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

@RagingVentures Oct 13

Raging Capital Ventures on X

Trump’s new Press Secretary is married to a producer who has handled many films for $ANGX, probably not a coincidence.

@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.

@MaiusPartners Oct 13

Maius on X

$PSIX recent price action is behaving very differently to the entire global AIDC power peer set, which begs the question, what has $PSIX told its bankers and how much of that is beginning to leak into the public markets?🧐 https://t.co/o5Aw7xRrp9 https://t.co/zB72Z02Zpk

@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

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 $15B

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 $498M

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 $571M

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 $2.7B

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

CC · long

the chemours inc.

Chemours (CC) is presented as a long investment in its three-segment specialty chemicals business.

CC $1.9B

Value Investors Club May 29

PesoRama ($PESO.V) FINS Review

PesoRama’s 0.64 current ratio, operating cash burn and 111% annual dilution offset 36% Q1 revenue growth, despite replacing an 18.5% loan…

PSSOF $89M

Wolf's Substack Jul 2 3 clicks

[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

$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds

VEON’s 84% Kyivstar stake and JazzCash underpin a sum-of-the-parts case for 4x upside, despite its sanctioned shareholder, capital…

VEON $5.6B

Yet Another Value Blog Jul 1 1 click

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

The $34 Stock Inside a $2.4 Trillion Rocket

Constellium supplies aluminum-lithium alloy 2195 for Falcon 9 tanks and aerospace programs, with qualification barriers supporting…

CSTM $3.5B

Phynvesting Jun 30

Pershing Square Challenge 2026 finalists on MSA Safety: a hidden quality compounder? $MSA

MSA Safety’s Pershing Square Challenge finalists pitch gas-detection subscriptions, mandated SCBA replacement cycles and a 2023 liability…

MSA $7B

Yet Another Value Blog Jun 30 2 clicks

Kraken robotics - An "undetected" defense play with a multi bagger potential

Kraken Robotics sells compact synthetic-aperture sonar and pressure-tolerant subsea batteries for mine hunting and seabed imaging, while…

KRKNF $1B

Glocal Investor 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

Tuesday, October 13, 2026

Raging Capital Ventures on X

Deep Sail Capital on X

Ian Bezek on X

Deep Sail Capital on X

Ian Bezek on X

Maius on X

Barbarian Capital on X

Barbarian Capital on X

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