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
Charles Frischer on X
@Denton234 I strongly believe that $NN will end up generating significant capital gains for shareholders, but I will feel better once we have the NPRM. I also have confidence in CEO and the Board. The ride might be bumpy, but the destination should be worth it in the end. Millionaire acres.
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
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 $14BCSIQ $626M
- PenderFund Capital Management Ltd. September 2026 PNG $1.1B
- Upslope Capital Management 2026-Q3 ICE $89BTCGGY $3.1B
- Cedar Creek Partners 2026 Third Quarter EXCE $1.2B
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 $207…
Mosaic, Part One: The Story
Mosaic’s history traces the 2004 Cargill-IMC merger and the phosphate and potash mines that shaped NYSE: MOS.
Mosaic, Part Two: The Deep Dive
Mosaic, NYSE: MOS, is the subject of a second audio program for professional investors analyzing fertilizer producers.
Undercovered Dozen: Western Digital, Penguin Solutions, Millrose Properties And More
Thursday Tailwinds #12: Oct 22, 2026
PJM's 6,831 MW capacity shortfall is driving nuclear uprates, with Google contracting 890 MW from 11 operating reactors.
4 Boring Non-AI Stocks Trading at Attractive Valuations
Rollins, North America’s largest pest-control provider, gets 75–80% of revenue from recurring contracts but has fallen about 45% year to…
Group 1 Automotive (GPI) vs Lithia Motors (LAD)
Group 1 Automotive and Lithia Motors divide two longtime value investors: David Abrams switched to Lithia in 2018, while Greg Alexander…
Diageo: Gen Z Is Drinking Again, And They Want Cocktails
PropNotes 6 clicks
Atour Lifestyle ($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 5 clicks
ABG · long Asbury Automotive Group INC
Asbury Automotive Group's changed setup and underperformance versus other public dealers form the basis for a renewed long thesis.
An open letter to Senator Elizabeth Warren
NAIC oversight missed Delaware Life’s $13.34 billion affiliated-bond exposure and permits capital treatment that props up Brighthouse’s…
One Hour Analysis: What would it take to break $BPRE's NAV?
BPRE trades 45% below NAV as Saba and Bulldog press for buybacks or a manager change, challenging Bluerock’s incentive to preserve…
Hindsight Capital
Hindsight Capital tests crisis-era investment decisions using anonymized company financials, including TransDigm, Halma and Texas Pacific…
Sezzle: The Market Is Underestimating This High-Growth Fintech
Sezzle’s Q2 2026 revenue rose 51.7% and adjusted net income 58.4%, while revenue per GMV reached 11.7% as Premium subscriptions lifted…
Blake Winiecki 1 click
New Buy : Honeywell Aerospace $HONA
Honeywell Aerospace, newly spun off as HONA, fell 41% from post-listing highs after Q2 2026 as supply-chain bottlenecks delayed revenue…
VersaBank: The Bank Behind the Bank – How a Canadian Branchless Pioneer Wants to Make Asset-Backed Securities Obsolete
VersaBank uses cash holdbacks and put-backs to buy point-of-sale loan cash flows, with C$7 billion in assets and AI-enabled real-time…
GitLab: Positioned To Benefit From Software Development Explosion
GitLab's Q2 FY2027 beat and raised guidance reflect large deals, paid consumption growth and AI demand, while valuation rests on revenue…
Research and Value 2 clicks
Updates
FGPR remains on track, PRTH's management buyout is set at $8.05, and microcap RAVE is described as cheap.
Intuit: Still in Free Fall After Investor Day
Intuit shares have fallen 60.2% year over year as customer acquisition slows, while management says AI is not the cause and expects growth…
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Every publication on this site, hand-picked.
Newsletters 109
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Seeking Alpha 54 of 247
Albert Anthony
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Bay Area Ideas- Blake Winiecki
Capital Connoisseur
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Deep Value Investing
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High Alpha Professor
Investor Overview
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Khaveen Investments
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LL Insights
Long Player
Marc Gerstein
Melissa Tucker
Mike Zaccardi, CFA, CMT
Miletus Research
Myriam Alvarez
Petri Dish Reports
Philip Wang
Prakhar Agarwal, CFA- PropNotes
PV Research
Quantryon Capital
Robert J. Lake
Ron Ferrie
Ryan Canady
Sam Mancini
Sharon McArd
SiliconBytes Insights
Simple Investment Ideas
Sorrento Research
Stephen Ayers
Steven Fiorillo
The Alpha Analyst
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The Bullionaire
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The J Thesis
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The Undercovered Dozen
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Value Capital Research
Vishal Jadaun
X accounts we follow
Every account on this site, hand-picked.
