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Wednesday, November 11, 2026

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@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.
@calvinblissett

Calvin Blissett on X

The Value Investor's SpaceX ($SPCX) : A Korean Preferred at 0.3x Book. Indrect exposure to SpaceX=~68% of price, Management Says It Wants the Gap Closed. 4% dividend, 4x conservative earnings. Brand advantage in a commodity indsutry. Fundamental Business does not earn from Space X at all 𝘈𝘭𝘴𝘰 𝘒𝘰𝘳𝘦𝘢𝘯 𝘱𝘳𝘦𝘧𝘦𝘳𝘳𝘦𝘥’𝘴 𝘐 𝘱𝘢𝘴𝘴𝘦𝘥 𝘰𝘯 𝘢𝘯𝘥 𝘸𝘩𝘺, 𝘧𝘰𝘳 𝘧𝘳𝘦𝘦! 𝘈𝘴 𝘸𝘦𝘭𝘭 𝘢𝘴 𝘸𝘩𝘢𝘵 𝘐'𝘮 𝘸𝘢𝘵𝘤𝘩𝘪𝘯𝘨 𝘳𝘦𝘨𝘢𝘳𝘥𝘪𝘯𝘨 𝘵𝘩𝘰𝘴𝘦 2.

Investor Letters

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Airbnb 3Q26: Business Update

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Speedwell Memos 2 clicks

Research update

S&P Global research will assess Platts, Kensho and ratings growth; Benefit Systems’ 72% YTD rally changed its valuation, while Netflix and…

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Global Outperformers 3 clicks

Monte Investments Market Brief Vol. CXXXV

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PWR $77B
Monte Independent Investment Research 2 clicks

No title

SpaceX’s $24 billion Starbase power plant, Microsoft’s Oracle capacity cuts, Riot’s $72 billion AI lease and Quanta’s sell-off frame…

PWR $77BORCL $363B
Monte Independent Investment Research 3 clicks

A letter to founding members

Cannibal Stocks favors cash-generative companies that retire shares at low valuations, citing Dillard’s 80% share reduction and…

DDS $11B
Cannibal Stocks
TYL · long

Tyler Technologies INC

Tyler Technologies, TYL, is positioned as a resilient govtech software provider if AI disrupts enterprise SaaS.

TYL $17B
Value Investors Club

Owning the Seven PM Slot

Netflix is using AI visual effects and dubbing to cut production costs, expand global distribution and reinforce its recommendation-driven…

NFLX $511B
Bearhold Research 1 click

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