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

@finphysnerd Aug 31

Myles on X

A fun trade I've had in is arbing convertible preferreds. Long $PCGPRX short $PCG, long $QXOPRB short $QXO. Trading below the convertible price while pocketing a nice dividend with cheap financing.

@stockgutter Aug 31 1 click

SG on X

$BMRN up premarket on settlement agreement. I continue to like/own. https://t.co/a6WZ9ksaeH

@stockgutter Aug 31

SG on X

This hypothesis was wrong. We now have earnings from $LX $QFIN $FINV, and they all were terrible noting a late June credit event in the industry. Downtrend has continued, and will end when it ends. https://t.co/X86cYvTk0h

@InvestSpecial Aug 31

Dalius - Special Sits on X

A formal phase-two strategic review is now underway. Transaction comps imply 10–14x EBITDA versus $PBI’s much lower multiple. Greystone’s conservative value is in the mid-$20s versus ~$16.50, with a deal offering further upside.

@InvestSpecial Aug 31

Dalius - Special Sits on X

AI could pressure $DOX revenue, but also lower delivery costs. If the embedded managed-services franchise holds up, modest growth and buybacks could drive attractive returns without a heroic recovery. The key risk is AI savings flowing to customers rather than shareholders.

@InvestSpecial Aug 31

Dalius - Special Sits on X

9/ $PBI pitch by @GreystoneCap Pitney Bowes owns a sticky postage-meter installed base and the only national-scale US presort network. The market still treats it as a terminally declining mailing-equipment business.

@InvestSpecial Aug 31

Dalius - Special Sits on X

8/ $DOX pitch by Rewey Asset Management ~7x FCF for mission-critical telecom software priced like an AI casualty. Roughly two-thirds of Amdocs’ revenue comes from long-term managed services built around proprietary billing and customer-care systems that are risky to replace.

@InvestSpecial Aug 31

Dalius - Special Sits on X

5/ $FOUR pitch by Emeth Value Capital Shift4 is an end-to-end payments platform dominating attractive verticals. It is the #2 US restaurant POS provider, serves ~40% of US hotels and processes payments for 75%+ of professional sports venues.

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 $5.8BVAL $5.5B

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

Incyte (INCY) Q3 FY 12/26 Earnings Review

Incyte reported Q3 revenue of $1.56 billion, up 14%, as Opzelura sales rose 36%; a $1.23 billion Vega acquisition charge drove an operating…

INCY $24B

Cestrian Capital Research Nov 3 3 clicks

Regeneron (REGN) Q3 FY 12/26 Earnings Review

Regeneron Q3 revenue rose 36% to $5.1 billion as Sanofi collaboration revenue jumped 68%, while EYLEA US sales fell 41%.

REGN $94B

Cestrian Capital Research Nov 3 1 click

Sanofi (SNY) - Q3 FY12/26 Earnings Review

Sanofi Q3 sales rose 14.3% at constant currency to €14.4 billion, led by 34.8% Dupixent growth, prompting a second increase to FY26…

SNY $114B

Cestrian Capital Research Nov 3 1 click

Enterprise Products Partners Pulled 2027 Into 2026 - Energy Transfer Didn't

Enterprise Products Partners has pulled growth spending into 2026, while Energy Transfer’s contracted projects offer clearer EBITDA growth…

EPD $81BET $70B

The Alpha Analyst Nov 3 5 clicks

BSP · short

Bending Spoons Spa

Bending Spoons is a software and digital-assets holding company that has completed more than 50 acquisitions since 2013.

BSP $29B

Value Investors Club Aug 5 1 click

Nebius: Headlines Look Good But Debt Markets Signal Caution (Rating Downgrade)

Nebius faces refinancing and dilution risks from short-term borrowing and heavy GPU infrastructure spending despite higher rental prices…

NBIS $38B

Hunting Alphas Nov 2 2 clicks

Stellar results lift shares of AMD, Arista

AMD and Arista beat consensus on quarterly results and outlook, lifting shares and easing AI-growth concerns.

AMD $660BANET $226B

The Technology Letter Nov 2 1 click

Marvell for Lumentum: a new JDS-Uniphase?

Marvell Technology and Lumentum fell sharply after announcing a historic merger, reviving comparisons with JDS-Uniphase.

MRVL $117BLITE $48B

The Technology Letter Nov 2 1 click

Apple and Palantir are powerful businesses, maybe not great returns from here

Apple and Palantir reported very strong earnings, but their stocks may deliver weak returns from current levels.

AAPL $5TPLTR $373B

The Technology Letter Nov 2 2 clicks

Apple Earnings, Memory Problems, The Hardware Company Regression

Apple’s earnings show a stronger-than-ever hardware business despite memory challenges, raising questions about whether its software…

AAPL $5T

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Nov 2 2 clicks

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Tuesday, November 3, 2026

Myles on X

SG on X

SG on X

Dalius - Special Sits on X

Dalius - Special Sits on X

Dalius - Special Sits on X

Dalius - Special Sits on X

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