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 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 $887B

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

Micron's AI-driven memory demand, customer agreements and cost controls support a $1,500.36 DCF fair value estimate, 52.5% above the…

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 $504B

The Monetary Matters Network Oct 12 8 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

What I’m Doing in This Market Correction

AI semiconductor stocks sold off as Meta’s planned compute business revived overcapacity fears, sending SOXX down 13% in two sessions and…

META $1.9TMU $1T

Daniel Romero Jul 4

SAP: Deep Dive Analysis

SAP’s deeply embedded ERP suite creates high switching costs as it moves customers to cloud subscriptions and embeds AI in core workflows.

SAP $254B

Hated Moats Jul 3

PDD

PDD uses group buying and daily app rewards to turn shoppers into distributors, then monetizes merchant attention through advertising and…

PDD $117B

Bearstone Jul 3

Stretch Marks

Strategy owns 847,363 Bitcoin and funded $13.7 billion of purchases this year with Stretch preferred stock, a variable-dividend security…

MSTR $53B

Net Interest Jul 3

[Market Memo] Hot Summer Topics

Applied Materials’ DRAM and CPO claims face scrutiny, while high-bandwidth flash needs SLC NAND and a solution for base-die heat.

AMAT $359BSNDK $214B

Irrational Analysis Jul 1

Sleep Well Portfolio (June 2026) - Software continues to stabilise? Latest pick up 75%

Pro Medicus is up 75% since purchase, while Intuitive Surgical joins the portfolio and SaaS holdings recover 10% to 20%.

ISRG $151B

Sleep Well Investments Jul 1

Mastercard: Forgotten But Not Gone in the AI Age

Mastercard targets mid-teens EPS growth through 2027 as Capital One debit migration ends, arguing AI strengthens rather than…

MA $530B

Librarian Capital's Research Library Jun 30

Regal Rexnord: Data Centers. Robotics. AI. Oh My!

Regal Rexnord transformed from an HVAC-heavy cyclical business through two major acquisitions, building industrial power-transmission and…

RRX $10B

Kerrisdale Capital Jun 30

Why I Bought a Deep-in-the-Money META Call Instead of Shares

Meta investor bought a $350 December 2028 call for $26,901, preserving $28,123 versus 100 shares while betting AI and data-center spending…

META $1.9T

Hated Moats Jun 29

Quick Value #320 - Somnigroup (SGI)

Somnigroup’s $2.5 billion all-stock Leggett & Platt acquisition adds vertical integration as the bedding leader targets mid-single-digit…

SGI $14B

Value Don't Lie Jun 29

Tuesday, October 13, 2026

Deep Sail Capital on X

Ian Bezek on X

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Barbarian Capital on X

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