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 38h ago 7 clicks

38h ago CRWV $34B

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

Cestrian Capital Research 4 clicks

39h ago LB $5.6B

Irreplaceable Assets, Explosive Growth, On Sale: LandBridge Q3 2026 Update

310 Value’s Newsletter 2 clicks

From X

@kab604 Aug 20

kab60 on X

@BillRoman15 Not sure I follow... I also own $GPN and thinks it is great value despite a nice pop...

@MaiusPartners Aug 20

Maius on X

@Mike10947310 This is the comp set for those looking to do more work. $APX was not always a market pariah and, at one point in time, traded at 5x sales. In the unlisted space, $META bought comp ScaleAI at over 10x revenues this time last year.

@BlueDuckCap Aug 19 3 clicks

BDC on X

@DueDoctor Oh I agree 100%. The move is totally insane. $GME like. +20% would have made some sense based on math. I actually think lack of 2ndary here is even WORSE for them. They need the cash. 2ndary cleans up that need.

@stockgutter Aug 19 1 click

SG on X

$MRNA any basis to think this can make it as a monotherapy or just combination drug?

@BlueDuckCap Aug 19 3 clicks

BDC on X

@DueDoctor All goes well this could add $800mn in annual revenue to $mrna. Added $44B in market cap. Market said that theoretical 2-3 year out revenue is worth 50x + yesterdays' market cap

@stockgutter Aug 19 2 clicks

SG on X

Good report from $BULL. I remain long and may add.

@ActAccordingly Aug 19

PAA Research on X

The question needs to be asked: Why haven't $META and $GOOG done more to control the narrative around data center construction? They literally can amplify whatever news, posts, and videos they want. We've learned that. Don't tell me they've learned their lesson about meddling (there's a $1T+ court case ongoing that tells me otherwise). Instead we're hearing narratives about China and Tiktok, when two MAJOR AI players own the pipes that serve every other social media post and video in this country. It's a strange set of circumstances. Would $GOOG and $META benefit if @AnthropicAI and @openAI go through the windshield? Of course, but it's not obvious how a backlash against data centers helps these hyperscalers otherwise. Thoughts?

@BlueDuckCap Aug 19 4 clicks

BDC on X

@BoxLongs $SNAP added $250mn in revenue yy and $200mn in adj ebitda. Adj shares outstanding actually decreased 70 bps yy. FCF +400% yy. While everyone knows its a horribly managed asset, the numbers in isolation are MUCH improved YoY while stock itself is down 30% yy.

Constellation Software 3Q26 Recap: When 2% is Good

Constellation Software’s 3Q26 organic revenue grew 2%, while $609 million of acquisitions and improving acquired-business margins supported…

CNSWF $52B

Speedwell Research 39h ago 2 clicks

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 43h ago 2 clicks

Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate After Q3 FY12/26 Earnings

Joby Aviation reported $55.1 million in Q3 revenue, raised 2026 guidance to $135 million to $140 million, and expects FAA pilot training in…

JOBY $6B

Cestrian Capital Research 44h 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 44h 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 47h 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 47h 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 Nov 10 2 clicks

The AutoNation Story

AutoNation shed rentals and megastores, focused on dealerships, and retired 91.1% of its shares through buybacks after its 1990s roll-up…

AN $6B

Cannibal Stocks Nov 10 4 clicks

Celestica: Why I See The Recent Crash As A Bullish Opportunity

Celestica trades at 9.6 times projected 2027 adjusted EPS after an 83% Q3 revenue gain, while lower free cash flow guidance reflects growth…

CLS $31B

Ryan Canady Nov 10 2 clicks

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 $92BTPC $5.3B

Monte Independent Investment Research Nov 10 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 $45B

Cestrian Capital Research Nov 10 2 clicks

Vir Biotechnology: Fairly Valued After Phase 3 Success?

Vir Biotechnology’s hepatitis delta therapy posted 44% primary endpoint success in Phase 3, alongside a new Gilead partnership and $991.3…

VIR $2.2B

Cypriot Invests Nov 10 1 click

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 $92BRIOT $6.8B

Monte Independent Investment Research Nov 10 3 clicks

Is Cars.com a Buy on the Basis of Owner Earnings?

Cars.com is assessed through Buffett-style owner earnings, focusing on cash retained after maintenance capital spending rather than GAAP…

RNG $6.3B

The Owner's Memo Nov 10 1 click

Nebius Earnings Preview: Has The Contracts, But Still Too Expensive Even After A 57% Decline

Nebius Group's Microsoft and Meta contracts improve revenue visibility, but high capex, dilution and hardware replacement risk leave NBIS…

NBIS $39B

Lee Bailey Nov 10 1 click

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 $400B

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 Trade Desk (NASDAQ: TTD) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings

The Trade Desk beat Q3 guidance with $736 million in revenue and $266 million EBITDA, but revenue fell 0.5% and Q4 guidance implies an 11%…

TTD $7.6B

Cestrian Capital Research 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

Amplitude (NASDAQ: AMPL) Stock Rating: Distribute After Q3 FY12/26 Earnings (No Paywall)

Amplitude beat Q3 guidance with $110.6 million revenue, up 24.9%, and raised full-year outlook, but slowing RPO growth, lower gross margin…

AMPL $2.2B

Cestrian Capital Research Nov 9 2 clicks

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Tuesday, November 10, 2026

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