Thursday, November 12, 2026

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 management pursues a turnaround.

PTON $2.5B

TSOH Investment Research 11m ago

12h ago RBLX $37B

An Interview With Roblox CEO David Baszucki About Aggregating Play

Stratechery by Ben Thompson – On the business, strategy, and impact of technology.

16h ago MRVL $148B

Expert Call | Lumentum & Marvell Deal

P Equity Research 2 clicks

From X

@InvestSpecial 2h ago

Dalius - Special Sits on X

$DH has rallied further in recent days, now up ~30% since the SSI write-up. A bump still looks likely, but with the stock 25% above the original bid, the R/R has changed considerably. No news or rumors that I could find. Taking chips off the table. Full pitch on SSI👇

@aleabitoreddit 3h ago

Serenity on X

I disagree, Jensen Huang is practically irreplaceable from $NVDA. And it's like if you took out Elon from $TSLA, the valuation and confidence in the company would collapse. The foresight to bet on CUDA before AI took off, build the Neocloud ecosystem... The move to secure critical supply chain capacity years ahead of demand, and sell rack-scale systems (with CPUs, networking, etc). Turn the ASIC threat into another opportunity by investing in $MRVL, MediaTek, to compete against $AVGO. Bringing them all into Nvidia's NVLink ecosystem... Is absolutely insane foresight. Jensen practically architected both the financial and industrial ecosystem surrounding the current AI trade. Jensen took Nvidia from a startup to a $5T+ company, and the fact he managed to keep growing that with projected FY2028 70% constrained forward growth... at these levels. Is equally as absurd. I normally don't post negative things about companies... but even if you don't see material revenue or roadmap changes in the next 2 years. Ousting the face of the AI trade and a technology visionary might spell disaster for Nvidia long term.

@StableBread 5h 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 8h 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 8h 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

@AsifSuria 8h ago

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 8h 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.

@DeepSailCapital 8h ago

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.

Post-Memory Sell-Off, Hewlett Packard Enterprise Is More Compelling Than Dell

Hewlett Packard Enterprise offers lower valuation and better memory-price downside protection than Dell, backed by higher-margin…

HPE $64BDELL $238B

Benjamin C. Barry 17h ago 1 click

Quick note on LSAK and GRPN

Lesaka expects its Bank Zero acquisition to close by end-January 2027, though it could still close this calendar year.

LSAK $305MGRPN $513M

Mispriced Assets 18h ago 4 clicks

DoorDash’s FBA Moment

DoorDash’s $17 billion Instacart deal targets DashMart warehouse scale, where 99%+ order accuracy and faster delivery address the limits of…

DASH $78BKR $41B

MBI Deep Dives 19h ago 2 clicks

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…

WBI $1.5B

310 Value’s Newsletter 19h ago 3 clicks

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

Lumen was upgraded to Accumulate after Q3 revenue fell 12% to $2.7 billion, while strategic business revenue rose 10% and reached 55% of…

LUMN $4.9B

Cestrian Capital Research 19h ago 1 click

A Call with Cogent ($CCOI) CEO Dave Schaeffer: Data Centers, the $700M Refi and Life After T-Mobile

Cogent expects to replace roughly $100 million of T-Mobile payments ending in 2028 through cost cuts and high-margin on-net sales, while…

CCOI $227M

Calvin Blissett 20h ago 2 clicks

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 20h ago 5 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 21h ago

I Called the YB CFO. Here’s What I Learned.

Yuanbao’s CFO says China’s new online-insurance rules target abusive sales practices, while Beijing increasingly frames commercial health…

YB $499M

Calvin Blissett 21h ago 2 clicks

Village Farms Well Positioned For Entry Into Texas Cannabis Markets (Rating Upgrade)

Village Farms posted record quarterly cannabis revenue, driven by international sales and expanded capacity, while positioning for Texas…

VFF $329M

Alan Sumler 22h ago 1 click

DGXX · short

Digi Power X INC

DGXX $215M

Value Investors Club Jul 28

Disney: Century-Old Franchises at 14x Forward Earnings

Disney trades at 14x FY27 consensus EPS of $7.50 as parks, merchandise and streaming rebuild its franchise flywheel.

DIS $207B

Latticework by MOI Global Oct 20 10 clicks

Monte Investments Market Brief Vol. CXXXII

CoreWeave and neocloud peers face financing pressure, but sold-out GPU capacity and rising H100 and B200 rental rates support continued AI…

CRWV $34BMYRG $4.4B

Monte Independent Investment Research Oct 20 8 clicks

Urban Outfitters: Nuuly Is More Valuable Than Its Margins Suggest

Urban Outfitters' Nuuly subscription service grew sales 28.6% and reached a 10.1% operating margin, with management targeting $700 million…

URBN $7.4B

IWA Research Oct 20 5 clicks

Group 1 Automotive: The Debt Stress Test

Group 1 Automotive’s $1.25 billion Atlanta borrowing lifts net corporate debt to about $4.4 billion; a 2009-style downturn leaves it near…

GPI $3.2B

Cannibal Stocks Oct 20 12 clicks

Goldman Sachs: Undervalued Growth With A Buy Rating

Goldman Sachs carries a $1,116 price target, based on $82.69 estimated 2027 EPS and growing recurring revenue from investment banking,…

GS $263B

The Curious Analyst Oct 20 4 clicks

Copper Fox Metals: Research Flash

Copper Fox’s C$9.1 million Schaft Creek program advances metallurgical, tailings, water and road studies toward a pre-feasibility study,…

TECK $31B

Atrium Research - Equity Research Oct 19 6 clicks

WD #360: New Trade, Recent Market Action, Brazil/Inter Update

Atlassian is sold after a 130% gain, while iShares MSCI Indonesia ETF is added following the market plunge; the update also assesses the…

TEAM $38B

Ian’s Insider Corner Oct 19 14 clicks

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Preview - Accumulate Rating, Zones And Stop Inside

Northrop Grumman reports Q3 2026 on October 20 with a $105 billion backlog, up 16% year over year, and trades at 23 times trailing…

NOC $78B

Cestrian Capital Research Oct 19 4 clicks

Nebius: The Pullback Strengthens The Case For An AI Infrastructure Champion

Nebius reported Q2 revenue growth of 454% and $3 billion ARR, targeting 5GW of AI capacity by 2030 after a Palantir partnership.

NBIS $36B

Salix Research Oct 19 16 clicks

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Thursday, November 12, 2026

Dalius - Special Sits on X

Serenity on X

Fajasy on X

⚽️📡 on X

Deep Sail Capital on X

Asif Suria on X

Deep Sail Capital on X

Deep Sail Capital on X

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