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
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 4347 $112M6727 $597M
- Sandon Capital — Activist Fund October 2026 FWD $134MSPSY $111M
- 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
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $31BNOW $107B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.5BSN $32B
- Forager Funds Management October 2026 OFX $71MPLT $95M
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
Lumen was upgraded to Accumulate after Q3 revenue fell 12% to $2.7 billion, while strategic business revenue rose 10% and reached 55% of…
A Call with Cogent ($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…
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…
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…
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…
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…
AI is Heading for a Massive Oversupply: Top Hedge Fund Manager’s Prediction | David Orr
David Orr argues AI compute capex will create a major oversupply, pressuring semiconductor trades, software moats and white-collar wages…
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…
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…
Tim Travis 1 click
update on Gartner
Gartner’s growth has stalled after federal contract losses and cautious commercial spending, raising questions about its competitive…
Recycle Bin
Used aircraft engines can be repurposed as gas turbines, easing data center power constraints while tightening aviation supply.
Intel: Why Didn’t We See This Coming?
Intel’s 30% stock collapse followed guidance for a more than 20% sequential Q4 client revenue decline, server CPU packaging constraints and…
AirSculpt Technologies: A Curious Play On Unit Economics
AirSculpt’s procedure economics remain attractive, but high customer acquisition costs and underused clinics pressure profitability; the…
Sanjay Swamy 5 clicks
AMRZ · long Amrize
Amrize (AMRZ) produces aggregates, cement and roofing materials across the US and Canada.
Digital Turbine: The Turnaround Is Gaining Momentum, But Debt Remains The Wild Card
Digital Turbine posted 27% Q1 FY2027 revenue growth and 69% adjusted EBITDA growth, but free-cash-flow conversion and refinancing remain…
Arizona Equity Research 
TWLO Q3 FY12/26 Earnings Review
Twilio's Q3 revenue rose 20% to $1.56 billion, but Q4 organic growth guidance fell to 11% to 12% and RPO declined 28%.
Merck and Co. (MRK) Q3 FY 12/26 Earnings Review
Merck reported Q3 revenue of $18.1 billion, up 5%, and raised 2026 guidance as Keytruda sales reached $8.6 billion ahead of its 2028 patent…
Incyte (INCY) Q3 FY 12/26 Earnings Review
Incyte reported Q3 revenue of $1.56 billion, up 14%, as Opzelura sales rose 36%; a $1.23 billion Vega acquisition charge drove an operating…
Namib Minerals: Research Flash
Namib Minerals accelerates Redwing’s restart, targeting first gold this month and a ramp from 338 ounces monthly to 835 ounces by Q2 2027.
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Ordered by how often our editor reaches for them.
