Tuesday, October 13, 2026

Expert Call | Corning

Corning’s NVIDIA-backed 10x fiber expansion, enterprise connector demand and carrier capacity plans frame its optical communications outlook through 2030.

GLW $126B

P Equity Research Oct 13 37 clicks

Oct 13 ROL $15B

Rollins (ROL), Verisure (VSURE), and the cost of standing still (Part 2, Verisure)

Best Anchor Stocks 23 clicks

Oct 12 DOCN $13B

Expectations going higher for Everpure, DigitalOcean

The Technology Letter 6 clicks

From X

@kab604 Sep 30

kab60 on X

Getting hard to justify $CSU.TO > $FIS ... Sure, culture and all that, but FIS sells the stickiest shit & has LT contracts, is (much) cheaper, has more torque (cheap leverage!) & ~organic growth ~the same

@aleabitoreddit Sep 30

Serenity on X

Bro, $AMZN semi ETF portfolio is probably going to end up more compelling than what $NVDA owns... Today Amazon signed a $49.8M private placement into PCB maker Gold Circuit Electronics (2368). So now Amazon has ownership/warrants in: - $AAOI - Alchip - $MRVL (Celestial) - $ALAB - $CRDO - $JBL - $FLEX - $STM - $CBRS - $GNRC - $FN - TD SYNNEX - $QCOM - Gold Circuit Electronics And others.. If we look at the private placement amount for GCE in speciifc, it's like .36% of the company... Kinda small financially, meaningful strategically. Esp. since there were claims that GCE supplies ASIC-server PCBs to the four major hyperscaler CSPs... Regardless it's pretty funny to see Amazon to Nvidia start to own all the worlds leading companies. Since Amazon has exposure to the entire supply chain like PCBs now, optical fabric with Celestial, lasers with $AAOI, assembly from $FN to $JBL, ASIC partners like $QCOM / ALchip.

@pennycheck Sep 29

⚽️📡 on X

Doing this on the eve of the first massive share unlock on $CBRS is quite the move... https://t.co/4S5yCotZ7M

@leevalueroach Sep 29 1 click

Lee Roach on X

Can someone find me a single CEO own has bought as much stock in the open market as Ryan Cohen has done for $GME? I know it’s a hated stock on Wall Street but come on guys. This is massively bullish. https://t.co/URKXXIxstM

@ACapitalLP Sep 29

A Capital on X

$TLN sub $290 was indeed a joke. $1.5bn accelerated buyback, retiring >10% of shares by Q1 2027. $3bn total authorization… https://t.co/RsDYuTjylo https://t.co/yyHIHcZ0yd

@BarbarianCap Sep 29

Barbarian Capital on X

Shell to Double Production Capacity at LNG Canada $SHEL https://t.co/pWZFyMchXg

@BarbarianCap Sep 29 1 click

Barbarian Capital on X

Carnival Logs Higher Profit, Revenue on Accelerating Demand $CCL https://t.co/vnpiVFB7ub

@TidefallCapital Sep 29

Trevor Scott on X

@The_Pro_Invest @Muneeb0Muzaffar CEO will get fired $FICO

Vicor Update, Part Two

Vicor uses ITC exclusion-order cases to license power-module patents, with published royalty multipliers rising from 1.0x before filing to…

VICR $10B

CV's Substack Oct 12 4 clicks

Rubrik (NYSE: RBRK) Stock Rating: DISTRIBUTE After Q2 FY1/27 Earnings

Rubrik posted 38% Q2 revenue growth to $427.3 million, but Cloud ARR growth slowed to 39% and its enterprise value reached 15.7 times…

RBRK $25B

Cestrian Capital Research Oct 12 3 clicks

Expert Call | Nebius

Nebius’s 1 GW annual active-capacity target from 2027 is realistic, according to a former product manager, with greenfield data centers…

NBIS $56B

P Equity Research Oct 12 4 clicks

Dell's Tailwinds

Dell booked $131.7B of AI server orders in four quarters and held a $95B backlog as enterprise AI demand accelerates.

DELL $301B

Chipstrat Oct 12 4 clicks

Q3 2026 Jenga IP Quarterly Letter

Jenga Global Master Fund returned 8.10% in Q3 2026, added Adobe and Mexican airports, and later initiated S&P Global.

