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
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 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.
Trevor Scott on X
@Alpha_Fox11 $COST is trading at 58x FCF and growing at 9%.
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 $31BNOW $107B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.5BSN $32B
- Rathbones October 2026 SBGSF $158BSIEGY $235B
- FCL Capital October 2026 ANPDF $28BBKNG $119B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
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Thursday Tailwinds #13: Nov 5, 2026
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Delta Air Lines Is Worth Buying Despite Near-Term Pressure
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Motti Sapir 
CHWY · long Chewy INC
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Amdocs: The T-Mobile Shock Changes Everything (Rating Downgrade)
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Motti Sapir 2 clicks
Warrior (HCC): Q3 2026 Earnings
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GPC Q3 2026: a quick North America Automotive update
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AMSC, Datadog will be fine, SiTime is worth a look
AMSC and Datadog will be fine, while SiTime is worth a closer look.
An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI
Intuit CEO Sasan Goodarzi discusses using AI to turn accountants from customer-acquisition partners into customers, alongside QuickBooks,…
DigitalOcean (DOCN) Q3 FY12/26 Earnings Review
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New Ideas From The Road
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