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Wednesday, November 11, 2026

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Expert Call | Lumentum & Marvell Deal

Marvell’s all-stock acquisition of Lumentum targets optical supply, DSP synergies and AI data-center demand, while adding fab integration, customer-retention and regulatory risks.

LITE $48B
P Equity Research 2 clicks

From X

@aleabitoreddit

Serenity on X

Not always right on timing, but I'm pretty confident long term they'll play out. Just look at $AXTI, everyone thought it was a dead company last year and InP substrates were a commodity. -> Q4 2025 gross margins: 20.9% -> Q1 2026: 29.6% -> Q2 2026: 44.9% -> Q3 2026: 56.0% -> Q4 2026: 60%+ est. With legacy memory like $ESMT, I did guess earnings correctly, they made a whopping $331M+ net income relative to $1.9B MC But stock still dropped somehow... but eventually as time passes out I'm personally confident majority will play out directionally right.
@aleabitoreddit

Serenity on X

This aged pretty well, when I said this last year in 2025, Clickhouse was a $6.7B company... Now as an update, their secondary valuation sits around ~$50B, which $NBIS owns 25%+ of. I've always liked Nebius the most because sum of parts, with all their lesser known subsidiaries growing alongside their core neocloud business. Including Avride (self-driving), Clickhouse, Toloka, and other subsidiaries that they owned. This year Nebius also acquired: - Tavily (web search and retrival) - Clarifai (Inference orchestration) Which scale independently as well (the others were integrated into Nebius Token Factory). Hard to view $NBIS as just another neocloud when it has billions in scaling value outside its core infrastructure business.

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Cat-Scratch Fervo

Fervo Energy raised $2 billion in its May IPO, then fell nearly 70% below issue price after a Morpheus short report, despite targeting 1 GW…

FRVO $2.3B
Doomberg 4 clicks

Sea Ltd Earnings Update: Q3 2026

Sea Ltd reported Q3 2026 revenue of $8.6 billion, up 43.4% year over year, while net income rose 34.0%.

SE $48B
SixSigmaCapital: Navigating the Financial Markets 4 clicks
GLXY · long

Galaxy Digital INC

Galaxy Digital (GLXY) is presented as a long investment idea.

GLXY $5.5B
Value Investors Club 2 clicks

Haw Par Corporation Limited

Haw Par combines Tiger Balm’s stable cash flows with property, leisure and healthcare operations plus stakes in UOB and UOL.

HAWPY $2.8B
smallvalue. 4 clicks

The Costco of Flooring ($FND)

Floor & Decor operates 262 warehouse-format flooring stores, pairing broad in-stock hard-surface selection with design services as it gains…

FND $5.6B
D Invests

QXO

QXO, Brad Jacobs’ building-materials distributor roll-up, targets rapid acquisitions and a $50 billion revenue run rate by 2032.

QXO $12B
Kairos Research

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