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 Oct 22 5 clicks

Oct 22 RIG $7.2B

Trade Alert - Long RIG

HFI Research 9 clicks

Oct 22 MYRG $4B

MYR Group q3’26 Earnings Preview

Monte Independent Investment Research 5 clicks

From X

@KEDM_COM Aug 21

KEDM.com on X

Global Payments $GPN approved a $2.5bn buyback, including a $550m in accelerated purchases, and expects to return over $2bn to shareholders in 2026. The target is still $7.5b in capital returns through 2027. Nice. And what’s also nice is the msd topline growth and 150bps margin expansion guided for this year. c. 6.5x 2026 EV/EBITDA.

@finphysnerd Aug 21

Myles on X

@ShmuelLon I actually don't think $PFF is the best expression of this trade, I'm just using it here cause it's got a long track record. But I've been going through the securities in stuff like $PGC and $PGF and I think as a basket they're very attractive.

@finphysnerd Aug 21

Myles on X

Heres a portfolio that's 80% $SPY, $70% $TLT, -70% $PFF, 20% $GLD. Similar return with way lower volatility. Obviously this is just backwards looking, but there are structural reasons why this kind of mix works (Preferred stocks suck, most of the alpha is there). https://t.co/pfsyWJG2f2

@finphysnerd Aug 21

Myles on X

My largest short is $PFFD a preferred ETF, but I'm switching the exposure to $PGF. Even though it's 2% borrow vs 1% for PFFD, PFFD has 25% exposure to mandatory convertibles that essentially act as equity. Meanwhile PGF is full of low yield, perpetual, callable preferreds, which

@MaiusPartners Aug 21

Maius on X

Interesting observation: $LULU and $9992 have nearly the same near-term EBITDA and a similar young, female-dominated consumer base, yet one company trades at twice the valuation of the other. Looking three years out, which company do you think will have higher earnings? https://t.co/csPJuZDeRS https://t.co/mehKT22dYA

@finphysnerd Aug 21

Myles on X

@taobanker This is reasonable. I guess the counter would be that current business momentum is much stronger than at least $LULU, I haven't looked at Gap or BBW

@AltayCapital Aug 21 1 click

AltayCap on X

@finphysnerd @taobanker A sentiment check on X searching $DECK, its universally positive except @CatNyanpital who is the only bearish comments on this name. Doesn't mean it can't work though

@AsifSuria Aug 21

Asif Suria on X

@tclaugus2 Interesting to see $FF in your portfolio. A friend was long and I looked at it around the time of their special dividend in 2024 before the appointment of the new CEO. The CEO's insider purchases last November and this June were timed well. https://t.co/b0d756MWkc

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 Oct 22 12 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 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 $5.5B

Latticework by MOI Global Oct 22 5 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 $98M

Triple S Special Situations Investing Oct 22 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 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 $17B

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 $53B

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 $9.5BACI $6.6B

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

UNCY · long

Unicycive Therapeutics INC

Unicycive Therapeutics fell nearly 50% after a second FDA Complete Response Letter tied to a third-party manufacturer for its primary…

UNCY $98M

Value Investors Club Jul 24

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 $787M

Modern Value Investing Oct 21 8 clicks

GLOO, part two

Gloo faces related-party deals, insider-heavy IPO ownership, acquisition losses and $84.5 million of CEO-backed puts as it burns cash and…

GLOO $269M

Guardian Research Oct 21 4 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 $30B

Capitalist Letters Oct 21 42 clicks

Berkshire Put Bending Spoons On My Radar

Bending Spoons has spent about $10 billion on software acquisitions, including pending Miro, while Q2 organic growth was 3% and all…

BSP $29B

Jack Bowman Oct 21 10 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 $2B

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

Thursday, October 22, 2026

KEDM.com on X

Myles on X

Myles on X

Myles on X

Maius on X

Myles on X

AltayCap on X

Asif Suria on X

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