Friday, October 30, 2026

Anthropic’s Growth is Slowing: Is AI Capex Next? | The Weekly Wrap

Anthropic’s revenue growth slowed from 147% in Q2 to 45% in Q3, raising questions about AI capital spending as Amazon holds capex flat.

AMZN $2.9T

Steve Eisman Oct 30 5 clicks

Oct 30 CVX $423B

CVX Earnings Review

Cestrian Capital Research 3 clicks

Oct 30 AZN $285B

AstraZeneca (AZN) Q3 FY12/26 Earnings Review

Cestrian Capital Research 2 clicks

From X

@Fierce__beast Sep 4 1 click

Fierce_beast on X

@FishtownCap Are there any decent food brand stocks any more? $MDLZ also seems troubled

@partners_road Sep 4

RiverRoadPartners on X

The massive share buybacks at $SKHY & Samsung are highly supportive to the stocks but quickly coming to an end. The Hynix buyback is 32% done & at current pace will conclude by 10/15. For Samsung the comparable numbers are 37% & 9/30. Then we see where prices shake out.

@leevalueroach Sep 4 3 clicks

Lee Roach on X

Buying PayPal $PYPL when Wall Street idiots sell this off and waiting for another takeover rumor to dump it back to them is like taking candy from a baby. https://t.co/q4OLppPbgm https://t.co/vVLuLhy0w1

@ACapitalLP Sep 4 1 click

A Capital on X

The best trades are where perception <> reality. A common trader exercise is to ask yourself: who is on the other side of the trade and why are they selling to you? What information do they have? Are they more informed than you? The best opportunities are where the seller isn’t more informed, they’re simply misinformed about what’s actually going on. Take $OWL, where the prevailing narrative was a private credit apocalypse, but you did the work and saw the residual value in the fund stakes business and an overblown level of negative sentiment. Or $TLN, where Governor Josh Shapiro and CNN want you to believe data centers are the problem, while the thirst for compute, contractual cash flows and need for electricity remain undeniable. The narrative may work against you initially. That’s often what creates the opportunity. But if your work is thorough enough, your thesis is right and you can hang in there, the gap between perception and reality eventually closes. That’s where alpha is made.

@MaiusPartners Sep 4

Maius on X

$LULU 2026 marketing strategy deck_v1.pdf 😅 https://t.co/3KiBtmuUZN https://t.co/GvEmZwPVAx

@ChrisCamillo Sep 4 3 clicks

Chris Camillo on X

never been a crypto bro, but i’ve always related to them. $HOOD is where our worlds collide. we ride together.

@ChrisCamillo Sep 4 1 click

Chris Camillo on X

why i own $HOOD 👇 https://t.co/7xA2UKdf3t

@ChrisCamillo Sep 3 3 clicks

Chris Camillo on X

@FloatCheck @CKCapitalxx I’m all for going big on a fashion trade when the brand is clearly benefiting from a shift in consumer behavior. But there was zero data pointing to that for $LULU this quarter. No clue what he thought he saw.

SNY Earnings Review

Sanofi raised FY26 guidance after Q3 sales grew 14.3% at constant currency, led by 34.8% Dupixent growth; vaccines declined 6.6%.

SNY $114B

Cestrian Capital Research Oct 30 1 click

SK hynix: Despite Their Premium To The Korean Shares, The U.S. ADRs Are A Bargain

SK hynix's U.S. ADR trades at a valuation discount despite AI-driven memory demand, with 50% of 2027–2028 capacity under long-term…

SKHY $729B

Adam Schadt Oct 30 2 clicks

Bloom: Chinese Scandium Supply Route Restarts

Bloom may have reopened imports of scandium-containing components from China to the United States, according to new trade data.

BE $63B

Hunterbrook Oct 30 4 clicks

Amazon 3Q’26: Trillion Dollar Talks

Amazon projects AWS growth above 40% through 2028 while funding a $220 billion capex plan with rising debt and an $80 billion equipment…

AMZN $2.9T

MBI Deep Dives Oct 30 3 clicks

TSOH Weekly Roundup (10/30/2026)

Markel spent $315 million repurchasing shares in Q3 as Thrive agreed to buy ADT for $7.6 billion and Hasbro cited rising adult toy demand.

