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 $116B

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. 7 clicks

Oct 13 NVDA $5.3T

Nvidia’s Investor Meeting

P Equity Research 12 clicks

From X

@AlphaVulture Jan 23

Alpha Vulture on X

@olvehe That’s why I use $XPEL paint protection film on all my cars 😉

@HedgeyeRetail Jan 8

Brian McGough on X

Really, this Q is just $HELE being HELE. The company is structurally broken. Not investing enough to prevent a melt down in the core, while it overpays for 'average' assets, and tries to make up for it with creative accounting. Best Idea Short -- the gift that will forever give back... That does not mean it's a perma-short. The price at any given point in time matters. But right now, it's still a Short. @HedgeyeRetailJM @HedgeyeRetailRW

@AlphaVulture Dec 20

Alpha Vulture on X

Tough end of the year in merger arb land $BATL, $RVNC, $X, $ACI, $CPRI

@catechwilliams Dec 19

catechwilliams on X

$NX Rapidly declining levered (4x) commodity biz. Q1’25 guide -12% sales, mgmt hoping for 2H’25 recovery. End-mkts deteriorating ($OC -20% Q4 guide, $JELD), customer losses, internal controls issues, integrating a large acq, 0 prior M&A experience. +30x P/E on best case 2025 #s

@HedgeyeRetail Dec 18

Brian McGough on X

We went Long $BIRK this past weekend. The call was timed ahead of this print, which we thought would be well ahead. But the call is much bigger than beating the qtr. No reason why this won't compound to a double+ over TAIL duration.

@HedgeyeRetail Dec 13

Brian McGough on X

Where are all the $RH haters/trolls this morning? <crickets> This stock could be $600 in short order, and it will likely STILL be a long!

@HedgeyeRetail Dec 9

Brian McGough on X

Pumped about this Well upgrade of $REAL. We've been long and strong this one since a buck. Don't need to rethink my thesis until it's over $10. Quad 2 will likely take it there...It's got the hot hand right now.

@gatorcapital Nov 25

Derek Pilecki on X

Rich Howe hosted me on his new podcast. We talked about some of the spin-offs I've invested in: $VRTS, $JXN, & $VOYA. https://t.co/6jbvrdaj0a

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 $905B

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

SED Energy: The 40% Dividend. Signal or Noise?

SED Energy's proposed Ventura merger projects a 22% to 40% dividend yield, but idle tender barges, debt and repayments materially reduce…

SBDXF $509M

Cannibal Stocks Oct 13 8 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

Monte Investments Market Brief Vol. CXXXI

Park Aerospace reported 27% revenue growth and 72% EPS growth, supported by composite materials for Airbus engines and PAC-3 rocket motors.

PKE $558M

Monte Independent Investment Research Oct 13 5 clicks

Broadcom: The More Google Designs, The More It May Need Hock Tan

Broadcom's AI semiconductor growth rests on custom-chip partnerships and advanced packaging as Google, OpenAI and Meta demand larger…

AVGO $1.6T

Eudaemon Research Oct 13 9 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 $2.8B

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 $12B

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 $9.7B

CV's Substack Oct 12 5 clicks

PTRN · short

Pattern Group INC

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

PTRN $3.2B

Value Investors Club Jul 15 3 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 $24B

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 $491B

The Monetary Matters Network Oct 12 9 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 $5.9BMBC $1.4B

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 $308B

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

Quick Value #334 - Flowers Foods (FLO)

Flowers Foods trades at 7.5x earnings after an 80% decline, as a 50% dividend cut and potential asset sale aim to reduce leverage following…

FLO $1.3B

Value Don't Lie Oct 12 10 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 $100B

Global Outperformers Oct 12 3 clicks

Tuesday, October 13, 2026

Alpha Vulture on X

Brian McGough on X

Alpha Vulture on X

catechwilliams on X

Brian McGough on X

Brian McGough on X

Brian McGough on X

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