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SpaceX’s $24 billion Starbase power plant, Microsoft’s Oracle capacity cuts, Riot’s $72 billion AI lease and Quanta’s sell-off frame data-center power demand.
Tuesday, November 10, 2026
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From X
Mr Neutral Man aka "Howard Marks of REITs” on X
@alagalah It’s been next year for 2 years now. So what’s 2 more years between friends? Probably 12 months depending on which REIT you own $CPT will likely be the first to report positive blended lease growth due to their unique assets and their lower renewal rates
Maj Soueidan on X
In case you were wondering… $CIFR Q3… $26M in revenue vs. this cost structure. It’s just math 🤷. To be fair, analysts are expecting the company to put up some nice EPS by 2029 - but who knows what the diluted cap structure will look like by then? @InfoArbMonitor
Mr Neutral Man aka "Howard Marks of REITs” on X
Finally got a chance to go over the $MAA call in detail Folks are getting testy over the pace of , really lack of, rent recovery Waiting for $CPT to drop their results and see if they cam get >1% blended between new and renewal mix We’re 78% CPT and 22% MAA for our large cap Sunbelt MF. Was opposite a few years ago @RecoveryTrade
Lee Roach on X
StoneX just initiated a buy target of GameStop $GME of $33 per share. Rumors flying they read my goofy website on GameStop and were like “woah”
junkbondinvestor on X
*ORACLE KICKS OFF SIX-PART US DOLLAR HIGH-GRADE BOND OFFERING Here are the IPTs: 3Y: T+260bps 3Y FRN: SOFR equiv 5Y: T+295 7Y: T+325 10Y: T+330 20Y: T+355 For context, BBG HY index spreads at 340bps. But this is IG-rated (Baa2/BBB-/BBB) credit. $ORCL
Serenity on X
@jacobsimon2002 Well.. that was before $MRVL crashed. The deal is 4.5x Marvell shares for every Lumentum share. 4.5x * 196 = $882 (floating), so you're getting that for $LITE, which is still more than current prices. If Marvell recovers, so does Lumentum shares now
Paradis on X
My initial thought is that Marvell got a great deal for Lumentum at $115 billion. Highly recommend reading @FundaAI research on key beneficiaries, namely $CRDO and $COHR.
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8BSN $31B
- Rathbones October 2026 SBGSF $143BSIEGY $233B
- FCL Capital October 2026 ANPDF $28BBKNG $122B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
- Marram Investment Management 2026 3rd Quarter CSGP $13BPAY $4.2B
- 13D Activist Fund third quarter of 2026 KNF $3.5BRMV $5.4B
- Horizon Kinetics 3rd Quarter 2026 TPL $19BLB $5.1B
- NS Partners Q3 2026 AAVMY $39BALBKY $12B
The Trade Desk (NASDAQ: TTD) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings
The Trade Desk beat Q3 guidance with $736 million in revenue and $266 million EBITDA, but revenue fell 0.5% and Q4 guidance implies an 11%…
Amplitude (NASDAQ: AMPL) Stock Rating: Distribute After Q3 FY12/26 Earnings (No Paywall)
Amplitude beat Q3 guidance with $110.6 million revenue, up 24.9%, and raised full-year outlook, but slowing RPO growth, lower gross margin…
Quick Value #337 - Dana Inc (DAN)
Dana is combining with Eaton’s Mobility unit via a 1Q27 Reverse Morris Trust after selling a division, delevering and accelerating buybacks.
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…
One Regulator Could Soon Unlock Altria And Cronos' Cannabis Fortune
Adult-use cannabis rescheduling would open Altria’s 42% Cronos stake to a U.S. market rerating.
Aseity Research 2 clicks
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.
Nextpower: Its Biggest Growth Opportunity Now Lies Outside The Trackers
Nextracker's $6 billion order book supports cross-selling battery storage and inverters, now 22% of revenue, though acquisition-led growth…
Investor Overview 2 clicks
DoorDash and Google
DoorDash and Google.
Nova: Chip Complexity Is Driving Impressive Growth
Nova Ltd.'s Q3 revenue rose 28.2% as GAA, HBM, advanced DRAM and packaging complexity lifted demand, pushing non-GAAP margins to 35.5%.
Daniel James 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…
FND · long FLOOR & DECOR HLDGS
Floor & Decor operates 281 warehouse-format stores selling hard-surface flooring and accessories nationwide.
Moody’s: Fasten Your Seat Belts, But Not for AI
Moody’s ratings business faces potential deceleration, while AI-related debt issuance and anti-data-center politics pose less risk than…
IREN Is Down 71%. Should You Buy the Dip?
IREN has fallen 71% despite AI Cloud revenue rising from $7.3 million to $200 million quarterly and more than $20 billion in contracted…
Expert Call | EMIB-T Packaging, Glass Core Roadmap & 2027 ABF Substrate Supply Outlook
Intel’s EMIB-T, glass-core roadmap and 2027 ABF substrate supply outlook are the focus of an expert call.
Ouster Q3 FY12/26 Earnings Review (OUST) - Stock Rating: Accumulate
Ouster grew Q3 revenue 50% to $59.3 million, shipped 27,000 sensors and guided Q4 revenue to $61 million to $64 million while posting a…
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…
Floor & Decor 3Q26 Business Update: Profitability Grows Despite Weak Sales
Floor & Decor's 3Q26 sales rose 3% while comparable sales fell 1.4%; it slowed 2027 openings to 10-15 as high mortgage rates pressure…
Kimberly-Clark: Short-Term Worries Create A Buying Opportunity (Rating Upgrade)
Kimberly-Clark’s Kenvue merger targets $1.9 billion in synergies by 2029, supporting roughly 6% long-term EPS growth and continued dividend…
Gary Gambino 1 click
Blackbaud CEO: We will prove AI is a ‘tailwind’
Blackbaud CEO says AI will be a tailwind for the nonprofit software and services provider.
Procore CFO: Now we scale the business
Procore CFO Rachel Pyles discusses accelerating growth and economies of scale after an upbeat third-quarter report.
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Sectors
Ordered by how often our editor reaches for them.
