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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 5h ago 2 clicks

8h ago NVDA $5.1T

Field Trip: AI Has to Be Seen to Be Believed

Aurelion Research 3 clicks

10h ago LRCX $326B

Lam Research Q1 FY6/27 Earnings Review

Cestrian Capital Research 4 clicks

From X

@RagingVentures Jul 27 1 click

Raging Capital Ventures on X

@retaox The $CHTR broadband offering is much more competitively priced today due to tech upgrades, limited pricing increases in recent years, aggressive retention incentives, and investments into the video/wireless bundle.

@RagingVentures Jul 27

Raging Capital Ventures on X

Shorted a bunch of $AAPL and bought puts over last few days. Seems very overbought (was it a funding short?) and at a good level to find resistance. Edge AI models should ultimately be good for $AAPL, but company still has grossly mismanaged the AI opp and memory is a headwind.

@RagingVentures Jul 27

Raging Capital Ventures on X

The capex spend is mind boggling, but I held my nose and bought $META today around $590-600 I don’t how the AI bet will shake out, but I do know that… - $META Reels is sucking up engagement share from everyone, even $NFLX - $GOOG search refers are in free fall, which should benefit $META’s ad network - Zuck is the best owner-operator in the business who is willing to pivot if necessary - There are tremendous AI cost efficiency opps in core $META operations (Note: I have a long and fruitful history with $META and my family members still own their shares going back to 2013, knock on wood)

@RagingVentures Jul 27

Raging Capital Ventures on X

I’m now very bullish on $CMCSA as well. In my view, Peacock/NBCU/theme parks are likely worth around the current market cap alone. Importantly, Peacock / NBC are now competitively advantaged in sports media thanks to a superior combination of reach with their NBC broadcast network and their scaled streaming platform. Comcast Cable is struggling, but they have frontloaded a lot of pain; wireless and the bundle is a growth engine; and the balance sheet is actually a strength (not a weakness). Plus, the 6% dividend pays you to wait for the spin in 2027.

@RagingVentures Jul 27

Raging Capital Ventures on X

Not the greatest quarter but no change in my $CHTR view, although I did sell some of my October calls today. Owning common and LEAPs are most interesting now. The Cox acquisition should close in mid- to late-August, which I view as a catalyst for analysts and investors to revisit their models. $CHTR is now trading at around 2x pro forma 2028 FCF per share, with incredible balance sheet optionality (which they have started to monetize via buybacks and swaps at a discount). I also think $CHTR has front-loaded a lot of ARPU pain and invested heavily to stabilize video in recent years. While broadband will remain challenged, I don’t believe the worst case scenarios and think wireless growth and pricing can provide a valuable offset.

@RagingVentures Jul 27

Raging Capital Ventures on X

I’ve been legging into $AMD short https://t.co/XWmhyYgpFC

@cfrischer1 Jul 27

Charles Frischer on X

$NN An investor bought 5,000 Sept $15 option contracts today for $1.40. Assuming shares were $25 post NPRM, these have a 7x return or an implied 15% chance of happening. I think at $1.40, these options were priced far below intrinsic value. I like this trade very much. Very smart

@eriksen_tim Jul 27 1 click

Tim Eriksen on X

@TreyHenninger $THVB is similar to TRUX. I was taught to be skeptical of the SBA loan sellers. There are a few banks that have maintained decent mortgage origination income.

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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 11h 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 13h 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 15h 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 15h 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 15h ago 4 clicks

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

WDC $132BPENG $3B

The Undercovered Dozen 15h ago 2 clicks

Unicycive (UNCY):

Unicycive’s oxylanthanum carbonate NDA earned a March 25, 2027 PDUFA date after two manufacturing-related rejections, with no FDA clinical…

UNCY $110M

Triple S Special Situations Investing 16h ago 4 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 17h 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 17h 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 18h 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 18h 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 18h 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 4 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

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 21h 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 23h ago 3 clicks

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