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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 $660B
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

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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 $3.6B
Best Anchor Stocks 3 clicks
SCEYF · long

Source Energy Services LTD

Source Energy Services is Western Canada’s dominant integrated frac-sand producer and logistics provider, supplied by three Wisconsin…

SCEYF $98M
Value Investors Club 1 click

Deep Dive: Uber ($UBER)

Uber generated $52 billion of FY25 revenue and $10 billion of free cash flow as investors weigh whether autonomous vehicles can erode its…

UBER $147B
Rebound Capital 1 click

💥Trinseo Trainwreck💥

Trinseo PLC’s Chapter 11 trial centers on a potential settlement as Judge Lopez urges peace among the debtors and creditors.

TSE
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