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Tuesday, November 10, 2026

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The AutoNation Story

AutoNation shed rentals and megastores, focused on dealerships, and retired 91.1% of its shares through buybacks after its 1990s roll-up collapse.

AN $6.1B
Cannibal Stocks 1 click

From X

@aleabitoreddit 1 click

Serenity on X

$LITE standalone would likely be up on earnings after their new $5B CPO/NPO announcement (separate from $NVDA). The margins on that are likely 60%+… which shows how profitable laser players would be at scale. (Greensboro alone would be $5B revenue/year) In terms of the $MRVL deal: - Extremely positive for Marvell strategically. Also makes remaining laser players very valuable - $LITE shareholders can cry though about the 1+ year overhang until deal goes through in 2028. There’s less independent price discovery as well since a lot of it will be pegged around 4.5 Marvell shares : 1 - I think Lumentum shareholders probably would be happier if Marvell shares didn’t crash before the deal was announced.. since it was originally valuing $LITE at $115B with a 23.9% premium. - Marvell dropping does show the downside of the deal straight away though, if it rose then $LITE shareholders might be a tad happier given valuation. Having a fixed dollar MC value floor probably would have been better than the 4.5x:1 ratio. There was a lot of long $LITE, short ___ pressuring other photonics valuations, so at least those trade pairs might unwind now
@SouthernValue95

SouthernValue on X

The Anthropic S1/A should ease concerns over the risk of Anthropic backlog exposure for $AMZN $GOOG $AVGO: +$132B of cash and investments +$82B of undrawn loans +$50B run-rate revenue less non-compute cash costs +$100B IPO proceeds Against that, they must fund: -$70B compute due in the NTM, and -$447B over the next 4yrs. If Anthropic revenue is flat from here, they could still amply fund opex and compute commits in the next 4yrs with ~$60-70B to spare.

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Insider activity October 2026

Asian insider buying reached $2.9 billion in October, the highest since 2018, with South Korea and Thailand leading.

BKRKY $23B
Asian Century Stocks 1 click

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

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