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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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
Asif Suria on X
Maybe Jensen will mount a comeback the way @vishal_better did with $BETR It would be surprising if the board decides to oust him from $NVDA. What would this mean for the greater AI bubble with all the circular financing and such.
@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.
Deep Sail Capital on X
$QNT in Dec 1 Lockup. It trades at an insane valuation of 300 P/S as the market share count doesn’t count the economic interests currently not converted by Honeywell and Others.
@DeepSailCapital Deep Sail Capital on X
$SHLS & $ARRY Merger / Short Report Review
Investor Letters
All letters- Asset Value Investors Ltd October 2026 6727 $597M9742 $318M
- Minotaur Capital October 2026 CROX $7.3BHUT $7.5B
- Bell Asset Management October 2026 CRH $64BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 COGZF $429MFNCHF $530M
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- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.5BSN $32B
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- Rathbones October 2026 SBGSF $158BSIEGY $235B
WaterBridge Q3 Update: Speed Ramp Powers Record Quarter and Datacenters on the Horizon
WaterBridge grew Q3 revenue 16.9% year over year as Speedway Phase I lifted produced-water volumes, while pursuing large-scale data center…
Lumen Technologies (NASDAQ: LUMN) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings
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My largest position is now a healthcare stock with 195% upside to my target
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Village Farms Well Positioned For Entry Into Texas Cannabis Markets (Rating Upgrade)
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Alan Sumler 1 click
[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
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Tim Travis 2 clicks
Another High-Premium, Multi-Billion-Dollar Canadian Oil Deal
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Super Micro Computer: The Story Is Getting Better And Better (Rating Upgrade)
Louis Gerard 2 clicks
WULF · long Terawulf INC
TeraWulf is shifting from bitcoin mining toward data centers, seeking a higher-quality and more defensive business model.
Bloom Energy (NYSE: BE) Q3 FY12/26 Earnings - Revenue Up 138% On The Datacenter Power Race
Bloom Energy’s Q3 FY26 revenue rose 138% to $1.24 billion as datacenter power orders lifted operating margin to 18%; capex drove $181…
Philip Morris: Taking the Fight to the U.S.
Philip Morris reported Q3 growth across heated tobacco, combustibles and e-vapor in Europe while gaining U.S. nicotine-pouch share.
Capital Wars
CoreWeave’s $35 billion to $39 billion 2026 spending plan relies on debt as unsecured yields reach 15%, making its GPU cloud expansion a…
Spotify 3Q’26: Built for the Background
Spotify's third-quarter results met or exceeded guidance, with 306 million Premium subscribers and €672 million operating income, while…
TSOH Weekly Roundup (10/23/2026)
TSOH Weekly Roundup covers Ally’s improving credit and capital returns, Pepsi’s weak beverage brands, and Match Group’s plan to revive…
Texas Instruments (NASDAQ: TXN) Stock Rating: HOLD After Q3 FY12/26 Earnings
Texas Instruments reported Q3 revenue of $6.06 billion, up 28%, with 47% operating margin and Q4 guidance above seasonal norms; Cestrian…
Tempus AI: Moderna's New Cancer Vaccine Partner Is The Pick Of The AI Biotech Bunch
Tempus AI targets $1.6 billion of 2026 revenue through AI diagnostics, data licensing and cancer-testing partnerships, with Personalis…
Edmund Ingham 7 clicks
Research & Analysis: ERock, Inc. (NYSE: EROC)
ERock’s modular microgrids bridge data-center power gaps years before grid interconnects, with Meta and Anthropic projects filling capacity…
Putting bear cases to rest
Medpace authorized $1 billion of buybacks through 2028 after Q3 revenue rose 8.5% to $716 million; service revenue grew roughly 12% as…
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