Expert Call | Corning
Corning’s NVIDIA-backed 10x fiber expansion, enterprise connector demand and carrier capacity plans frame its optical communications outlook through 2030.
Tuesday, October 13, 2026
Back to today 
From X
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.
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
Deep Sail Capital on X
$QBTS is still worth $5.2B or 325x revenues. They have $1.5/share of cash. 80% downside still.
Ian Bezek on X
@jeffborack If I'm wrong, my $U stock will go to zero so I'll suffer that way.
Barbarian Capital on X
United Airlines is making it harder to reach its top frequent flyer status in 2027 $UAL https://t.co/l8mOORDQMu
Barbarian Capital on X
BP to set out new strategy after windfall year $BP https://t.co/rcdaTDuGAB
Barbarian Capital on X
J&J Is Leaning Toward Spinning Out Its Hips-And-Knees Business $JNJ https://t.co/hWRgg4CbBg
Barbarian Capital on X
Albertsons Pulls Full-Year Guidance, Plans Business Review $ACI https://t.co/FkxxQbgEQt
Investor Letters
All letters- Fiduciary Management Q3 2026 CDW $19BJKHY $11B
- Asset Value Investors Ltd September 2026 CHDRF $85BLVMUY $218B
- Latitude Investment Management Q3 2026 ADBE $98BNKE $52B
- Fenimore Asset Management Q3 2026 BN $82BMBGL $5.5B
- FPA Crescent Fund 3Q26 028260 $35BADI $192B
- Mar Vista Investment Partners third quarter 2026 GEV $251BMSFT $4T
- Kingdom Capital Advisors Q3 2026 UNFI $2.9B
- Vltava Fund 3/2026 AMZN $2.7TATDRF $3.9B
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
Micron's AI-driven memory demand, customer agreements and cost controls support a $1,500.36 DCF fair value estimate, 52.5% above the…
Adam Schadt 4 clicks
CarGurus ($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…
Altria: The Rally Looks Ahead Of Underlying Earnings Growth
Altria’s EPS gains rely on tax refunds and discount brands while Marlboro growth lags.
Vishal Jadaun 2 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…
OTIS · long Otis Worldwide CORP
Otis Worldwide's largest global elevator installed base generates 95% recurring revenue, with service margins above 90% supporting a…
Micron's Blowout and the Case for a Memory Supercycle
Micron's $41.5 billion fiscal Q3 revenue and 84.9% gross margin fuel a memory supercycle case, with AI-driven DRAM and NAND shortages…
SAP: DCF Valuation
SAP’s DCF valuation sets a $260 base-case target versus a $155.09 ADR price, based on cloud migration, AI efficiencies and expanding EBIT…
Duffy’s Last Dance
CME CEO Terry Duffy moves to executive chairman while suing the CFTC over Kalshi’s approval to list perpetual futures, defending CME’s…
New Buy : Zoetis 🐕
Zoetis trades near 10x EV/EBIT after its selloff, with animal-health leadership, a $9.5 billion revenue base and companion-animal demand…
Airbnb: Building Blocks (Ticker: ABNB)
Airbnb is expanding beyond lodging into services, experiences and hotels while using AI tools and buybacks to support growth and…
Planet Labs: Worth buying?
Planet Labs is assessed on whether satellite imagery has developed into a durable commercial market beyond Google Earth’s early novelty.
Adobe Business History
Adobe built PostScript, Photoshop and PDF into desktop-publishing standards, using free Acrobat Reader and integrated Creative Suite tools…
Micron broke the "memory is cyclical" argument: Earnings review
Micron’s record Q3 revenue, margins and earnings beat estimates, with guidance for another record quarter challenging the view that memory…
Intuit Investment Case Summary
Intuit’s investment case summary condenses the company overview and core thesis.
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Seeking Alpha 52 of 235
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Mike Zaccardi, CFA, CMT
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Petri Dish Reports
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The Alpha Analyst
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Value Capital Research- Vishal Jadaun
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BDC
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Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
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Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
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Fajasy
Farmer
Fierce_beast
Fred Liu
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George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
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Kuppy
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
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marginofdanger
mavix
Mike
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Myles
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Negligible Capital
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SG
Sheel Mohnot
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The Friendly Bear
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Timyan Bank Alert
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ToffCap
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Undiscovered Compounders
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- 1 Main Capital
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- Advisory Research
- Aegis Value Fund
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- Akre Capital Management, LLC
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Sectors
Ordered by how often our editor reaches for them.
