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Tuesday, November 3, 2026

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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 $798B
Cestrian Capital Research 3 clicks

From X

@aleabitoreddit 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

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

Investor Letters

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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 $5.4B
Best Anchor Stocks 3 clicks
VITL · long

Vital Farms INC

Vital Farms is a long idea after bird flu-driven egg supply losses coincided with a structural shift.

VITL $459M
Value Investors Club

Meta: A Clearer Roadmap

Meta's non-cancelable commitments reached $455 billion as FY26 capex approaches $140 billion, driving expense growth and 700-basis-point…

META $1.6T
TSOH Investment Research 3 clicks

Why So Much Copper?

Amphenol and other copper-connectivity suppliers benefit as copper remains essential inside AI racks, where low-voltage, high-current power…

APH $196B
Jimmy's Journal 3 clicks

Google Q3 FY12/26 Earnings Review

Alphabet missed Q3 expectations as $51.4bn capex and AI spending pushed free cash flow to negative $9.1bn, despite Google Cloud revenue…

GOOGL $3.4T
Cestrian Capital Research 2 clicks

MSFT Q1 FY6/27 Earnings Review

Microsoft Q1 FY27 revenue rose 19% to $92.3 billion as Azure grew 48%; $39.4 billion of capex funded AI and cloud infrastructure.

MSFT $3.9T
Cestrian Capital Research 1 click

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