MAG7 Earnings, $AVGO Investment Case, $QS Insider Sales, $NTLA Safety Setback and More
Welcome back to the BBAE Blog, your trusted source for the latest investment insights and analyses from the BBAE team. This week, we’re excited to share some highlights that will keep you informed and ahead of the market. Don’t forget, some of our most valuable insights are available exclusively in the BBAE Pro app—download it now to unlock full access!
- Q3 2025 Earnings Roundup for MAG7
- Brasada Capital: Broadcom ($AVGO) Investment Case
- Multiple $QS Executives Trim Holdings
- Trending Tickers: $ALB Unit Sale, $NTLA Safety Setback, $NOK 6G Partnership
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Q3 2025 Earnings Roundup for MAG7
The MAG7 — Microsoft, Apple, Alphabet, Meta, Amazon, Nvidia, and Tesla — reported mixed but generally solid results for the third quarter of 2025, reflecting the group’s continued scale and influence across global markets. Most companies showed steady revenue growth, supported by ongoing demand for cloud services, AI infrastructure, and digital advertising, while hardware and consumer segments remained stable. Apple and Amazon posted record quarterly sales, Alphabet and Meta reported strong advertising gains despite higher expenses, Microsoft saw renewed momentum in cloud and productivity tools, Nvidia maintained exceptional AI-driven growth, and Tesla faced margin pressure despite record deliveries. Read the full article here.
Brasada Capital: Broadcom ($AVGO) Investment Case
Brasada Capital’s Q4 2025 letter highlights Broadcom as their best year-to-date performer, positioning it as NVIDIA’s key AI infrastructure competitor with potential to be the #1 winner over the next decade. Led by CEO Hock Tan, Broadcom sits in an AI duopoly through its dominance in custom AI chips (ASICs) for Google, Meta, and OpenAI, Ethernet networking leadership, VMware’s 92% gross margin software providing cash flow stability, and iPhone connectivity monopoly. The investment thesis centers on explosive custom AI chip growth (225% in 2024 to $8.6 billion, expected ~170%+ to $24 billion currently) differentiated from NVIDIA’s general-purpose approach, with Brasada purchasing after a >30% tariff-driven pullback they viewed as severely oversold given lower China exposure and 2026 expected as another step-up year. Read the full article here.
Multiple $QS Executives Trim Holdings
Multiple QuantumScape Corp ($QS) executives — including the CEO, Chief Development Officer, Chief Legal Officer, and two directors — sold a combined 1.7 million shares worth about $28 million in recent weeks. The sales came as $QS shares climbed roughly 30% following new partnerships with Volkswagen’s PowerCo SE and Murata Manufacturing to advance its QSE-5 solid-state battery platform and expand ceramic separator production. While the timing aligns with profit-taking after the rally, whether these insider moves signal caution or simply portfolio rebalancing remains to be seen. You can track insider activity like this daily with InsiderEdge, available in the BBAE app.
Trending Tickers: $ALB Unit Sale, $NTLA Safety Setback, $NOK 6G Partnership
This week, several stocks attracted attention due to major developments. Here’s a breakdown:
- Albemarle ($ALB): Albemarle will sell a 51% stake in its Ketjen refining catalyst unit to KPS Capital Partners and divest its 50% Eurecat joint venture interest, generating about $660 million. The move supports its plan to refocus on core lithium operations and strengthen its balance sheet.
- Intellia Therapeutics ($NTLA): Intellia paused dosing in two major CRISPR-based gene-editing trials after a patient developed liver inflammation. The company is investigating the incident and coordinating with regulators before resuming treatment.
- Nokia ($NOK): Nokia partnered with NVIDIA on AI-powered 6G network development, backed by a $1 billion NVIDIA investment. The collaboration will integrate NVIDIA’s new Aerial RAN Computer into Nokia’s systems and include testing with T-Mobile U.S. and Dell Technologies.
Read the full Weekly Highlights article here.
This article is for informational purposes only and is neither investment advice nor a solicitation to buy or sell securities. All investment involves inherent risks, including the total loss of principal, and past performance is not a guarantee of future results. Always conduct thorough research or consult with a financial expert before making any investment decisions. BBAE has no position in any investment mentioned.
