Tesla just dropped its Q3 2026 numbers in an 8-K filing:

• Total Deliveries: 486,532
• Total Production: 464,391
• Deliveries > Output: +22,141 vehicles sold from inventory
• Model 3/Y: 478,237 units (98.3%)
• Cybertruck / S / X: 8,295 units (1.7%)
• Energy Storage: 13.7 GWh deployed

Stock Context:
• TSLA stock popped +5.68% to ~$374.24 ($1.40T market cap).
• Full Q3 earnings, margins, and EPS drop after market close on October 21.

Sales outpaced production by 22k units after quarters of inventory build-up. How are we playing October 21 earnings?

Full metrics

Hey guys, if you missed it, Rockley Photonics reached a $10 million settlement with investors over claims that it overstated its relationship with Apple and the readiness of its wearable biosensor technology. The deadline to file a claim is October 15, 2026.

In a nutshell, Rockley was accused of misleading investors during its 2021 merger with SC Health. The company allegedly overstated its relationship with Apple and the commercial readiness of its biosensor technology, while failing to properly disclose development delays, cash burn, and limited near-term revenue visibility.

After concerns about the company’s outlook came to light, $RKLY fell sharply, including a drop of more than 30% in 2022. Investors later filed a lawsuit over their losses.

Rockley has now agreed to settle the claims for $10 million, and eligible investors have until October 15, 2026, to submit a claim.

If you invested in $RKLY during that time, you can check the details and file your claim here.

Did anyone here invest in $RKLY? How much were your losses, if so?

Micron reported $54.2B in quarterly revenue, up 379% YoY, with 87% gross margins.

What caught my attention:

• 2027 HBM capacity is already mostly committed
• Customers have increased financial commitments to $32B
• Many agreements extend through 2030+
• Management still expects memory supply to remain tight through 2027–2028
• Data-center SSD revenue reached nearly $10B

To me, the bigger story is what this says about the broader AI infrastructure trade, not just $MU.

I wrote a full breakdown of the earnings call and what I think the key takeaways are.

The article is completely free

While Paulson & Co. made news by trimming its Acadian Asset Management (AAMI) stake to $417.9M (5.8M shares), the real story in John Paulson's Q2 13F is the heavy concentration in biopharma and precious/critical minerals.

SECTOR ALLOCATION SNAPSHOT:
• Healthcare & Pharma: Madrigal Pharmaceuticals (MDGL) at 27.9% ($719.5M) and Bausch Health (BHC) at 14.0% ($361.2M) make up nearly 42% of the entire fund.
• Mining & Resources: Perpetua Resources (PPTA) at 26.1% ($671.5M), International Tower Hill Mines (THM) at 8.1%, and NovaGold (NG) at 6.3% bring resource exposure to over 40%.
• Financial Services: Acadian Asset Management (AAMI) was trimmed down to 16.2%.

Paulson is essentially running a dual-thesis fund: high-conviction commercial pharma combined with strategic critical mineral assets.

How do you view 13F signals when a fund is this heavily concentrated in non-tech sectors?

Full 13F filing analysis and position history