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Wednesday, November 11, 2026

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@ActAccordingly

PAA Research on X

How magnanimous of Michael Intrator at $CRWV to halt his 10b5-1 stocks sales. Checking filings. Looks like he sold 10MM shares for roughly $1B in gross proceeds (mostly this year). The three founders combined cashed out $3.3B of stock since the IPO. No doubt this stock can be a fantastic trading vehicle given its volatility (250% implied vol into the print), but if you're thinking of this in any longer term context, management already told you what they REALLY think of the business on a longer term horizon....
@aleabitoreddit

Serenity on X

There's a lot of news about WT (3036) introducing their first CW DFB laser line card. More significant than people think for medium-long term. For economic impact and what revenue looks like: - $SMTC generated 74% of its revenue through distributors. $AMBA as another example, ~60-70% of their 2026 revenue went through this company. - With WT in specific, if you look at even a large company like $AVGO scaled: -> 13% of Broadcom revenue went through WT in 2020 -> 18% (2021) -> 20% (2022) -> ~21% (2023) -> ~28% (2024) -> now possibly up to ~46% (they stopped naming) Just showing how important the largest distributors in the world become to semi companies. Given how WT chairman attributed rapid growth coming from AI photonics demand (eg. DSPs to optical module makers): It becomes more interesting for a certain company that WT introduced their first CW DFB laser line card during an industry bottleneck.
@leevalueroach

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.

Investor Letters

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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 4 clicks

Airbnb 3Q26: Business Update

Airbnb’s 3Q26 revenue rose 19% to $4.9 billion as nights and seats grew 16%, with app bookings up 29% and Reserve Now Pay Later adding…

ABNB $111B
Speedwell Memos 2 clicks
PTRN · short

Pattern Group INC

Pattern Group is a fragile consumer business targeted on the short side.

PTRN $3.4B
Value Investors Club 3 clicks

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