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OCP 2026: MicroVCSELs are gaining attention, but microLEDs still have a case

Credo’s microVCSEL pivot targets 10–20m data-center links where copper falls short, while microLEDs compete nearer compute on integration, power and thermal performance.

CRDO $32B

Vik's Newsletter 6h ago 2 clicks

8h ago NVDA $5.1T

Field Trip: AI Has to Be Seen to Be Believed

Aurelion Research 4 clicks

10h ago LRCX $326B

Lam Research Q1 FY6/27 Earnings Review

Cestrian Capital Research 4 clicks

From X

@HedgeyeRetail Apr 22

Brian McGough on X

Heidi O’Neill is literally the WORST choice to be the new $LULU CEO. She’s going to turn this company into an even hotter mess than it already is. So much talent out there and they picked the person that did nothing but fail at $NKE. The Board messed up big time here. I know me being loud on this ensures that I’ll be blocked from all access. I don’t care. This is laughable.

@LaughingH20Cap Apr 22 3 clicks

Laughing Water Capital on X

@CalgaryLeveen @cfrischer1 @sScCrRaAbBLLeE 5/x) I'd argue that @BrendanCarrFCC is incentivized to move forward quickly now too, unless he wants to allow $WMT to dictate how the FCC does its job through their congressman, whom they no doubt generously support.

@LaughingH20Cap Apr 22 2 clicks

Laughing Water Capital on X

@CalgaryLeveen @cfrischer1 @sScCrRaAbBLLeE 4/x) i'd bet RFID would drop their objections to $NN's plan in exchange for licensed status in 907-918 (or 908-917Mhz). Seems like a fair compromise to provide terrestrial backup to GPS in the U.S. for free.

@LaughingH20Cap Apr 22

Laughing Water Capital on X

@CalgaryLeveen @cfrischer1 @sScCrRaAbBLLeE 2/x) remember $NN does not want 907-918 MHz. RFID signal is strongest at 915. Europe and China both use ~9 MHz for RFID, with restrictions on power and listen before talk. Why is 11 MHz that includes 915 (9 w/ blockers) not enough for RFID in the US? https://t.co/U9xEpNXW22

@LaughingH20Cap Apr 22 2 clicks

Laughing Water Capital on X

@CalgaryLeveen @cfrischer1 @sScCrRaAbBLLeE 1/x) agree- same objectors in different clothing. We need real world tests to prove/disprove interference - $NN has been calling for those tests for 2 years b/c they know the answer. An NPRM can force testing. The real question though is why does RFID need 902-928 MHz?

@MultiplesCap Apr 22

Multiples Capital on X

If a regional "racino" is worth 9.4x, what is Bellagio and MGM Macao worth? $MGM

@MultiplesCap Apr 22

Multiples Capital on X

Interesting to see the recent price action in $MGM, is the market finally waking up to the massive valuation gap? Trading at ~6.0x EV/EBITDAR (using standard rent multiples) Private Reality: The Northfield Park exit closed at a ~9.4x implied EBITDAR multiple Sector Anchor: Current buyout offers for $CZR setting a peer floor at ~9.5x. Management is effectively shorting this spread, divesting regional assets at 9x+ and buying back it's own shares, outstanding shares down 50% over last 5 years. #ubercannibal

@DOMOCAPITAL Apr 22

DOMO Capital Management, LLC on X

Sidoti raises $PBI price target to $20: https://t.co/d1B7rmSGYC

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Trade Alert - Long RIG

HFI Portfolio bought 94,214 shares of Transocean, RIG, for $570,000 at $6.05 per share.

RIG $6.5B

HFI Research 12h ago 5 clicks

Meta 3Q’26: Healthy Core, But Investors Spooked by Potential Funding Ambitions

Meta’s ad revenue grew 26% to $63.1 billion, but negative free cash flow and $135-145 billion of capex raise concerns over AI funding and a…

META $1.8T

MBI Deep Dives 14h ago 3 clicks

CoreWeave: Why Patient Investors Should Hold Through Volatility

CoreWeave targets 8 GW of active power by 2030, expands into India and builds its AI cloud ecosystem through Google Cloud and partner…

CRWV $34B

Jack Elias 14h ago 2 clicks

MYR Group q3’26 Earnings Preview

MYR Group’s Q3 2026 preview cites data-center and power transmission demand, with long-term service agreements supporting margin growth and…

MYRG $4B

Monte Independent Investment Research 15h ago 4 clicks

Mosaic: Cash from Potash Now, a Recovery in Phosphates Later

Mosaic’s potash business generated $930 million after capital spending and closure cash in 2025, while phosphate operations consumed $207…

MOS $5.5B

Latticework by MOI Global 16h ago 3 clicks

Mosaic, Part One: The Story

Mosaic’s history traces the 2004 Cargill-IMC merger and the phosphate and potash mines that shaped NYSE: MOS.

