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Friday, November 6, 2026

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Post Q3 EVC Update

EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.

EVC $832M
Nat Stewart - Stock Picking Newsletter 23 clicks

From X

@aleabitoreddit 3 clicks

Serenity on X

Glad we finally got a word too from $NVDA Jensen Huang today from an event at Stockholm... About $CRWV amid the broader Neocloud selloff. When asked about the markets reactions to Coreweave, Jensen responded: - "Coreweave's strength is improving every day, I'm optimistic" - "The cost of capital is actually decreasing" On whether Nvidia needed to provide a financial backstop: - Jensen said he did not see a need for Nvidia to backstop CoreWeave I'm personally not too positive about $CRWV relative to $NBIS and the others... but any copium helps from the man himself with market sentiment.
@stockgutter 1 click

SG on X

I had someone pull the audio and had it electronically transcribed. There was one sentence that was along the lines you describe: "Papaya respectfully disagrees with the judgment rendered in that SDNY case. It's appealing that judgment while at the same time planning to find a way to pay in full whatever the final amount may be." To me that is hardly an assurance. I think they pay a good part of it eventually, but only with their feet to the fire. $FIRY
@aleabitoreddit

Serenity on X

Nobody said $SIVE was going to be the sole laser provider for Ayar for all generations. 2nd gen Supernova was 16x wavelength that they confirmed Sivers. Ayar is expected to do multi-vendor for lasers, would be stupid not to. Originally disclosed suppliers were $LITE, $MTSI, and $SIVE, but there's probably only a few companies that can do this new design. For their new demonstration at OCP it's 8x 200mW range, $LITE is probably the closest one technologically to Ayar's OCP announcement, with 8x 250 mW demonstrated at ECOC just last month that they're targeting availability later in 2027. I don't see anything where $MTSI has demonstrated remotely similar capabilities yet. Macom were saying they were still working on 75 mW qualifications targeting production H2 2027. $SIVE has lower power 8/16 channel specs, and individual 200 mW lasers for NPO. I think this might relate to their Seminex partnership for UHP multi channel variants that they were targeting for 2027 so high confidence they'll meet technology specs eventually, more of a matter of timing. But basically new announced configuration from Ayar, can't really make any assumptions here yet, will need to wait for earnings of these players.

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Entravision Q3 Update

Entravision’s Q3 ad-tech revenue reached $177.2 million, up 133% year over year, while total revenue rose 88% to $226.3 million and diluted…

EVC $832M
The Value Road 4 clicks

Axon 3Q26 Business Update

Axon cut full-year guidance after delayed federal Dedrone contracts slowed 3Q revenue growth to 28%, while software and services grew 43%.

AXON $31B
Speedwell Memos 3 clicks

GREAT DEC-TECTIVE WORK

Diversified Energy reported $255.6 million of “true” nine-month free cash flow, while its $1.8 billion Birch acquisition would shift…

DEC $900M
The Oak Bloke 2 clicks
AAP · long

Advance Auto Parts INC

Advance Auto Parts, AAP, is presented as a long idea following prior write-ups at $48.81 per share in January 2025.

AAP $2.9B
Value Investors Club 1 click

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