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

@AsifSuria Nov 3 1 click

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

@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

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

FBRT · long

Franklin Bsp Realty Trust In

Franklin BSP Realty Trust, a commercial mortgage REIT, is presented as a long at $8.20 per share and a $757 million market capitalization.

FBRT $940M

Value Investors Club Jun 19 2 clicks

The Real Brokerage: Transformation (Ticker: REAX)

Real Brokerage’s RE/MAX acquisition would triple its agent count, diversify revenue with franchise fees and expand share during a weak U.S.

REAX $617MRMAX $263M

Emerging Moats Research Aug 21

CORT 2026-08-21

Like The Knick's, Corcept Rebounded And Is Crushing It

Corcept Therapeutics expects Lifyorli and Korlym to support 44% revenue growth, while FDA and European decisions on relacorilant could…

CORT $8.9B

ChuckJones Aug 21 1 click

$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners

El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against…

ELALF $3.7B

Yet Another Value Podcast Aug 20 13 clicks

BAC 2026-08-20

Bank of America Preferreds: Better Propositions Available Than Series GG

Bank of America’s BAC.PR.B yields just over 6% near par, while discounted lower-coupon series such as BAC.PR.P offer better value despite…

BAC $356B

Prakhar Agarwal, CFA Aug 20 1 click

Moderna: An Atypical Investment with an Asymmetric Payoff

Moderna's Phase 3 intismeran autogene trial met its recurrence-free survival endpoint in adjuvant melanoma, supporting an asymmetric…

MRNA $103B

Bireme Capital - Investor Letters Aug 20 1 click

(Guest) ConocoPhillips - Uplift From Hidden CITGO Refining Value

ConocoPhillips’ CITGO claims cover $1.5 billion under Amber’s deal, with a proposed Venezuela settlement targeting roughly $4 billion more.

COP $165B

HFI Research Aug 20

PTLO 2026-08-20

Portillo's: Guidance Cut Confirms It's Cheap For A Reason

Portillo's guidance cut followed a 1.2% same-restaurant-sales decline and 1.9% margin compression, while its $343 million TRA liability…

PTLO $390M

KC Research Aug 20 2 clicks

Instacart’s Unit Economics, and Implications for DoorDash

Instacart’s per-order unit economics provide a benchmark for assessing DoorDash’s LTM profitability and operating model.

DASH $86B

MBI Deep Dives Aug 20 5 clicks

The Neoclouds Series, Part 2: CoreWeave

CoreWeave built the most leveraged neocloud model, stockpiling Nvidia GPUs and renting AI compute from rapidly expanded data centers.

CRWV $27B

Kakashii's Materials Aug 20 2 clicks

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Tuesday, November 3, 2026

Serenity on X

George Noble on X

Deep Sail Capital on X

SouthernValue on X

Asif Suria on X

SouthernValue on X

Myles on X

Myles on X

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