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[scuttleslops] MRVL, APP, AMZN, Chips

Marvell is positioning networking, optical connectivity and server-management chips as AI data centers link GPUs, custom accelerators and racks, lifting five-year targets.

MRVL $241B

scuttleblurb 2h ago 5 clicks

4h ago STZ $21B

Constellation: Stars Aligning?

TSOH Investment Research 14 clicks

4h ago RIG $6.3B

Breaking: The Offshore Monopoly Is Legal Now!

Cannibal Stocks 14 clicks

From X

@irbezek 25m ago 1 click

Ian Bezek on X

If you're wondering why half of FinTwit is going nuts while everyone else is chilling, it's because some of the momo stuff is down 30% this week. $AAOI https://t.co/2s7dBv2qgq

@DeepSailCapital 43m ago 1 click

Deep Sail Capital on X

I’d throw out $JOBY, it’s still a legit company and leader in the EVTOL space with real catalyst ahead with Dubai commercial service is targeted for the end of 2026

@valuedontlie 48m ago

Colin King on X

@junkbondinvest CSWC spun off control stake in what is now $CSW Solid operators in an otherwise tough space

@convequity 2h ago 1 click

Convequity on X

AI swarms could make network security more important. Anthropic's October 12 research ran an AI model across 15 cheap Android TV boxes at 0.39 tokens per second. The small models still couldn't reliably complete the full replication cycle. I think we're still early. Inference on this hardware is painfully slow. But the idea is interesting because human-level intelligence isn't necessary for something to reproduce and spread. Think of insects: limited individual intelligence, yet populations can spread widely. An AI worm could carry its model with it, adapt to unfamiliar devices and use compromised hardware to run the next copy. A model too large for one device could be split across several. Better processors and more memory in future cameras, TV boxes and other connected devices would make more local inference possible, wherever attackers can gain access. That creates a security problem beyond installing software on individual devices. You're not going to put an endpoint security agent on every camera or TV box. You need to identify those devices through the network, restrict what they can communicate with and isolate them when compromised. A perimeter firewall alone cannot inspect traffic that never passes through it. I think $FTNT could benefit here. Its agentless device discovery and network segmentation fit this problem, especially across distributed sites. More capable AI on unmanaged devices could increase demand for those controls. The opportunity also extends to networking vendors that integrate security into switches and wireless access points, where they can control how devices connect and communicate.

@absreturnchaser 2h ago 2 clicks

absreturnchaser on X

That's a much lower deal than expected $CCC. Odd.

@stockgutter 3h ago

SG on X

you should start a thread collecting "mega junk" ideas that may bounce. Here's one: $FRMI. Total shitco down 89% in the past year. And, a large owner just lost a proxy fight so should be presumed to sell. He dumped over 4m shares this week. But Fermi finally has a tenant and signed a deal with AMD, so has resolved some short-term problems. 19+% of float is short. I think they have pressed too far. No position yet but stinkbids are in today.

@kab604 3h ago 1 click

kab60 on X

Roger Penske taking $PAG private ~15x fwd earnings, while peers trade ~6-7x (sure there are differences in capital structure+mix but still... US auto dealers are a bargain unless nasty recession and boomer wealth goes 'poof') $AN $ABG $GPI $LAD

@stockgutter 3h ago

SG on X

btw I agree that with this take on the warrants, and how it limits the company's upside. No interest in holding $IONQ directly. https://t.co/HY6SuHuOHE

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October 2026 Random Ramblings

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Rebound Capital 26h ago 25 clicks

First Tracks Biotherapeutics: Teva Validated The Pathway, ANB033 May Own The Receptor

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Equity Eagle 26h ago 5 clicks

Research Roundup Vol. LVI

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Monte Independent Investment Research 27h ago 12 clicks

Palantir Is Not C3.Ai, But C3.Ai Wrote Its Watch List - Downgrade Palantir To Hold, Sell C3.Ai

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The Alpha Analyst 27h ago 7 clicks

Lennar: The Misstep Is Temporary, the Operating Machine Is Not

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Latticework by MOI Global 28h ago 9 clicks

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Latticework by MOI Global 28h ago 10 clicks

ABG · long

Asbury Automotive Group INC

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CV's Substack Oct 2

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Hunterbrook Oct 2 2 clicks

Expert Call | Tower Semiconductor

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Nike: The Defense Holds, the Offense Is Unproven

Nike targets EBIT margin recovery from 5.2% in FY2027 to 13% by FY2032 as revenue declines persist and wholesale, China and digital remain…

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Latticework by MOI Global Oct 2 3 clicks

[scuttleslops] Cloudflare wants bots to pay; OpenAI’s ad ambitions; Memory chip competition; Muse is a proactive assistant; the Wintel of cars and robots; Atlassian as a coordinating layer

Cloudflare is building HTTP 402 payments for AI agents, using its web network to let publishers charge bots for content access.

NET $125B

scuttleblurb Oct 2 1 click

Nike, Part Two: The Deep Dive

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Latticework by MOI Global Oct 2 1 click

Nike, Part One: The Story

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Latticework by MOI Global Oct 2 2 clicks

Rocket Lab (NASDAQ: RKLB) Stock Rating: Accumulate After Q2 FY12/26 Earnings

Rocket Lab reported Q2 revenue up 62% to $234.1 million and backlog up 137% to $2.36 billion, while operating losses and cash burn…

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Monte Independent Investment Research Oct 2 4 clicks

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