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 $45B

SixSigmaCapital: Navigating the Financial Markets 32h ago 6 clicks

33h ago CRWV $34B

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

Cestrian Capital Research 3 clicks

33h ago CNSWF $51B

Constellation Software 3Q26 Recap: When 2% is Good

Speedwell Research 1 click

From X

@catechwilliams Feb 5

catechwilliams on X

$J Beat earnings yesterday. Holding back detailed guidance for Investor Day (2/18)—likely raise ’25 #s, 4-year financial targets w significant upside on margins ($ACM and other peers +15% EBITDA margins). Record backlog and multi-year growth runway.

@CapitalVoss Jan 29 1 click

Voss Capital on X

The industrial logic for the $UNF and $CTAS merger captured in one picture. Both have been going to the Chipotle (or same strip center) near our office in Houston on the same days at the same time (the store was closed at the time this pic was taken).

@AlphaVulture Nov 22 1 click

Alpha Vulture on X

@Ron284Ron From obscure micro-cap to S&P 500 constituent. Impressive run, and for me the first time to see this happen. $TPL #noposition #sadly

@catechwilliams Nov 13 1 click

catechwilliams on X

@StockJabber Thank you. As a read on $PLUS Q3 is tracking in October, $CSCO just reported -23% sales in networking (products account for ~50% of $PLUS revenue) for the Oct quarter-end. Further confirmation that PLUS Q3 is going to be ugly and no turnaround in sight.

@HedgeyeRetail Nov 1

Brian McGough on X

$LULU ripping today. Been short this since $470. But I think it's a better short today than it was back then. The stock doesn't know that margins are going to fall apart here. This story is going to end badly. Restructuring, mgmt fired. Badly... We're presenting a Black Book next Friday to outline why.

@HedgeyeRetail Oct 16

Brian McGough on X

Any way you slice it, $ULTA just talked down 2025. Looks like another flat year. But upping unit growth for '26 and beyond? Makes no sense. Berkshire bought this too early. We're still short.

@catechwilliams Oct 9 4 clicks

catechwilliams on X

$AS 50x P/E levered retail roll-up w only one decent asset (Arc’teryx). Stagnating in the US, nearly fully-penetrated in China. >$500 jackets didn’t work for $GOOS in Asia. Arc already bigger. Hyper promotional mgmt sent the stock skyward. This is going to be an epic crash.

@IdeaBrunchEmail Oct 6 1 click

Idea Brunch on X

Idea Brunch with @Derek_K_Brown of Dardanelles Capital Tickers mentioned include $FLUT and $ELF

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 $108B

Speedwell Memos 38h 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 $108B

Speedwell Research 38h 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 $4.2T

Kakashii's Materials 41h 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 $138BICE $101B

Global Outperformers 42h 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 44h 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 $42B

Cestrian Capital Research 44h ago 2 clicks

Rocket Lab: Neutron Keeps On Slipping As Expected

RKLB $42B

Louis Gerard 46h ago 1 click

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 $88B

Monte Independent Investment Research 46h 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 $88BORCL $399B

Monte Independent Investment Research 46h 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 $4.2TORCL $399B

Steve Eisman Nov 9 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 Nov 9 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 $4.2T

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Nov 9 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 Nov 9 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 $140B

Value Don't Lie Nov 9 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 $129B

Aseity Research Nov 9 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 $37B

TSOH Investment Research Nov 9 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 Nov 9 4 clicks

DoorDash and Google

DoorDash and Google.

DASH $78B

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Nov 9 8 clicks

Nova: Chip Complexity Is Driving Impressive Growth

Nova Ltd.'s Q3 revenue rose 28.2% as GAA, HBM, advanced DRAM and packaging complexity lifted demand, pushing non-GAAP margins to 35.5%.

NVMI $11B

Daniel James Nov 9 1 click

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 $4.2T

The Technology Letter Nov 8 3 clicks

Publications we follow

Every publication on this site, hand-picked.

130 publications

YouTube 4

Blogs 15

Seeking Alpha 83 of 286

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

91 accounts

Nominate an account

Investor letters we follow

375 firms

Sectors

Ordered by how often our editor reaches for them.

Tuesday, November 10, 2026

catechwilliams on X

Voss Capital on X

Alpha Vulture on X

catechwilliams on X

Brian McGough on X

Brian McGough on X

catechwilliams on X

Idea Brunch on X

Investor Letters

Publications we follow

Newsletters 110

YouTube 4

Blogs 15

Seeking Alpha 83 of 286

X accounts we follow

Investor letters we follow

Sectors