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 $31B

Vik's Newsletter Oct 22 5 clicks

Oct 22 RIG $7.4B

Trade Alert - Long RIG

HFI Research 10 clicks

Oct 22 MYRG $4.2B

MYR Group q3’26 Earnings Preview

Monte Independent Investment Research 6 clicks

From X

@HedgeyeRetail Dec 13

Brian McGough on X

Where are all the $RH haters/trolls this morning? <crickets> This stock could be $600 in short order, and it will likely STILL be a long!

@HedgeyeRetail Dec 9

Brian McGough on X

Pumped about this Well upgrade of $REAL. We've been long and strong this one since a buck. Don't need to rethink my thesis until it's over $10. Quad 2 will likely take it there...It's got the hot hand right now.

@gatorcapital Nov 25

Derek Pilecki on X

Rich Howe hosted me on his new podcast. We talked about some of the spin-offs I've invested in: $VRTS, $JXN, & $VOYA. https://t.co/6jbvrdaj0a

@gatorcapital Nov 25

Derek Pilecki on X

My quarterly investor letter went out a few weeks ago. I wrote a brief investment thesis on $CBNA, a recent IPO. It is a small bank with an excellent, low-cost deposit franchise trading just above tangible book. DM me your email address to receive a copy of the letter.

@AlphaVulture Nov 22 1 click

Alpha Vulture on X

@Ron284Ron From obscure micro-cap to S&P 500 constituent. Impressive run, and for me the first time to see this happen. $TPL #noposition #sadly

@HedgeyeRetail Nov 21

Brian McGough on X

Yes, $HELE just paid $225mm and levered up to buy a nail polish company. 11x EBITDA, when HELE trades at 7x. But don't worry, this will work out just great!

@catechwilliams Nov 13 1 click

catechwilliams on X

@StockJabber Thank you. As a read on $PLUS Q3 is tracking in October, $CSCO just reported -23% sales in networking (products account for ~50% of $PLUS revenue) for the Oct quarter-end. Further confirmation that PLUS Q3 is going to be ugly and no turnaround in sight.

@HedgeyeRetail Nov 13

Brian McGough on X

Today's Old Wall downgrade of $RH on liquidity risk is laughable. Reads like the analyst was fed a thesis by a hedge fund who's short the stock. I give 'em credit for making a bold call...it's just missing real clarity on RH liquidity and margin structure.

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 $5.8B

Latticework by MOI Global Oct 22 13 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 $5.8B

Latticework by MOI Global Oct 22 34 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 $5.8B

Latticework by MOI Global Oct 22 5 clicks

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

Western Digital, Penguin Solutions and Millrose Properties lead a roundup of 12 lesser-followed stocks featured from Oct. 10 to Oct. 16.

PENG $3.6BMRP $4B

The Undercovered Dozen Oct 22 17 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 $92B

Trade Ideas Flow Oct 22 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 Oct 22 68 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 $2.9BLAD $6.3B

Cannibal Stocks Oct 22 6 clicks

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

Diageo expects Gen Z cocktail demand, completed restructuring and margin recovery to lift net income from $1.7 billion in 2026 to $4.6…

DEO $51B

PropNotes Oct 22 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 Oct 22 8 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 Oct 22 8 clicks

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 $10BACI $6B

Latticework by MOI Global Oct 22 42 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 $46B

Sleep Well Investments Oct 22 6 clicks

EXPE · long

Expedia Group INC

Expedia Group, one of the largest online travel companies, has roughly 3.6 million lodging properties and is expanding internationally.

EXPE $34B

Value Investors Club Jul 24 1 click

Strategy: I Called The STRC Repeg, Now The Bitcoin Machine Can Restart

Strategy spent $1.84 billion repurchasing STRC below $100, bringing it near par and potentially reopening a preferred-share issuance…

MSTR $59B

Geneva Investor Oct 21 6 clicks

BMBL 2026-10-21

Bumble is being taken private

Bumble agreed to a $6.05-per-share cash sale to Ithaca Holdings, 136% above its October 2 share price.

BMBL $788M

Modern Value Investing Oct 21 8 clicks

Webull: A 30% Annual Return Setup As Perpetual Futures Go Live

Webull expects perpetual futures and operating leverage to lift operating income from $114 million to nearly $400 million by 2030.

BULL $3B

PropNotes Oct 21 3 clicks

CoreWeave: It’s Not Dying, Not Anytime Soon

CoreWeave is compared with Amazon's early public years, when investors expected bankruptcy amid losses and dependence on outside capital.

CRWV $34B

Capitalist Letters Oct 21 42 clicks

Why I sold OB pick for 26 SVM

Silvercorp’s falling Ying grades, prolonged GC suspension, El Domo execution risk and Chaarat funding needs weaken its valuation despite…

SVM $1.9B

The Oak Bloke Oct 21 27 clicks

Onto Innovation: Fall Buyers Rewarded With 2027 Growth

Onto Innovation's metrology, advanced-packaging and x-ray tools are expected to lift revenue and margins through 2027 as Dragonfly G5 and…

ONTO $11B

Off His Game Oct 20 2 clicks

Vicor Update, Part Three

Vicor’s $66.6 million in AI power-delivery royalties generated about $50 million of operating profit, eclipsing its module business as…

VICR $9.6B

CV's Substack Oct 20 28 clicks

Thursday, October 22, 2026

Brian McGough on X

Brian McGough on X

Derek Pilecki on X

Derek Pilecki on X

Alpha Vulture on X

Brian McGough on X

catechwilliams on X

Brian McGough on X

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