Friday, November 6, 2026

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 3Q26 Update: Revenue Breaks Below 30%, Runway Reaffirmed

Axon’s 3Q26 revenue growth fell to 28% after delayed federal Dedrone contracts, while software grew 43% and its $1.2 billion Skydio…

AMD Q3 FY26, Annotated

AMD's Q3 revenue rose 45% to $13.4 billion as data center reached $8.5 billion, 64% of sales, driven by EPYC and Instinct ramps.

Datadog (NASDAQ: DDOG) Stock Rating: Stop After Q3 FY12/26 Earnings

Datadog beat Q3 revenue guidance by $52 million, but guided Q4 revenue flat as its largest AI-native customer reduced usage after renewing.

Alpha Metallurgical Resources (AMR): Q3 2026 Earnings

Alpha Metallurgical posted a third consecutive quarterly loss as High Vol A coal margins fell to $14 a ton, while director Kenneth Courtis…

A clear solution to the “problem”

Shift4’s Q3 met guidance, but organic growth is decelerating, management credibility is weakening and leverage reduction remains too slow.

Moderna (MRNA) Q3 FY12/26 Earnings Review

Moderna reported $1.313bn in Q3 revenue, up 29%, and $130m in operating income versus a $260m loss, while operating cash flow was negative…

Undercovered Dozen: NNN REIT, Weyerhaeuser, Vicor, And More

Vicor earns a Strong Buy after record Q3 results and AI gains, while QXO falls to Hold over capital structure and execution risk.

NNN $8.1BWY $16B

SA The Undercovered Dozen 15h ago 1 click

Cloudflare (NET) Q3 FY12/26 Earnings Review

Cloudflare’s Q3 revenue rose 39% to $782.5 million, its fastest growth in nearly four years, while a $67.9 million GAAP operating loss and…

Airbnb 3Q’26: Back in Growth Mode, but Agents Still Worry Me

Airbnb’s 3Q’26 revenue grew 16% ex-FX as bookings accelerated, but consumer travel agents remain a long-term competitive threat.

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…

Problems at Twist Bioscience (TWST)

Twist Bioscience’s $200 rebound followed an Anthropic-linked short squeeze, yet its DNA and protein services face broad competition while…

VSH Earnings Review

Vishay reported record Q3 revenue of $979 million, up 24%, and guided Q4 to about $990 million as rising backlog and margins contrast with…

This Week in Special Situations: Lear, AutoNation, NexPoint, AudioCodes, Xponential Fitness

AutoNation, Lear, NexPoint, AudioCodes and Xponential Fitness lead a 52-situation screen spanning buybacks, insider purchases, M&A and…

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…

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

CHWY · long

Chewy INC

Chewy (CHWY) is presented as a long opportunity after a prior 2022 short thesis played out.