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%.
Wednesday, November 11, 2026
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⚽️📡 on X
nearly the entirety of big pharma and big oil making fresh 52 week highs today..... dems gonna take the senate... $LLY $XOM $JNJ $GILD $CVX $ABV $COP $LNG $AMGN etc etc all 52 Week highs
Maj Soueidan on X
@AndrewM61370616 Exactly. Furthermore, if you look at $DELL, their PC demand seems to be fine. $INTC been having PC problems forever.
Maj Soueidan on X
When did Tyrannosaurus $INTC become the barometer for AI’s future? 😂😂. Keep doing your research on days like today. Or just turn off your computer and quad monitor set-up, and find something else to do. I basically haven’t watched CNBC since March 2009. It’s been liberating.
Trevor Scott on X
I was wrong. I didn't love the $AAPL Duo! Without an apple watch you have to use the touchID which is difficult, apps not optimized, the outer screen is small and after two decades of muscle memory, it's hard to shift. Also cases don't attach well so it feels delicate. Returning!
Chris Camillo on X
I love leverage but this is a dangerous market to overplay your hand on short term trades. Added aggressively to $AMZN last night while deleveraging everywhere else. The risk of further fear driven volatility is too high whether justified or not. This is a time to think like a long term investor and not let short term leverage take you out of the game.
John_Hempton on X
@RawBooty2 yep. we are doing slightly better... biggest long is $REGN
Colin King on X
$TFC CEO with another sizable insider buy… New CEO, first bout of insider buying in years, discount to bank peers, etc. Seems interesting…
Chris Camillo on X
@Gregtrendspot Discussed $RDDT on yesterday’s @DumbMoneyTV. AI queries are a massive headwind to traffic growth. Reddit’s future valuation may hinge less on user growth and more on its ability to renegotiate licensing deals with frontier AI labs to get paid big for the content they pull.
Investor Letters
All letters- Minotaur Capital October 2026 META $1.6TAVGO $1.5T
- Bell Asset Management October 2026 CRH $65BEXPGF $34B
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $32BNOW $106B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SN $31B
- Rathbones October 2026 SBGSF $143BSIEGY $233B
- FCL Capital October 2026 ANPDF $28BASML $576B
- Protean Funds October 2026 LFABF $13BNSIS-B $30B
- Long Cast Advisers 3Q26 IT $12BRDDT $18B
Intel Earnings, AMD Earnings, Intel and AMD’s Divergence
Intel and AMD’s diverging earnings reflect longstanding strategic differences and raise the case for Intel returning to an earlier model.
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…
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…
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…
Research update
S&P Global research will assess Platts, Kensho and ratings growth; Benefit Systems’ 72% YTD rally changed its valuation, while Netflix and…
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…
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…
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…
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…
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…
Lee Bailey 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…
Insider activity October 2026
Asian insider buying reached $2.9 billion in October, the highest since 2018, with South Korea and Thailand leading.
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…
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…
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.
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.
Aseity Research 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.
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…
Investor Overview 4 clicks
DoorDash and Google
DoorDash and Google.
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.
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