Thursday, October 22, 2026

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 $28B

Vik's Newsletter 23h ago 5 clicks

28h ago RIG $6.5B

Trade Alert - Long RIG

HFI Research 7 clicks

32h ago MYRG $4B

MYR Group q3’26 Earnings Preview

Monte Independent Investment Research 5 clicks

From X

@calvinblissett 21h ago 2 clicks

Calvin Blissett on X

Quoted that stuck out to me from $SLM earnings call Still in peak season, stronger than normal volume continue into 4Q We believe the customers charging off today have an enhanced ability to repay compared with customers in history Length of deposits up to 37 months from 24. What mean and why good Loan sales in this environment would be below minimum acceptable threshold Not executing planned October loan sale. Sacrificing the short term for the long term. (5% NIM on retaining loans)

@partners_road 21h ago 1 click

RiverRoadPartners on X

@RHouseResearch I agreed with her rating on $CRWV and was short a lot of stock. I don’t like many of the other neocloud models and have been short a lot of those as well, and while I respect her work/analysis, I’ve taken the opposite view on some of the names she’s liked.

@DOMOCAPITAL 21h ago 1 click

DOMO Capital Management, LLC on X

Must be a result of moving the entire $LULU position at $91 into $DECK ... https://t.co/l8MQqKQkgs

@BarbarianCap 22h ago 1 click

Barbarian Capital on X

Moderna’s Stock Plummets After Cancer-Vaccine Data Shared on Social Media $MRNA https://t.co/AM3j4IgqVS

@BarbarianCap 22h ago

Barbarian Capital on X

Deckers Cuts Sales Outlook Amid Slower Hoka, Ugg Growth $DECK https://t.co/WG9AfDYZ5F

@Mr_Neutral_Man 22h ago 1 click

Mr Neutral Man aka "Howard Marks of REITs” on X

@seanpatward Sean Buying $REXR at $230/sqft solves this problem But many won't do it

@calvinblissett 24h ago

Calvin Blissett on X

I love management, cannibalizing itself, good ROE, TAM expansion. I do believe $SLM is pretty macro sensitive, I don't think now is the best time to have a full position, but I don't mind accumulating slowly. Q3 was strange, mentioning the upfront provisions as a reason for earnings miss but volume stayed in range

@KEDM_COM 24h ago

KEDM.com on X

Inside buying at Amrize $AMRZ continues while the stock makes new lows. This US aggregates-and-cement spin from Holcim saw revenues accelerate in H1, but not enough to offset pricing pressure from low cement prices and high energy costs. The market argues for a multiple closer to peers MLM and VMC, but maybe the cement and construction exposure deserves a bit of a discount?

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 33h ago 9 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 33h ago 18 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 33h ago 4 clicks

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

PENG $3BMRP $3.6B

The Undercovered Dozen 33h ago 11 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 34h ago 2 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 36h ago 49 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 36h ago 3 clicks

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

DEO $52B

PropNotes 37h ago 7 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 38h ago 4 clicks

Weyerhaeuser Company: Timberland Assets Offer Long-Term Upside At A Discount

Weyerhaeuser’s $23.07 sum-of-the-parts valuation rests on discounted timberlands, while its 4.3% dividend needs stronger free cash flow and…

WY $14B

Atlas Diary 39h ago 7 clicks

SIRI · long

Sirius Xm Holdings INC

SiriusXM, SIRI, combines a 32% EBITDA margin with 3.6x net leverage and a 16% free-cash-flow margin despite elevated capex.

SIRI $9B

Value Investors Club Jun 2 2 clicks

DoorDash: The Infrastructure of Local Commerce

DoorDash built a last-mile logistics network around restaurant delivery, then extended it to groceries, convenience, and other local…

DASH $81B

MBI Deep Dives Jul 28 3 clicks

DoorDash

DoorDash positions itself as infrastructure for local commerce.

DASH $81B

MBI Deep Dives Jul 28 2 clicks

Quick Value #324 - Resideo + ADI Global

Resideo will spin off lower-margin ADI Global distribution after ending its $1.59 billion Honeywell indemnity, separating manufacturing and…

REZI $2.5B

Value Don't Lie Jul 27

Under the Hood - Adobe Inc. ($ADBE)

Adobe generates 96% of revenue from subscriptions and converts over 40% into free cash flow, but generative AI tests whether Creative…

ADBE $100B

Bearhold Research Jul 27 2 clicks

Q2 2026 Investor and Subscriber call

Jenga IP’s Q2 2026 investor call covers software research on Microsoft and Intuit, upcoming Adobe coverage, and portfolio changes on July…

INTU $90BADBE $100B

Global Outperformers Jul 27

Caris Life Sciences: The Quiet Founder Trying to Win the Holy Grail of Oncology

Caris Life Sciences, CAI, uses AI-trained molecular oncology data for therapy selection and multi-cancer early detection, with 97% of…

CAI $8.8B

Substack von Philipp Jul 27

Ally Financial: The Next Vintage

Ally Financial's Q2 FY26 consumer auto originations rose 21% to $13.3 billion as newer, 9%+ yield vintages replace troubled 2022 loans;…

ALLY $11B

TSOH Investment Research Jul 27

Weekend Digest 351: Market Volatility, TFSL, Roper, Booz Allen, TIPS Vs. Treasury Bonds

AI momentum trades are unwinding as leveraged products amplify volatility; TFS Financial offers a 7.5% yield on cost and potential upside…

TFSL $4.6BBAH $9B

Ian’s Insider Corner Jul 26 1 click

The Neoclouds Series, Part 1: Nebius

Nebius opens a series arguing Nvidia-backed neoclouds absorb the debt and construction risk of AI data centers while driving GPU demand.

NBIS $46B

Kakashii's Materials Jul 24

Thursday, October 22, 2026

Calvin Blissett on X

RiverRoadPartners on X

DOMO Capital Management, LLC on X

Barbarian Capital on X

Barbarian Capital on X

Mr Neutral Man aka "Howard Marks of REITs” on X

Calvin Blissett on X

KEDM.com on X

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