Tuesday, November 10, 2026

Sea Ltd Earnings Update: Q3 2026

Sea Ltd reported Q3 2026 revenue of $8.6 billion, up 43.4% year over year, while net income rose 34.0%.

SE $48B

SixSigmaCapital: Navigating the Financial Markets 1h ago 1 click

2h ago CRWV $27B

CoreWeave (NASDAQ: CRWV) Stock Rating: Do Nothing After Q3 FY12/26 Earnings

Cestrian Capital Research 1 click

3h ago CNSWF $50B

Constellation Software 3Q26 Recap: When 2% is Good

Speedwell Research 1 click

From X

@aleabitoreddit Oct 15 2 clicks

Serenity on X

@BullishWiener I'm happy $GOOGL is being more aggressive with supply procurement like $NVDA was. They've been way too complacent and let others bottleneck their own supply chain. CSPs and hyperscalers will be in a rude awakening if they're hoping for Chinese memory to save them.

@aleabitoreddit Oct 15 1 click

Serenity on X

$GOOGL is now discussing deals to extend their memory LTAs through 2035 from KeyBanc channel checks. Samsung already has 70% of their capacity allocated through 2031, and this move would suggest a more durable cycle for $MU, $SKHY, and the others. They also expect HBM prices up 80% to 100% in the Q1 2027. Having all your capacity potentially allocated out into 2035 via LTAs would ease a lot of memory durability fears.

@leevalueroach Oct 15 3 clicks

Lee Roach on X

Gamestop's $GME’s eBay stake is now worth $5.3B at $122.75, up $886M on a $4.4B cost. $379M of that gain is unbooked since Aug 1 and hits Q3 GAAP earnings. ebay alone is a $0.47 per share positive impact. Consensus is ~$0.20. Consensus is ignoring the massive demand for Pokemon cards, Magic the Gathering, GTA 6, Zelda, etc. Sell side analysts continue to prove they need to be hooked up to a ventilator to breathe.

@negligible_cap Oct 15 2 clicks

Negligible Capital on X

$DELL down 20% in the last 2 days. If things get any worse we might have a Scott’s Tots situation on our hands

@junkbondinvest Oct 15 3 clicks

junkbondinvestor on X

Six Flags' stock is trading at its LOWEST level since the GFC...and its bonds are yielding as much as 13%. We're approaching $CRWV territory This is all on the back of the fatal coaster accident in Georgia in what was an already fragile situation. Don’t forget, legacy Six Flags filed for bankruptcy during the last financial crisis in 2009 My thoughts on how this situation could play out, what the docs allow, and cross cap stack rel val $FUN

@negligible_cap Oct 15 1 click

Negligible Capital on X

$CRWV CDS spreads hit new highs today, pricing in over a 60% chance of default within the next 5 years per bbg

@AsifSuria Oct 15 1 click

Asif Suria on X

For a minute today, I was excited that Mattel $MAT was up today because of the potential acquisition by Authentic Brands or the toy company Zuru. But then I looked over at Hasbro $HAS and it was also up nearly 4%. Feels like everything non-AI is up 4% to 5% today. Part of my Mattel article from last night:

@stockgutter Oct 15 1 click

SG on X

Reminder: $KSPI has nothing to do with KOSPI

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…

ABNB $111B

Speedwell Memos 7h ago 2 clicks

Airbnb 3Q26 Business Update: “Growth Mode”

Airbnb’s 3Q26 revenue rose 19% to $4.9 billion as nights grew 16%; app rebuild, AI-assisted releases and social travel features aim to…

ABNB $111B

Speedwell Research 8h ago 2 clicks

Sin of Hubris: Jensen’s Affair Scandal and What It Means for Nvidia, AI Players and the Market

Nvidia faces unverified allegations involving CEO Jensen Huang, a customer executive and claimed China-linked influence over AI chip…

NVDA $4.6T

Kakashii's Materials 10h ago 3 clicks

Research update

S&P Global research will assess Platts, Kensho and ratings growth; Benefit Systems’ 72% YTD rally changed its valuation, while Netflix and…

SPGI $136BICE $96B

Global Outperformers 11h ago 3 clicks

Occidental Petroleum (NYSE: OXY) Stock Rating: Distribute After Q3 Earnings

Occidental Petroleum generated $4.3 billion of Q3 EBITDA and cut principal debt to $10 billion, but each $1 WTI decline reduces annual…

OXY $57B

Cestrian Capital Research 13h ago 2 clicks

Rocket Lab (NASDAQ: RKLB) Stock Rating: Stop After Q3 FY12/26 Earnings

Rocket Lab reported Q3 revenue up 73% to $267.8 million and backlog up 52% to $3.57 billion, but Neutron’s first flight slipped to 2027 and…

RKLB $28B

Cestrian Capital Research 14h ago 2 clicks

Rocket Lab: Neutron Keeps On Slipping As Expected

RKLB $28B

Louis Gerard 15h ago

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 16h ago 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 16h ago 3 clicks

Big Short Investor Explains How the AI Bubble Could Burst

Steve Eisman argues the AI boom rests on a handful of companies and hundreds of billions in infrastructure spending, risking recession and…

NVDA $4.6TORCL $363B

Steve Eisman 35h ago 6 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 23h ago 2 clicks

The Jensen Huang Story Gets Worse, Washington vs. New York, Silicon Valley

Jensen Huang faces governance risk that outweighs national-security concerns, pitting Washington, New York and Silicon Valley interests…

NVDA $4.6T

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 28h ago 2 clicks

Anthropic vs Meta: Room to Be Wrong

Anthropic and Meta carry $1.5 trillion valuations on distinct AI bets: Meta directs roughly 60% of capex to MSL, while Anthropic shifts…

META $1.6T

MBI Deep Dives 33h ago 4 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 33h ago 3 clicks

One Regulator Could Soon Unlock Altria And Cronos' Cannabis Fortune

Adult-use cannabis rescheduling would open Altria’s 42% Cronos stake to a U.S. market rerating.

MO $130B

Aseity Research 39h ago 4 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 40h ago 2 clicks

Nextpower: Its Biggest Growth Opportunity Now Lies Outside The Trackers

Nextracker's $6 billion order book supports cross-selling battery storage and inverters, now 22% of revenue, though acquisition-led growth…

NXT $15B

Investor Overview 41h ago 4 clicks

DoorDash and Google

DoorDash and Google.

DASH $79B

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 41h ago 8 clicks

The TL Podcast for November 9th: The spy who loved me

Nvidia CEO Jensen Huang faced new revelations after a week of political upheaval and a broad technology-stock sell-off.

NVDA $4.6T

The Technology Letter Nov 8 3 clicks

Jensen Huang’s Affair, The Culper Report, Huang’s Righteousness

Nvidia CEO Jensen Huang faces an unverified allegation involving a Chinese spy.

NVDA $4.6T

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Nov 8 4 clicks

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Tuesday, November 10, 2026

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