Wednesday, November 11, 2026

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 of geothermal power by 2030.

FRVO $2.3B

Doomberg 6h ago 4 clicks

15h ago LB $5.1B

Irreplaceable Assets, Explosive Growth, On Sale: LandBridge Q3 2026 Update

310 Value’s Newsletter 1 click

20h ago JOBY $5.3B

Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate After Q3 FY12/26 Earnings

Cestrian Capital Research 2 clicks

From X

@kab604 23m ago

kab60 on X

Didn't see it mentioned here, but Conifer agreed to not buy other US auto dealership stocks than $GPI (but can buy chinese Meidong Auto...). Greg Alexanders' fund used to own a large chunk of $LAD, sold last chunky holding in Q1-Q2... Now board seat at GPI

@stockgutter 30m ago

SG on X

good thread on $WU $IMXI

@aleabitoreddit 2h ago

Serenity on X

There's a lot of news about WT (3036) introducing their first CW DFB laser line card. More significant than people think for medium-long term. For economic impact and what revenue looks like: - $SMTC generated 74% of its revenue through distributors. $AMBA as another example, ~60-70% of their 2026 revenue went through this company. - With WT in specific, if you look at even a large company like $AVGO scaled: -> 13% of Broadcom revenue went through WT in 2020 -> 18% (2021) -> 20% (2022) -> ~21% (2023) -> ~28% (2024) -> now possibly up to ~46% (they stopped naming) Just showing how important the largest distributors in the world become to semi companies. Given how WT chairman attributed rapid growth coming from AI photonics demand (eg. DSPs to optical module makers): It becomes more interesting for a certain company that WT introduced their first CW DFB laser line card during an industry bottleneck.

@stockgutter 3h ago

SG on X

@paulcerro agree. I think $WU has the better of the args, given a very weak hell or high water clause.

@finphysnerd 3h ago 2 clicks

Myles on X

@stockgutter I've been lazily short $WU for a while. What's your long thesis?

@convequity 4h ago

Convequity on X

Why AI's next optical winners may come from headlights, displays and LiDAR 🔍 Scarce, high-power lasers are hitting limits. Lighting, display and LiDAR makers are adapting their tech for cheaper AI links. $AMS $HIMX $AEVA $MVIS $QUBT $VECO

@stockgutter 5h ago

SG on X

$WU $IMXI deal terminated, no payment due. Great news imo.

@aleabitoreddit 10h ago

Serenity on X

@TimeToCompute Coreweave did say they’re getting 100% contract value prepayments, which is kind of insane. So that sends a positive message for the other Neoclouds like $NBIS and $IREN