Many of the market’s most hyped names have reported, but in a market with valuations in uncharted territory, only the best get rewarded.
Who can actually monetize their huge AI investments? Who has real margin durability as rate cuts look less certain and consumer spending tightens?
Add in results from McDonald’s, Uber, Pfizer, and Robinhood, and you get a broad read across tech, consumer, platforms, and healthcare.
We hosted our latest Earnings Watch Party of 3Q25 earnings season to focus on the fundamentals and determine if any of these names provide quality risk/reward after earnings. In the session, we discussed:
- which companies can win the AI race,
- where valuations have gone too far and vice versa, and
- where dangerous pockets are popping up across the market.
This isn’t headlines analysis — it’s about fundamentals.
In this Earnings Watch party we covered: AMD (AMD), Shopify (SHOP), AppLovin (APP), McDonald’s (MCD), Uber (UBER), Qualcomm (QCOM), Arm Holdings (ARM), Pfizer (PFE), Robinhood (HOOD), Spotify (SPOT), DoorDash (DASH) and more.
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This article was originally published on November 7, 2025.
Disclosure: David Trainer, Kyle Guske II, and Hakan Salt receive no compensation to write about any specific stock, style, or theme.
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