MKL $23B

TSOH Investment Research Oct 30 1 click

Alphabet's Post-Earnings Selloff Is The Best Buying Opportunity In Years

Alphabet's Google Cloud operating income more than tripled to $11.1 billion, while EPS fell 26% on a $2.76 billion SpaceX paper loss.

GOOGL $3.4T

Rick Orford Oct 30 5 clicks

Earnings Review: $AMZN and $LLY

Amazon’s AWS revenue grew 39% to $46B as capex drove negative FCF; Lilly raised 2026 guidance to $91-92B on GLP-1 volume growth.

AMZN $2.9TLLY $1.3T

Rebound Capital Oct 30 2 clicks

Wall Street Erased $16 Billion From a Legal Monopoly Over an AI Myth.

Verisk Analytics’ 40 petabytes of proprietary insurance data and regulatory infrastructure shield its underwriting business from generative…

VRSK $25B

First Strike Research Oct 30 7 clicks

Alphabet: Don’t Search for a Straight Line in Innovation

Alphabet’s Q3 2026 cloud growth stayed strong while Search revenue growth slowed to 12%, with higher AI capital spending driving negative…

GOOGL $3.4T

Librarian Capital's Research Library Oct 30 3 clicks

Applied Materials: A 51% Growth Quarter At 23x Forward Earnings

Applied Materials posted 51% growth while trading near 23 times forward earnings; memory spending and fab construction support orders, but…

AMAT $310B

Capital Minded Oct 30 1 click

Regeneron (REGN) Q3 FY 12/26 Earnings Review

Regeneron’s Q3 revenue rose 36% to $5.1 billion, driven by a 68% jump in Sanofi collaboration revenue, while operating income doubled to…

REGN $101B

Cestrian Capital Research Oct 30 2 clicks

XOM Q3 FY12/26 Earnings Review - Distribute Rating - No Paywall.

ExxonMobil’s Q3 revenue rose 33% to $113.2 billion as refining earned $9.1 billion, surpassing upstream; the company set 2027 buybacks at…

XOM $689B

Cestrian Capital Research Oct 30 2 clicks

AMZN Q3 FY12/26 Earnings Review

Amazon reported $201.9 billion Q3 revenue and 39% AWS growth, while $220 billion in 2026 capex drove trailing free cash flow to a $42.4…

AMZN $2.9T

Cestrian Capital Research Oct 30 3 clicks

What a Marvell-Lumentum Deal Means for DSPs, Lasers, and Modules

Marvell’s reported Lumentum bid would combine DSPs, lasers and optical modules, but $4 billion of cash and $5 billion of debt point to a…

MRVL $150BLITE $62B

Vik's Newsletter Oct 30 1 click

Amazon - Q3 2026 Earnings Brief & Return

Amazon’s AWS revenue grew 39.3% to $46 billion, backed by a $578 billion backlog, while 2026 capex targets $220 billion and estimated…

AMZN $2.9T

Modern Value Investing Oct 30 2 clicks

SAP · long

Sap Se

SAP shares are down 45% since February 2025 as AI disruption fears create a long thesis on its risk-reward.

SAP $271B

Value Investors Club Aug 1 2 clicks

Another Haircut with Avy the Barber

SoFi’s stock case hinges on interest rates, tangible book value and private-credit loan sales after its $1.5 billion equity offering.

SOFI $22B

WHAT ARE WE DOING? “Contrarians At The Gate” Oct 29 3 clicks

Intel Q3 2026: Dead Inside

Intel’s Q3 2026 datacenter CPU shortage reflects wafer-start planning failures, not substrate constraints, after demand shifted from client…

INTC $348B

Irrational Analysis Oct 29 2 clicks

Bloody Thursday: Defending Alphabet, now Amazon and Intel in the penalty box

Alphabet, Amazon and Intel face market pressure as the big three cloud giants reaffirm AI spending plans.

GOOGL $3.4TAMZN $2.9T

The Technology Letter Oct 29 1 click

Twilio CEO: ‘Buy the dip!’

Twilio CEO Khozema Shipchandler urged investors to “buy the dip” after earnings sent the software maker’s shares down 17% after hours.

TWLO $31B

The Technology Letter Oct 29 2 clicks

Friday, October 30, 2026

Fierce_beast on X

RiverRoadPartners on X

Lee Roach on X

A Capital on X

Maius on X

Chris Camillo on X

Chris Camillo on X

Chris Camillo on X

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 73 of 273

X accounts we follow

Investor letters we follow

Sectors