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
Deep Sail Capital on X
Wait, so everyone suddenly realized $CRWV has a shitty business model because their bond yields went up? Same business six months ago. Where were all these forensic accountants then? Apparently the due diligence starts when the chart stops going up.
Ian Bezek on X
@POVMexico Tulum Airport was only built in 2024 as an AMLO pet project, minimal market demand. The hippies can go back to flying through Cancun Airport as they should. $asr
Deep Sail Capital on X
$QBTS is still worth $5.2B or 325x revenues. They have $1.5/share of cash. 80% downside still.
Ian Bezek on X
@jeffborack If I'm wrong, my $U stock will go to zero so I'll suffer that way.
Barbarian Capital on X
United Airlines is making it harder to reach its top frequent flyer status in 2027 $UAL https://t.co/l8mOORDQMu
Barbarian Capital on X
BP to set out new strategy after windfall year $BP https://t.co/rcdaTDuGAB
Barbarian Capital on X
Albertsons Pulls Full-Year Guidance, Plans Business Review $ACI https://t.co/FkxxQbgEQt
Barbarian Capital on X
Kimberly-Clark, Kenvue Win Conditional EU Approval for $40 Billion Tie-Up $KMB $KVUE https://t.co/oN9tXYAkTE
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 $82BMBGL $5.5B
- FPA Crescent Fund 3Q26 028260 $35BADI $192B
- Mar Vista Investment Partners third quarter 2026 GEV $251BMTD $32B
- Kingdom Capital Advisors Q3 2026 UNFI $2.9B
- Vltava Fund 3/2026 ATDRF $3.9BRMVEY $3.7B
Altria: The Rally Looks Ahead Of Underlying Earnings Growth
Altria’s EPS gains rely on tax refunds and discount brands while Marlboro growth lags.
Vishal Jadaun 2 clicks
Expectations going higher for Everpure, DigitalOcean
Everpure and DigitalOcean face rising expectations as their stock prices shape Monday’s views.
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…
The Final Phase of This Bull Market Will Be Massive | Charles Lemonides
Charles Lemonides argues the 18-year bull market has not reached its late-stage liftoff, pairing value-oriented semiconductor longs with…
Bristlemoon September 2026 Quarterly Letter
Bristlemoon Global Fund lost 8.4% in the September quarter and added shorts in Campbell’s, REA Group, MasterBrand and Polaris amid narrow…
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.
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…
SLS · short Sellas Life Sciences Group I
SELLAS Life Sciences Group faces a short case arguing that even a strong clinical outcome does not support its current valuation.
Apollo and what even is private credit?
Apollo’s Marc Rowan argues private-credit risk depends on underwriting, seniority, leverage and diversification, not whether a bank or fund…
Wix: More Pain (Ticker: WIX)
Wix cut 2026 bookings guidance by $50 million and revenue by $25 million after layoffs and weaker agency-partner demand, deepening scrutiny…
Precision AI
Adobe’s licensed vector data, corporate workflow integration and compliance framework could give it an edge in precision AI as frontier…
Intuit deep dive
Intuit’s investment case turns on whether AI strengthens or weakens QuickBooks and TurboTax moats across SMB accounting, payroll, payments…
Weekend Digest #346 (AVAL, SpaceX QQQ & Passive Indexing, CBOE Vs. Kalshi)
Grupo Aval has doubled from entry, with further upside tied to Colombia’s new government.
Quick Value #318 - Campbell's (CPB)
Campbell's trades at 10-11x earnings and a 7% yield after shares fell over 50%, while 4x leverage, weaker volumes and margin pressure…
What I've Been Reading
Yesway, Dollar General and Expedia feature in a research roundup spanning convenience retail, discount stores and AI-driven travel search.
Everyone Bought the Shovels
Element Solutions sells consumable chipmaking chemistry, with a $75 target from $44 based on an AI-driven semiconductor-materials rerating.
The Cheapest Toll Road in the AI Economy?
A U.S. last-mile telecom network trades at 3.9x trailing earnings and 5.7x TEV/EBITDA, with AI traffic growth, capex normalization, merger…
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Ordered by how often our editor reaches for them.
