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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

@ParadisLabs

Paradis on X

Personal dip buys from today: $AVGO, $MRVL, $KLAC $AVGO: - Feels like the market has overlooked Broadcom YTD. - I think they're still one of the best positioned in the networking theme thanks to exposure to many diverse areas - optical DSP, Tomahawk, Jericho. - Future growth should accelerate via Tomahawk 6/7 ramping in 2027, Tomahawk Ultra, optical DSPs. - Obviously there are risks with Broadcom but I ultimately see earnings upside = stock should re-rate (at some point lol). $MRVL: - Investor day last week basically confirmed that they're a scaleable AI infra name...not just custom silicon / DSP. - Feels like Marvell's opportunity is now much bigger than most people thought. - E.g. other than 800G/1.6T....NPO/CPO, and scale-out + up. - Still think it's early from them with many areas yet to ramp volumes e.g. 1.6T and NPO/CPO. Overall, feels like both Broadcom and Marvell are very well positioned. Broadcom keep adding XPU customers + extend those deals with hyperscalers. Marvell keep growing, very high torque right now IMO. $KLAC: - Down 42% in 3.5 months and haven't had a position before and wanted to take one lol - more so as a re-rating trade rather than a longer-term hold. - No real in depth thesis, more so a risk/reward play in the broader "AI quality" ecosystem I'm tracking. - Especially when compared against other semicaps like $LRCX / $AMAT that are well ahead in YTD %. Obviously these aren't your sexy names like $NBIS, $INTC or $BE - but I feel like I built my positions in these types of names earlier in the year (was a little late to the Intel party) and don't want my core portfolio to get overly concentrated. That said, I'm well aware that semis earnings are right around the corner and that many of these bottleneck type names have de-rated. But as of right now, I'm sitting slightly on the cautious side by not attempting to time bottoms here. Recent flow data has been tragic for semis, so would rather wait to see a few days of +ve net flows first to get some confidence that investor fatique isn't a permanent scar. There's only so much tolerance investors have for multiple >20% drawdowns in a matter of months.

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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

ARM Q2 FY3/27 Earnings Review

Arm reported Q2 revenue of $1.443 billion, up 27%, as licensing rose 50% while royalties grew 8%; Q3 guidance calls for $1.54 billion.

ARM $181B
Cestrian Capital Research

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