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
Back to today
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
- QuantStreet Capital October 2026
- Polen Capital 5Perspectives Growth Opportunities 3Q 2026 CRWD $248BMETA $1.6T
- Palm Harbour Capital third quarter 2026 0OPN ALFLE $117M
- Aristotle Funds 3Q26
- Artisan Partners Q3 2026 HDLMY $32BIQV $43B
- Sound Shore Management third quarter of 2026 BP $125BLUV $21B
- Curreen Capital July–September 2026 CLVT $1.4BAAP $2.9B
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…
Educational Development (EDUC) – The Book Value Trap
Educational Development trades at 0.21x tangible book after selling its distribution complex to repay debt, but FY26's $2.3m profit masked…
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…
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…
Dustin Quasney 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…
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%.
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…
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…
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…
Steven Fiorillo 3 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…
UNCY · long Unicycive Therapeutics INC
Unicycive Therapeutics fell nearly 50% after a second FDA Complete Response Letter tied to a third-party manufacturer for its primary…
Problems at Dream Finders Homes (DFH)
Dream Finders Homes’ controlling owner borrowed against DFH stock before the homebuilder agreed to finance an acquisition with costly…
ASML 3Q’26: 2030 Arrived Four Years Early
ASML reported €11.7 billion in 3Q 2026 sales, up 55%, and raised full-year guidance to €44–45 billion as AI-driven semiconductor demand…
Park Aerospace: The Q2'27 Sell-Off Misreads a Sole-Source Defense Supplier
Park Aerospace’s 11% Q2’27 sell-off overlooks sole-source PAC-3 rocket-motor materials and A320neo engine composites, with missile capacity…
uniQure: The Market Graded The Wrong Exam
UniQure's Huntington's gene therapy faces an FDA accelerated-approval decision around November 1 after three-year data met both agency…
Bhavneesh Sharma 16 clicks
Was Steve Jobs a Good Capital Allocator?
Steve Jobs turned Apple’s cash into R&D, stores and supply commitments while forgoing buybacks, building a case that his 1997-2011 capital…
flyExclusive: Sell Despite Strong Turnaround
FlyExclusive posted 22% Q2 revenue growth and a 20.4% gross margin, but negative free cash flow, net debt and preferred capital leave…
Dhierin Bechai 2 clicks
[scuttleslops] MRVL, APP, AMZN, Chips
Marvell is positioning networking, optical connectivity and server-management chips as AI data centers link GPUs, custom accelerators and…
AeroVironment: The Value Is There, Growth Will Force The Market To Notice
AeroVironment's $465M LOCUST laser award and earnings beat support its 2027 growth outlook despite government budget uncertainty.
Melissa Tucker 8 clicks
Constellation: Stars Aligning?
Constellation Brands trades near $127 at roughly 11x next-twelve-month EV/EBIT, with recent business results offsetting concerns over…
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DOMO Capital Management, LLC
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Fierce_beast
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- 1 Main Capital
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Sectors
Ordered by how often our editor reaches for them.