ADBE $98B

Global Outperformers Oct 12 3 clicks

Howmet Aerospace: Strong Q2, But The Valuation Is Too Rich

Howmet Aerospace posted 24% Q2 revenue growth and 46% adjusted EPS growth, but HWM trades about 87% above a $120.69 DCF fair-value estimate.

HWM $86B

Alexander I. Velasquez Oct 12 2 clicks

LQDA: finer powder, higher doses

Liquidia’s Yutrepia sales reached $170.4 million in Q2 2026, while a patent ruling threatens its PH-ILD label but leaves PAH sales and a…

UTHR $24B

Trade Ideas Flow Oct 12 4 clicks

Magna: International Expansion And Growing Margins

Magna International’s gross margin reached 14.7% and operating margin 5.6%, supporting double-digit earnings growth alongside EV investment…

MGA $18B

David Zanoni Oct 12 1 click

some thoughts on FICO

FICO’s mortgage credit-score monopoly sits at the center of a GSE-dominated U.S.

FICO $16B

scuttleblurb Oct 12 4 clicks

“Is Ralph Lauren Still Relevant?”

Ralph Lauren’s 2017 CEO change put Patrice Louvet in charge of reversing nine quarters of same-store sales declines and restoring the…

RL $22B

TSOH Investment Research Oct 12 1 click

AMADF · long

Amadeus It Group SA

Amadeus IT Group turns long after shares fell more than 20% since a November short call.

AMADF $25B

Value Investors Club Jul 15 1 click

Quanta Services: Big Bet On AI Infrastructure And Data Centers

Quanta Services targets $39.3B to $39.7B of 2026 revenue as technology and load-center sales grow 220% to 240%, funded partly by M&A and…

PWR $104B

Go Finance Intelligence Oct 12

Marvell Technology (NASDAQ: MRVL) Stock Rating: HOLD After Q2 FY1/27 Earnings

Marvell’s Q2 revenue rose 37% to $2.74 billion, with data centers contributing 79%, while FY1/27 guidance targets roughly $12 billion in…

MRVL $208B

Cestrian Capital Research Oct 12 1 click

53 Quality Stock Pitches (5th-11th October) 🖨️

Dassault Aviation leads a 53-pitch roundup with a €45 billion order book against €7.4 billion of sales and a 26.6% Thales stake.

DUAVF $25B

Capital Employed Oct 12 4 clicks

Figma (NYSE: FIG) Stock Rating: Accumulate After Q2 FY12/26 Earnings

Figma’s Q2 revenue rose 48% to $370.1 million as AI credit adoption lifted retention to 136%; FY2026 revenue guidance increased to $1.463…

FIG $12B

Cestrian Capital Research Oct 11 2 clicks

Expert Call | HBF Architecture, Applications and Technical Milestones

HBF is being positioned as a high-capacity inference-memory tier alongside HBM, with SanDisk, SK Hynix, Kioxia and Samsung pursuing…

SNDK $214B

P Equity Research Oct 11 1 click

Rocket Lab: The Biggest Test In Its History Is Coming

Rocket Lab’s $2.36 billion backlog and Iridium acquisition support growth, but delayed Neutron testing, dilution and losses leave RKLB…

RKLB $35B

Bohdan Kucheriavyi Oct 11 7 clicks

A temporary glitch?

Coupang’s November 2025 cybersecurity breach tests whether a selloff is temporary despite its 28% Korean e-commerce share, 14 million-plus…

CPNG $27B

Asian Century Stocks Oct 11 9 clicks

Bloom Energy: Oracle's Project Jupiter Is Not What Keeps Me Up At Night (Rating Downgrade)

Bloom Energy faces delay risk after AEP extended conditions on its $2.65 billion Wyoming hyperscaler fuel-cell project from June to…

BE $70B

Deep Value Investing Oct 10 3 clicks

Expert Call | HDDs - Supply, LTAs, Toshiba Expansion

Toshiba’s planned fiscal 2027 HDD capacity doubling tests supply, hyperscaler LTAs and AI data-center storage demand against Seagate and…

STX $155BWDC $142B

P Equity Research Oct 9 1 click

Tuesday, October 13, 2026

kab60 on X

Serenity on X

⚽️📡 on X

Lee Roach on X

A Capital on X

Barbarian Capital on X

Barbarian Capital on X

Trevor Scott on X

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