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
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From X
Myles on X
Doubled up on Softbank. Down 10% when the US AI stocks are only down a few. Shorted some $ARM to offset it. One of these moves is wrong.
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
Asif Suria on X
@evantindell How about this for a company name: Banco Latinoamericano de Comercio Exterior, S.A. Thankfully they renamed to Bladex $BLX
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.
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 $35BIQV $43B
- Sound Shore Management third quarter of 2026 BP $120BLUV $21B
- Curreen Capital July–September 2026 CLVT $1.4BAAP $2.9B
- O'Keefe Stevens Advisory Q3 2026 OCTV $5.6BAMZN $2.9T
- East 72 Period to 30 September 2026 BOIVF $12BAVOL $8.2B
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…
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…
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…
Dustin Quasney 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…
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%.
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…
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…
Steven Fiorillo 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…
Marvellous Value Destruction
Marvell’s proposed Lumentum deal risks alienating Cloudlight customers and losing engineering talent, despite limited optical integration…
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.
The Curious Analyst 1 click
SLGN · long Silgan
Silgan’s long thesis rests on roughly 10% historical EPS growth and a potential rerating as its end-market exposure evolves.
Portfolio Update January 2026
DInvests sold Thermo Fisher, Dollar General, Dollar Tree and Edwards Lifesciences, then bought Pool Corp and Kraft Heinz while adding to…
Meta: 4Q25 Business Update
Meta’s 4Q25 revenue rose 24% as AI lifted ad performance, but 2026 costs are guided up about 41% and capex to $115–135 billion.
How We Made 233% Trading a Starbucks Condiment Bar
A Kalshi contract on whether Starbucks would mention “condiment bar” on its earnings call rose from 30 cents to $1 after the term went…
Ryanair’s €256M Fine May Be Tip of The Iceberg
Ryanair’s €256 million Italian antitrust fine targets its OTA-blocking system, while internal documents raise questions about Michael…
Mitani Corporation (TYO: 8066): $1.2 bn Japanese Conglomerate at 2.6× EV/EBIT with 30+ Years of Profitability
Mitani Corporation trades at 2.6× EV/EBIT and 8.9× earnings, backed by net cash, a 24% lower share count since 2014, and dividends up more…
LVMH: 4Q25 Business Recap
LVMH’s 2025 revenue fell 5% and operating profit 9% amid forex and luxury weakness, while Fashion & Leather Goods improved in the second…
Market Leader in a Growing Industry Trading at 6x EBIT
Stride operates 89 virtual and blended public K-12 schools in 31 states and trades at 6x EBIT after an operational setback.
Lincoln Post: NFLX and Theaters, FCNCA Earnings
Netflix’s proposed Warner Bros. acquisition could preserve or expand theatrical releases, supporting cinema chains such as Cinemark and…
Programmatic DSPs
Entravision’s Smadex AdTech unit generated 104% revenue growth and 378% EBIT growth, becoming the main upside driver after Meta ended its…
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Sectors
Ordered by how often our editor reaches for them.
