TransMedics Group Inc Earnings Update: Q3 2026
TransMedics reported record Q3 2026 revenue exceeding $200 million, driven by its organ transplant technology business.
Thursday, November 5, 2026
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Laughing Water Capital on X
@darkstarsats 5/x $NN) This is what customers actually care about. You can get around this by building more towers and hanging more radios and using midband for control, but that is less efficient and more expensive.
Laughing Water Capital on X
@darkstarsats 4/x $NN) Low band carries the control signal that a tells a phone what to do. When to transmit data. When to switch towers etc. B/c low band travels farther than mid band, low band is needed to stitch together the network and make sure calls are not dropped / garbled etc.
Laughing Water Capital on X
@darkstarsats 3/x $NN) so while you are calling $NN's 15 MHz of low a "small slice" in reality it is not much smaller than what $T bought, and it could be multiples of what they have AVAILABLE
Laughing Water Capital on X
@darkstarsats 2/x $NN) This why $T bought 20 mhz of low band from $ECHO. $VZ and $TMUS have more subs than $T and about the same amount of low band. Logically, $VZ and $TMUS must also be dealing with low band congestion.
Laughing Water Capital on X
@darkstarsats 1/x $NN) you note that carriers "control" ~50 mhz of low-band each. respectfully, "control" is clearly not the relevant variable. how much they have AVAILALBLE is what matters. $T commented that they were capacity constrained on low band.
Lee Roach on X
GameStop $GME just extended all stores hour to open earlier and close later. Wall Street suits are drooling all over their fat bellies and don’t understand foot traffic is through the roof. https://t.co/P0WXv5QKT3
Lee Roach on X
This is the short thesis on $GME btw. https://t.co/punvkn77Jo
Adam D. Wyden on X
King William as my son likes to refer to him out with his first public position. Don’t sleep on him. $LIFE https://t.co/598FwOWcDh
Investor Letters
All letters- Forager Funds Management October 2026 TUA $525M
- FCL Capital October 2026 ANPDF $28BCNSWF $53B
- Protean Funds October 2026 AAK $4.6BLFABF $13B
- JB Global Capital Q3 2026 FLO $1.4BPYPL $49B
- Pendelhaven Asset Management B.V. Q3 2026 DR0 $416MALM $2.5B
- Chautauqua Capital Management Q3 2026 ADYEY $32BBEKE $21B
- Night Watch Investment Management Q3 2026 AZLGF $3.3BIMCDY $6.7B
- Greystone Capital third quarter of 2026 KTYCF $461MSRTA $498M
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