Amkor Q3 FY12/26 Earnings Review
Amkor's Q3 sales were flat at $1.991 billion as computing and automotive/industrial growth offset a 27% communications decline; Q4 sales guidance is $1.9 billion to $2.0 billion.
Monday, October 26, 2026
Back to today 
From X
Barbarian Capital on X
One-Day Wipeout Tops 60% For the Hardest-Hit Brazilian Stocks $EWZ https://t.co/ncyMLXLg4H
JabroniCoin.USD on X
Greenlight Capital expects $CENX to generate nearly its entire enterprise value in cash by 2028. They also think there are two additional call options: 1) the Oklahoma smelter incentive subsidy generates ~$225m of annual value 2) Iceland smelter can be sold for ~65% of EV https://t.co/3PncbpBn05 https://t.co/LIuAR4kRJ6
John_Hempton on X
@hareng_rouge I am trying to encourage you to buy more $AMC. Please make me happy.
Calvin Blissett on X
My battle station for Brazil $EWZ for the past 6 hours fueled by grass fed steak https://t.co/eDb6QwtyNK
⚽️📡 on X
$rmbs leg up $amkr leg down same time Do we have another pre earnings leak ?
John_Hempton on X
Is it time for a ladder attack on $AMC? What do you think?
SG on X
@ConnorJBates_ not all are expensive. examples: $CPB $ENR
Deep Sail Capital on X
$DLO was also hit hard (which shouldn’t really have been because of the diversified model) and I started a position today.
Investor Letters
All letters- Polaris Capital Management Third Quarter 2026 G $6.5BLKQ $5.7B
- Bretton Fund 3rd Quarter 2026 MBGL $5.4B
- GreensKeeper Asset Management Q3 2026 MBGL $5.4BMKTX $5.8B
- Miller Value Partners third quarter 2026 CNXC $2.1B
- Rowan Street Capital third quarter 2026 TTD $6B
- Artisan Partners Q3 2026 ATE $3.6BHSHZY $4.8B
- The London Company 3Q2026 NEU $8.1B
- Pzena Investment Management Third Quarter 2026 005830 $8.8B
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I went through all 142 companies in Value Line this morning. Here are the 6 that made it
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KRYS · short Krystal Biotech INC
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Quality Trap or Buying Opportunities? IBP and MTD Updates
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Portfolio Update April 2026
Portfolio update sells Amazon, adds Floor & Decor, and projects 6.5% annual market returns, with a base case of negative 0.89% from…
April Earnings Update
Crocs raised 2026 EPS guidance to $13.20-$13.75 and bought back $73.6 million of stock, while Huntsman, Pitney Bowes and Alpha…
Floor & Decor: 1Q26 Business Update
Floor & Decor cut 2026 guidance after 1Q same-store sales fell 3.7%, while shrinking new-store formats, cutting comparable-store SG&A and…
GPGI Inc.
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The Maintenance Capex Mirage at Americold ($COLD) and Lineage ($LINE)
Americold and Lineage face a cold-storage supply overhang, weakening rents and labor and power costs that pressure thin NOI margins and…
Why I Think This Stock is Worth 3x the Current Price
Insperity's healthcare-cost spike, $120 million technology expense and weak SMB hiring drove its 70% drawdown; normalized earnings could…
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