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
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.
Myles on X
@valuedrift Agree, shorted a bunch of trump associated stuff overnight, especially $TSLA
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
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Ignore The Noise And Buy Western Digital
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The Curious Analyst 1 click
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NRIX 2026-08-24 Nurix Therapeutics: Roche Has Changed The Economics Of The Bull Case
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Portillo’s reset follows weak Texas unit economics, cutting next year’s openings to five from roughly 10 annually and shrinking store…
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Uranium Energy Corp. is withholding production at low uranium prices while funding mine development through future share issuance.
Marc Gerstein 3 clicks
Hot Chips 2026: Tuning into Memory Vibes
Micron, Samsung and SK Hynix set out HBM roadmaps at Hot Chips, with Samsung targeting custom logic base dies and HBM5 at 60GB and 6TB/s.
AgentX - InferenceXv3: Does CUDA Moat Hold up in Agentic Inferencing?
AgentX 1.0 open-sources a 1 million-context agentic coding benchmark, testing Nvidia and AMD inference hardware on multi-turn production…
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- Westwood — Quality SmallCap Fund
- White Brook Capital
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Sectors
Ordered by how often our editor reaches for them.
