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Tuesday, November 10, 2026

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Airbnb 3Q26: Business Update

Airbnb’s 3Q26 revenue rose 19% to $4.9 billion as nights and seats grew 16%, with app bookings up 29% and Reserve Now Pay Later adding three points.

ABNB $111B
Speedwell Memos 2 clicks

From X

@convequity

Convequity on X

$SITM supplies timing devices used in optical modules in NVIDIA-based AI data centers. In an AI data center, a clock exists to keep parts synchronized. Training and inference run across thousands of chips in parallel, and each step depends on data arriving at the right moment. When timing slips, GPUs wait, networks stall, and expensive compute goes unused. The move from 800G to 1.6T optical modules shows how this becomes demand for timing parts. Bandwidth does not simply double. The link is split into more lanes running at higher baud rates. Each lane has a tighter jitter budget, and it often adds clock domains for the DSPs, SerDes groups and laser drivers. So each module carries more timing components, and each component has to meet a higher performance requirement. That pushes average selling prices up alongside unit volumes. The same pattern appears in the switches inside that cluster. A high-radix switch multiplies SerDes lanes as bandwidth scales. When the switch increases radix and speed at the same time, it drives more clock domains across the fabric, the ports, and the control logic. Timing content in the switch therefore multiplies rather than rising in step with the size of the cluster. This is why we see continued hypergrowth for SiTime. In NVIDIA-based data centers, SiTime's parts are discrete devices, separate from the GPU and switch ASICs, allowing timing performance to improve independently as system requirements change, and demand for them rises in several places in the rack at once.

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Monte Investments Market Brief Vol. CXXXV

Quanta Services’ backlog rose 63% year over year to $64 billion as shares fell 30%, while AI power and data-center construction demand…

PWR $77B
Monte Independent Investment Research 2 clicks

No title

SpaceX’s $24 billion Starbase power plant, Microsoft’s Oracle capacity cuts, Riot’s $72 billion AI lease and Quanta’s sell-off frame…

PWR $77BORCL $363B
Monte Independent Investment Research 3 clicks

Insider activity October 2026

Asian insider buying reached $2.9 billion in October, the highest since 2018, with South Korea and Thailand leading.

BKRKY $23B
Asian Century Stocks 2 clicks

Quick Value #337 - Dana Inc (DAN)

Dana is combining with Eaton’s Mobility unit via a 1Q27 Reverse Morris Trust after selling a division, delevering and accelerating buybacks.

ETN $141B
Value Don't Lie 3 clicks

Roblox: Capture This Moment

Roblox’s Q3 FY26 DAUs fell year over year for the first time, while bookings declined 12% to $1.7 billion.

RBLX $35B
TSOH Investment Research 2 clicks

DoorDash and Google

DoorDash and Google.

DASH $79B
Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 8 clicks

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