https://techstock01.substack.com/p/intel-3q26-reality-collides-withN. Baratte - TechStock01en2026-10-30T12:47:07+00:00Intel 3Q26: reality collides with hopes of a rapid turnaroundhttps://techstock01.substack.com/p/amazon-3q26-aws-revenue-and-profitsN. Baratte - TechStock01en2026-10-30T11:15:06+00:00Amazon 3Q26. AWS revenue and profits to double from ’26 to ’28. 2027 Capex to increase “meaningfully” https://techstock01.substack.com/p/alphabet-3q26-was-it-that-bad-youN. Baratte - TechStock01en2026-10-29T16:24:29+00:00Alphabet 3Q26. Was it that bad? You gonna see what you want to see. The deeper question is: is the business model changing? are we looking at a new Google?https://techstock01.substack.com/p/samsung-3q26-its-simpler-to-lookN. Baratte - TechStock01en2026-10-29T12:14:50+00:00Samsung 3Q26. It’s simpler to look at SK Hynix. https://techstock01.substack.com/p/sk-hynix-3q26-the-outlook-keeps-improvingN. Baratte - TechStock01en2026-10-29T12:11:53+00:00SK Hynix 3Q26. The outlook keeps improving, long-term agreements, growth, margins, migrations – but that’s not the question.