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.
Thursday, October 22, 2026
Back to today
From X
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.
DOMO Capital Management, LLC on X
Must be a result of moving the entire $LULU position at $91 into $DECK ... https://t.co/l8MQqKQkgs
Barbarian Capital on X
Moderna’s Stock Plummets After Cancer-Vaccine Data Shared on Social Media $MRNA https://t.co/AM3j4IgqVS
Barbarian Capital on X
Deckers Cuts Sales Outlook Amid Slower Hoka, Ugg Growth $DECK https://t.co/WG9AfDYZ5F
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
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
Investor Letters
All letters- Artisan Partners Q3 2026 DANOY $44BHDLMY $29B
- The London Company 3Q2026 ENTG $23BMLM $37B
- Pzena Investment Management Third Quarter 2026 005830 $9.2BBAX $13B
- Vulcan Value Partners Third Quarter 2026 FBIN $5.1BIQV $44B
- White Falcon Capital Management Q3 2026 CSGP $14BGRFS $5.2B
- Upslope Capital Management 2026-Q3 ICE $91BTCGGY $3.1B
- Blue Tower Asset Management third quarter 2026 ENVA $4.5B
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 $207…
Mosaic, Part One: The Story
Mosaic’s history traces the 2004 Cargill-IMC merger and the phosphate and potash mines that shaped NYSE: MOS.
Mosaic, Part Two: The Deep Dive
Mosaic, NYSE: MOS, is the subject of a second audio program for professional investors analyzing fertilizer producers.
Undercovered Dozen: Western Digital, Penguin Solutions, Millrose Properties And More
Thursday Tailwinds #12: Oct 22, 2026
PJM's 6,831 MW capacity shortfall is driving nuclear uprates, with Google contracting 890 MW from 11 operating reactors.
4 Boring Non-AI Stocks Trading at Attractive Valuations
Rollins, North America’s largest pest-control provider, gets 75–80% of revenue from recurring contracts but has fallen about 45% year to…
Group 1 Automotive (GPI) vs Lithia Motors (LAD)
Group 1 Automotive and Lithia Motors divide two longtime value investors: David Abrams switched to Lithia in 2018, while Greg Alexander…
Diageo: Gen Z Is Drinking Again, And They Want Cocktails
PropNotes 7 clicks
Atour Lifestyle ($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…
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…
Atlas Diary 7 clicks
NCNO · long Ncino INC
NCino is a commercial-lending system of record for banks and credit unions, trading at roughly 3x enterprise value to sales.
New Position: Volatility Merchant
A digital market-infrastructure platform dominant in rates and expanding in credit trades at 22 times free cash flow, with 45%+ FCF margins…
Artificial Bloom
Bloom Energy’s AI data-center fuel-cell growth plans face scrutiny over scandium supply, with Hunterbrook alleging China dependence and…
Credo Technology Deep Dive
Credo Technology sells active copper cables for AI data centers, with revenue rising 126% then 206% as Amazon, Microsoft, Meta, Oracle and…
What I've Been Reading (7/5-7/12)
Meditation Capital favors niche software companies with durable domain expertise, citing AI-driven Braze growth, Workiva’s 2030 targets and…
In Conversation: Cerebras Systems (CBRS)
Cerebras Systems sells WSE-3 wafer-scale AI chips and cloud capacity, with cloud and services rising to 43% of revenue after an OpenAI…
July NPO/CPO Update: Stupidity Singularity
Nvidia shifted its optical interconnect plan from TSMC CPO to Tower Semiconductor NPO, increasing laser requirements that favor Lumentum…
Under The Hood - Sprouts Farmers Market, Inc.
Sprouts Farmers Market’s 483-store fresh-food format combines dedicated distribution, curated assortments and long-built site selection,…
Three Tempting Ideas with Major Caveats
Molson Coors trades at 6.2x free cash flow and offers a roughly 15% shareholder yield, but declining beer volumes could make it a value…
The King Bleeds, Long Live The King
Nvidia's Groq deal responded to OpenAI's Cerebras inference partnership, preserving its AI-chip lead through supply-chain control and rapid…
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DOMO Capital Management, LLC
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Fierce_beast
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