Tuesday, November 3, 2026

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.

AMD $660B

Cestrian Capital Research Nov 3 3 clicks

Nov 3 TWLO $33B

TWLO Q3 FY12/26 Earnings Review

Cestrian Capital Research 3 clicks

Nov 3 MRK $371B

Merck and Co. (MRK) Q3 FY 12/26 Earnings Review

Cestrian Capital Research 2 clicks

From X

@aleabitoreddit Nov 3 1 click

Serenity on X

The rhetoric on X and from Elon leans overwhelmingly apocalyptic on Democrats winning. It's a mini bubble here, but I think people forget AI is bipartisan national security priority, and that $NVDA's historic rally + AI buildout acceleration happened under the Biden admin. Anyone can extrapolate a politician's negative view on AI to doompost indexes or that " $CRWV is going to go down". But in all reality, even with a Democratic governor, we'll likely just see some headwinds to individual developers, and incentives like "clean-energy tax credits" moving to other areas in AI like solar manufacturing. Rather than any market-wide doomsday scenario that the opposing party likes to portray. Even Bitcoin/Ethereum performed better under the negatively perceived regulation of Gary Gensler. Just like any major event, everyone looks at the worst case scenario like helium disruption shutting down Samsung, $TSM, and the memory trade... Then markets move on few weeks later.

@gnoble79 Nov 3

George Noble on X

Elon Musk is the biggest loser in the elections tonight. TIME to add to our profitable short positions in $SPCX and $TSLA. The speed of the coming collapse will be something to behold. And yes, AI is the biggest misallocation of capital in history. The world has never seen such malinvestment at scale. BURN IT ALL DOWN. @Ross__Hendricks @GordonJohnson19 @JackFarley96 @biancoresearch @JG_Nuke @edzitron @GaryMarcus @MacrostrategyP @MichaelMOTTCM @LukeGromen @DarioCpx

@DeepSailCapital Nov 3

Deep Sail Capital on X

Where is that $SPCX model ? We need updates https://t.co/P6OpcRlgwV

@SouthernValue95 Nov 3

SouthernValue on X

$AMZN $MSFT $GOOG https://t.co/1CeYaGktTg

@SouthernValue95 Nov 3

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

@finphysnerd Nov 3

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.

@finphysnerd Nov 3

Myles on X

@valuedrift Agree, shorted a bunch of trump associated stuff overnight, especially $TSLA

@finphysnerd Nov 3

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?

Matt Murphy and Michael Hurlston Fireside Chat: Irrational Recap

Marvell and Lumentum’s merger targets uVCSEL scale-in optics, combining Marvell’s DSP and analog IP with Lumentum’s laser manufacturing for…

LITE $48BMRVL $117B

Irrational Analysis Nov 3 4 clicks

Stevanato down 30%. Yikes.

Stevanato fell 30% after forecasting low-single-digit 2027 growth as lower Nexa syringe volumes from a GLP-1 customer offset solid Q3…

STVN $3.6B

Best Anchor Stocks Nov 3 3 clicks

Marvell And Lumentum Merger Doesn't Make Any Sense To Me

Marvell’s all-stock Lumentum deal exposes LITE holders to MRVL volatility while paying peak-cycle AI multiples, with US and China antitrust…

MRVL $117BLITE $48B

Dustin Quasney Nov 3 2 clicks

Transocean (RIG): Q3 2026 Earnings

Transocean enters its Valaris merger with 109 of 110 available deepwater rigs contracted and 313 million shares sold short, despite weaker…

RIG $6.6BVAL $6.3B

Cannibal Stocks Nov 3 2 clicks

Microsoft FY 1Q’27: My Confusion vs. the Market’s Certainty

Microsoft’s Azure grew 48%, but OpenAI compute may have supplied 45% of its growth, leaving Azure excluding OpenAI up roughly 31%.

