Wednesday, November 11, 2026

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.

MRVL $152BLITE $48B

P Equity Research 4h ago 2 clicks

6h ago DASH $79B

DoorDash’s FBA Moment

MBI Deep Dives 2 clicks

7h ago LUMN $4.5B

Lumen Technologies (NASDAQ: LUMN) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings

Cestrian Capital Research 1 click

From X

@RagingVentures 21m ago

Raging Capital Ventures on X

I haven’t had this much (negative) engagement with a short idea since I pitched $ASTS back in January around $90 per share ($36 today). Are there really that many retail folks long $SPCX, or are these just bots?

@StableBread 26m ago

Fajasy on X

To tell if a stock is overvalued, Buffett compares a share's next 10 years of earnings with what its price would earn in bonds, a test Mary Buffett describes in The New Buffettology. In 1998, a share of Coca-Cola $KO at $88 would earn $24.88 over 10 years. The same $88 in 6% corporate bonds would earn $52.80, more than twice as much.

@calvinblissett 1h ago

Calvin Blissett on X

Munger misses things, Malone is worth learning from and anyone would’ve been lucky to hitch their wagon along to the TCI ride. He also missed $CACC. He did call Valeant though using the same framework. He’s been much more right than wrong which is what matters

@blondesnmoney 2h ago

Cluseau Investments on X

$MRX has some form of financial bipolar disorder. Up or down $4 regularly with zero news

@gnoble79 2h ago

George Noble on X

I am also seriously thinking about increasing my $CRWV position here. One slight difference. You are getting destroyed as a long while I am short from $107!

@ACapitalLP 4h ago

A Capital on X

@valuedontlie thoughts on $KBR price action?

@AsifSuria 4h ago

Asif Suria on X

Yup, $IMXI could try to get $WU to perform the way Tiffany's did with LVMH. With Tiffany's they settled out of court for a small price cut. With Elon and Twitter, the courts made him perform. I know some people think the courts might favor $IMXI but this feels different from the Tiffany's and Twitter situations.

@aleabitoreddit 5h ago

Serenity on X

Not always right on timing, but I'm pretty confident long term they'll play out. Just look at $AXTI, everyone thought it was a dead company last year and InP substrates were a commodity. -> Q4 2025 gross margins: 20.9% -> Q1 2026: 29.6% -> Q2 2026: 44.9% -> Q3 2026: 56.0% -> Q4 2026: 60%+ est. With legacy memory like $ESMT, I did guess earnings correctly, they made a whopping $331M+ net income relative to $1.9B MC But stock still dropped somehow... but eventually as time passes out I'm personally confident majority will play out directionally right.

My largest position is now a healthcare stock with 195% upside to my target

An unnamed healthcare company became the portfolio’s largest position at 8%, with a $130 target implying 195% upside despite broken…

CVS $113B

Guardian Research 8h ago 3 clicks

TransMedics: 2027 Setting Up To Be A Pivotal Year

TransMedics targets multi-organ transplant growth through 2027 trials, OCS Kidney and European expansion after Q3 revenue rose 41% to $203…

TMDX $3.1B

Conviction Queue 9h ago

[scuttleslops] FICO, PAYC, ABNB, TREX, Anthropic

FICO is licensing mortgage scores directly to resellers, seeking pricing control as VantageScore competition and regulatory scrutiny…

FICO $15BPAYC $11B

scuttleblurb 10h ago 3 clicks

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 13h ago 4 clicks

Adobe: A Cash-Secured Put Turns AI Fear Into A Lower Entry Price

Adobe's compressed 10x non-GAAP EPS multiple reflects AI monetization and ARR-growth concerns; cash-secured puts at $210 or $200 target a…

ADBE $93B

Tim Travis 16h ago 1 click

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 21h ago 4 clicks

CoreWeave (NASDAQ: CRWV) Stock Rating: Do Nothing After Q3 FY12/26 Earnings

CoreWeave reported 168% revenue growth to $3.66 billion, but $20.4 billion of trailing free cash outflow and $42.7 billion in net debt keep…

CRWV $27B

Cestrian Capital Research 21h ago 3 clicks

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

LandBridge’s Q3 revenue rose 39%, while newly acquired pore space could lift pro forma EBITDA and cut its 2027 EV/EBITDA multiple from…

LB $5.1B

310 Value’s Newsletter 22h ago 1 click

Constellation Software 3Q26 Recap: When 2% is Good

Constellation Software’s 3Q26 organic revenue grew 2%, while $609 million of acquisitions and improving acquired-business margins supported…

CNSWF $50B

Speedwell Research 22h ago 1 click

CoreWeave: This still doesn’t look like a good business

CoreWeave's Q3 report leaves its data-center business looking structurally unattractive despite major changes since the prior earnings…

CRWV $27B

The Technology Letter 23h ago 1 click

GLXY · long

Galaxy Digital INC

Galaxy Digital (GLXY) is presented as a long investment idea.

GLXY $5.5B

Value Investors Club May 20 2 clicks

Brown & Brown

Brown & Brown compounded revenue 14.4% annually since 1998 through more than 650 acquisitions, capped by its nearly $10 billion Accession…

BRO $24B

Eagle Point Capital Jun 6 1 click

MSGS at a Glaring Discount so GO KNICKS GO!

MSGS, owner of the Knicks and Rangers, filed a Form 10 to explore a spinoff as comparable franchise sales support an $11 billion valuation.

MSGS $9.6B

Open Insights Jun 5

What CrowdStrike Shareholders Are Really Funding

CrowdStrike’s $318 million quarterly stock compensation and payroll taxes equaled 23% of revenue, diluting shareholders while non-GAAP…

CRWD $222B

First Strike Research Jun 5

When the Ducks are Quacking

Ford’s 1956 IPO sold 10.2 million shares at $63 each after Goldman Sachs helped resolve the Ford Foundation’s voting-rights problem.

F $50BGS $268B

Net Interest Jun 5

Lawrence Hamtil: The Farmer Mentality, Software's Cycle, and Investing with Irreplaceable Capital

Lawrence Hamtil discusses the farmer mentality, software’s cycle and investing with irreplaceable capital.

FERG $48BSPOT $129B

Flyover Stocks Jun 5

Sea Limited and Mercado Libre Q1'26: Reinvestment Justified? A Zero Sum Game in Brazil?

Sea and Mercado Libre defend Brazilian e-commerce share with logistics, cross-border trade, VIP programs and financial services, accepting…

SE $48BMELI $77B

Sleep Well Investments Jun 5

Infineon Technologies (IFX GY): Power Overwhelming

Infineon’s power semiconductors stand to benefit from AI data centers shifting to 800VDC power delivery, though its sharp rerating to…

IFNNY $73B

Bristlemoon Capital Jun 4 1 click

Under The Hood, Universal Health Services - $UHS

Universal Health Services faces a $432 million–$480 million annual Medicaid supplemental-payment hit by 2032, offset by behavioral-health…

UHS $11B

Bearhold Research Jun 4 2 clicks

What's going on with Marvell?

Marvell's Structera CXL cards make surplus DDR4 usable in memory pools, with dense SRAM IP helping mask latency amid DRAM shortages.

MRVL $152B

Irrational Analysis Jun 2

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