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Gary
4.9K posts
What in the world is going on with Charter? Down one third in five days. $CHTR
Gary@garyHeff
Time to look at $CHTR ? Have all the bulls gone extinct yet ?
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@mascarosergi fortunately for me the stock doesn't know i own it, and these sorts of superstitions have no impact on business results. not that it matters but it's my smallest position.
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Amazing deal. The problem I see is that valuation is already pricing it imo…
Wondering if $OCC could eventually get one of those deals where someone takes all the capacity available. A dream for now that no one is even considering 🤨
Sam Badawi@Sam_Badawi
$TSEM Tower Semiconductor signed $1.3B worth of silicon photonics contracts tied to 2027 revenue and received $290M in customer prepayments for capacity reservations, with even larger 2028 wafer commitments already being secured. The company is aggressively expanding silicon photonics manufacturing capacity and developing next-generation 400GHz/lane optical solutions aimed directly at AI infrastructure, optical connectivity, and high-speed switching demand.
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Constraints as a superpower. Lots of fun stories on creativity, focus, and even a cautionary tale (General Magic). Highly recommend this one.
Hoover Institution@HooverInst
What do the inventor of the periodic table, Isabel Allende, and the almost-creators of the iPhone have in common? @DavidEpstein joins @EconTalker to make the case that constraints—not unlimited freedom—are often what drive better thinking, better work, and better outcomes. Watch the full episode of EconTalk from the Hoover Institution, @Liberty_Fund, and @Econlib on X:
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The "highly confident letter" is back
$GME $EBAY
cc:@WilliamCohan
Ryan Cohen@ryancohen
Proposal to acquire eBay. investor.gamestop.com/ebay
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@UpslopeCapital Worth more than $1.6B if Josh's vision comes to fruition, no?
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@buysidedigest @UpslopeCapital while everyone else is searching for the next AI winner, this guy is "quietly" focused on Cocoa Alpha $STUDY
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Upslope Capital @UpslopeCapital returned +8.6% net in Q1 2026.
S&P Midcap 400 returned +2.5%.
The fund nobody talks about quietly hit 610 bps of alpha.
- Hershey contributed +245 bps
- FTI Consulting contributed +225 bps
- Korea Defense ETF contributed +160 bps
- Three new "defensive-plus" positions added
- 40% net exposure, elevated gross both sides
Most long/short funds had a brutal Q1.
Upslope used the same volatility everyone else feared as the alpha.
#Long/shortMidcap
#Defensive-plus
#GeopoliticalAlpha
#Upslope
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The MP Materials deal was the clue
$INTC
Gary@garyHeff
An offtake agreement / "guaranteed purchases" solves $INTC 's chicken & egg problem
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Listening to Enya and nothing else until this market calms down #edge
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@given2tweet How could anyone not root for the YouTube guy! You'll be missed.
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Neo-Brandeisians: Too much consolidation!
Small CEO: You're right! I have to merge or my company dies!
Neo-Brandeisians:
GIF
Matt Stoller@matthewstoller
So @MarkRuffalo and I wrote an oped for the NYT on what looks like a merger fight in Hollywood over Paramount/Warner, but it's really about how fear of oligarchs is overtaking America. And there's a lesson in how solidarity helps us fight back. nytimes.com/2026/05/07/opi…
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Gary retweetledi
@fundiescapital @epochso The same people that don’t give a second of thought to a multiple unmooring from reality on the way up become highly opinionated about the righteousness of the multiple moving further away from its highs.
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@mascarosergi @Lee_Trades i saw some chatter about it, didn't make much sense since it was a real-estate loan
think about it from a backwards looking quant perspective. big current maturity looks scary if you think they can't refinance. that worry is now off the table. not a bad thing!
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My god. So the demand is real.
“Corning will increase its U.S.-based optical connectivity manufacturing capacity by 10x and expand its U.S. fiber capacity by 50%+ to meet the accelerating demand driven by AI factory buildouts.”
How this impacts Optical Cable Corp?
$OCC $GLW
Sergi@mascarosergi
The 10x larger pluggable optical module market is the biggest opp (OCC makes fiber optic cables) Copper cables are mentioned as an opportunity (OCC produces) The 10x in pluggable optical module per computing unit represents massive surge for optical interconnect suppliers $OCC
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@mascarosergi @Lee_Trades was there a story out there that they wouldn't be able to refi the may maturity? if so, it's no longer a question
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@Lee_Trades no. I hope it is a problem to fund inventories... They are VERY protective of the shares. Would Rule out a raise at the mkt
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