MSFT $4T

MBI Deep Dives Nov 3 3 clicks

Blackstone Digital Infrastructure Trust (NYSE: BXDC)

BXDC trades at a 14% discount to net liquidation value, with $1.9 billion of cash against a $1.6 billion market cap, ahead of data-center…

BXDC $2.1B

Real Assets, Real Value Nov 3 5 clicks

Amazon Q3: AWS Is The Crown Jewel, And The Market Just Put It On Sale

Amazon’s Q3 revenue reached $201.94 billion as AWS grew 39.3% to $45.98 billion and backlog hit $578 billion, supporting management’s…

AMZN $2.9T

Steven Fiorillo Nov 3 4 clicks

Monte Investments Market Brief Vol. CXXXIV

Intel maintained after its post-earnings sell-off, with AI inference CPU demand and foundry customer announcements expected to drive a…

INTC $287B

Monte Independent Investment Research Nov 3 3 clicks

Marvellous Value Destruction

Marvell’s proposed Lumentum deal risks alienating Cloudlight customers and losing engineering talent, despite limited optical integration…

MRVL $117BLITE $48B

Irrational Analysis Nov 3 2 clicks

Ignore The Noise And Buy Western Digital

Western Digital's Q1 2027 revenue rose 55% to $4.38 billion as hyperscaler demand lifted non-GAAP EPS 161% to $4.64.

WDC $104B

The Curious Analyst Nov 3 1 click

STRL · short

Sterling Infrastructure INC

Sterling Infrastructure short pairs STRL against EME and FIX, arguing data-center sitework contractors lack the margin upside available to…

STRL $7.6B

Value Investors Club May 28 2 clicks

Meta: In Limbo

Meta is again prioritizing long-term investment over near-term profitability, testing investors’ trust in Zuckerberg as the company’s…

META $1.6T

TSOH Investment Research Aug 6

Grab Q2'2026 Business Update - Preparing for AV

Grab reported 54 million monthly transacting users, up 16.7%, and $168 million of adjusted EBITDA, while autonomous driving threatens its…

GRAB $14B

Sleep Well Investments Aug 5

Trading Post August 5, 2026 - One Buy, One Sale, One Reason

Flutter cut forecasts after U.S. gambling EBITDA fell 70% to $119 million, with prediction markets pressuring FanDuel as leverage rises to…

FLUT $15BDKNG $12B

Cassandra Unchained Aug 5 2 clicks

Coupang: 2Q26 Business Recap

Coupang’s product-commerce revenue rose 8% in constant currency as data-leak churn lingered, while promotions and underused logistics…

CPNG $27B

Speedwell Memos Aug 5 8 clicks

Coupang 2Q26 Recap: Data Scandal Lingers on Growth

Coupang’s data leak held 2Q26 constant-currency product-commerce growth to 8%, while promotions and excess logistics capacity pressured…

CPNG $27B

Speedwell Research Aug 5

Spotify 2Q'26: Pressing the Monetization Lever

Spotify reached 300 million Premium subscribers in 2Q26 and is increasing free-service friction in emerging markets to lift conversion and…

SPOT $129B

MBI Deep Dives Aug 5 4 clicks

Perimeter Solutions: 2Q26 Business Recap

Perimeter Solutions’ 2Q26 revenue rose 31%, while operating income fell 11% as USDA pricing and DLA delivery timing hurt Fire Safety; it…

PRM $4.6B

Speedwell Memos Aug 5 9 clicks

Portfolio Update July 2026

Portfolio update trimmed Greggs and Roper Technologies after earnings, with Roper raising guidance and Greggs reporting 7.2% revenue growth…

ROP $47BZTS $37B

D Invests Aug 5 1 click

Deep Dive: Equifax ($EFX)

Equifax’s Workforce Solutions generated $2.58B in 2025 at more than 50% EBITDA margins, anchored by Work Number.

EFX $23B

Rebound Capital Aug 5 1 click

Publications we follow

Every publication on this site, hand-picked.

129 publications

YouTube 4

Blogs 15

Seeking Alpha 74 of 275

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

91 accounts

Nominate an account

Investor letters we follow

359 firms

Sectors

Ordered by how often our editor reaches for them.

Tuesday, November 3, 2026

Serenity on X

George Noble on X

Deep Sail Capital on X

SouthernValue on X

SouthernValue on X

Myles on X

Myles on X

Myles on X

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 74 of 275

X accounts we follow

Investor letters we follow

Sectors