Alphabet Stock Q3 2026: Cloud Doubles and Suncatcher Reaches Orbit
Cloud revenue up 103%, a $561 billion backlog, TPUs in orbit, and a $195.22 fair value
NVIDIA Stock Q3 2026: Vera Rubin, a $108bn Guide and the Road to Fiscal 2028
A $108 billion guide, the Vera Rubin ramp and a $182.88 fair value against a $204.64 share price
Microsoft stock Q3 2026: Azure up 48%, a $677bn backlog and $45bn of capex
Revenue up 19%, $45.2 billion of quarterly capex, an OpenAI question, and a $310.87 fair value
Broadcom Stock Q3 2026: Custom AI Chips, a $34.8bn Guide and the Road to $230bn
Custom AI chips for Google, Anthropic, OpenAI and Meta, a $34.8 billion guide and a $313.43 fair value against a $326.08 share price
Amazon stock Q3 2026: AWS up 39%, a record margin and a $578bn backlog
AWS growth of 39%, a $578 billion backlog, $220 billion of capex, the Anthropic stake, and a $191.16 fair value
Meta Stock Q3 2026: Revenue +26%, Muse AI and the Capex Bill
Revenue up 26% to $64.6bn, $34.9bn of quarterly capex, Muse and a $37bn equity raise, and a $520.34 DCF value per share
SpaceX Q3 2026: Rockets, Starlink, Terafab and a Tesla-sized question
A record quarter, a $119 billion chip fab, a possible Tesla deal, and a $92.35 fair value
Anthropic IPO: The good, the bad and the end of the world
A profitable quarter, $853 billion compute obligations, and AGI
QSI Labs: An AI-native quant neolab focused on solving RSI (recursive self-improvement)
Every trading decision gets graded by the market. The loop learns from the grades.