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A Capital
absreturnchaser
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Bank Reg Blog
Barbarian Capital
BDC
Bill Ackman
Brian McGough
Broken Moats
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Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
David Orr
Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Fajasy
Farmer
Fierce_beast
Fred Liu
Gavin Baker
George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Kevin Mak
Kuppy
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
Mikro Kap David
Mr Neutral Man aka "Howard Marks of REITs”
Multiples Capital
Myles
Nat Stewart
Negligible Capital
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Paradis
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Prepared Remarks
Psyop Capital
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SG
Sheel Mohnot
SouthernValue
Steve Eisman
The Friendly Bear
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Timyan Bank Alert
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ToffCap
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Undiscovered Compounders
Voss Capital
Yaron Naymark
Investor letters we follow
- 1 Main Capital
- 1851 Capital
- Advisory Research
- Aegis Value Fund
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
- Alpine Capital Research
- Alpinum Investment Management AG
- Andrew Hill Investment Advisors
- Andvari Associates
- Angel Oak Capital Advisors
- Ariel Investments
- Aristotle Funds
- Artisan Partners
- Askeladden Capital
- Asset Value Investors Ltd
- Auxier Asset Management
- Azvalor Asset Management
- Baird Equity Asset Management
- Baron Funds
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- Biglari Holdings
- Bireme Capital
- BlackRock
- Blue Tower Asset Management
- Brasada Capital
- Bretton Fund
- Brighton Jones
- Bristlemoon Capital
- Broadleaf Partners
- Broyhill Asset Management
- ByteTree
- Cambiar Investors
- Cantor Fitzgerald Asset Management
- Cedar Creek Partners
- Cedar Grove Capital Management
- Chautauqua Capital Management
- Chilton Capital Management
- Choice Equities
- Claret Asset Management
- Comus Investment
- Conestoga Capital Advisors
- Confluence Investment Management
- CrossingBridge Advisors
- Crossroads Capital, LLC
- Curreen Capital
- Davenport Asset Management
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- Davis Opportunity Fund
- Davis Real Estate Fund
- Diranko Capital
- Distillate Capital
- Dodge & Cox Stock Fund
- DoubleLine
- East 72
- Easterly Asset Management
- EdgePoint Wealth Management
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- FPA Crescent Fund
- Fairlight Capital
- Fairtree Asset Management
- Fenimore Asset Management
- Fiduciary Management
- Fiera Capital
- Financial Synergies Wealth Advisors
- First Eagle Investments
- Forager Funds Management
- Frank Capital Partners
- Fred Alger Management, LLC
- Gabelli Funds
- Giverny Capital
- GoodHaven Capital Management
- Grandeur Peak Global Advisors
- GreenWood Investors
- Greenhaven Road Capital
- GreensKeeper Asset Management
- Greenwood Gearhart
- Grey Owl Capital Management
- Guinness Global Investors
- Halvio Capital
- Harding Loevner
- Harry Qelm Baabsman
- Hayden Capital
- Heartland Advisors
- Highwood Value Partners
- Hinde Group
- Hoisington Investment Management
- Hood River Capital Management
- Horizon Kinetics
- Hosking Partners
- Infuse Asset Management
- Intrepid Capital
- Invenomic Capital Management
- JM Finn
- Janus Henderson Investors
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- Kathmandu Capital
- Kaydan Wealth Management
- Kennedy Capital Management
- Kernow Asset Management
- Kingdom Capital Advisors
- LVS Advisory
- Langdon Equity Partners
- Lansing Street Advisors
- Latitude Investment Management
- Laughing Water Capital
- Leonard Rickey Investment Advisors
- Lindsell Train Limited
- Long Cast Advisers
- Lyrical Asset Management
- Mar Vista Investment Partners
- Maran Capital Management
- Markel Group
- Marram Investment Management
- Massif Capital
- Matrix Asset Advisors
- Matthews Asia
- McIntyre Partnerships
- Merion Road Capital
- Miller Value Partners
- Moon Capital Management
- Muhlenkamp & Company
- Myrmikan Capital, LLC
- Nelnet
- Next Century Growth Investors
- Night Watch Investment Management
- Nightview Capital
- Nixon Capital
- North Sky Capital
- O'Keefe Stevens Advisory
- Oakmark Funds
- Oldfield Partners
- Ophir Asset Management
- Optimist Fund
- Orange Investment Advisors
- Palm Harbour Capital
- Palm Valley Capital
- Patient Capital Management
- Peapack Private
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Pershing Square Holdings
- Pittenger & Anderson
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Protean Funds
- Pzena Investment Management
- QuantStreet Capital
- Quercus Fund
- RF Capital Management
- RGA Investment Advisors
- Regency Wealth Management
- Rewey Asset Management
- Right Tail Capital
- RiverPark Funds
- Riverwater Partners
- Robinson Capital Management
- Rowan Street Capital
- Royce Investment Partners
- Saga Partners
- SaltLight Capital
- Sequoia Fund
- Shelton Capital Management
- Smead Capital Management
- Sound Shore Management
- Southeastern Asset Management
- SouthernSun Asset Management
- Stone Sentinel Capital
- Stonehearth Capital Management
- Summers Value Partners
- Sustainable Growth Advisers
- TIFF Investment Management
- The London Company
- Third Avenue Management
- Troy Asset Management
- Tweedy, Browne
- Upslope Capital Management
- Vision Capital Fund
- Vltava Fund
- Vulcan Value Partners
- Warden Capital
- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- White Brook Capital
- White Falcon Capital Management
Sectors
Ordered by how often our editor reaches for them.
