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
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 $125BLUV $21B
- Curreen Capital July–September 2026 CLVT $1.4BAAP $2.9B
- O'Keefe Stevens Advisory Q3 2026 OCTV $5.7BAMZN $2.9T
- East 72 Period to 30 September 2026 BOIVF $12BAVOL $8.1B
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 3 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
MA · long Mastercard
Mastercard trades near $495, about 18% below its $602 52-week high, framing a favorable long risk-reward case.
GLP-1 winners and losers
GLP-1 drugs are gaining traction across Asia as Chinese developers advance candidates and Indian generics slash prices, reshaping prospects…
lululemon: A Fall From Grace, But I'm Still Holding On (Rating Downgrade)
Lululemon’s Q2 revenue fell 3.2% and core product sales dropped 20%, while tariff refunds masked worsening Americas margins and comparable…
Gytis Zizys 
Jensen Huang on the 'Irresponsible' AI Doomers, RSI, and Dario's Essay
Nvidia CEO Jensen Huang calls AI extinction forecasts irresponsible and says frontier labs should fix safety failures through engineering,…
Bloom Energy: Valuation Attractive, Buy This Dip
Bloom Energy's Q2 2026 revenue rose 165.5% as AI data-center demand lifted fuel-cell sales, prompting $3.9 billion to $4.2 billion…
Oakoff Investments 
No Cap? Currently Capped by Three Hundredths of a Percent: Medtronic’s MiniMed Split-Off Odd Lot
Medtronic’s MiniMed split-off gives odd-lot MDT holders priority on a 7% discounted exchange, but a 4.5939-share cap has begun reducing the…
Vera Rubin NVL72 Agentic Inference: 67x better Performance per Dollar
Nvidia’s Vera Rubin NVL72 delivers up to 67x better agentic inference performance per dollar than Blackwell, according to SemiAnalysis…
One Hour Analysis: ($LILAP) Liberty Latin America's 9% Preferred. What is John Malone Up To This Time?
Liberty Latin America’s LILAP 9% cumulative preferred yields 10.8%, backed by Cable & Wireless cash flow and $48.9 million of insider…
Dassault Aviation: Rafale Upside Makes This A Strong Buy
Dassault Aviation reported 46% first-half sales growth and a €45.4 billion backlog, with Rafale F5 demand offsetting Falcon 10X delays and…
Dhierin Bechai 1 click
Meta’s Trojan Horse for the Consumer Internet
Meta’s Muse strategy targets the consumer internet through a Trojan-horse product.
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Fierce_beast
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- Westwood — Quality SmallCap Fund
- White Brook Capital
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- YCG Investments
Sectors
Ordered by how often our editor reaches for them.
