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 AAPL $5T

Apple and LG, The House For Everyone Else, Agent Standards and Amazon

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 4 clicks

Oct 13 NVDA $5.2T

Nvidia’s Investor Meeting

P Equity Research 11 clicks

From X

@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 1 click

Ian Bezek on X

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

@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

@BarbarianCap Oct 13 1 click

Barbarian Capital on X

J&J Is Leaning Toward Spinning Out Its Hips-And-Knees Business $JNJ https://t.co/hWRgg4CbBg

@BarbarianCap Oct 13

Barbarian Capital on X

Kimberly-Clark, Kenvue Win Conditional EU Approval for $40 Billion Tie-Up $KMB $KVUE https://t.co/oN9tXYAkTE

@AsifSuria Oct 13

Asif Suria on X

Looks like Nike $NKE isn't able to just do it anymore. It will need a significant amount of energy and work to regain its place in stores. I remember reading in Phil Knight's Shoe Dog book that his coach Bill Bowerman felt that runners only had a limited number of all-out races in their legs. I think they were referring to the legendary runner Prefontaine who unfortunately died in a car crash late one night in Eugene, Oregon. Incidentally I was in Eugene last year with some friends for a Ducks game and we crossed Pre's rock a few times as we drove up to our Airbnb in the hills above the University of Oregon. I hope Nike has a few more all-out races left in it. Overall I don't feel like the brand is impaired in the eyes of consumers despite their recent preference for On $ONON and Hoka $DECK. Disclosure: I am long $ONON but have been watching $NKE closely.

@aleabitoreddit Oct 13 1 click

Serenity on X

Guess like we found out why Elon has been going on a crusade against memory in his recent posts. $SKHY and Samsung have been price hiking memory too much? https://t.co/r3sTYkd7TX

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.

AMD $959B

Key Context by Tae Kim Oct 13 3 clicks

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…

ROL $15B

Best Anchor Stocks Oct 13 23 clicks

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

MU $1T

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.

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…

MU $1TINTC $536B

The Monetary Matters Network Oct 12 7 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

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…

META $1.9T

MBI Deep Dives Oct 12 3 clicks

RBLX · long

Roblox CORP

Roblox's valuation has fallen from 30x to 50x forward EBITDA, framing the selloff as a long opportunity despite near-term headwinds.

RBLX $35B

Value Investors Club May 25

The Non-linear Economics of Grocery Delivery Basket

Instacart’s larger grocery baskets create disproportionately better delivery economics than DoorDash’s, making half the basket size worth…

DASH $84B

MBI Deep Dives Aug 22 9 clicks

Walmart’s Evolution

Walmart says Medicare Maximum Fair Price rules will cut FY27 US comps by 125 basis points, while pharmacy margins and prescription volumes…

WMT $910BPYPL $48B

MBI Deep Dives Aug 21 4 clicks

TSOH Weekly Roundup (08/21/2026)

TSOH Weekly Roundup covers Walmart’s soft U.S. comps and rapid delivery, Qiaodan’s challenge to Nike in China, and Suno’s AI-generated…

WMT $910BNKE $52B

TSOH Investment Research Aug 21

PLTR 2026-08-21

Palantir Just Turned Its Biggest Weakness Into A Strength

Palantir’s revenue rose 93% to $1.94 billion as U.S. commercial bookings jumped 149%, lifting GAAP operating margin to 47% and free cash…

PLTR $482B

Quantryon Capital Aug 21 1 click

Intercontinental Exchange (ICE): Inside the ICE House

Intercontinental Exchange combines high-margin exchanges, recurring data services and mortgage technology, trading at about 18 times 2027…

ICE $89B

The Curious Compounder Aug 21

BREAKING: Modine's Anchor Multi-Billion-Dollar Customers Are Google and Amazon

Modine's leaked database identifies Google behind a $4 billion agreement and $4.5 billion of additional demand, with nearly $15 billion of…

AMZN $2.7T

Hunterbrook Aug 21

Adobe Investment Case Summary

Adobe investment case summary.

ADBE $98B

Global Outperformers Aug 21

One quote to rule them all

Deere raised net income and cash flow guidance despite a 10% Production and Precision Ag sales decline, as construction and small-ag…

DE $177B

Best Anchor Stocks Aug 21

GFS 2026-08-21

Recent Pullback Could Be An Appealing Entry Point For GlobalFoundries

GlobalFoundries' data center revenue rose 62% year over year as rising capex for quantum and silicon photonics increases near-term cash…

GFS $26B

Jason Ditz Aug 21

Tuesday, October 13, 2026

Deep Sail Capital on X

Ian Bezek on X

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

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