Friday, October 9, 2026

Advanced Micro Devices (NASDAQ: AMD) Stock Rating: Hold Into Q3 FY12/26 Earnings

AMD is rated Hold ahead of Q3 FY2026 earnings after Q2 revenue rose 50% to $11.5 billion, led by 107% Data Center growth.

AMD $887B

Cestrian Capital Research Oct 9 4 clicks

Oct 9 META $1.9T

BREAKING: Muse Growth Slows as Downloads Fall

Hunterbrook 3 clicks

Oct 9 SNPS $90B

Synopsys (NASDAQ: SNPS) Stock Rating: DISTRIBUTE Ahead Of Q4 FY10/26 Earnings

Cestrian Capital Research 3 clicks

From X

@rusholmecapital Mar 1

Rusholme Capital on X

I'm not finding much of interest in this market. Few notes to myself so that I can look back and see how wrong I was: - Software & semi are expensive, but always are. I'm watching $CDW which posted its first revenue growth in a long time - Not finding much of interest in healthcare. Medtech is ex-growth and expensive. Lot of names under pressure from Trump cost cutting - Valuations for financials have gotten stretched. I'm trimming some big winners here - High-ticket consumer goods are struggling, but travel remains strong. Seeing green shoots in Canadian housing. I'm careful with the Canadian cannabis renaissance - Canadian OFS is topping out and transport is getting killed. Several cheap packaging names, but no growth

@HaydenCapital Feb 28 1 click

Fred Liu on X

$APP just up'd its Share Repurchase authorization. Rare to see a positive 8K drop, on a Friday afternoon... was worried for a second😅 https://t.co/XKfTEFkf4d https://t.co/516mtR8Xnd

@catechwilliams Feb 28 3 clicks

catechwilliams on X

$FTDR Vol declining (existing home sales=driver). Pricing lagging inflation, massively over-earning. Problematic given 25% churn w aggressive new entrants. Dubious company overall. Investor day yesterday was comical, compared themselves to $NFLX. Earnings misses coming.

@catechwilliams Feb 12 1 click

catechwilliams on X

$AVO $CVGW 1) Retailers $CMG, etc sourcing elsewhere given MX tariff risk. 2) Avocado price spike during last year’s peak harvest season enabled distributors to realize outsized margins. 1-time benefit has reversed, significant earnings misses ahead for these commodity businesses

@catechwilliams Feb 5

catechwilliams on X

$J Beat earnings yesterday. Holding back detailed guidance for Investor Day (2/18)—likely raise ’25 #s, 4-year financial targets w significant upside on margins ($ACM and other peers +15% EBITDA margins). Record backlog and multi-year growth runway.

@CapitalVoss Jan 29 1 click

Voss Capital on X

The industrial logic for the $UNF and $CTAS merger captured in one picture. Both have been going to the Chipotle (or same strip center) near our office in Houston on the same days at the same time (the store was closed at the time this pic was taken). https://t.co/zxTIFVgn1s

@catechwilliams Nov 13 1 click

catechwilliams on X

@StockJabber Thank you. As a read on $PLUS Q3 is tracking in October, $CSCO just reported -23% sales in networking (products account for ~50% of $PLUS revenue) for the Oct quarter-end. Further confirmation that PLUS Q3 is going to be ugly and no turnaround in sight.

@catechwilliams Oct 9 4 clicks

catechwilliams on X

$AS 50x P/E levered retail roll-up w only one decent asset (Arc’teryx). Stagnating in the US, nearly fully-penetrated in China. >$500 jackets didn’t work for $GOOS in Asia. Arc already bigger. Hyper promotional mgmt sent the stock skyward. This is going to be an epic crash.

TSOH Weekly Roundup (10/09/2026)

Paramount Skydance’s debt-heavy Warner Bros. Discovery acquisition, streaming bundle pricing and alcohol-industry diversification anchor…

SKYD $10BWBD $78B

TSOH Investment Research Oct 9

Consumer agents: an ethics race, a prisoner’s dilemma, and the obvious OTA short

Consumer agents create an ethics race among AI labs and a prisoner’s dilemma for retailers, with online travel agencies framed as an…

EXPE $36BBKNG $126B

Yet Another Value Blog Oct 9 4 clicks

Alphabet: The Search Engine Everyone Wrote Off Is Now Building the AI Economy and takes the lead in LLM´s again?

Alphabet pairs 17% Search growth, 82% Cloud growth and 500,000 weekly Waymo rides with a $195–205 billion AI capex plan.

