Ciena & Fabrinet: The Road Ahead for Optics
Ciena and Fabrinet benefit as AI clusters require high-speed optics within and between data centers, through networking systems and contract manufacturing respectively.
Thursday, September 24, 2026
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From X
AltayCap on X
@rubicon59 Problem is $APP is in the "this might be a total scam" bucket. If it's not, yeah it's cheap. I'm not so sure. Could be wrong, but it never smelled right to me.
Lee Roach on X
You guys are sleeping on $GME https://t.co/i9EzDPRTz1
Barbarian Capital on X
GoDaddy receives takeover offer from maker of Norton antivirus software $GDDY https://t.co/mVxICV9LMa
Barbarian Capital on X
Darden Restaurants Posts Sales Gains but Profit Slips on Higher Expenses $DRI https://t.co/gf0C60Y1T6
Barbarian Capital on X
Anthropic to Pay Akamai Technologies $11.6 Billion Over Seven Years for Cloud Services $AKAM https://t.co/6XA7oSbTvM
A Capital on X
@AncientSion Rates bro, rates. The irony is that $FSLR gets lumped into the generic “rates up = solar down” trade, even though $FSLR itself is not a levered solar-project owner/developer...
Cluseau Investments on X
The guy buying 500 $AKAM Friday 120 calls for 17 cents into the close should go to prison https://t.co/ByQ7FOuGH3
Investor Letters
All letters- Janus Henderson Investors July 2026 NXT $12BTKOMY $98B
- Asset Value Investors Ltd July 2026 UNVGY $26B
- PenderFund Capital Management Ltd. July 2026 GNRC $12B
- Lindsell Train Limited July LDNXF $52BSGGEF $12B
- Protean Funds July 2026 EVGGF $15B
- Broyhill Asset Management second quarter FCNCA $23BIQV $43B
- Artisan Partners Q2 2026 ALAB $62BAS $16B
- Royce Investment Partners Year-to-Date Through 6/30/26 AMKR $13BFLEX $41B
Analog Semiconductor Smorgasbord, Feat. TXN, ON, VSH
Texas Instruments, ON Semiconductor and Vishay are rated Accumulate on rising robotics demand for analog, power and discrete chips after a…
Reddit's Valuation Is A Compelling Opportunity: Upgrading To Strong Buy
Reddit’s subreddit-driven communities support targeted advertising, and its 0.3 PEG ratio makes RDDT undervalued, according to the upgrade…
Fountainhead 4 clicks
Credo Technology: New Position in My Private Portfolio
Credo Technology was added at $170.54 after a 40% selloff, backed by its high-speed AECs and optical connectivity for AI data centers.
Copart's Return To Growth Starts Now: Adair's $1.9B Bet On ACV Auctions
Copart’s $1.9 billion ACV Auctions acquisition targets renewed growth, with EPS accretion expected by fiscal 2028 as insurance…
Robert J. Lake 2 clicks
GameStop Is Extreme Deep Value
GameStop's collectibles mix rose to 45% of sales as gross margin reached 44%, supporting a deep-value case built on cash and store…
Tempus AI: Data And Applications Will Unlock More Upside
Tempus AI’s Q2 oncology testing volumes rose 31%, while data and applications revenue grew 28% as its clinical data flywheel expands.
Bay Area Ideas 2 clicks
A2Gold: Research Note
A2Gold’s first Taylor drill holes returned 20.96 g/t AuEq over 1.5m and 209.4 g/t silver over 10.7m, alongside 141.10 g/t gold at…
[Emergency Lunch-Hour Market Memo] Coherent admits their CPO/NPO Laser is garbage + Cerebras delusional bonus roast
Coherent’s CPO/NPO laser misses 1 MHz effective-linewidth requirements, Irrational Analysis argues.
[CoStar] Homes are different
CoStar spent more than $1 billion building Homes.com to challenge Zillow, betting seller-agent leads, proprietary listing content and…
“Going Through Some Pain”
Dick’s Sporting Goods’ $2.4 billion Foot Locker acquisition nearly quadruples its store count and adds international exposure, risking a…
STRL · short Sterling Infrastructure INC
Sterling Infrastructure short pairs STRL against EME and FIX, arguing data-center sitework contractors lack the margin upside available to…
BREAKING: Nebius Told Investors Vineland Data Center Was "On Track" Days After Undisclosed Stop Orders
Nebius told investors its Vineland data center was on track days after officials halted unpermitted Bloom Energy fuel-cell and LNG-tank…
Adobe Inc.
Adobe’s valuation fell from 70x earnings in 2020 to 11x as generative AI challenges its creative-software franchise; product standards,…
[scuttleslops] ZTS, APO, FISV, TTD, RELY
Zoetis’s U.S. companion-animal revenue fell 6% as dermatology competition drove rebates and discounts, pushing full-year net pricing to…
The Impact of Autonomous Vehicles on Copart, A Timeline-Based Assessment - ($CPRT)
Copart faces a near-term lift from pricier AV repairs and total losses, but shrinking accident volumes could eventually force its…
Sea Limited (SE) Q2'26 - Profitable growth, shares up 70% from lows
Sea Limited’s Shopee lifted adjusted EBITDA margin to 0.7% in Q2 2026 as revenue rose 48%, targeting 2-3% through fulfillment efficiencies…
Trading Post August 12, 2026
Mercado Libre (MELI) long position was increased at $1,850.
Permian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers
GFL’s proposed acquisition of Secure follows 19% revenue growth at Secure and 14.8% EBITDA growth at GFL, with Permian produced-water and…
Research Roundup Vol. XLVIII
Palantir’s Q2 revenue beat, Sony’s physical-media exit and Diamondback’s Permian gas constraints frame a roundup on AI adoption, oil prices…
Mercado Libre (MELI) Q2'26 Business Update - Credit Issue?
Mercado Libre’s Q2 revenue and financial income rose 50% past $10 billion, while operating margin fell 550 basis points to 6.7% as Mercado…
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