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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

Serenity on X

My cost averages are a lot different. My memory longs were once up +450%, but many are probably down to +50-100% unrealized. I still hold those. Just tax lost harvesting a bit of my $AAOI position over time was a few million realized losses (I'm still long, this is just tax related stuff each month) Can say the same for a lot of other names. There's a lot of volatility and risk management in between, but I think they'll perform well in 2027.
@aleabitoreddit

Serenity on X

Some industry commentary regarding a few claims recently on memory + Softbank Turbine defaulting. - On claims that LTAs are "meaningless while prices fall": $MU: "strategic customer agreements cannot be unilaterally canceled. Customers are obligated to pay for their committed volumes whether they take delivery or not" "These are take or pay agreements and there are no contractual outs for our customers from these agreements" Regarding historical contracts breaking: "These LTAs that we used to have never had any binding terms." The new SCAs contain extensive contractual obligations Regarding Elon's claims on Softbank defaulting on Turbines: Question from Morgan Stanley to $GE Vernova CEO on whether they see cancellations or financing difficulties with counterparties on their turbine orders: “No… we are not” TLDR: - Micron states LTAs/SCAs are noncancellable take/pay (where counterparties are hyperscalers). And that these types are different from historical memory cancellations. - On Softbank turbine orders, GE Vernova CEO Scott Strazik said it wasn't seeing customer financing disruptions, requests to exit turbine reservations, or slowdowns. Maybe Elon's claims are more narrow, but should be evaluated more closely given competitive interests vs. Softbank/OpenAI.

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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 2 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

Vicor Update, Part Two

Vicor uses ITC exclusion-order cases to license power-module patents, with published royalty multipliers rising from 1.0x before filing to…

VICR $6.8B
CV's Substack 5 clicks

Expert Call | Nebius

Nebius’s 1 GW annual active-capacity target from 2027 is realistic, according to a former product manager, with greenfield data centers…

NBIS $38B
P Equity Research 5 clicks

Dell's Tailwinds

Dell booked $131.7B of AI server orders in four quarters and held a $95B backlog as enterprise AI demand accelerates.

DELL $245B
Chipstrat 4 clicks

A Month with Muse

Meta’s Muse automated website fixes and design changes for a solo publisher, illustrating how $20-per-month AI agents can reduce…

META $1.6T
MBI Deep Dives 3 clicks

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