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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

@InvestSpecial Sep 21 1 click

Dalius - Special Sits on X

$PDEX looks like a stable medtech biz with robotics upside thrown in almost for free - Largest customer extended through 2028 - Exclusive hardware partner for Zimmer Biomet’s mBôs platform - Recurring procedure-linked sales - CVRs could add ~$6.80/shr Pitch by @CaptnKirk13 https://t.co/SItNIqKB1K

@aleabitoreddit Sep 21

Serenity on X

The main duo $SKHY and Samsung are having a fun day. I'm still long memory (eg. $EWY / $DRAM ) since if capacity agreements extend 3-5 years... and your analysts model 2.8-3.3x 2027E. Risk/reward is attractive over time. But I think legacy memory a very interesting trade currently due to ASP hike potential.. It also just so happens these same companies procure memory from even smaller memory companies (that might have higher sensitivity)... So if you want to, you can track $PSMC wafer allocations, and find some interesting companies that likely replace $MU discontinued legacy memory through Alliance or supply directly to Samsung. Won't mention them on X, but just throwing out some research ideas.

@DeepSailCapital Sep 20

Deep Sail Capital on X

@marketplunger1 A majority of them are in Japan or Korea $OUST - LiDAR leader. $NOVT - Drives, motion, medical. M&A strategy in robotics end market. It’s really expensive though.

@OddDiligence Sep 20

Odd Diligence on X

@jukan05 Sounds like $PENG

@marginofdanger Sep 20 1 click

marginofdanger on X

Fundamental issue with $HHH is there is no return of capital to shareholders and no consistent base of earnings either. I strongly preferred the company as a real estate only situation. He massively overpaid for Vantage too. Will trade cheap to NAV until it’s truly shareholder friendly.

@BillAckman Sep 20 2 clicks

Bill Ackman on X

An excellent and insightful report on $HHH. https://t.co/cvFpfHoAkP

@BarbarianCap Sep 20 1 click

Barbarian Capital on X

Chevron plans drilling spree as it overhauls oil and gas search $CVX https://t.co/aZV7kguxYR

@aleabitoreddit Sep 20

Serenity on X

@Pau1R0b $RDDT will probably get more accounts + revenue from AI bots that act like human so I’d guess earnings beat. Changing public opinion with AI is really bad for democracy and long term platform health though.

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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

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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…

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

Vicor Update, Part Three

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CV's Substack 16h ago 21 clicks

Inogen: Cheap Enough To Take A Chance On

Inogen's $45 million buyback, debt-free balance sheet and cash equal to 61% of market value support a Buy case despite 3% 2026 growth…

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Intrinsic Analysis 17h ago 4 clicks

Carecloud News

CareCloud may attract a private-equity buyer after its Q3 call, with acquiring enough shares the main obstacle to a take-private deal.

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Calvin Blissett 17h ago 7 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.

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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…

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

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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…

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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…

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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.

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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.

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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…

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scuttleblurb 27h ago 9 clicks

💥Hain Celestial: Earthly Issues💥

Hain Celestial sold its North American snacks business for $115 million as declining sales and EBITDA left $558 million of secured debt…

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PETITION 27h ago 4 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…

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Monte Independent Investment Research 28h ago 7 clicks

Group 1 Automotive: The Debt Stress Test

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Cannibal Stocks 30h ago 11 clicks

Goldman Sachs: Undervalued Growth With A Buy Rating

Goldman Sachs carries a $1,116 price target, based on $82.69 estimated 2027 EPS and growing recurring revenue from investment banking,…

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