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.
Wednesday, November 11, 2026
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From X
Barbarian Capital on X
Lennar Cuts Deliveries Target Again on Rate Pressure, Housing Market Conditions $LEN
BDC on X
Learning applications for Specs are going to insane. Forget tablets or laptops. Every school in America should give their kids some Specs. $snap
BDC on X
Wow - kinda nailed the need for cellular partner except the partner is VZ, not $SPCX. Good, regardless. $SNAP
BDC on X
Based on what we've seen so far from Specs, and given private market valuations, could easily see $SNAP sell 20% minority stake in Specs for $2B. Implication is insanely bullish for SNAP equity.
BDC on X
Specs are really cool. All sorts of real world applications. The enterprise apps might have the most commercial potential. This tech is legit. Minority equity investors will be lining up. $snap
Investor Letters
All letters- Minotaur Capital October 2026 CROX $7.3BHUT $7.3B
- Bell Asset Management October 2026 CRH $64BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 PNI $2.7B
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $31B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.7BSN $32B
- FCL Capital October 2026 ANPDF $28BCNSWF $52B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
- The London Company 3Q2026 CCI $38BCMI $64B
Lumen Technologies (NASDAQ: LUMN) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings
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TransMedics: 2027 Setting Up To Be A Pivotal Year
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Conviction Queue 
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Adobe: A Cash-Secured Put Turns AI Fear Into A Lower Entry Price
Adobe's compressed 10x non-GAAP EPS multiple reflects AI monetization and ARR-growth concerns; cash-secured puts at $210 or $200 target a…
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Sea Ltd Earnings Update: Q3 2026
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Irreplaceable Assets, Explosive Growth, On Sale: LandBridge Q3 2026 Update
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Super Micro Computer: The Story Is Getting Better And Better (Rating Upgrade)
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Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate After Q3 FY12/26 Earnings
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MARA Holdings Q3: Massive Deleveraging Sets The Stage For The AI Colocation Premium
MARA Holdings cut debt by $1.4 billion after an $885 million Bitcoin gain, while 1.9 GW of energy assets and a $79 million GPU contract…
Mandela Amoussou 1 click
Occidental Petroleum (NYSE: OXY) Stock Rating: Distribute After Q3 Earnings
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Rocket Lab (NASDAQ: RKLB) Stock Rating: Stop After Q3 FY12/26 Earnings
Rocket Lab reported Q3 revenue up 73% to $267.8 million and backlog up 52% to $3.57 billion, but Neutron’s first flight slipped to 2027 and…
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…
Celestica: Why I See The Recent Crash As A Bullish Opportunity
Celestica trades at 9.6 times projected 2027 adjusted EPS after an 83% Q3 revenue gain, while lower free cash flow guidance reflects growth…
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Monte Investments Market Brief Vol. CXXXV
Quanta Services’ backlog rose 63% year over year to $64 billion as shares fell 30%, while AI power and data-center construction demand…
No title
SpaceX’s $24 billion Starbase power plant, Microsoft’s Oracle capacity cuts, Riot’s $72 billion AI lease and Quanta’s sell-off frame…
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