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 38 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. 6 clicks

Oct 13 NVDA $5.2T

Nvidia’s Investor Meeting

P Equity Research 12 clicks

From X

@HedgeyeRetail Jul 29

Brian McGough on X

[With data centers being built, workers come to Boot Barn for footwear]...per the company. So you expect us to believe than now this dog is a play on AI Capex? C'mon man...$BOOT https://t.co/2TUL38S7Rm

@DOMOCAPITAL Jul 29

DOMO Capital Management, LLC on X

$PBI is just absolutely killing it: https://t.co/9brXFJjCuh Congrats Kurt!!!

@HedgeyeRetail Jul 29

Brian McGough on X

We're Short $BOOT, and this 2Q guidance looks terrible. Guiding store comps -1% for a company with an egregious 10% hurdle rate to leverage occupancy costs poses massive risk to this model falling apart.

@AsifSuria Jul 29

Asif Suria on X

I was reminded of this tweet by Siyu Li as I saw the nearly $2 million insider transaction by the EVP, M&A and Corporate Affairs of Albertsons $ACI come in last night. Nice 4.27% move in the stock today. https://t.co/5AabcLpHDw https://t.co/PPbpZMz1NA

@ActAccordingly Jul 29

PAA Research on X

Thanks again to @realsteveeisman for having me on his podcast again. It's always fun chopping it up with Steve. We talked about a lot of things: the ever shifting dynamics of the residential real estate market ($Z/$ZG, $COMP $RKT, $CSGP etc.), structural problems in for-profit education (it's not just AI), and why I'm short $GOOG among other things. You can listen to the episode here! https://t.co/PdhE7ro93h

@BlueDuckCap Jul 29

BDC on X

Majority of EPS growth is in tech. Rest of the market EPS growth is tepid. $QQQ imploding, $RSP ripped. Sustainable?

@irbezek Jul 29 1 click

Ian Bezek on X

Well would you look at that. $COLO $EWY https://t.co/fIuPhTl9TI

@BrokenMoats Jul 29

Broken Moats on X

Oil up 7.5% and $EXPE continues its squeeze because it's simply the opposite end of the ai trade? How long can these on/off trades define every stock in the market? Crazy

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 4 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 $16B

Best Anchor Stocks Oct 13 24 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 11 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 7 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 5 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 4 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 $46B

P Equity Research Oct 12 5 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 9 clicks

PTRN · short

Pattern Group INC

Pattern Group is a fragile consumer business targeted on the short side.

PTRN $3.1B

Value Investors Club Jul 15 3 clicks

Bristlemoon September 2026 Quarterly Letter

Bristlemoon Global Fund lost 8.4% in the September quarter and added shorts in Campbell’s, REA Group, MasterBrand and Polaris amid narrow…

CPB $5.9B

Bristlemoon Capital Oct 12 11 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 $1.8T

MBI Deep Dives Oct 12 3 clicks

An Interview with Microsoft’s Scott Guthrie on Azure’s New AI Chip, ‘Insatiable’ AI Demand and Today’s AI Model Price War

Microsoft plans multi-gigawatt Azure Maia 300 deployments starting next year, targeting 40% more tokens per megawatt than leading GPU…

MSFT $4T

Key Context by Tae Kim Oct 12 1 click

Q3 2026 Jenga IP Quarterly Letter

Jenga Global Master Fund returned 8.10% in Q3 2026, added Adobe and Mexican airports, and later initiated S&P Global.

ADBE $98B

Global Outperformers Oct 12 3 clicks

Howmet Aerospace: Strong Q2, But The Valuation Is Too Rich

Howmet Aerospace posted 24% Q2 revenue growth and 46% adjusted EPS growth, but HWM trades about 87% above a $120.69 DCF fair-value estimate.

HWM $88B

Alexander I. Velasquez Oct 12 2 clicks

LQDA: finer powder, higher doses

Liquidia’s Yutrepia sales reached $170.4 million in Q2 2026, while a patent ruling threatens its PH-ILD label but leaves PAH sales and a…

LQDA $3.1BUTHR $24B

Trade Ideas Flow Oct 12 4 clicks

Magna: International Expansion And Growing Margins

Magna International’s gross margin reached 14.7% and operating margin 5.6%, supporting double-digit earnings growth alongside EV investment…

MGA $18B

David Zanoni Oct 12 1 click

Global-e: The Invisible Engine Behind the Brands You Buy From Directly Online! $GLBE

Global-e provides cross-border merchant-of-record, payments, tax and fulfillment services to more than 1,500 brands, including Shopify…

GLBE $6.7B

Substack von Philipp Oct 12 6 clicks

Tuesday, October 13, 2026

Brian McGough on X

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