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Monday, November 9, 2026

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@AsifSuria

Asif Suria on X

Thanks for sharing regarding $STRZ When it comes to a poison pill, they can get rid of it at any time and I have seen both instances of it being removed as well as where the acquirer pushes through the poison pill and acquires the company (Oracle's acquisition of Peoplesoft). My broader point is that as separate companies with different business models, both deals don't have to happen simultaneously. I do recognize that they have content licensing agreements between them and probably strong ties in other areas. $LION
@convequity 5 clicks

Convequity on X

We think Huawei's control of lasers, optics and packaging could weaken pricing power at NVIDIA ($NVDA) and Broadcom ($AVGO). Our view: designing these components together lets Huawei choose embedded lasers based on what works best for the whole system, with less need to accommodate separate suppliers' products and margins. That makes lower-power embedded lasers easier to use and reduces dependence on scarce high-power external lasers. Huawei's 7.2 Tb/s Hi-ONE optical engine, which we highlighted in our recent report, shows the progress in connectivity behind this challenge. Better connections between processors can help an AI system use its computing capacity more efficiently, giving Huawei a way to compete beyond the performance of individual chips. If this lowers costs and deployment delays, customers in markets open to Huawei get a stronger alternative to systems built around Nvidia accelerators or Broadcom's custom chips and networking. At Convequity we think that could weaken both companies' ability to command premium prices.

Investor Letters

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STRL: 80 new electricians a week

Sterling’s $4.1 billion backlog faces Texas permitting risk after a governor proposed a moratorium, while Connexion, Capital Asset Planning…

STRL $7.6B
Trade Ideas Flow 1 click

Roblox: Capture This Moment

Roblox’s Q3 FY26 DAUs fell year over year for the first time, while bookings declined 12% to $1.7 billion.

RBLX $35B
TSOH Investment Research 1 click

DoorDash and Google

DoorDash and Google.

DASH $79B
Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 4 clicks
FND · long

FLOOR & DECOR HLDGS

Floor & Decor operates 281 warehouse-format stores selling hard-surface flooring and accessories nationwide.

FND $5B
Value Investors Club 1 click

Vicor Update, Part Four

Vicor’s Federal Circuit hearing put Foxconn’s disputed patent license under pressure, reinforcing its AI server royalty model and licensing…

VICR $6.8B
CV's Substack 3 clicks

NEW POSITION: Google LEAPS

Alphabet bought long-dated GOOGL calls after a 12.6% earnings drop, betting AI monetization and distribution overcome capex pressure and…

GOOGL $3.5T
Hated Moats 1 click

Floor & Decor 3Q26: Business Update

Floor & Decor’s 3Q26 sales rose 3% while comparable sales fell 1.4%; it cut 2027 openings to 10-15 as high mortgage rates pressure…

FND $5B
Speedwell Memos 1 click

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