In today’s briefing:
- NVIDIA. Burry’s Claims Miss The Forest For The Trees. The Real Issues Are Structural, Not Legal
- Symbotic Just Landed Walmart As A New Client — Stock Explodes!
- Unity Software: Its Fast-Growing Ad Empire Is Grabbing Eyeballs But THESE Are The 4 Major Challenges Ahead!
- Bio-Techne Braces for a Biotech Funding Revival—Is a Major Upswing Ahead?
- Bentley Systems Is Riding a New Wave of AI-Driven Engineering Power—How Long Will It Last?
- Albemarle: A Game-Changing Lithium Supply Strategy the World Didn’t See Coming!
- Comment on Exchange Rate EUR/USD October 24, 2025
- DG US – DoorDash’s Massive Retail Bet—Can Pet Supplies and Electronics Deliver a Profit Surge?
- Qualcomm’s IoT Empire Is Booming — Can Arduino Supercharge Its $14B Vision?
- CF Industries Pushes Into a Tight Ammonia Market—Could Prices Explode?
NVIDIA. Burry’s Claims Miss The Forest For The Trees. The Real Issues Are Structural, Not Legal
- After taking short positions against Palantir & NVIDIA, Michael Burry has closed his hedge fund and taken to substack to continue his assault on the AI bubble
- While he makes some valid points, these are mainly things everybody already knows and in the end he’s missing the forest for the trees
- There are key structural issues surrounding the AI Infrastructure build out (grid, foundry, memory capacity to mention a few). These will drive course corrections, all by themselves.
Symbotic Just Landed Walmart As A New Client — Stock Explodes!
- Symbotic Corporation recently reported its third-quarter financial results for fiscal year 2025.
- The company demonstrated a robust performance with a 26% year-over-year increase in revenue, reaching $592 million.
- This growth was attributed largely to the expansion and continued deployment of its 46 existing systems, alongside progress in Advanced Systems and Robotics (ASR) development.
Unity Software: Its Fast-Growing Ad Empire Is Grabbing Eyeballs But THESE Are The 4 Major Challenges Ahead!
- Unity Technologies reported strong results for the third quarter of 2025, surpassing both its own guidance and market expectations.
- The company demonstrated robust growth in its key segments, particularly in Grow, driven by the high performance of its Vector AI, and its Create segment also saw significant year-over-year growth.
- Positively, Unity’s Grow segment, which includes its Vector AI, experienced an 11% quarter-over-quarter increase.
Bio-Techne Braces for a Biotech Funding Revival—Is a Major Upswing Ahead?
- Bio-Techne delivered its first-quarter fiscal year 2026 results amidst a challenging market environment.
- Despite the company’s strategic and disciplined efforts, organic revenue declined by 1%, primarily due to timing issues in their Cell Therapy business from large customers and the ongoing softness in biotech funding.
- These timing issues were particularly impacted by FDA Fast Track Designations received by key customers that, while accelerating therapy approval timelines, reduced the near-term demand for reagents.
Bentley Systems Is Riding a New Wave of AI-Driven Engineering Power—How Long Will It Last?
- Bentley Systems’ third-quarter results for 2025 reflect a company aligning its strategic initiatives with the growing demand for digital infrastructure solutions, yet facing certain challenges in its operating environment.
- The company demonstrated steady progress across multiple fronts, showing resilience and adaptability amid evolving market conditions.
- On the positive side, Bentley Systems reported solid performance metrics with a 10.5% year-over-year ARR growth, or 11% excluding China, indicating robust demand for its digital solutions.
Albemarle: A Game-Changing Lithium Supply Strategy the World Didn’t See Coming!
- Albemarle Corporation’s Q3 2025 performance showcases several key dynamics that are influencing the company’s strategic and operational directions.
- The company reported a 7% year-over-year increase in adjusted EBITDA to $226 million, despite facing challenges like lower lithium pricing.
- The net sales for the quarter were $1.3 billion, reflecting a decrease primarily due to the weakened lithium market, although partially offset by increased volumes in their Energy Storage and Ketjen segments.
Comment on Exchange Rate EUR/USD October 24, 2025
- During the period under consideration, i.e. September 25th, 2025 to October 24th, 2025, the EUR/USD pair exhibited a bearish trend.
- In the beginning, it showed overall a downward slope, until October 14th where the pair indicated an upward trend.
- After that, it fluctuated sideways between MA-10 and MA-20. By the end of the period the price it was slightly lower than the level of September 25th.
DG US – DoorDash’s Massive Retail Bet—Can Pet Supplies and Electronics Deliver a Profit Surge?
- DoorDash recently held an earnings call discussing its third-quarter 2025 financial results and strategic initiatives.
- CEO Tony Xu and CFO Ravi Inukonda outlined the company’s current performance and future plans.
- One of the central topics was DoorDash’s investment plans for 2026, which include several hundred million dollars allocated to technology and product development.
Qualcomm’s IoT Empire Is Booming — Can Arduino Supercharge Its $14B Vision?
- Qualcomm Incorporated’s results for the fourth quarter of fiscal 2025 illustrate both the strategic advancements and challenges within its diverse business portfolio.
- The company reported revenues of $11.3 billion and a non-GAAP earnings per share (EPS) of $3, surpassing their guidance expectations.
- A sequential increase in QCT revenues, amounting to $9.8 billion, was primarily driven by strong customer demand for Snapdragon-powered Android handsets, substantial growth in automotive solutions, and robust performance in IoT sectors like industrial applications, Wi-Fi 7, and 5G.
CF Industries Pushes Into a Tight Ammonia Market—Could Prices Explode?
- CF Industries presented its third-quarter results for 2025, revealing key financial and operational developments.
- The company provided an adjusted EBITDA of $2.1 billion for the first nine months, indicating solid performance and strong execution across the business.
- These results point towards a robust operational environment, with a high utilization rate of 97% for ammonia production despite a quarter marked by significant maintenance activities.
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