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A COMPANY THAT SELLS CONNECTIVITY SOLUTIONS LIKE IT’S SELLING HEROIN. SerDes, DSP, chiplets-these are the new narcotics. They’re in data centers, networking gear, and the pockets of executives who think they’re untouchable. The world’s a Wi-Fi hotspot, and Credo’s the provider with a monopoly on the signal.

The SEC, that grand arbiter of finance’s finer points, let slip the news on the same date: Harbor Capital had been trimming its sails in Comfort Systems USA during Q3. The arithmetic is plain as day-$23.58 million vanished from their ledger, and now they hold 9,286 shares worth $7.66 million. A ship’s captain might call it a course correction; a man of the markets might call it a midlife crisis.

Perincheril, our first host of the affair, began the proceedings on Monday with a most generous gesture, elevating his fair-value estimate from £25 (or its American cousin, $25) to a sprightly $40 per share. One might liken it to a gentleman tipping his hat to a passing cloud. The next three days saw Thakkar, Strouse, and Percoco follow suit, their adjustments ranging from the modest (Thakkar’s $16 to $19) to the merely polite (Strouse’s $27 to $29). Yet, for all their numeric derring-do, not one of these estimable souls deigned to bestow a “Buy” rating. Instead, they clung to their existing verdicts-neutral for Perincheril and Strouse, and the equivalent of “Sell” for the others. A most peculiar social dance, to be sure, where the music plays on but no one dares to take the floor.

Broadcom (AVGO), that most elegant of semiconductor architects, has a habit of making rivals look like poorly tailored suits. While Nvidia basks in its moment in the sun, Broadcom is quietly stitching together the next chapter of AI infrastructure. One might call it the couturier of custom chips.

On October 16, 2025, the financial world received its daily dose of paperwork-the kind that makes markets tick like a well-calibrated cuckoo clock. Buried within QSM’s SEC filing was news that would make any appliance store manager wince: the fund had decided Whirlpool wasn’t quite the “must-have” item it once seemed. After this culinary divorce, QSM still held 40,456 shares (worth $3.13 million), though their portfolio now resembled more of a toaster oven than a full kitchen suite.