Expert Call | Corning
Corning’s NVIDIA-backed 10x fiber expansion, enterprise connector demand and carrier capacity plans frame its optical communications outlook through 2030.
Tuesday, October 13, 2026
Back to today 
From X
BDC on X
Specs might be the only tech in the world that could fully replace your phone and your life would be better. What's that worth? $snap
Barbarian Capital on X
Lennar Cuts Deliveries Target Again on Rate Pressure, Housing Market Conditions $LEN https://t.co/pSDzIOtCPo
BDC on X
Learning applications for Specs are going to insane. Forget tablets or laptops. Every school in America should give their kids some Specs. $snap
BDC on X
Wow - kinda nailed the need for cellular partner except the partner is VZ, not $SPCX. Good, regardless. $SNAP https://t.co/SaiRhAUmRr
BDC on X
Based on what we've seen so far from Specs, and given private market valuations, could easily see $SNAP sell 20% minority stake in Specs for $2B. Implication is insanely bullish for SNAP equity.
BDC on X
Specs are really cool. All sorts of real world applications. The enterprise apps might have the most commercial potential. This tech is legit. Minority equity investors will be lining up. $snap
Prepared Remarks on X
$orcl https://t.co/uBDWnot63D
Prepared Remarks on X
$orcl https://t.co/t1ymp3aqRL
Investor Letters
All letters- Fiduciary Management Q3 2026 CDW $19BJKHY $11B
- Asset Value Investors Ltd September 2026 CHDRF $85BLVMUY $218B
- Latitude Investment Management Q3 2026 ADBE $98BNKE $52B
- Fenimore Asset Management Q3 2026 BN $82BMLM $33B
- FPA Crescent Fund 3Q26 028260 $35BADI $192B
- Mar Vista Investment Partners third quarter 2026 GEV $251BMTD $32B
- Cedar Grove Capital Management Q3 2026 AXON $33B
- Protean Funds September 2026 DSV $42BNTOIF $28B
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…
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…
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…
Dell's Tailwinds
Dell booked $131.7B of AI server orders in four quarters and held a $95B backlog as enterprise AI demand accelerates.
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.
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.
Alexander I. Velasquez 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…
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…
David Zanoni 1 click
some thoughts on FICO
FICO’s mortgage credit-score monopoly sits at the center of a GSE-dominated U.S.
“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…
AMADF · long Amadeus It Group SA
Amadeus IT Group turns long after shares fell more than 20% since a November short call.
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…
Go Finance Intelligence 
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…
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.
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…
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…
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…
Bohdan Kucheriavyi 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…
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…
Deep Value Investing 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…
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Sectors
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