Tuesday, October 13, 2026

OCP Day One: AMD CEO Sees Strong Demand for AI Inference and CPUs

AMD CEO Lisa Su says demand for AI inference and CPUs continues to rise as computing capacity becomes more valuable.

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

Verisure’s 6.38 million monitored-alarm subscribers generate 90% recurring revenue, while its disclosed acquisition costs and 6%-8% churn…

Micron: My DCF And Valuation Multiple Analysis Confirm It Is Still Cheap

MU $1T

SA Adam Schadt Oct 13 4 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…

Dell's Tailwinds

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

A Month with Muse

Meta’s Muse automated website fixes and design changes for a solo publisher, illustrating how $20-per-month AI agents can reduce…

INTU · long

Intuit INC

Intuit, down 60% year to date, is the Nasdaq 100’s worst performer, ahead of declines at Workday and Adobe.

Abridged - Capital Cycle IQ & Forensic Files on the Big 5 Hyperscalers (MSFT, AMZN, ORCL, META, GOOG)

Microsoft, Amazon, Oracle, Meta and Alphabet face another two years of record AI data-center investment amid $3 trillion in commitments,…

Intuit: Bargain Price, But With Some Risks

Intuit trades at historically low multiples as DIY tax pricing pressure and customer losses test its growth, while assisted tax, Money and…

INTU $82B

SA Daniel Schönberger Sep 26 3 clicks

Where Are Google and Apple?

Meta’s Muse and rival AI agents are gaining consumer traction, while Apple and Google lack comparable public products and face pressure on…

Intel Panther Lake Teardown

Intel’s Panther Lake puts 18A PowerVia backside power and RibbonFET GAA transistors into commercial silicon, with logic density similar to…

New Buy : Honeywell Aerospace $HONA

Honeywell Aerospace, newly spun off as HONA, fell 41% from post-listing highs after Q2 2026 as supply-chain bottlenecks delayed revenue…

Roblox: When Will Growth Turn Into Profits?

Roblox needs an estimated $6.5 billion in revenue to break even, versus $4.9 billion projected for 2025, making sustained growth and cost…

RBLX $35B

SA Hong Chew Eu Sep 26

The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap

Steve Eisman says AI companies are reviving Enron-era off-balance-sheet and circular financing, alongside concerns around Oracle and Blue…

Intuit: Still in Free Fall After Investor Day

Intuit shares have fallen 60.2% year over year as customer acquisition slows, while management says AI is not the cause and expects growth…

Reddit: DCF Valuation

Reddit’s DCF values shares at $225, driven by international ARPU expansion from $2.2 to $8.3 by 2035 and 38% operating margins.