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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

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@DOMOCAPITAL 8 clicks

DOMO Capital Management, LLC on X

Fantastic article on $PESI here: https://t.co/7CoHjY2fcZ Extremely undervalued stock and market is putting way too much emphasis on whether or not Washington Ecology approves grouting at 200 East sooner vs later. It's going to happen and the West is already approved. $100+ stock moving forward. This is a $4.4 BILLION dollar project and $PESI has a market cap of just $276M. I expect them to be free cash flow positive by Q4 of this year and then (as you can see in article) the volumes really ramp-up whether grouting is approved or not (and it will be as soon as Ecology can approve without it bolstering Republicans in the mid-terms by giving Trump credit for accelerating a project no other administration cared to accelerate - a huge win for the people of Washington). PESI is the ONLY vendor listed on the official DOE. The facility is only one mile away plus it's a huge benefit to the local unions whose workers get to benefit from a local problem. Governor's of states with competitors have already said there's no way they'd allow the liquid nuclear waste to be transported through their state in order to be treated. There is no competitor for PESI. The market is completely sleeping on this. PESI has line of sight towards potentially $500M of annual, incremental revenue in the coming years with a revenue stream that will last DECADES yet trades at $277M. Not many opportunities like this come along and there is practically zero exposure to any sort of market or economic downturn. This is a court mandated clean-up project that will accelerate no matter what the economy does. Not a recommendation - do your own due diligence - but this is now a significant position for our clients.

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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
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 1 click

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