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.

Margin Call

Petrobras’s Morpho-1 well revived hopes that Brazil’s Equatorial Margin can become a major new oil frontier after hydrocarbons were…

Applied Materials: Buy The Engineering Powerhouse Behind AI

Applied Materials targets AI-driven demand for advanced logic, DRAM and packaging, supported by services revenue and operating leverage…

AMAT $260B

SA Dhierin Bechai Oct 24 5 clicks

TCEHY · long

Tencent Holdings LTD

Tencent, valued near $500 billion, is a long idea built on its Chinese gaming, social-network and advertising franchises.

AI Narrative Switched, Debt Yields Spike | The Weekly Wrap

CoreWeave’s rising debt yields and fading confidence in AI data-center economics frame a weekly review of Meta, Tesla, SpaceX, Netflix,…

Our Views on CoreWeave

CoreWeave's financial statements point to a business model familiar to the authors after a closer review of the AI infrastructure company.

One Thing I Learned: Thanks to AI, Nubank is Handing Out More Credit Per Customer

Nubank raised credit limits 30% year over year while 90-plus-day delinquencies held at 6.4% to 7.0%, citing AI-driven underwriting models.

Bloom Energy (NYSE: BE) Q3 FY12/26 Earnings - Revenue Up 138% On The Datacenter Power Race

Bloom Energy’s Q3 FY26 revenue rose 138% to $1.24 billion as datacenter power orders lifted operating margin to 18%; capex drove $181…

Philip Morris: Taking the Fight to the U.S.

Philip Morris reported Q3 growth across heated tobacco, combustibles and e-vapor in Europe while gaining U.S. nicotine-pouch share.

Amazon’s Trainium Takes a Strike at the Training King

Amazon’s Trainium3 adds native PyTorch training support, targeting CUDA-trained researchers with standard APIs, eager mode and…

Alphabet: Gemini 4 Argon Is Coming For ChatGPT's Lunch

Alphabet's Gemini 4 Argon aims to undercut rival AI models using proprietary TPUs, while Android, Siri and Google Cloud distribution…

GOOGL $3.5T

SA Dustin Quasney Oct 23 3 clicks