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.
Thursday, November 12, 2026
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From X
@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.
Barbarian Capital on X
McCormick’s $65 Billion Unilever Foods Merger Could Harm Competition, U.K. Regulator Warns $MKC $UL
Barbarian Capital on X
Western Union Scraps $500 Million International Money Express Takeover $WU $IMXI
Investor Letters
All letters- Minotaur Capital October 2026 CROX $7.3BHUT $7.5B
- Bell Asset Management October 2026 CRH $64BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 PNI $2.7B
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $31B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.5BSN $32B
- FCL Capital October 2026 ANPDF $28BCNSWF $51B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
- The London Company 3Q2026 CCI $38BCMI $64B
[scuttleslops] FICO, PAYC, ABNB, TREX, Anthropic
FICO is licensing mortgage scores directly to resellers, seeking pricing control as VantageScore competition and regulatory scrutiny…
Cat-Scratch Fervo
Fervo Energy raised $2 billion in its May IPO, then fell nearly 70% below issue price after a Morpheus short report, despite targeting 1 GW…
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…
Constellation Software 3Q26 Recap: When 2% is Good
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
CoreWeave's Q3 report leaves its data-center business looking structurally unattractive despite major changes since the prior earnings…
Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate After Q3 FY12/26 Earnings
Joby Aviation reported $55.1 million in Q3 revenue, raised 2026 guidance to $135 million to $140 million, and expects FAA pilot training in…
MARA Holdings Q3: Massive Deleveraging Sets The Stage For The AI Colocation Premium
MARA Holdings cut debt by $1.4 billion after an $885 million Bitcoin gain, while 1.9 GW of energy assets and a $79 million GPU contract…
Mandela Amoussou 1 click
PSN · long Parsons CORP
Parsons generates roughly half of its $6.4 billion revenue from Federal Solutions, serving defense and intelligence customers.
Fortinet (NASDAQ: FTNT) - Do Nothing - Q3 FY12/26 Earnings Review
Fortinet’s revenue rose 20% to $2.08 billion, but its 15% Q4 growth guide drove a 25% post-earnings stock drop as product, billings and…
Culper Research vs Cerebras: A Neutral Engineering-Driven View
Cerebras’ alleged electromigration issues hinge on temperature and voltage limits, not total power draw, while thermal variation and…
CoStar 3Q26 Recap: Cost Decreases Cost of Growth
CoStar’s 14% revenue growth, $37 million in net new bookings and 14% stock drop sharpen doubts that sales and marketing cuts can coexist…
Group 1 Automotive (GPI): Q3 2026 Earnings
Group 1 Automotive trades at 5.5 times earnings as aging gasoline vehicles and EV repairs sustain service profits; insiders bought while…
Cerebras ($CBRS): A Neocloud Masquerading as a Chipmaker
Cerebras relies on OpenAI for almost all of its $25 billion backlog while renting AI capacity, raising questions over its semiconductor…
The Cigna Group: Client Retention Matters, But Contract Profitability Matters More
Cigna faces PBM margin pressure as employer fee demands and Signature transition costs outweigh specialty-drug growth, limiting profit…
Narek Hovhannisyan 1 click
Enova International (ENVA): Leading US Online lender with excellent track record
Enova’s Q3 2026 revenue exceeded $1 billion as originations rose 31%, while its failed Grasshopper Bank bid drove a 23% one-day stock…
Vertiv (NYSE: VRT) Stock Rating: Accumulate, $329 Price Target After Q3 FY12/26 Earnings
Vertiv beat Q3 revenue guidance by $460 million, grew organic sales 55%, and raised full-year revenue guidance by $650 million to a $14.65…
EQT Q3 FY12/26 Earnings Review - Distribute Rating
EQT moved to Distribute at $56.29 after Q3 revenue fell 9.6%; a 44% trailing free-cash-flow margin signals cycle risk despite lower debt…
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Sectors
Ordered by how often our editor reaches for them.
