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 $798B

Cestrian Capital Research 34h ago 3 clicks

35h ago TWLO $31B

TWLO Q3 FY12/26 Earnings Review

Cestrian Capital Research 3 clicks

35h ago MRK $369B

Merck and Co. (MRK) Q3 FY 12/26 Earnings Review

Cestrian Capital Research 2 clicks

From X

@finphysnerd Nov 1 3 clicks

Myles on X

I think $HONA looks pretty attractive here. Some execution risk, but this is fundamentally a fantastic business that is experiencing short term issues, while experiencing spinoff selling and hedge fund degrossing. I think it's hard to lose too much money here.

@negligible_cap Nov 1 2 clicks

Negligible Capital on X

Wonder when $META will do the same for Muse. They obviously can sustain it a lot longer than SpaceX but Muse (as Zuck noted on their call) is very expensive Have seen sell side putting around $180 / year cost estimates per user in the free tier. Not cheap https://t.co/j1RqQzdZpZ

@ACapitalLP Nov 1 2 clicks

A Capital on X

The market seems to be valuing $GRND like a traditional swipe app with a shrinking payer base ($MTCH), rather than a utility for a community with no real substitute. The engagement numbers are absurd. Data shows Grindr users spending 6h 27m/month on the app vs. 2h 10m for Hinge and 1h 30m for Tinder (~3x and ~4.3x, respectively). Add $26.50 ARPPU, 16% payer growth, and ~42% EBITDA margins. Not exactly the economics of a dying dating app…

@ACapitalLP Nov 1 1 click

A Capital on X

Why isn’t $GRND asymmetric into the 11/5 print? At $12.65, it’s ~10x ‘27 EBITDA pre-Freddie, alt data shows MAUs reaccelerating, and the call should clarify Freddie’s margin dilution. The Ithaca Holdings take-private of $BMBL and Zage’s $18 bid last year provide interesting valuation reference points… What’s the bear actually leaning on?

@ParadisLabs Nov 1 1 click

Paradis on X

Pretty crazy: $AAPL is now negatively correlated to $QQQ for the first time ever. The market is treating Apple as a safe haven from AI capex. https://t.co/KnzKu2Fpff

@finphysnerd Nov 1 2 clicks

Myles on X

Had no $META position for the whole of September and October, but I think I'm going to be picking up some again this week. Been talking to a lot of people in advertising and I think a lot of investors really underestimate just how powerful their ads business is. Nasdaq https://t.co/4YcupLeKKu

@ACapitalLP Nov 1

A Capital on X

At what price does $SOC become an attractive long-duration call option on the eventual restart of Santa Ynez? $3? $2? $1.50? Obviously, the question is whether the equity can survive the liquidity runway without getting diluted into oblivion. But at some price, the asymmetry has to become compelling…

@StableBread Nov 1 2 clicks

Fajasy on X

Continue reading here for my bear, base, and bull cases on $QMCO: https://t.co/GXzV3AQBgs

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 36h ago 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 40h ago 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 41h ago 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 42h ago 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 42h ago 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 $3.9T

MBI Deep Dives 43h ago 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 44h ago 3 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 46h ago 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 46h ago 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 $348B

Monte Independent Investment Research 47h ago 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 35h ago 2 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 35h ago

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 35h ago

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 46h ago

Marvellous Value Destruction

Marvell’s proposed Lumentum deal risks alienating Cloudlight customers and losing engineering talent, despite limited optical integration…

MRVL $150BLITE $62B

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 $137B

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 $42B

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 $798BANET $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 $150BLITE $62B

The Technology Letter Nov 2 1 click

Tuesday, November 3, 2026

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