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Thursday, October 22, 2026· 10055 stock ideas· 219 writers·
23,161 views· 10,928 clicks

MYR Group q3’26 Earnings Preview

MYR Group’s Q3 2026 preview cites data-center and power transmission demand, with long-term service agreements supporting margin growth and revenue stability.

MYRG $4.4B
Monte Independent Investment Research

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Convequity on X

Jeff Dean’s departure is a seminal moment for $GOOG I’ve been watching this closely and the picture keeps getting clearer — and more concerning. Google is still treated as the safe consensus AI bet. Full-stack ecosystem, consumer reach, TPU muscle. But the competitive status of its frontier models looks increasingly dubious. The one-way talent flow tells the story. Google has seen massive outflows to OpenAI and Anthropic (reports put the numbers in the high hundreds to over a thousand in recent periods) while inbound from those labs remains tiny. This is not normal churn. It signals a structural talent problem that shows no sign of being fixed anytime soon. Jeff Dean leaving with Sanjay Ghemawat, Quoc Le and Oriol Vinyals, while Demis Hassabis steps back from day-to-day leadership, is the clearest signal yet that the research edge has peaked. Top talent does not want to waste cycles inside a large, conservative organization when the progress window is this narrow. We’ve flagged Google’s cultural and leadership issues in our recent rebalancing work. This just cross-validates it hard. What’s especially striking is the internal dynamic. All signs point to Koray Kavukcuoglu having been central to the environment that produced these outcomes — yet he has now risen to Chief AI Architect and the unchallenged operational AI leader, reporting directly to Pichai. The research org is fraying rapidly while the executive who oversaw much of that period moves up the ranks. That is a strange incentive structure. Large orgs struggle to deliver breakthrough AI. Talent density, bold vision and nimble execution matter more than scale. Meta rebuilt around an independent lab. SpaceX is doing the same with xAI. Google may eventually follow, but the current setup still seems unwilling to fully accept the reality. That said, the TPU and infra side continues to execute well with far less leakage. The competitive edge is shifting toward infrastructure, chips and consumer distribution — not frontier model leadership. This remains the biggest news of the week for a reason.

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Mosaic, Part Two: The Deep Dive

Mosaic, NYSE: MOS, is the subject of a second audio program for professional investors analyzing fertilizer producers.

MOS $5.7B
Latticework by MOI Global 1 click

Tesla Q3 FY12/26 Earnings Analysis

Tesla’s Q3 revenue was flat at $28.0 billion, while operating income fell 56% as R&D spending on AI rose 69%; SpaceX merger discussions are…

TSLA $1.4T
Cestrian Capital Research 1 click

Meta Earnings Update: Q3 2026

Meta’s Q3 revenue rose 26% to $64.6 billion, but $34.9 billion in AI infrastructure spending drove free cash flow negative as it created…

META $1.8T
SixSigmaCapital: Navigating the Financial Markets 3 clicks

Meta: 3Q26 Business Update

Meta’s Family of Apps revenue grew 26% as Muse reached 10 million users, testing AI-agent commerce while Amazon restricts access and…

META $1.8T
Speedwell Memos 2 clicks

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