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
Back to today 
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
Timyan Bank Alert on X
@vapreps @DarkfireCapital There were many opportunities to sell $BORT too early. https://t.co/PHXDkTM888
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
Timyan Bank Alert on X
@vapreps Lyn Hayth did a fine job turning $BORT after the GR and Michelle Austin has continued the tradition.
Barbarian Capital on X
99.95% drawdown since 2021 IPO Exclusive | Leslie’s Prepares Chapter 11 Filing as Soon as Next Week in Houston $LESL https://t.co/hwBacd4X4A
Barbarian Capital on X
Anthropic to Pay Akamai Technologies $11.6 Billion Over Seven Years for Cloud Services $AKAM https://t.co/6XA7oSbTvM
Investor Letters
All letters- Protean Funds August 2026 BVNKF $2.5BSUSRF $262M
- Janus Henderson Investors July 2026 NXT $12BTKOMY $92B
- Pendelhaven Asset Management B.V. July 2026 DR0 $448MALM $3.9B
- Asset Value Investors Ltd July 2026 079940 $393MUNVGY $26B
- PenderFund Capital Management Ltd. July 2026 NEO $969MVNP $2.1B
- Kernow Asset Management July 2026 CKNHF $2BCMCX $2.5B
- Lindsell Train Limited July RMVEY $3.2BLDNXF $52B
- Forager Funds Management July 2026 BVS $960M
Atlassian: A $140 Billion Market Growing At 14% Annually Creates A Massive Opportunity
Atlassian targets a $140 billion market growing 14% annually, with Rovo reaching 5 million monthly active users and assisted actions rising…
Muhammad Cheema 
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…
Turning Point Brands: The Market Is Now Overly Concerned (Rating Upgrade)
Turning Point Brands reaffirmed 2026 guidance after a CEO change, while ALP and FRE expansion has compressed margins through marketing and…
Caffital Research 1 click
Research Roundup Vol. LIII
Micron’s customer agreements, Analog Devices’ acquisitions, Ondas’ GATE deal and Baker Hughes’ power systems position them for AI…
New Era Energy & Digital: 207 MW Deal Could Unlock 1.4 GW AI Giant
New Era Energy & Digital secured a 20-year Vistra power deal for 200 to 207 MW, reducing Phase 1 risk for its planned 1.4 GW West Texas AI…
Ryan Canady 
$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…
CC · long the chemours inc.
Chemours (CC) is presented as a long investment in its three-segment specialty chemicals business.
An Open Letter to the TPL Board
Texas Pacific Land shareholders urge two board additions, data-center expertise, and capital spending beyond mineral royalties toward…
Single Stock Spotlight #7: XPEL, Inc. (XPEL)
XPEL's paint-protection-film sales accelerated to 13% growth in 2025 as inventory resets eased, with margin recovery targeted after…
Software Continued
Microsoft, SAP, Oracle, Adobe and Intuit generate 90.2% of listed IT software net income, though AI has compressed Adobe and Intuit…
Linking RCM Technologies to a Multibillion-Dollar Hyperscale Buildout
RCM Technologies is providing engineering services to Cipher Digital, whose 3.4 GW contracted and pipeline capacity implies more than $20…
The $FTAI Report Cost Me a Fortune. The $APP Report Taught Me a Lesson
A custom AI agent monitors Muddy Waters reports, calls investors with target tickers, and pairs fast alerts with filing-based checks of…
Our Q1 2026 Letter & Look Ahead: Oil, Iran, OXY & PTON
Open Square Capital’s Q1 2026 letter discusses the oil market, Iran, Occidental Petroleum and Peloton.
Defying the Surveys
PNC CEO Bill Demchak says consumer spending, savings, activity and loan growth contradict record-low University of Michigan consumer…
Under The Hood, Pool Corporation - $POOL
Pool Corporation controls roughly 40% of US pool-product distribution, with maintenance representing 64% of sales as new-pool construction…
Forgive me Father, I have Sabled.
Sable Offshore restarted Santa Ynez oil flows under a Defense Production Act order, targeting 50,000 barrels daily and a path to 60,000…
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