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 $115B

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 13 SBDXF $498M

SED Energy: The 40% Dividend. Signal or Noise?

Cannibal Stocks 7 clicks

From X

@RagingVentures Oct 13

Raging Capital Ventures on X

Trump’s new Press Secretary is married to a producer who has handled many films for $ANGX, probably not a coincidence.

@DeepSailCapital Oct 13

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.

@irbezek Oct 13

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

@DeepSailCapital Oct 13 1 click

Deep Sail Capital on X

$QBTS is still worth $5.2B or 325x revenues. They have $1.5/share of cash. 80% downside still.

@irbezek Oct 13 1 click

Ian Bezek on X

@jeffborack If I'm wrong, my $U stock will go to zero so I'll suffer that way.

@MaiusPartners Oct 13

Maius on X

$PSIX recent price action is behaving very differently to the entire global AIDC power peer set, which begs the question, what has $PSIX told its bankers and how much of that is beginning to leak into the public markets?🧐 https://t.co/o5Aw7xRrp9 https://t.co/zB72Z02Zpk

@BarbarianCap Oct 13

Barbarian Capital on X

United Airlines is making it harder to reach its top frequent flyer status in 2027 $UAL https://t.co/l8mOORDQMu

@BarbarianCap Oct 13 2 clicks

Barbarian Capital on X

BP to set out new strategy after windfall year $BP https://t.co/rcdaTDuGAB

BridgeBio: Maintaining 'Strong Buy' Additional Encaleret Data ADH1 And Three Expected FDA Reviews

BridgeBio Pharma reported Q2 revenue of $243.7 million and has three Priority Review NDAs, while $1 billion in convertible preferred…

BBIO $13B

Terry Chrisomalis Oct 13 2 clicks

Monte Investments Market Brief Vol. CXXXI

Park Aerospace reported 27% revenue growth and 72% EPS growth, supported by composite materials for Airbus engines and PAC-3 rocket motors.

PKE $571M

Monte Independent Investment Research Oct 13 4 clicks

CarGurus ($CARG): The Auto Trader of America, Priced Like a Used Car

CarGurus, the largest U.S. auto-shopping marketplace, trades near $29 despite roughly $1 billion in expected revenue, $300 million in free…

CARG $2.7B

Substack von Philipp Oct 13 9 clicks

Altria: The Rally Looks Ahead Of Underlying Earnings Growth

Altria’s EPS gains rely on tax refunds and discount brands while Marlboro growth lags.

MO $125B

Vishal Jadaun Oct 13 2 clicks

Expectations going higher for Everpure, DigitalOcean

Everpure and DigitalOcean face rising expectations as their stock prices shape Monday’s views.

DOCN $13B

The Technology Letter Oct 12 6 clicks

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

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…

LYFT $6.5B

The Monetary Matters Network Oct 12 8 clicks

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…

CPB $6BMBC $1.4B

Bristlemoon Capital Oct 12 9 clicks

LZ · long

Legalzoom.com INC

LegalZoom trades near all-time lows as AI adoption is positioned to accelerate growth.

LZ $1B

Value Investors Club Jun 9

[scuttleslops] BLDR, RYAN, APG, GFL, FND

Builders FirstSource reported Q2 2026 sales down 9% to $3.9 billion as weak housing demand and aggressive competitor pricing cut EBITDA…

BLDR $5.8B

scuttleblurb Aug 3 8 clicks

BAT: Two Steps Forward, Many Steps Back

British American Tobacco’s H1 growth came largely from U.S. modern oral products and inventory benefits, while weakening regulation, rising…

BTI $130B

Librarian Capital's Research Library Aug 3

WD #352: Situational Awareness, Warsh, ICE/MKTX, Overvalued EM Currencies

ICE's purchase of MarketAxess spotlights takeout risk for value stocks, while the Situational Awareness blow-up, Kevin Warsh's FOMC presser…

ICE $89BMKTX $5.8B

Ian’s Insider Corner Aug 2

Floor & Decor 2Q'26: Tentative Green Shoots

Floor & Decor held 2026 guidance after a 2Q beat, with comps improving through June; tariff refunds lifted margins and may fund pricing…

FND $4.9B

MBI Deep Dives Aug 2 4 clicks

Interview with Roderick van Zuylen

Roderick van Zuylen discusses Night Watch’s value strategy, catalyst-driven screening and positions in Asian equities including Dream…

FUTU $15B

Asian Century Stocks Aug 2

British American Tobacco: Narrowed

British American Tobacco targets 2 to 2.5x leverage by year-end as U.S. Vuse sales grow double digits and modern oral volumes rise 57.5% in…

BTI $130B

Invariant Aug 2

FTAI update.

FTAI Aerospace margins fell to 28.5% as it pursues airline market share, while Power signed a $1.465 billion hyperscaler order and targets…

FTAI $17B

Kairos Research Aug 1 1 click

Appearance The Stansberry Investor Hour Podcast

The Stansberry Investor Hour features a discussion of Constellation Software’s AI prospects and Natural Resource Partners.

NRP $1.5B

Eagle Point Capital Aug 1

Altria: The Clock Ticks More Loudly

Altria’s Q2 2026 results sent shares down 9.3%, as segment performance and competitor news outweighed its low-teens P/E and roughly 6%…

MO $125BPM $311B

Librarian Capital's Research Library Aug 1

Tuesday, October 13, 2026

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