Monday, October 26, 2026

@aleabitoreddit Oct 19 3 clicks

Serenity on X

$LITE CEO interview on demand, counterparty + financing risk: - "CFO of $GOOGL came on and reported capex going up Y/Y, we expect hyperscalers for report an increase in capex in earnings. Based on what we see, we see their spend going up." - "The purchase agreements we have, to a large degree, are noncancellable." - The difference between Lumentum and companies like $AVGO, "we are not as dependent on AI datacenter buildout going forward" There's a conversion between electrical products to optical products" creating structural demand. Q: When do you see able to see yourself having more inventory? (catching up to surge in demand) - When we look at demand, there is "no end in sight" TLDR: Financing risk and demand aren't equally distributed across AI supply chains. But markets are just selling everything off together. As for photonics in specific, I said this before, but increasing optical content per XPU + CPO/NPO adoption keeps going up so we'll likely see sector spend go up, even if aggregate capex goes down. There's the usual "no end to demand in sight" commentary, but $LITE does have capacity commitments into 2029 now... and are negotiating for 2030. (with new information that most of which are likely hyperscalers + non-cancellable) So doesn't quite sound like it's all over for the AI trade, especially photonics.

@partners_road Oct 18 6 clicks

RiverRoadPartners on X

@Qweezy80k Did you read what I posted? To repeat: there are limited Korean ETF shorts to cover. There are very limited US memory ($MU, $SNDK, $WDC) shorts. Leveraged memory ETF (long) positioning is quite high. All of that is 100% in contradiction to your post.

@BarbarianCap Oct 18 10 clicks

Barbarian Capital on X

3/n $SBUX CEO on the @CapitalGroup pod on the turnaround efforts + more Also covers his time at $YUM $CMG $PG https://t.co/PI6oUxsXLE

@BarbarianCap Oct 18 9 clicks

Barbarian Capital on X

2/n $NU founder/CEO @velez_david with @patrick_oshag Crash course on banking economics, how tech impacts banking, cash-to-digital global opportunity, management/leadership, AI implementation https://t.co/osqyHHD0kY

@calvinblissett Oct 18 1 click

Calvin Blissett on X

@rebv808 I believe I covered the first question, so I mean it when I say that’s a great question. You mean on the latter % of customers that $CCLD already has as RCM that don’t use EHR right?

@calvinblissett Oct 18 9 clicks

Calvin Blissett on X

$CCLD questions I have so far for Stephen Synder (CEO) interview if I am missing anything please let me know Charlie Munger famously talked about the importance of distinguishing between technological improvements where the economic benefits “stick to our ribs as owners” and those where “all of the advantages from great improvements are going to flow through to the customers.” (Stripe Press) I think it’s fair to say AI will lower costs overall for the RCM industry for those able to take advantage of it. McKinsey estimates that AI enablement of the revenue cycle could reduce cost to collect by 30% to 60%. (McKinsey & Company) We are already beginning to see this play out: roughly 20% to 40% of organizations report broad or enterprise-wide use of AI-enabled tools across different parts of the revenue cycle, while 70% to 90% of decision-makers expect to increase spending on AI-enabled RCM capabilities over the next three years. (Oliver Wyman) How is this playing out currently, and how do you see it progressing? More specifically, where do you think the economic benefits of AI ultimately accrue? Will AI make the strong stronger and the weak weaker—allowing scaled, technologically capable RCM providers to lower their costs faster and potentially furthering industry consolidation? Or, as AI tools become increasingly commoditized and accessible, could they instead level the playing field and erode some of CareCloud’s existing competitive cost advantage? A bit similar to the last question: Could AI change the dynamic of struggling companies not being able to upgrade products and or win clients. Allowing them to improve and compete hence lowering acquisition opportunities? How much growth aside from obviously inorganic acquisitions is existing customers expanding versus new clinics signing up? Do you think about size when acquiring or is it purely a factor of opportunity and fit. It would seem intuitive smaller acquisitions are easier and cheaper. Is there a pace or target you have in mind regarding acquisitions One shareholder asked for more metrics/metrics with news. Just granularity, Shareholder assumes it will be on earnings call but affects of data breach and portion if any that isn’t covered by insurance. What you’re seeing and anticipate seeing in terms of loss of current customers and momentum in future sales. A majority of the employees are in Pakistan which is currently going through a turbulent time and is basically a junta. Do you think there's any need to de-risk it? I believe the ROI from acquisition is at the midpoint of purchase multiple (.6-1x) and target contribution margin (25-30%) on a full year time frame after 9 months to get there to be About 34%. If your stock had the same FCF yield how would you weight buybacks vs acquisitions. Given the same assumed 34% full year after achieving targets on acquisition In Q2 2026, Hadi said: “OurAI and acquisition strategies have become a single, unified growth engine.” Does that mean that AI strategy/product development has similar economics or is it table stakes and has to be invested in merely to keep up?