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.
Wednesday, November 11, 2026
Back to the front page 
From X
SG on X
@paulcerro agree. I think $WU has the better of the args, given a very weak hell or high water clause.
Myles on X
@stockgutter I've been lazily short $WU for a while. What's your long thesis?
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
SG on X
$WU $IMXI deal terminated, no payment due. Great news imo.
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
Asif Suria on X
Whoa! Western Union $WU decided to terminate the $IMXI deal despite the conditional approval that came in from California after hours on Tuesday
Asif Suria on X
@compound248 @jbmp51 Looks like $WU decided to terminate the deal. Crazy stuff.
Investor Letters
All letters- Minotaur Capital October 2026 CROX $7BHUT $6.6B
- Lakehouse Capital Small Companies Fund October 2026 COGZF $399MFNCHF $506M
- Lakehouse Capital Global Growth Fund October 2026 SNSNF $1.8B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.6B
- Forager Funds Management October 2026 TUA $525M
- FCL Capital October 2026 INTR $1.8BRSGN $881M
- Protean Funds October 2026 AAK $4.8BVIMGF $2.3B
- Hinde Group third quarter of 2026 MBGL $5.8B
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Ichor Holdings: At 17x P/E, It's The Cheapest It Will Ever Be
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