Thursday, September 24, 2026

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.

FN $16BCIEN $55B

Aurelion Research Sep 24 4 clicks

Sep 24 FWONK $23B

Formula 1: Liberty Media’s Drive for Success

Open Insights 6 clicks

Sep 22 CRWV $49B

CoreWeave, Inc (CRWV)

SixSigmaCapital: Navigating the Financial Markets 9 clicks

From X

@AltayCapital Sep 24 1 click

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.

@leevalueroach Sep 24 2 clicks

Lee Roach on X

You guys are sleeping on $GME https://t.co/i9EzDPRTz1

@BarbarianCap Sep 24

Barbarian Capital on X

GoDaddy receives takeover offer from maker of Norton antivirus software $GDDY https://t.co/mVxICV9LMa

@BarbarianCap Sep 24

Barbarian Capital on X

Darden Restaurants Posts Sales Gains but Profit Slips on Higher Expenses $DRI https://t.co/gf0C60Y1T6

@BarbarianCap Sep 24

Barbarian Capital on X

Anthropic to Pay Akamai Technologies $11.6 Billion Over Seven Years for Cloud Services $AKAM https://t.co/6XA7oSbTvM

@ACapitalLP Sep 24

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...

@blondesnmoney Sep 24 1 click

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

@ActAccordingly Sep 24 2 clicks

PAA Research on X

All trading below their 200-day moving averages right now: - Dow transports ($DJT) - Industrials $XLI - Retail $XRT - $GS Right at the 200-day MA - $KRE. $RUT seems destined to test the 200-day. Normal late September action, but it doesn't feel good. I guess we're setting the state for some golden crosses come late October/November or we're going lower. $MAGS carrying the day like 2024 when we dreamed of lower deficits and lower rates....

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…

ON $30B

Cestrian Capital Research Sep 22 6 clicks

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…

RDDT $28B

Fountainhead Sep 22 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.

CRDO $40B

Hated Moats Sep 22 18 clicks

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…

CPRT $25B

Robert J. Lake Sep 22 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…

GME $12B

The Value Road Sep 21 8 clicks

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.

TEM $15B

Bay Area Ideas Sep 21 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…

KGC $29B

Atrium Research - Equity Research Sep 21 3 clicks

[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.

COHR $63BCBRS $40B

Irrational Analysis Sep 21 3 clicks

[CoStar] Homes are different

CoStar spent more than $1 billion building Homes.com to challenge Zillow, betting seller-agent leads, proprietary listing content and…

CSGP $11B

scuttleblurb Sep 21 4 clicks

“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…

DKS $12B

TSOH Investment Research Sep 21 1 click

NXPI · long

Nxp Semiconductors NV

NXP Semiconductors, the global automotive-chip leader, has delivered 12.5% compounded EPS growth and is presented as a long investment.

NXPI $60B

Value Investors Club May 20 1 click

Portfolio Update June 2026

Portfolio added Zoetis, Pool Corp and Tractor Supply in June, lifting holdings to 13.

ZTS $29BTSCO $16B

D Invests Jul 6

Blackstone's Subs - Inside the Jersey Mike's IPO.

Jersey Mike’s IPO filing shows 47% adjusted EBITDA margin after Blackstone cut founder spending, ad subsidies and Area Director fees, while…

BX $84B

First Strike Research Jul 5 1 click

Stretch Marks

Strategy owns 847,363 Bitcoin and funded $13.7 billion of purchases this year with Stretch preferred stock, a variable-dividend security…

MSTR $61B

Net Interest Jul 3

Regal Rexnord: Data Centers. Robotics. AI. Oh My!

Regal Rexnord transformed from an HVAC-heavy cyclical business through two major acquisitions, building industrial power-transmission and…

RRX $10B

Kerrisdale Capital Jun 30

Quick Value #320 - Somnigroup (SGI)

Somnigroup’s $2.5 billion all-stock Leggett & Platt acquisition adds vertical integration as the bedding leader targets mid-single-digit…

SGI $14B

Value Don't Lie Jun 29

[ZTS] Zoetis could use a booster shot

Zoetis’ pet-drug blockbusters have shifted its mix from low-growth livestock medicines to durable companion-animal franchises with softer…

ZTS $29B

scuttleblurb Jun 29 5 clicks

Weekend Digest 348: Buy-And-Hold Purchases: MKTX, BSX, BAH, JD, Various LatAm Names

Weekend Digest 348 adds MarketAxess, Boston Scientific, JD and Walmex to a buy-and-hold portfolio, alongside views on Colombian markets,…

BSX $63B

Ian’s Insider Corner Jun 28

$FOX dropped 25% buying $ROKU. Is the market wrong? | Simeon McMillan, Accrued Interest

Fox’s $22 billion Roku deal cut FOXA 25%, but Simeon McMillan argues Roku’s streaming-TV reach, advertising upside and synergies make the…

FOX $24B

Yet Another Value Blog Jun 28 1 click

Staying the course on H&R REIT

H&R REIT’s renewed talks with Blackstone cover some assets, following office and U.S.

BX $84B

Nugget Capital Partner's Substack Jun 27

Thursday, September 24, 2026

AltayCap on X

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A Capital on X

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