Optical-component vendor call covers 800G and 1.6T demand, AI cluster optical density, market share, pricing and 2027 growth for Coherent, Lumentum and Asian suppliers.
I went around to $GME stores and everyone said the exact same thing. They can't keep Pokemon cards on the shelves and the One Piece stuff is selling so fast that sometimes they can't even get product in.
Links to the podcast on Spotify, YouTube and Apple Podcasts can be found here: https://t.co/aqy014XTWd $NVDA https://t.co/gr0Q2kFHdc
$CRDO Just loves the vol doesn’t it. Up 5% / down 4% / up 5%. It’s like it wouldn’t be surprised if it closes at $218 after being down 3% already.
$AAOI is... finally... done... With their $600m ATM program, turns out it's ~$105.36 average. I do think AOI outperforms $LITE, as long as they stop filing these ATM programs. Just due to their sheer magnitude of ramp with $471m/month transceiver revenue + 400K/month ELSFP coming up.
@valuedrift $CAAP up 4% but $ASR flat because apparently it is better to own 1 Brazilian airport today than own a dozen Brazilian airports in three months once the M&A deal closes.
When rates jerk higher and everything rate-sensitive gets smoked together, that’s when you want to swoop in on the names where you actually have conviction. Rates spike. $FTAI, $CORZ, $CIFR, $OWL all gap down 5%. Did anything change in the catalyst? No? Buy the dislocation.
Maybe I'm being too simplistic, but it seems like it's going to be hard for the market to have a sustained move higher if $GS doesn't start acting better.
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RELX’s 13-petabyte fraud and identity data moat supports its high-margin Risk segment as its valuation falls to roughly half its peak P/E.
LA Capital 
OpenAI and Meta push AI agents forward as reward hacking remains a core challenge for model training.
Meta ties AI agents and Meta Connect to its enterprise-platform opportunity.
Stratechery’s weekly bundle covers Apple HomeView and SpaceX’s cellular ambitions.
Bumble agreed to a $1.3 billion take-private deal, while Netflix cut about 1,000 jobs and Meta discussed its Muse superintelligence models.
Liberty Global faces VMO2 restructuring-priced bonds and Ziggo unsecured yields near 16% after owners extracted £5.15 billion since 2021.
Andrew Mach 1 click
CoreWeave’s debt and equity price action is framed as a wake-up call for investors amid a broader market discussion.
PesoRama will reach 54 JOi Dollar Plus stores by November after raising C$28.4 million, funding more than 50 additional Mexican store…
Modine, soon Modexus Solutions, has a $4 billion hyperscaler cooling contract but must ramp factory output and restore margins as data…
ASML’s patent filings point to a track-based die-to-wafer hybrid bonding tool that could challenge Besi in advanced logic packaging.
LLY · long Eli Lilly trades at 33 times this year’s earnings and 26 times next year’s, versus roughly 12 times for big pharma peers.
CoreWeave’s 2032 notes yield over 15%, signaling a 54% default probability as borrowing costs exceed rental yields on AI infrastructure…
Dustin Quasney 21 clicks
AppLovin rebuilt its ad model with AXON 2.0, lifting LTM revenue to about $7 billion and margins to 77% as Unity competition threatens…
ASML reported €11.7 billion in 3Q 2026 sales, up 55%, and raised full-year guidance to €44–45 billion as AI-driven semiconductor demand…
Berkshire Hathaway trades at 1.46 times book as reinsurance pricing pressure, softer P&C, concentrated equities and cash weigh on its…
Pearl Gray Equity and Research 3 clicks
Marvell is positioning networking, optical connectivity and server-management chips as AI data centers link GPUs, custom accelerators and…
AeroVironment's $465M LOCUST laser award and earnings beat support its 2027 growth outlook despite government budget uncertainty.
Melissa Tucker 6 clicks
Constellation Brands trades near $127 at roughly 11x next-twelve-month EV/EBIT, with recent business results offsetting concerns over…
Transocean’s Valaris merger clears regulators, creating a 68-rig offshore driller controlling four in 10 global drillships.
October 2026 market commentary covers SOLS’s cancelled merger, a hypothetical Starbucks-Chipotle deal, Russell 2000 weakness and AI…
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