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Thursday, November 12, 2026

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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.

LITE $59B
P Equity Research 2 clicks

From X

@aleabitoreddit

Serenity on X

Everyone’s a long term investor for 2027, 2028, or 2029 onward Until their portfolio experiences volatility months in. I still think: - $RKLB could end up the next $SPCX - $NBIS has the potential to be the next hyperscaler - $SIVE has moonshot potential to be the next $LITE - 1-3x P/E memory companies and $AXTI substrate bottlenecks are more durable than markets think And that it’s stupid to sell single digit fwd P/E AI companies or promising longs. And rotate that into 5% growth towel resellers at 47x P/E. Or 180x cyber companies, just because they’re going up. I’ve seen $AMD go from the $3 valley of doom to $400 as people thought it could be the next $INTC / $NVDA. And been through the Bitcoin $1000 -> $18,000 -> $3000 -> $100,000 cycle. Not advice on how to position or trade, but anyone on extreme leverage during those times got wiped out. While the underlying assets sharply recovered later. I do think AI, Space, and Physical AI are the future. So, I’m remaining long, and using this time to maximize exposure to the winners

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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…

FRVO $3.8B
Doomberg 4 clicks

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 $45B
SixSigmaCapital: Navigating the Financial Markets 5 clicks
OSW · short

One Spa World

OneSpaWorld (OSW) faces about 37% downside as its valuation requires unattainable growth in average revenue per customer after major-market…

OSW $3.1B
Value Investors Club

The AutoNation Story

AutoNation shed rentals and megastores, focused on dealerships, and retired 91.1% of its shares through buybacks after its 1990s roll-up…

AN $6B
Cannibal Stocks 4 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 $88BRIOT $6.9B
Monte Independent Investment Research 3 clicks

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