GOOGL $4.3T

Substack von Philipp Oct 9 2 clicks

AppLovin: Why I'm Upgrading To Buy Following The Recent Pullback

AppLovin's Ads Manager targets middle-market e-commerce advertisers as Q3 guidance calls for 47% sales growth, while legal and compute-cost…

APP $88B

Jack Elias Oct 9 3 clicks

What If Pabrai Had Just Sat on His Ass? Every Idea He Ever Bought, Held Forever.

Mohnish Pabrai’s 69 quarterly filings are rebuilt into a never-sell portfolio, including Horsehead, Berkshire, Alphabet, Ferrari and…

MA $530B

Cannibal Stocks Oct 9 6 clicks

Boyz in the Hood

Robinhood’s AI agents, 24/7 equity trading and 10:1 crypto perpetual futures encourage higher retail trading velocity, leverage and…

HOOD $91B

WHAT ARE WE DOING? “Contrarians At The Gate” Oct 8 1 click

Lowe's: Patience Can Be Rewarded With Environment Unlikely To Worsen (Upgrade)

Lowe’s trades at 15x earnings after a 23% decline, with weak housing and high rates pressuring growth while inventory discipline supports…

LOW $111B

Seeking Profits Oct 8

The Uranium Cycle Is Turning Up: In Conversation with YCA & Cameco

Yellow Cake and Cameco say U.S. utilities have contracted only 40% of 2030 uranium needs, setting up a new contracting cycle as…

CCJ $36B

Aurelion Research Oct 8 2 clicks

This Week in Special Situations: Constellation Brands, GEO Group, Under Armour, CITIC Resources

Special-situations survey profiles 26 activist, capital-return, M&A and strategic-alternative catalysts, led by buybacks at Under Armour,…

STZ $22B

Latticework by MOI Global Oct 8 2 clicks

The Story Millrose Told Wall Street About Lennar Purchases Doesn’t Match The Evidence

Millrose told Goldman its Lennar purchases had rent-to-own tenants lined up, but most analyzed homes were advertised for rent and showed…

LEN $17BGS $260B

Hunterbrook Oct 8 4 clicks

"I've Never Seen a Demand Cycle Like This" | Top Semis Analyst Stacy Rasgon on AI Chips

Stacy Rasgon says AI chip demand is constrained by land, power and clean rooms, lifting memory, optics and wafer-fab equipment spending…

NVDA $5.2TAVGO $1.6T

The Monetary Matters Network Oct 8 5 clicks

Nike Taught Me A Dividend Lesson And A China Lesson (Rating Downgrade)

Nike's 4.8% dividend yield masks payout ratios above 100% of forward EPS and inadequate free cash flow coverage, while China sales declines…

NKE $52B

Sensor Unlimited Oct 8

Ex-Goldman MD: "Credit Markets Move in Step Functions"

Geoffrey Williams explains CMBS underwriting, post-GFC securitized-credit risk transfer and why credit markets reprice in step functions.

GS $260B

Odds on Open Oct 8 3 clicks

ISRG 2026-10-08

Top Rebound Stocks for Oct’26

Intuitive Surgical, down 32% from its January 2025 peak, faces slower US procedure growth and new robotic-surgery rivals despite $10.1…

ISRG $151B

Rebound Capital Oct 8 2 clicks

Credo: The Market Is Wrong About Optics, And That's Creating A Buying Opportunity

Credo expects optical revenue to reach $600 million in FY27 after Q1 revenue grew 114.7% year over year, expanding from AEC cables into AI…

CRDO $33B

Analysis Fundamental Oct 8 4 clicks

[scuttleslops] META, MU, NVDA, LW, open web advertising

Meta’s Reality Labs shifted spending toward smart glasses, accepting roughly $40 per-unit losses to build an eventual advertising platform…

META $1.9T

scuttleblurb Oct 8

Vertiv Holdings Co. (VRT)

Vertiv's 33% stock decline followed a 2026 forecast increase, despite a $15 billion backlog and rising AI data-center demand for power and…

VRT $79B

SixSigmaCapital: Navigating the Financial Markets Oct 8

Undercovered Dozen: Brookfield Renewable, Annaly Capital, Seagate, And More

Undercovered Dozen spotlights 12 lesser-covered stocks, including Brookfield Renewable, Annaly Capital and Seagate.

NLY $14BSTX $155B

The Undercovered Dozen Oct 7

A Qualitative Primer on the Nicotine Pouch Space

Nicotine pouches show low brand loyalty and sharply varied preferences, with U.S.

BTI $130B

Sylence Capital Oct 7 4 clicks

ezCater and the Other Half of Uber's FCF

Uber’s $2.3 billion cash purchase of ezCater extends its buy-versus-build strategy and raises questions about the price and capital…

UBER $145BDASH $84B

MBI Deep Dives Oct 7 1 click

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