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.
Wednesday, November 11, 2026
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From X
A Capital on X
@valuedontlie thoughts on $KBR price action?
Deep Sail Capital on X
@CKCapitalxx $CRDO - I don’t see how they don’t get 3x bigger in the next few years. Trading at 20x forward earnings right now.
PAA Research on X
@10_ch_10 @mmauskopf In the very short term factors > fundis, but in the intermediate/long term the fundis take hold. Great start for #ocarinaoftime and it's driving a lot of #switch2 sales for $NTDOY
George Noble on X
@kms_ghostt No. Show me. Am up huge on my $ORCL short
JabroniCoin.USD on X
Goldman notes $ACMR’s strong guide, Chinese memory exposure, and increasing localization, driving revenues and earnings for the next few years. $140 PT on 31x ‘30 EPS discounted back. While I might not value it that way, who am I to argue?
Investor Letters
All letters- Minotaur Capital October 2026 CROX $7BHUT $6.6B
- Bell Asset Management October 2026 CRH $65BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 PNI $2.6B
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $32BNOW $106B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.6BSN $31B
- Rathbones October 2026 SBGSF $143BSIEGY $233B
- FCL Capital October 2026 ANPDF $28BBKNG $122B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
My largest position is now a healthcare stock with 195% upside to my target
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TransMedics: 2027 Setting Up To Be A Pivotal Year
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Conviction Queue 
[scuttleslops] FICO, PAYC, ABNB, TREX, Anthropic
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Cat-Scratch Fervo
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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…
Tim Travis 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%.
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…
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…
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Constellation Software’s 3Q26 organic revenue grew 2%, while $609 million of acquisitions and improving acquired-business margins supported…
CoreWeave: This still doesn’t look like a good business
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HGV · long Hilton Grand Vacations
Hilton Grand Vacations faces an inflection point in profitability growth and free cash flow generation.
TSOH Weekly Roundup (07/31/2026)
Tractor Supply cut FY26 guidance and plans to close 75 Petsense stores; Sazerac’s Brown-Forman bid was rejected as prediction markets…
BBB Foods: A Proven Discount Grocery Model With Ample Runway Ahead (Ticker: TBBB)
BBB Foods, Mexico’s discount grocer, is building a hard-discount model with room to expand across Mexico and beyond.
[scuttleslops] ODFL, AMD, INTC, CDNS, URI, VRSK, KNSL, WSO
Old Dominion Freight Line grew Q2 revenue 10.4% and EPS 32.3% as pricing offset lower tonnage, while excess network capacity sets up…
The Good, the Bad and the Ugly
Lam Research lifted its September revenue guide above consensus, while Microsoft’s capex cut reflects lease accounting and Meta’s AI…
Hermès, EXLService, Sika - Q2'26 Earnings
Hermès faces leather-volume and margin risk, EXLService beats and raises despite AI concerns, and Sika gains share while trading at 22…
Preview of a new war between Apple and Qualcomm
Apple is accelerating its Qualcomm modem design-out before the April 2027 licensing expiry, threatening Qualcomm's high-margin handset…
This business can always surprise you
Danaher cut 2026 core revenue growth guidance to 3-4% as delayed chromatography resin shipments hit bioprocessing, while life sciences…
Bloom Energy Corp Earnings Update: A quick look
Bloom Energy posted $1.065 billion in Q2 revenue, up 165.5%, as AI data-center demand lifted margins, operating income and full-year…
American Express: Q2 2026 Results
American Express reiterated 2026 EPS growth guidance of 12.5% to 16.4% after Q2 volume and revenue growth, while operational and accounting…
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Sectors
Ordered by how often our editor reaches for them.
