AppLovin 3Q26 Business Update: No Notes
AppLovin’s Q3 revenue rose 55% year over year as AXON model gains expanded margins, while ad take-rate compression remains the key competitive risk.
Thursday, November 5, 2026
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JabroniCoin.USD on X
“Huawei’s report on its progress gave Ding leeway to be more aggressive. He delivered a blunt warning to China’s largest AI users, according to people familiar with the message: Anyone who resisted employing domestic chips was a traitor.” $ACMR https://t.co/2DDOgMTQEW
Odd Diligence on X
@FFairing Nice call on $INTC
BDC on X
$SNAP will generate more FCF this year than $GOOGL and maybe more than the hyperscalers combined in the 2H ex MSFT! Just sayin...
JabroniCoin.USD on X
$THC smoked the hospital narrative and HCA, with a beat, raise and $2 Bn additional buyback. Bears might not be ambulatory for long… https://t.co/Jqp3snqr1l
JabroniCoin.USD on X
As usual with Hemingway, the last three sentences here are key $ACMR https://t.co/GhNV2Ci8IM
PAA Research on X
I guess it's time to sharpen my pencil a bit on $TSCO. The stock has been a disaster to say the least and the chart could not look worse. However, the company lowered guidance and it's trading up modestly in a pretty tough tape. This was once a great growth story/compounder. Is it finally washed out? Watching.
Investor Letters
All letters- Rathbones October 2026 SBGSF $143BSIEGY $237B
- FCL Capital October 2026 ANPDF $28BBKNG $122B
- Protean Funds October 2026 AAK $4.6BLFABF $13B
- JB Global Capital Q3 2026 BABA $262BPYPL $49B
- Pendelhaven Asset Management B.V. Q3 2026 ALM $2.5BJXN $8.8B
- Chautauqua Capital Management Q3 2026 AAIGF $103BADYEY $32B
- Night Watch Investment Management Q3 2026 AZLGF $3.3BIMCDY $6.7B
- Greystone Capital third quarter of 2026 TMDX $3.1B
Trading Post November 5, 2026
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GPC Q3 2026: a quick North America Automotive update
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AMSC, Datadog will be fine, SiTime is worth a look
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DigitalOcean (DOCN) Q3 FY12/26 Earnings Review
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L3Harris (LHX) Q3 FY12/26 Earnings Review
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Site Centers (NYSE:SITC)
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Ordered by how often our editor reaches for them.
