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
Cluseau Investments on X
$MRX has some form of financial bipolar disorder. Up or down $4 regularly with zero news
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!
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
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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Cat-Scratch Fervo
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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 $42.7 billion in net debt keep…
Irreplaceable Assets, Explosive Growth, On Sale: LandBridge Q3 2026 Update
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STRL · short Sterling Infrastructure INC
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Molina Health Revisited
Molina Health is revisited.
Under the Hood - Tractor Supply ($TSCO)
Tractor Supply’s 2,602-store rural retail network supported 30+ years of growth.
Philip Morris: Q2 2026 Results (Quick Note)
Philip Morris reported strong Q2 2026 trading, while U.S. ZYN growth barely increased. Shares rose 3.3% to a record high.
Danaher 2Q'26: Yet Another "Meh" Quarter
Danaher posted 3.0% core revenue growth in 2Q’26, with LTM adjusted EBITA flat at $7.1 billion since 2Q’24 despite a mid-20s earnings…
Lasers for CPO/NPO: Part 2 – Lumentum’s Technology and Moat
Lumentum’s UHP laser platform for CPO/NPO uses cavity-length and grating design to suppress linewidth broadening, with reliability and…
[$UBER] Uber Technologies
Uber targets Nuro-powered robotaxis in the Bay Area by H2 2026 and NVIDIA-powered fleets across 28 cities by 2028, testing whether…
Apocalypse Now or Generational Buying Opportunity?
ServiceNow, SAP and Veeva are framed as AI-resistant SaaS bargains after a sector selloff, with ServiceNow positioned to gain from AI-agent…
Eddie Lampert and AutoZone, Part 2: A Fragmented Industry & A Long Runway
AutoZone held an estimated 6.7% share of the $29.9 billion ex-tire auto parts market in 1996, leaving a long consolidation runway in a…
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Ordered by how often our editor reaches for them.
