AMD Earnings Review
AMD reported $13.4 billion in Q3 revenue, with Data Center sales up 97% to $8.5 billion, and guided Q4 revenue to $17 billion.
Tuesday, November 3, 2026
Back to today
From X
Deep Sail Capital on X
Where is that $SPCX model ? We need updates https://t.co/P6OpcRlgwV
SouthernValue on X
$AMZN $MSFT $GOOG https://t.co/1CeYaGktTg
SouthernValue on X
@PrefShares The bottleneck moves to existing capacity. $AMZN $MSFT $GOOG have the most installed capacity and the most pipeline already permitted and powered. https://t.co/p0JsXbGUBU
Myles on X
I reckon a portfolio of short $WMT, $KO (safety trade), $TSLA, $SPCX, $DJT, $UMAC, $GEO (Trump trade) long $SPY probably beats most things over the next 3 months.
Myles on X
@valuedrift Agree, shorted a bunch of trump associated stuff overnight, especially $TSLA
Myles on X
The trade here is short Trump associated stocks buy the dip on everything else. $TSLA only down 1.8% overnight when Q's are down 1.6% is silly. Am I just libbing out?
Investor Letters
All letters- Protean Funds October 2026 AAK $4.7BLFABF $13B
- Polen Capital 5Perspectives Growth Opportunities 3Q 2026 CRWD $248BMETA $1.6T
- Palm Harbour Capital third quarter 2026 BOIVF $12BCEVMF $5.3B
- Artisan Partners Q3 2026 HDLMY $32BIQV $43B
- Sound Shore Management third quarter of 2026 BP $125BLUV $21B
- Curreen Capital July–September 2026 AAP $2.9BCUUCF $5.3B
- O'Keefe Stevens Advisory Q3 2026 OCTV $5.7BAMZN $2.9T
- East 72 Period to 30 September 2026 BOIVF $12BAVOL $8.1B
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Research Roundup Vol. LIV
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Annaly Capital Management: Rate Swaps Doing The Heavy Lifting For This REIT
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Andres Veurink 
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Asia's elevator boom favors maintenance and modernization providers, with Otis deriving nearly 90% of operating profit from after-sales…
Portfolio and performance update, September 2026
Portfolio returned 65.7% through September 28 versus the S&P 500’s 13.2%, while backing Tourmaline, EQT, Athabasca and SLB on gas demand…
FTAI Aviation (FTAI US) – The Engine Shop That Owns the Engines
FTAI Aviation’s engine-exchange model swaps CFM56 engines in days rather than 200-day overhauls, driving Aerospace Products adjusted EBITDA…
The Case for Meta Enterprise Platform
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Joby Vs. Archer: The Race Is No Longer About Who Certifies First
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Sectors
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