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
Negligible Capital on X
Yeah but $CBRS is probably fine…
Deep Sail Capital on X
Scale across means linking data centers that are physically apart, so it requires switches and architecture that are extremely reliable and consistent. This becomes more important as training runs get bigger and inference spread out across distributed data centers. $ANET win in this market
Asif Suria on X
Maybe Jensen will mount a comeback the way @vishal_better did with $BETR It would be surprising if the board decides to oust him from $NVDA. What would this mean for the greater AI bubble with all the circular financing and such.
@DeepSailCapital Deep Sail Capital on X
I’m looking to short a lot of shitcos if they run here: $RGTI $IONQ $ACHR $QBTS just look at my Shortlist for names.
Deep Sail Capital on X
$QNT in Dec 1 Lockup. It trades at an insane valuation of 300 P/S as the market share count doesn’t count the economic interests currently not converted by Honeywell and Others.
@DeepSailCapital Deep Sail Capital on X
$SHLS & $ARRY Merger / Short Report Review
Investor Letters
All letters- Asset Value Investors Ltd October 2026 4347 $112M6727 $597M
- Sandon Capital — Activist Fund October 2026 FWD $130MSPSY $111M
- Minotaur Capital October 2026 CROX $7BHUT $6.6B
- Bell Asset Management October 2026 CRH $65BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 COGZF $399MFNCHF $506M
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $32BNOW $106B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.6BSN $31B
- Forager Funds Management October 2026 OFX $70MPLT $95M
WaterBridge Q3 Update: Speed Ramp Powers Record Quarter and Datacenters on the Horizon
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Lumen Technologies (NASDAQ: LUMN) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings
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A Call with Cogent ($CCOI) CEO Dave Schaeffer: Data Centers, the $700M Refi and Life After T-Mobile
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My largest position is now a healthcare stock with 195% upside to my target
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I Called the YB CFO. Here’s What I Learned.
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Village Farms Well Positioned For Entry Into Texas Cannabis Markets (Rating Upgrade)
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Cat-Scratch Fervo
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Adobe: A Cash-Secured Put Turns AI Fear Into A Lower Entry Price
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QTWO · long Q2 Holdings INC (qtwo)
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Weekend Digest #344: Colombia Election, CAAP New Dividend, May Buy & Hold Purchases
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Inter, Nu, MercadoLibre Earnings & Outlook + LatAm Political Considerations
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ROAS to Riches
Entravision’s Smadex AdTech segment grew Q1 2026 revenue 204% and generated over $34 million of EBIT, becoming 78% of sales and the core…
DoorDash: Undervalued Giant With 2x Potential!
DoorDash is framed as an undervalued giant with potential to double.
Quality Trap or Buying Opportunities? IBP and MTD Updates
Installed Building Products and Mettler-Toledo, down 38% and 32%, test whether lower valuations reflect deteriorating moats or cyclical…
Transocean / Valaris Merger: DOJ's Second Request, Is it a Bust?
Transocean's acquisition of Valaris faces a DOJ second request, putting the offshore-drilling merger's antitrust approval and closing…
Compass Pathways: Deep Dive Analysis
Compass Pathways plans a Q4 2026 NDA submission for COMP360, a synthetic psilocybin treatment for resistant depression, backed by $466…
MercadoLibre: The Amazon of the Amazon
MercadoLibre combines Latin American e-commerce, proprietary logistics and Mercado Pago’s payments data to build a consumer lending…
Grab Q1'26: Profitable Growth, Reasonable Valuation
Grab reported Q1 2026 operating leverage, targeted financial-services breakeven by H2 and held $5 billion cash while advertising average…
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Sectors
Ordered by how often our editor reaches for them.
