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Saturday, November 7, 2026

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From X

@aleabitoreddit

Serenity on X

If someone asked me 10 years ago what I'd be doing in the future, Answering questions on Jensen + Spys banging each other and implications on the AI trade would not be in mind My response to that question is: how am i supposed to know? On AI trade implications: $NVDA probably wanted to sell more chips anyway (to China) for revenue and it's extremely unlikely this person had any effect on trade policies. The relationship might not even be true... anyway I'll wait until more news comes out.
@aleabitoreddit

Serenity on X

A $TSM Spokesperson has reportedly denied exploring 3D DRAM per Tom's Hardware. After a report yesterday from The Information stated TSMC's production plans were from $NVDA's request. The implications would have put TSMC in competition with $MU, SK Hynix, and Samsung and set off narratives about TSm disrupting the biggest memory makers. There's something frustrating with there's market moving headlines both ways. It just creates more confusion and volatility... Especially if something (like $NVDA CEO honeypot allegations) or the TSM report yesterday turns out untrue.
@aleabitoreddit

Serenity on X

A $TSM Spokesperson has reportedly denied exploring 3D DRAM per Tom's Hardware. After a report yesterday from The Information stated TSMC's production plans were from $NVDA's request. The implications would have put TSMC in competition with $MU, SK Hynix, and Samsung and set off narratives about TSm disrupting the biggest memory makers. There's something frustrating with there's market moving headlines both ways. It just creates more confusion and volatility... Especially if something (like $NVDA CEO honeypot allegations) or the TSM report yesterday turns out untrue.
@aleabitoreddit

Serenity on X

So two things: 1. I'm now fundamentally positive on $IREN post Mirantis acquisition and after their recent earnings. Their operating outlook and ability to finance has looked more compelling. 2. That doesn't always translate to appreciating share price and ROI to shareholders. I have caution regarding their existing $6B ATM, which now has $2.37B left (so they have been going through it). As well as CEO executive compensation, which I'd argue would be more beneficial if this were done through appreciating share prices rather than dilution. Obviously optics on their NBA Warriors deals are very bad while they're unprofitable... but I'd treat this as noise relative to the scale of the ATM overhang + executive comp. So a lot of weighing different float + market dynamics vs. operational business, but I'd argue this is something that still can be addressed.
@aleabitoreddit

Serenity on X

Even with current narratives like biotech eg. $TWST, there's 100%+ Y/Y growth from their AI testing segment with Anthropic. But if you look at company overall revenue projections, they're only calling for double revenue growth by 2031 (implying 15% annual growth). I'm sure they can beat, but this seems relatively slow compared to AI supply chains growing hundreds to 1000% Y/Y and seeing record levels of net income growth Q/Q. Not all bottlenecks have the same economic impact the way hyperscaler capex in AI supply chains does.
@calvinblissett

Calvin Blissett on X

$EMBC: Embecta (EMBC), spun out of Becton Dickinson in 2022, makes the pen needles and syringes people with diabetes use to inject insulin. Its U.S. pen needle business is shrinking from lost share and price cuts, and more patients are moving from daily insulin shots to weekly GLP-1s. To offset that, it is selling its needles inside the boxes of generic GLP-1 drugs, already launched in India, Canada and Brazil and targeted at $100M+ in revenue by 2033. It is also launching cheaper needles and syringes for new markets and buying into other drug-delivery products beyond insulin. Quick Pitch $350m Market Cap/$1.62B Enterprise Value. Less than 3x P/E. Warren Buffett Owners Earnings of $122m ex SBC. Cut dividend switched to $100m Buyback authorization that's being used. CEO/CFO/Director/CLO all bought August 12th

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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

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 2 clicks
NRGV · long

Energy Vault Holdings INC

Energy Vault (NRGV) is pitched as a long at about $4 per share, with contracted owned-and-operated projects supporting a $10 to $15 target.

NRGV $509M
Value Investors Club 1 click

“Going Through Some Pain”

Dick’s Sporting Goods’ $2.4 billion Foot Locker acquisition nearly quadruples its store count and adds international exposure, risking a…

DKS $13B
TSOH Investment Research

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