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Cambria Global Asset Alloc
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Marvell (Minutes): AWS is the first to become Celestial AI's 'core leading customer'

The following are the minutes of Marvell Technology's Q3 2026 earnings call. For an interpretation of the earnings report, please refer to "Marvell: Acquisition to Fill Gaps, Is the NVIDIA Alternative Route Almost Complete?" 1. $Marvell Tech(MRVL.US) Key Financial Data Review Revenue: Achieved a record $2.075 billion in the third quarter, a quarter-over-quarter increase of 3% and a year-over-year increase of 37%. Excluding the divested automotive Ethernet business, core business revenue grew approximately 6% quarter-over-quarter and 41% year-over-year...

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Palantir (Minutes): Customers are no longer satisfied with a single scenario but rather with a system restructuring.

The following are the minutes of the FY25Q3 earnings call for $Palantir Tech(PLTR.US) organized by Dolphin Research. For earnings interpretation, please refer to "Palantir: Valuation Too Advanced, Backlash is Coming." 1. Review of Core Financial Data Total Revenue: $1.181 billion, up 63% year-over-year, up 18% quarter-over-quarter, reaching a historical high, far exceeding expectations. U.S. Market: Revenue of $883 million, up 77% year-over-year, up 20% quarter-over-quarter, accounting for three-quarters of total revenue. 40 Rule Score: Reached 114 points, up 20 points quarter-over-quarter, setting a historical record...

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Reddit (Minutes): There are still user penetration opportunities among specific groups in North America

The following are the minutes of the earnings call for $Ryder(R.US)eddit(RDDT.US) FY25Q3 organized by Dolphin Research. For an interpretation of the earnings report, please refer to "Reddit: Another Surprising Surge, How to View the Expectation Gap Before and After the Earnings Report?" 1. Review of Core Financial Data Performance Overview User Scale: Daily Active Users (DAU) reached 116 million, and Weekly Active Users (WAU) reached 444 million, both increasing by approximately 20% year-over-year. Revenue Performance: Total revenue was $585 million, a year-over-year increase of 68%. Profitability: GAAP net income was $163 million, with a net profit margin of 28%...

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ASMI implied some upside opportunities in 2025 which could drive its revenue to the higher end of the guidance (20%). China upside, mature node rebound, higher HBM (if adv pkg constraints ease), GAA a...

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