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Wednesday, November 11, 2026

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@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

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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
OSW · short

One Spa World

OneSpaWorld (OSW) faces about 37% downside as its valuation requires unattainable growth in average revenue per customer after major-market…

OSW $3.1B
Value Investors Club

Research update

S&P Global research will assess Platts, Kensho and ratings growth; Benefit Systems’ 72% YTD rally changed its valuation, while Netflix and…

ICE $96B
Global Outperformers 3 clicks

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