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

@AsifSuria Oct 21

Asif Suria on X

"We believe mgmt. wants to make sure it gets credit for that ramp, which could happen by letting the next 1-4 quarters play out." Management at $LION has been deeply entrenched and the company has become an "activist black hole". Carl Icahn's protege Mark Rachesky disappeared into it and it also swallowed our former Treasury Secretary Steven Mnuchin. At least after Mnuchin got involved, we managed to get rid of the dual class structure and Starz $STRZ was spun out. Like @valuedontlie I should have doubled down on Starz instead of $LION. Still long Lionsgate Studios and still willing to be patient but it feels like Feltheimer has perfected the art of moving the goal post.

@DeepSailCapital Oct 21 2 clicks

Deep Sail Capital on X

$META So rug pull then for earnings? https://t.co/bMZvdnIu3W

@ActAccordingly Oct 21 9 clicks

PAA Research on X

So Maverick pitched $INTC as a new long at the Robin Hood conference? Seriously, what happened to this industry?

@marginofdanger Oct 21 3 clicks

marginofdanger on X

Some drama at the $BWEL annual meeting. They refused to take any questions! Wonder if something is coming.

@stockgutter Oct 21 3 clicks

SG on X

@KyleReidhead Do you see this $SPCX AI demand ramp coming from consumers, enterprise, or data center deals?

@HaydenCapital Oct 21

Fred Liu on X

And this is the ramp for scaled stores (top 1M shopify stores). Excluding the influx of HK/China sellers, we can clearly see the Black Friday ramp these last few weeks. $APP (Chart from our internal tracking tool) https://t.co/2Exb8qRUjI https://t.co/AigrDesxYq

@BrokenMoats Oct 21 1 click

Broken Moats on X

$V is up everyday this month except one (14/15 trading days). Good for an almost 20% gain on the month to date

@catechwilliams Oct 21 1 click

catechwilliams on X

$AMRO. Recent IPO of a deteriorating Australian (now dual-listed) commodity alloys company sourcing out of China. Negative gross margins, hemorrhaging cash, leverage issues compounded by growing capital needs, heading to likely insolvency. Multiple red flags. No valuation support

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

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 $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

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 $81BET $70B

The Alpha Analyst Nov 3 5 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

Incyte (INCY) Q3 FY 12/26 Earnings Review

Incyte reported Q3 revenue of $1.56 billion, up 14%, as Opzelura sales rose 36%; a $1.23 billion Vega acquisition charge drove an operating…

INCY $24B

Cestrian Capital Research Nov 3 3 clicks

Regeneron (REGN) Q3 FY 12/26 Earnings Review

Regeneron Q3 revenue rose 36% to $5.1 billion as Sanofi collaboration revenue jumped 68%, while EYLEA US sales fell 41%.

REGN $101B

Cestrian Capital Research Nov 3 1 click

Sanofi (SNY) - Q3 FY12/26 Earnings Review

Sanofi Q3 sales rose 14.3% at constant currency to €14.4 billion, led by 34.8% Dupixent growth, prompting a second increase to FY26…

SNY $114B

Cestrian Capital Research Nov 3 1 click

What Does A SpaceX/Tesla Deal Look Like?

Tesla and SpaceX are weighing an all-stock merger or holding-company structure, with $302.8 billion in 2027 revenue projections but a…

TSLA $1.5T

Passage Research Nov 3

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

BSP · short

Bending Spoons Spa

Bending Spoons is a software and digital-assets holding company that has completed more than 50 acquisitions since 2013.

BSP $29B

Value Investors Club Aug 5 1 click

Nebius: Headlines Look Good But Debt Markets Signal Caution (Rating Downgrade)

Nebius faces refinancing and dilution risks from short-term borrowing and heavy GPU infrastructure spending despite higher rental prices…

NBIS $38B

Hunting Alphas Nov 2 2 clicks

Stellar results lift shares of AMD, Arista

AMD and Arista beat consensus on quarterly results and outlook, lifting shares and easing AI-growth concerns.

AMD $660BANET $226B

The Technology Letter Nov 2 1 click

Marvell for Lumentum: a new JDS-Uniphase?

Marvell Technology and Lumentum fell sharply after announcing a historic merger, reviving comparisons with JDS-Uniphase.

MRVL $117BLITE $48B

The Technology Letter Nov 2 1 click

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Tuesday, November 3, 2026

Asif Suria on X

Deep Sail Capital on X

PAA Research on X

marginofdanger on X

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Broken Moats on X

catechwilliams on X

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