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 $369B

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 $62BMRVL $150B

Irrational Analysis Nov 3 4 clicks

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…

EDUC $8.8M

Dismissed & Asset-Backed Nov 3 1 click

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 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 $150BLITE $62B

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

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 $82BET $70B

The Alpha Analyst Nov 3 4 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 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…

INTC $287B

Monte Independent Investment Research Nov 3 3 clicks

AEGXF · long

Aecon Group Inc.

Aecon Group’s long thesis targets 50-80% share-price upside over 6-12 months as the company shifts beyond a complex special situation.

AEGXF $3.9B

Value Investors Club Jul 5 3 clicks

The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75

Steve Eisman, Vincent Daniel and Porter Collins discuss Treasury buybacks, OpenAI risk, gold, hedge fund shorting, and live short ideas…

NVDA $5T

Steve Eisman Sep 14 5 clicks

Rubrik: Plenty Of Steam In This Rally As AI Security Concerns Grow

Rubrik's Q2 results and AI-driven cybersecurity demand have lifted RBRK nearly twofold from its year-to-date low, alongside a larger 2029…

RBRK $24B

Gary Alexander Sep 14 2 clicks

GLP-1 winners and losers

GLP-1 drugs are gaining traction across Asia as Chinese developers advance candidates and Indian generics slash prices, reshaping prospects…

NVO $176B

Asian Century Stocks Sep 14 3 clicks

lululemon: A Fall From Grace, But I'm Still Holding On (Rating Downgrade)

Lululemon’s Q2 revenue fell 3.2% and core product sales dropped 20%, while tariff refunds masked worsening Americas margins and comparable…

LULU $12B

Gytis Zizys Sep 14

Jensen Huang on the 'Irresponsible' AI Doomers, RSI, and Dario's Essay

Nvidia CEO Jensen Huang calls AI extinction forecasts irresponsible and says frontier labs should fix safety failures through engineering,…

NVDA $5T

Key Context by Tae Kim Sep 14

No Cap? Currently Capped by Three Hundredths of a Percent: Medtronic’s MiniMed Split-Off Odd Lot

Medtronic’s MiniMed split-off gives odd-lot MDT holders priority on a 7% discounted exchange, but a 4.5939-share cap has begun reducing the…

MDT $127BMMED $5.3B

Rod’s Ruminations Sep 14 4 clicks

Vera Rubin NVL72 Agentic Inference: 67x better Performance per Dollar

Nvidia’s Vera Rubin NVL72 delivers up to 67x better agentic inference performance per dollar than Blackwell, according to SemiAnalysis…

NVDA $5T

SemiAnalysis Sep 14

One Hour Analysis: ($LILAP) Liberty Latin America's 9% Preferred. What is John Malone Up To This Time?

Liberty Latin America’s LILAP 9% cumulative preferred yields 10.8%, backed by Cable & Wireless cash flow and $48.9 million of insider…

LILA $1.7B

Investing 501 Sep 14

Dassault Aviation: Rafale Upside Makes This A Strong Buy

Dassault Aviation reported 46% first-half sales growth and a €45.4 billion backlog, with Rafale F5 demand offsetting Falcon 10X delays and…

DUAVF $26B

Dhierin Bechai Sep 14 1 click

Publications we follow

Every publication on this site, hand-picked.

129 publications

YouTube 4

Blogs 15

Seeking Alpha 73 of 273

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

91 accounts

Nominate an account

Investor letters we follow

335 firms

Sectors

Ordered by how often our editor reaches for them.

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

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 73 of 273

X accounts we follow

Investor letters we follow

Sectors