Thursday, November 5, 2026

Uber: The Robotaxi Discount Has Truly Gone Too Far (Earnings Review)

UBER $147B

SA Luca Socci 41h ago 4 clicks

The hyperscalers (almost) always win

Amazon’s AWS grew 39.3% with roughly 39% margins, while retail unit growth and lower cost to serve expand its delivery network’s reach.

Intel: The CPU Comeback, Discounted

Intel's Q3 2026 results were hit by memory costs and an Israel shutdown, but enterprise AI inference could lift CPU demand as server…

Telkom Indonesia (TLKM/TLK): 9x P/E, 11% dividend, separable assets ≈80–95% of market cap, stub at ~2x EBITDA. Industry went from 11 operators to 3, a new rule kills the price war, and MSCI is forcing the sellers.

Telkom Indonesia trades at 9x earnings and an 11% yield as MSCI-driven selling obscures telecom consolidation, price increases and…

Thursday Tailwinds #13: Nov 5, 2026

Florida marinas are 92% full as boat counts rise and permits constrain new supply, creating pricing power for existing operators such as…

Delta Air Lines Is Worth Buying Despite Near-Term Pressure

Delta Air Lines' premium, loyalty and ancillary businesses generate 61% of revenue as cash flow supports debt reduction despite fuel and…

DAL $57B

SA Motti Sapir 45h ago

Microsoft: A “Blue Chip” Again, New All-Time High >$550

Microsoft rose 6.7% to a $555.80 record after Q1 FY27, with profitable growth and free cash flow reinforcing investor confidence in its AI…

Moderna Earnings Preview: The Melanoma Breakthrough Is Real, But $221 Is Way Too Much

MRNA $103B

SA Lee Bailey Nov 5 1 click

GPC Q3 2026: a quick North America Automotive update

GPC’s NAPA commercial sales grew 4% in Q3, trailing AutoZone and O’Reilly as freight, fuel and rent cut North American Automotive margins…

AMSC, Datadog will be fine, SiTime is worth a look

AMSC and Datadog will be fine, while SiTime is worth a closer look.

Cadence Design Systems Q3 FY12/26 Earnings Review

Cadence Design Systems grew Q3 revenue 22% to $1.633 billion, built an $8.2 billion backlog and raised its 2026 revenue growth outlook to…

Blackstone: Q3 Shows The Private Credit Scare Was Overdone, And The Stock Is Still Cheap

Blackstone’s Q3 brought $1.37 trillion in AUM and $63.3 billion of inflows, with other businesses offsetting real estate weakness as…

BX $91B

SA Timur Mekhantev Oct 27 2 clicks

SBAC · long

Sba Communications CORP

SBA Communications trades at 14.9x forward AFFOPS, near a record low, despite being pitched as the market’s cleanest tower operator.

Merger Monday & Election Implications

EQT’s $50 billion merger with Range Resources and Ovintiv’s $1.26 billion acquisition of Logan Energy reshape North American oil and gas…

Celestica surges as the AI chip race keeps going

Celestica rose 12% after beating revenue and profit expectations and raising its full-year outlook, as AI chip demand supports contract…

Seagate sells off but the outlook is still very good

Seagate shares fell 8% after earnings offered less upside than prior quarters, but the hard-disk drive maker forecast another strong…

Quick Value #335 - Truist Financial (TFC)

Truist Financial trades at 10.5x earnings and 1.5x tangible book as new CEO Mike Lyons sells non-core assets and targets 16% to 18% ROTCE.

Intuitive Surgical: The Long Road to Everyday Surgery

Intuitive Surgical built da Vinci into a 12,000-system surgical-robotics network performing 10,000 daily procedures, while high-volume…

Molina & Kinsale

Molina Healthcare and Kinsale Capital’s earnings are reassessed through a long-term lens, emphasizing conviction and detachment during…

“Our Strategy Is Unchanged”

Netflix’s $51 billion FY26 revenue outlook and global streaming scale underpin its core strategy as management addresses slowing…