, SPOT, Open vs. closed models

Amazon’s fulfillment network and customer-review base limit autonomous AI shopping agents, whose referrals generate under 0.5% of major…

AMZN $2.7T

scuttleblurb 27h ago 9 clicks

Taiwan Semiconductor: The Margin Peak That Isn't

TSMC says 2nm ramp costs and overseas fabs are temporarily pressuring gross margin as AI demand keeps semiconductor supply tight.

TSM $2.2T

Gil Rotstein 28h ago 8 clicks

Monte Investments Market Brief Vol. CXXXII

CoreWeave and neocloud peers face financing pressure, but sold-out GPU capacity and rising H100 and B200 rental rates support continued AI…

CRWV $34BMYRG $4.4B

Monte Independent Investment Research 28h ago 7 clicks

Urban Outfitters: Nuuly Is More Valuable Than Its Margins Suggest

Urban Outfitters' Nuuly subscription service grew sales 28.6% and reached a 10.1% operating margin, with management targeting $700 million…

URBN $7.5B

IWA Research 29h ago 3 clicks

Group 1 Automotive: The Debt Stress Test

Group 1 Automotive’s $1.25 billion Atlanta borrowing lifts net corporate debt to about $4.4 billion; a 2009-style downturn leaves it near…

GPI $2.9B

Cannibal Stocks 30h ago 11 clicks

Copper Fox Metals: Research Flash

Copper Fox’s C$9.1 million Schaft Creek program advances metallurgical, tailings, water and road studies toward a pre-feasibility study,…

TECK $31B

Atrium Research - Equity Research 39h ago 5 clicks

Muse Spark Open, Meta + Apple, Thin and Thick

Meta and Apple are partnering to run Meta’s open-source Muse Spark model locally on Apple devices.

META $1.8TAAPL $5T

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 39h ago 9 clicks

WD #360: New Trade, Recent Market Action, Brazil/Inter Update

Atlassian is sold after a 130% gain, while iShares MSCI Indonesia ETF is added following the market plunge; the update also assesses the…

TEAM $56B

Ian’s Insider Corner 40h ago 14 clicks

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