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
Timyan Bank Alert on X
@shidellian @CorpusCol Or the good folks in Altavista, VA- $PPBN
BDC on X
This seems really positive for $stln as it validates their value prop to payers.
Asif Suria on X
One of four companies I added to my watchlist after attending the @PlanetMicroCap conference in Vegas earlier this year. $PDEX In this case, the trajectory of financials matches management's enthusiasm. Scores 80 on our quantitative model.
SG on X
@frothyassets ahh, I thought maybe but wasn't sure. Yes have short or short call positions in a lot of the 2x quantturd ETFs. Also in the $RGTZ 2x short ETF just for good measure.
Farmer on X
I had $CHPX on my shorts watchlist, but maybe I should go long?
Farmer on X
Been debating shorting $TIH. I believe it previously operated as the mutual fund $TIHGX. Seems like most of the negative alpha was the fee. But also looks like it does poorly in market crashes which is nice. Borrow is only 0.25%.
Deep Sail Capital on X
$ARQQ down 20% today on preliminary results. Still worth $300m or like 450x revenue.
Investor Letters
All letters- Asset Value Investors Ltd October 2026 4347 $112M6727 $597M
- Sandon Capital — Activist Fund October 2026 FWD $134MSPSY $111M
- Minotaur Capital October 2026 CROX $7.3BHUT $7.3B
- Bell Asset Management October 2026 CRH $64BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 COGZF $411MFNCHF $530M
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $31BSNSNF $1.8B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.7BSN $32B
- Forager Funds Management October 2026 OFX $71MPLT $95M
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Sea Ltd Earnings Update: Q3 2026
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CoreWeave (NASDAQ: CRWV) Stock Rating: Do Nothing After Q3 FY12/26 Earnings
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Irreplaceable Assets, Explosive Growth, On Sale: LandBridge Q3 2026 Update
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CoreWeave: This still doesn’t look like a good business
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Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate After Q3 FY12/26 Earnings
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