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 $5.1T

Nvidia’s Investor Meeting

P Equity Research 12 clicks

From X

@CapitalVoss Feb 17

Voss Capital on X

We are still optimistic on the manufactured housing space given migration to rural areas and record low housing inventory, especially at the low end (<$250k). $LEGH is the by far the cheapest, highest margin and has the highest ROIC. https://t.co/IC8DCK65W8 https://t.co/EsoE61FCx6

@CapitalVoss Feb 16

Voss Capital on X

Long $MBIN. Excerpt from Voss's Q4 letter. https://t.co/Txd5vtnGTc

@CapitalVoss Feb 11

Voss Capital on X

1 more pt on $EXTR & IoT. They're now able to license some of their software & Cloud IQ suite of apps to 3rd party IoT hardware makers & will make a big push into this. Obviously this increases their SaaS TAM by several multiples of just their networking equipment hardware base.

@CapitalVoss Feb 11

Voss Capital on X

Lastly, it is interesting to note that $EXTR is collecting well over 1 petabyte of data per day from their network users. They analyze this and use it to give customers performance data insights. Not the webinar, but here is an EXTR IoT overview video: https://t.co/ICIcEEJlXw

@CapitalVoss Feb 11

Voss Capital on X

This was a simple, helpful slide for the layman to understand potential IoT scenarios that $EXTR's security prevents. https://t.co/n04i426ZKJ

@CapitalVoss Feb 11

Voss Capital on X

They've implemented EXTR IOT into their $EXTR CloudIQ apps for free w/ the Pilot version. It has built in analytics, data collection, can adjust security on an IoT device by device basis, e.g. can set a security policy to only allow an MRI machine to communicate w/ imaging server https://t.co/IDFDer7M9T

An Interview with Katie Harbath About Disrupting Politics at Facebook

Katie Harbath discusses Facebook’s role in elections and political disruption during the 2010s, drawing on her book Disrupting Politics.

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Oct 13 4 clicks

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 $969B

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

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

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

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 $969BINTC $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 $3.9T

Key Context by Tae Kim Oct 12 1 click

Tuesday, October 13, 2026

Expert Call | Corning

Apple and LG, The House For Everyone Else, Agent Standards and Amazon

Nvidia’s Investor Meeting

From X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Investor Letters

An Interview with Katie Harbath About Disrupting Politics at Facebook

OCP Day One: AMD CEO Sees Strong Demand for AI Inference and CPUs

Rollins (ROL), Verisure (VSURE), and the cost of standing still (Part 2, Verisure)

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

Micron: My DCF And Valuation Multiple Analysis Confirm It Is Still Cheap

Monte Investments Market Brief Vol. CXXXI

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

CarGurus ($CARG): The Auto Trader of America, Priced Like a Used Car

Altria: The Rally Looks Ahead Of Underlying Earnings Growth

Expectations going higher for Everpure, DigitalOcean

Pattern Group INC

Vicor Update, Part Two

Rubrik (NYSE: RBRK) Stock Rating: DISTRIBUTE After Q2 FY1/27 Earnings

Expert Call | Nebius

The Final Phase of This Bull Market Will Be Massive | Charles Lemonides

Bristlemoon September 2026 Quarterly Letter

Dell's Tailwinds

A Month with Muse

Quick Value #334 - Flowers Foods (FLO)

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

Publications we follow

YouTube 4

Blogs 15

Seeking Alpha 55 of 247

X accounts we follow

Investor letters we follow

Sectors

Tuesday, October 13, 2026

Voss Capital on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 55 of 247

X accounts we follow

Investor letters we follow

Sectors