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…

Alphabet Inc. ($GOOGL) - Deep Dive

Alphabet's Google Cloud swung from a $3.1 billion operating loss in 2021 to $13.9 billion profit in 2025 as Search revenue grew 13.2%.

The Hardest Computing Problem Ever, According to Arm's Physical AI Chief

Arm’s Drew Henry says physical AI will drive custom silicon for robots and autonomous vehicles, constrained by edge latency, power and…

[V, MA] The more things change, the more they stay the same

Visa and Mastercard have absorbed digital wallets and BNPL into their networks, using global merchant acceptance to turn supposed…

WD #353: Colombia, Earnings (INTR, BRKR, TEAM)

Colombia’s Abelardo de la Espriella signals tax cuts and an Ecopetrol revival, while Inter & Co.

Preview of the Week Ahead: W/C August 10, 2026

Week of August 10 brings CPI, PPI and retail-sales data after the S&P 500 rose 3.0% and Nasdaq 4.73%; Bitcoin remains below its 200-day…

💥New Chapter 11 Bankruptcy Filing - Hughes Satellite Systems Corporation💥

Hughes Satellite Systems, owned by EchoStar, and 11 affiliates filed Chapter 11 cases in the Southern District of Texas on August 2, 2026.

Uber: The Market Is Wrong, Time to Buy!

Uber trades at 16x 2027 earnings after robotaxi disruption fears drove shares 25% below their highs, despite 16% trailing growth.

Altria: Gradient

Altria's Q2 2026 smokeables earnings rose 2.4% as cigarette volume declines eased, while oral tobacco revenue fell 5.2% and volumes fell…

Warren Buffett: Why You Don't Need to be Right

Berkshire Hathaway compounded 19.7% for 60 years, driven by roughly a dozen exceptional decisions that outweighed hundreds of merely…

Netflix

Netflix's 46% decline leaves it above a 4% forward free-cash-flow yield, as subscription pricing and a $3 billion advertising business…