Wednesday, November 11, 2026

A Call with Cogent ($CCOI) CEO Dave Schaeffer: Data Centers, the $700M Refi and Life After T-Mobile

Cogent expects to replace roughly $100 million of T-Mobile payments ending in 2028 through cost cuts and high-margin on-net sales, while refinancing about $700 million of debt.

CCOI $232M

Calvin Blissett 48m ago

2h ago YB $476M

I Called the YB CFO. Here’s What I Learned.

Calvin Blissett 2 clicks

25h ago PLOW $850M

Q3 Earnings: XPEL, Liberty Capital, Douglas Dynamics, Strattec, Seaport (XPEL, GLIBA, PLOW, STRT, SEG)

Hidden Gems Investing 2 clicks

From X

@calvinblissett 45m ago

Calvin Blissett on X

$CCOI My call with Dave Schaeffer is up. Full Q&A on data center sales, the $700M refi, IPv4, note buybacks and life after the T-Mobile payments.

@stockgutter 1h ago

SG on X

good thread on $WU $IMXI

@calvinblissett 2h ago

Calvin Blissett on X

I spoke with the $YB CFO and IR team. Regulation was what worried me most going in. It worries me a lot less now. My takeaways:

@leevalueroach 4h ago

Lee Roach on X

I built a tool last night that scrapes ammo and gun prices across hundreds of different websites. I am seeing 9mm ammo prices up 47% y/y and .22 LR up 50% y/y. Gun market is still soft but the ammo market is tightening pretty fast and guns will likely follow. With dems sweeping I think demand for ammo and guns will continue to outpace supply. $RGR looking good here with Beretta taking massive position. I like $SWBI here too. If Olin wasn't going through that merger with Huntsman I would probably drop my nuts on the table here with their ammo division but I hate big mergers.

@stockgutter 4h ago

SG on X

update: $IMXI to fight termination

@convequity 5h 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.

@stockgutter 5h ago

SG on X

Why is there no Pakistan ETF? Its a large, very populous country with some serious businesses. I am aware of only one Pakistani company listed in the US: Netsol $NTWK, which I own. Even NetSol says it is headquartered in Encino, CA but really most of its management and operations are in Pakistan. Are there others worth looking into?