MOS $5.5B

Latticework by MOI Global 16h ago 7 clicks

Mosaic, Part Two: The Deep Dive

Mosaic, NYSE: MOS, is the subject of a second audio program for professional investors analyzing fertilizer producers.

MOS $5.5B

Latticework by MOI Global 16h ago 4 clicks

Undercovered Dozen: Western Digital, Penguin Solutions, Millrose Properties And More

WDC $132BPENG $3B

The Undercovered Dozen 16h ago 2 clicks

Thursday Tailwinds #12: Oct 22, 2026

PJM's 6,831 MW capacity shortfall is driving nuclear uprates, with Google contracting 890 MW from 11 operating reactors.

CEG $96B

Trade Ideas Flow 17h ago 2 clicks

Tesla Q3 FY12/26 Earnings Analysis

Tesla’s Q3 revenue was flat at $28.0 billion, while operating income fell 56% as R&D spending on AI rose 69%; SpaceX merger discussions are…

TSLA $1.5T

Cestrian Capital Research 17h ago 3 clicks

[ISRG – Intuitive Surgical] the robot is the easy part

Intuitive Surgical built a razor-razorblade model around da Vinci robots, with procedure growth driving recurring instrument revenue and…

ISRG $153B

scuttleblurb 18h ago 3 clicks

Meta Earnings Update: Q3 2026

Meta’s Q3 revenue rose 26% to $64.6 billion, but $34.9 billion in AI infrastructure spending drove free cash flow negative as it created…

META $1.8T

SixSigmaCapital: Navigating the Financial Markets 18h ago 3 clicks

Meta: 3Q26 Business Update

Meta’s Family of Apps revenue grew 26% as Muse reached 10 million users, testing AI-agent commerce while Amazon restricts access and…

META $1.8T

Speedwell Memos 19h ago 2 clicks

META Q3 FY12/26 - Hold - Earnings Review

Meta reported Q3 revenue of $64.6 billion, up 26%, while $34.9 billion of capex drove negative free cash flow and a $9.89 billion legal…

META $1.8T

Cestrian Capital Research 19h ago 1 click

This Week in Special Situations: Solstice, Albertsons, Brockhaus, GM

Solstice, Albertsons, Brockhaus and GM anchor a 34-case survey of activism, buybacks, M&A and strategic reviews, led by Starboard’s…

SOLS $9.6BACI $6.5B

Latticework by MOI Global 19h ago 7 clicks

4 Boring Non-AI Stocks Trading at Attractive Valuations

Rollins, North America’s largest pest-control provider, gets 75–80% of revenue from recurring contracts but has fallen about 45% year to…

ROL $16B

Jimmy's Journal 19h ago 5 clicks

Group 1 Automotive (GPI) vs Lithia Motors (LAD)

Group 1 Automotive and Lithia Motors divide two longtime value investors: David Abrams switched to Lithia in 2018, while Greg Alexander…

GPI $2.7BLAD $6.6B

Cannibal Stocks 19h ago 1 click

Diageo: Gen Z Is Drinking Again, And They Want Cocktails

DEO $52B

PropNotes 20h ago 3 clicks

Atour Lifestyle ($ATAT): The Hotel Chain That Is Secretly a (Sleep) DTC E-Commerce Brand

Atour Lifestyle combines an asset-light Chinese hotel franchise network with Atour Planet sleep-product sales, using guest rooms as product…

ATAT $4.5B

Substack von Philipp 22h ago 2 clicks

Sea Limited (SE) Sea Cloud and Monee IPO

Sea Limited plans Sea Cloud and a Monee IPO, using 40-plus data centers and 25,000 GPUs while risking heavier capex and prolonged thin…

SE $47B

Sleep Well Investments 24h ago 3 clicks

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