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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

@DeepSailCapital

Deep Sail Capital on X

Good article about how $CRDO is bringing together multiple layers of connectivity: “The operational angle is equally important. At 1.6T, the issue is not simply moving twice the data of an 800G port. Large AI fabrics can contain enormous numbers of optical links, making intermittent faults and link flaps increasingly consequential to cluster availability and troubleshooting. Credo is therefore positioning telemetry and diagnostics as part of the optical link architecture itself rather than treating observability as a separate management layer.” Having a full suite of connectivity options will give them a big advantage in 1.6T. https://t.co/K7TtgjECoa
@DeepSailCapital

Deep Sail Capital on X

Good article about how $CRDO is being together the multiple layers of connectivity: “The operational angle is equally important. At 1.6T, the issue is not simply moving twice the data of an 800G port. Large AI fabrics can contain enormous numbers of optical links, making intermittent faults and link flaps increasingly consequential to cluster availability and troubleshooting. Credo is therefore positioning telemetry and diagnostics as part of the optical link architecture itself rather than treating observability as a separate management layer.” Having a full suite of connectivity options will give them a big advantage in 1.6T. https://t.co/K7TtgjFadI

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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 4 clicks

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.

AMD $660B
Chipstrat 2 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 3 clicks

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