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 $18BCIEN $63B

Aurelion Research Sep 24 5 clicks

Sep 24 ORCL $429B

Oracle: Hyperscaler or Neocloud? A Look into Q1 FY2027

Kakashii's Materials 4 clicks

Sep 24 MSFT $3.9T

Capital Cycle IQ & the Forensic Files of the Big 5 Hyperscalers

Cassandra Unchained 6 clicks

From X

@DOMOCAPITAL Jul 17 1 click

DOMO Capital Management, LLC on X

Interesting opportunity today..... $ALTO should be following $GPRE higher shortly...... Ethanol market continues to operate in a goldilocks environment.

@Adam_Wyden Jul 17 1 click

Adam D. Wyden on X

Possibility. LOL. @CODIequity $CODI https://t.co/LSHzCD0WvF

@cfrischer1 Jul 17 1 click

Charles Frischer on X

$NN Some commentators on this board believe satellite companies have no interest in buying NN 900 MHz spectrum. I think this NPRM for space part 15 for 900 MHz implies the exact opposite is true. I believe satellite companies will show strong interest in NN spectrum.

@cfrischer1 Jul 17 1 click

Charles Frischer on X

@vdoubleux1 $NN While we would to have the NPRM already, I understand the company is working with full force towards that goal. CEO has long history of successfully navigating FCC approval process. This is not her first rodeo. She did this for years while working for Charlie Ergen.

@cfrischer1 Jul 17 1 click

Charles Frischer on X

@vdoubleux1 $NN The company will and does take calls from investors. This management team has delivered on all fronts. Purchased Telesaurus at a fantastic price, had the FCC do the public comment, had the FCC issue NOI and submit NPRM to OIRA for approval. I think CEO and her team are great

@LaughingH20Cap Jul 17 1 click

Laughing Water Capital on X

@FriendlyCapMgmt @thecontracap there have been some things i view as negative for $ANAB and some that are positive. but in my view in order to make this investment you have to focus on the future cashflows, not the trial.

@LaughingH20Cap Jul 17 4 clicks

Laughing Water Capital on X

@cfrischer1 The use cases for satellite part 15 are extremely limited, & to suggest this is bad for $NN is silly. If there is interference or not is the only thing that matters whether on land or in space.

@irbezek Jul 17

Ian Bezek on X

@zeroxkyle This (Indonesia $EIDO) is what an actual crisis looks like... not speculative froth getting washed out of a boom. https://t.co/ncNciDY8LS

Formula 1: Liberty Media’s Drive for Success

Liberty Media bought Formula 1 for $4.4 billion in 2017 and monetizes its exclusive commercial rights through racing, media and sponsorship.

FWONK $24B

Open Insights Sep 24 7 clicks

Long Opportunities In Semiconductor Capital Equipment Part I - ASML, AMAT, LRCX

ASML $693BAMAT $404B

Cestrian Capital Research Sep 24 5 clicks

Grupo Aeroportuario Del Sureste: Quant Ratings Say Sell, But The Underlying Moat Says Strong Buy

ASR’s $992 million Motiva acquisition broadens its South American airport network after a 25% YTD decline, while its 8.5% FCF yield and…

ASR $6.4B

C Jessen Sep 24 4 clicks

Firefly Aerospace q2’26 Earnings Update

Firefly Aerospace ended Q2 2026 with $1.5 billion backlog and a 2.49x book-to-bill ratio, adding lunar, defense and launch contracts for…

FLY $3.5B

Monte Independent Investment Research Sep 24 17 clicks

[scuttleslops] AAPL, SHOP, Databricks, Lonza

Apple has ceded frontier AI to partners like Google while planning AI-native glasses, camera-equipped AirPods and a smart-home hub over the…

AAPL $4.9T

scuttleblurb Sep 24 9 clicks

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…

ZIM $3.6B

Calvin Blissett Sep 23 16 clicks

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…

TPB $1.1B

Caffital Research Sep 23 2 clicks

Research Roundup Vol. LIII

Micron’s customer agreements, Analog Devices’ acquisitions, Ondas’ GATE deal and Baker Hughes’ power systems position them for AI…

MU $1.2TADI $197B

Monte Independent Investment Research Sep 23 6 clicks

Intel: The Party Is Only Getting Started

Intel reported Q2 2026 revenue of $16.13 billion, up 25.4%, as AI PCs and data-center CPUs lifted margins and narrowed foundry losses.

INTC $598B

Danil Sereda Sep 23 3 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…

FOUR $3.1B

Yet Another Value Podcast Sep 22 22 clicks

GLIBA · long

Liberty Capital CORP

Liberty Capital Corp, GLIBA, is pitched long following its July 2025 spinoff from Liberty Broadband.

GLIBA $939M

Value Investors Club Jun 26 3 clicks

Realty Income: YTD Lows Make The Monthly Dividend Attractive Again

Realty Income trades at 12.7 times forward AFFO with a 5.8% yield, supported by high occupancy, a 73% payout ratio and raised 2026 guidance.

O $51B

Sharon McArd Sep 23 4 clicks

CoreWeave, Inc (CRWV)

CoreWeave funds GPU data-center expansion with debt backed by $104 billion in contracted revenue, while GPU cloud rentals generate roughly…

CRWV $46B

SixSigmaCapital: Navigating the Financial Markets Sep 22 10 clicks

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…

TXN $260BON $31B

Cestrian Capital Research Sep 22 7 clicks

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…

FLY $3.5B

Monte Independent Investment Research Sep 22 10 clicks

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…

CLBT $2.9B

Aurelion Research Sep 22 10 clicks

Abbott: Quality Remains, But Exact Sciences Has Raised The Bar For Buy

Abbott’s Exact Sciences acquisition raises leverage, leaving Medical Devices’ 8% growth and 33.9% margin to carry cash flow until…

ABT $170B

PV Research Sep 22 2 clicks

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…

INOD $2.2BMETA $1.8T

Hunterbrook Sep 22 13 clicks

Emeth Value Capital’s Andrew Carreon on Shift4 ($FOUR)

Shift4 trades at 6.5 times EBITDA despite 11% organic growth, with Shift4 Dine equipment leases reaching a $400 million run rate as…

FOUR $3.1B

Yet Another Value Blog Sep 22 5 clicks

McDonald's Stock Selloff Is Hiding An Even Better Setup

McDonald’s trades at $248 versus a $309.29 intrinsic-value estimate as its U.S.

MCD $166B

Future Stack Investment Sep 22 5 clicks

Thursday, September 24, 2026

DOMO Capital Management, LLC on X

Adam D. Wyden on X

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Laughing Water Capital on X

Laughing Water Capital on X

Ian Bezek on X

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