Thursday, November 12, 2026

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.

MRVL $148BLITE $59B

P Equity Research 13h ago 2 clicks

15h ago DASH $78B

DoorDash’s FBA Moment

MBI Deep Dives 2 clicks

16h ago LUMN $4.9B

Lumen Technologies (NASDAQ: LUMN) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings

Cestrian Capital Research 1 click

From X

@StableBread 2h ago

Fajasy on X

@aleabitoreddit Ye, WT was 60.2% of $AMBA revenue in Q2, down from 71.3% a year ago. Tho for Ambarella it's mostly fulfillment, Wang said virtually all revenue still comes from their own direct sales teams. Macnica's 7-year deal is the first channel actually built to find new customers.

@pennycheck 4h ago

⚽️📡 on X

@DeepSailCapital $CBRS @CulperResearch becoming the most famous guy in the mkt and his most recent report on cbrs is alarming trading at insane multiple with tons of unlocks and single coustomer risk as well

@DeepSailCapital 5h ago

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

@DeepSailCapital 5h ago

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.

@BlueDuckCap 6h ago

BDC on X

$SNAP is a uncrowded bc Evan's track record as CEO and capital allocator is historically bad. Would you invest in a hedge fund that loses 40% a year? Nobody would. The bet the bulls are making, the few of us, is that @evanspiegel will see the light and do the right thing. I believe in him

@BlueDuckCap 7h ago

BDC on X

If only Evan at $SNAP had been sleeping around. Would be a banner year for Blue Duck! Sigh. Disclaimer: totally kidding. I like Evan. And I think SNAP equity has potential. And Evan is a good human which is why eventually he will do right be shareholders.

@TidefallCapital 7h ago

Trevor Scott on X

@Alpha_Fox11 $COST is trading at 58x FCF and growing at 9%.

@ACapitalLP 8h ago

A Capital on X

Yes. A clean break would be $GFL officially announcing the deal is dead. GTFO. No rationalizing that it’s still undervalued or convincing yourself it’s a negotiating tactic. A slow break is trickier, but there are usually warning signs. As the probability of your thesis playing out declines, you reduce exposure. As the evidence strengthens, you add…

My largest position is now a healthcare stock with 195% upside to my target

An unnamed healthcare company became the portfolio’s largest position at 8%, with a $130 target implying 195% upside despite broken…

CVS $115B

Guardian Research 17h ago 4 clicks

TransMedics: 2027 Setting Up To Be A Pivotal Year

TransMedics targets multi-organ transplant growth through 2027 trials, OCS Kidney and European expansion after Q3 revenue rose 41% to $203…

TMDX $3.2B

Conviction Queue 18h ago

[scuttleslops] FICO, PAYC, ABNB, TREX, Anthropic

FICO is licensing mortgage scores directly to resellers, seeking pricing control as VantageScore competition and regulatory scrutiny…

FICO $16BPAYC $11B

scuttleblurb 19h ago 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 22h ago 4 clicks

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…

ADBE $92B

Tim Travis 25h ago 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%.

SE $45B

SixSigmaCapital: Navigating the Financial Markets 30h ago 5 clicks

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…

CRWV $34B

Cestrian Capital Research 30h ago 3 clicks

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…

LB $5.6B

310 Value’s Newsletter 31h ago 1 click

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…

CNSWF $51B

Speedwell Research 31h ago 1 click

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…

CRWV $34B

The Technology Letter 32h ago 1 click

BR · long

Broadridge Financial Solutns

Broadridge Financial Solutions is framed as a high and rising free-cash-flow generator at a depressed valuation, with insider buying…

BR $22B

Value Investors Club Aug 4

Sleep Well Portfolio (Oct 2026) - SWI#25 and #26 Adding Exposure to AI.

Sleep Well Portfolio adds two AI infrastructure suppliers and trims CrowdStrike at a 140x free-cash-flow valuation and $270 billion market…

CRWD $235BSE $45B

Sleep Well Investments Nov 1 8 clicks

Portfolio Update October 2026

Portfolio returned over 15% in October, lifting cumulative gains to 103.5%, while adding 3i Group and increasing Floor & Decor and…

TGOPF $33BTSCO $19B

D Invests Nov 1 4 clicks

Agnico Eagle: Soaring Above The Peer Group

Agnico Eagle expects low-end 2026 guidance despite Barnat setbacks, while Hope Bay, Upper Beaver and Odyssey support production above 4…

AEM $96B

Taylor Dart Nov 1 3 clicks

Expert Call | Optical Module Ramps, Lumentum vs. Coherent Momentum, Server CPU, and Advanced Packaging Constraints

AAOI, Lumentum and Coherent 800G ramps, NVIDIA Rubin timing, and AMD, Intel and Arm server CPU demand frame an expert call on AI…

LITE $59BCOHR $42B

P Equity Research Oct 31 2 clicks

FTAI 3Q26: Aero margins in focus

FTAI’s Aerospace Products margin rebounded to 31% as CFM56 module output rose, while Power deposits and contracted deliveries fund its 2027…

FTAI $19B

Stock Thoughts Oct 31 5 clicks

SoFi Technologies: Nobody Saw This Coming

SoFi raised its 2026 guidance after a blowout Q3 and issued a strong 2027 outlook, with revenue projected to reach $5 billion by Q4 2030.

SOFI $21B

Riyado Sofian Oct 31

Life360 ($LIF): The Family App Wall Street Fell Out of Love With

Life360 has fallen 60% despite 40% revenue growth, 100 million monthly users and profitability, as its family-safety subscriptions and…

LIF $3.6B

Substack von Philipp Oct 31 5 clicks

American Tower's Starlink Opportunity

American Tower could gain $1.13 to $3.54 in AFFO per share if Starlink accesses 80,000 U.S. cell sites and becomes a fourth major tenant.

AMT $88B

Dane Bowler Oct 30 4 clicks

CVX Earnings Review

Chevron’s Q3 revenue rose 35% to $65.2 billion and EBITDA 75% to $20.2 billion, while production trailed guidance and refining margins…

CVX $419B

Cestrian Capital Research Oct 30 4 clicks

Publications we follow

Every publication on this site, hand-picked.

130 publications

YouTube 4

Blogs 15

Seeking Alpha 83 of 286

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

91 accounts

Nominate an account

Investor letters we follow

375 firms

Sectors

Ordered by how often our editor reaches for them.

Thursday, November 12, 2026

Fajasy on X

⚽️📡 on X

Deep Sail Capital on X

Deep Sail Capital on X

BDC on X

BDC on X

Trevor Scott on X

A Capital on X

Investor Letters

Publications we follow

Newsletters 110

YouTube 4

Blogs 15

Seeking Alpha 83 of 286

X accounts we follow

Investor letters we follow

Sectors