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Thursday, November 12, 2026

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@OddDiligence 9 clicks

Odd Diligence on X

Interesting $FSLY finding from testing Meta Muse. Through a series of hundreds of tests, it appears that the $FSLY role with Meta Muse is greater than analysts have noted Over the past week, I created several test websites and ran 738 controlled tests to send traffic from Muse agents to my websites I set up analytics on my website, and I was able to track things like IP address, user agent, operating system, etc From the IP addresses, across the 738 tests, Muse sent traffic from: -Cloudflare: 37.0% -Fastly: 29.3% -Meta: 19.4% -AWS: 14.4% Cloudflare is not a surprise – as there has been a lot of analyst commentary about Muse using Cloudflare. Fastly, on the other hand, was a surprising result I ran many different situations and tasks to try to understand why, or when, Muse sends traffic through Fastly – or others. And when I looked deeper, Muse used Fastly for 100% of the tests when browser navigation was required (e.g., “go to my favorite restaurant’s website and find me the menu”). And when Muse was requested to navigate on a website (e.g., make me a doctor appointment), Fastly was used in 100% of tests Then in other situations, for example when an API is involved or a curl request required, Cloudflare was used in 100% of tests Lastly, when requesting Muse to search the web, Muse split traffic through Fastly, Cloudflare, Meta directly, and AWS

Investor Letters

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Peloton: Beyond The Bike

Peloton’s connected-fitness subscribers fell 9% year over year to 2.475 million, with another high-single-digit holiday decline forecast as…

PTON $2.6B
TSOH Investment Research 3 clicks

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 5 clicks

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
MONOY · long

Monotaro CO LTD

MonotaRO, traded as MONOY in the U.S. and 3064 in Japan, is a Japanese MRO distributor recommended as a long.

MONOY $7.4B
Value Investors Club

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…

RIOT $6.8B
Monte Independent Investment Research 3 clicks

Quick Value #337 - Dana Inc (DAN)

Dana is combining with Eaton’s Mobility unit via a 1Q27 Reverse Morris Trust after selling a division, delevering and accelerating buybacks.

DAN $2.3B
Value Don't Lie 3 clicks

STRL: 80 new electricians a week

Sterling’s $4.1 billion backlog faces Texas permitting risk after a governor proposed a moratorium, while Connexion, Capital Asset Planning…

STRL $9.3B
Trade Ideas Flow 3 clicks

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