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

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.

@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

Albertsons Pulls Full-Year Guidance, Plans Business Review $ACI https://t.co/FkxxQbgEQt

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

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…

MU $1TINTC $504B

The Monetary Matters Network Oct 12 8 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

Amazon 2Q'26: AWS Gets the Love

Amazon’s AWS grew 37% to a $169 billion run rate in 2Q’26, while North America retail margins fell excluding a $600 million tariff refund.

AMZN $2.7T

MBI Deep Dives Jul 31 1 click

Meta 2Q26 Business Update: 5 Call Options

Meta’s $140 billion 2026 capex plan pressures earnings while it bets on AI products and cloud sales to monetize excess compute before…

META $1.9T

Speedwell Research Jul 31

TSOH Weekly Roundup (07/31/2026)

Tractor Supply cut FY26 guidance and plans to close 75 Petsense stores; Sazerac’s Brown-Forman bid was rejected as prediction markets…

TSCO $18B

TSOH Investment Research Jul 31

The AI Trade Burned Down: Let Round 2 Begin

Situational Awareness's leveraged AI fund helped trigger a memory-stock unwind after SK Hynix missed elevated expectations, exposing…

NVDA $5.2T

Vik's Newsletter Jul 31

BBB Foods: A Proven Discount Grocery Model With Ample Runway Ahead (Ticker: TBBB)

BBB Foods, Mexico’s discount grocer, is building a hard-discount model with room to expand across Mexico and beyond.

TBBB $6.8B

Emerging Moats Research Jul 31

Meta 2Q'26: Not Amazing, Not Bad, and Still Compelling

Meta’s Q2 2026 revenue beat was offset by one-off costs and softer guidance, while generative ad ranking lifted conversions and Family of…

META $1.9T

MBI Deep Dives Jul 30 2 clicks

[scuttleslops] ODFL, AMD, INTC, CDNS, URI, VRSK, KNSL, WSO

Old Dominion Freight Line grew Q2 revenue 10.4% and EPS 32.3% as pricing offset lower tonnage, while excess network capacity sets up…

ODFL $38B

scuttleblurb Jul 30

The Good, the Bad and the Ugly

Lam Research lifted its September revenue guide above consensus, while Microsoft’s capex cut reflects lease accounting and Meta’s AI…

META $1.9TLRCX $334B

Mispriced Assets Jul 30

Hermès, EXLService, Sika - Q2'26 Earnings

Hermès faces leather-volume and margin risk, EXLService beats and raises despite AI concerns, and Sika gains share while trading at 22…

EXLS $6B

Sector Stories Jul 29

Tuesday, October 13, 2026

Deep Sail Capital on X

Ian Bezek on X

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

Investor Letters

Publications we follow

Newsletters 107

YouTube 4

Blogs 17

Seeking Alpha 50 of 233

X accounts we follow

Investor letters we follow

Sectors