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
Barbarian Capital on X
"an unusual turn of events that comes just after People withdrew its own bid to buy the casino and resort company" MGM Resorts Eyeing Bid for Barry Diller’s People Incorporated $MGM https://t.co/FjkNJ0r1PJ
SG on X
$DUOL as if the prior insider sales this month were not enough, Luis von Ahn just filed a form 144 revealing another $6.8m in sales. https://t.co/OMjQfsw4qd
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...
Investor Letters
All letters- Protean Funds August 2026 BVNKF $2.5B
- Janus Henderson Investors July 2026 NXT $12BTKOMY $98B
- Pendelhaven Asset Management B.V. July 2026 ALM $3.8BJXN $8.8B
- Asset Value Investors Ltd July 2026 UNVGY $26B
- PenderFund Capital Management Ltd. July 2026 AUTO $4.6BGNRC $12B
- Kernow Asset Management July 2026 CKNHF $2.1BCMCX $2.5B
- Lindsell Train Limited July RMVEY $3.3BLDNXF $52B
- Protean Funds July 2026 EVGGF $15B
A special situation with a 23% spread (110% IRR) by Q4 2026. Where the worst-case scenario is the deal closing and upside is higher if it doesn’t
ZIM’s proposed deal carries a claimed 23% spread and 110% IRR by Q4 2026, with Q3 and Q4 dividends potentially raising returns if closing…
Research Roundup Vol. LIII
Micron’s customer agreements, Analog Devices’ acquisitions, Ondas’ GATE deal and Baker Hughes’ power systems position them for AI…
SiTime: Wall Street May Be Underestimating Its Growth
SiTime’s MEMS timing portfolio, Renesas acquisition and 1.6T transition are positioned to drive growth and margin expansion as supply…
Gil Rotstein 2 clicks
$FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real? | Emeth Value Capital
Shift4 trades at 6.5x EBITDA despite 11% reported organic growth, with Shift4 Dine equipment leases cited as evidence of net-new merchant…
CoreWeave, Inc (CRWV)
CoreWeave funds GPU data-center expansion with debt backed by $104 billion in contracted revenue, while GPU cloud rentals generate roughly…
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…
Monte Investments Market Brief Vol. CXXVIII
Firefly Aerospace grew backlog to $1.5 billion, won two 2028 lunar missions and acquired Space-ng for autonomous navigation across its Blue…
Cellebrite (CLBT) Management Meeting: The Road Ahead
Cellebrite converts more than 110% of EBITDA into free cash flow and trades at 12.5 times free cash flow, with management targeting 15% or…
Meta's Muse Could be Big Win for Innodata
Innodata's new Meta contract for long-horizon agent personalization ties the data company to Meta's Muse AI assistant, despite Meta's Scale…
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
MSI · long Motorola Solutions INC
Motorola Solutions’ core value proposition remains intact after business changes since 2022, supporting a growth-at-a-reasonable-price…
Brookfield of Dreams
Brookfield is recasting itself from an industrial owner into a $1.3 trillion asset manager and insurer, betting AI infrastructure can…
Who Really Runs Crocs? The Autopsy.
Crocs CEO Andrew Rees turned around the core brand, then borrowed $2 billion for HEYDUDE, whose $737 million write-down followed wholesale…
Karman: Why I'm Upgrading To Buy After A 68% Drop
Karman Holdings (KRMN) is upgraded after a 68% drop, with 24% organic growth, a $1.3 billion backlog and higher 2026 guidance offset by…
Dhierin Bechai 1 click
Why Dario Amodei and Sam Altman Are Faking the AI Doomsday Crisis | The Weekly Wrap
Steve Eisman argues AI extinction warnings from Dario Amodei and Sam Altman seek regulation that creates pricing moats.
$NTDOY: is Nintendo's flywheel actually there? | Accrued Interest
Nintendo's Switch 2 attach rate, flat Switch Online accounts and rising memory costs fuel a bear case, while Spotify and Netflix margins…
Groceries, Aggregators, and Agents
DoorDash's grocery push targets a shift from weekly stock-up trips to frequent online fill-in orders, though smaller baskets complicate…
Planet's Next Constellation Is Bigger Than Just An Upgrade
Planet Labs’ $116.1 million second-quarter revenue, 70% defense mix and planned Owl constellation position satellite imagery and AI data as…
Petri Dish Reports 2 clicks
Deep Dive: Grab Holdings ($GRAB)
Grab generates 53% of revenue from delivery, 36% from mobility and 10% from financial services, using its Southeast Asian marketplace to…
Wheaton Precious Metals: The Premium May Have Outrun The Fundamentals
Wheaton Precious Metals trades near $150, above its $99–$139 DCF range, despite 61% net margins and 88% year-over-year revenue growth from…
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