Cambria Global Asset Alloc

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...

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...

The following are the minutes of the earnings call for $Reddit(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%...