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

@TimyanBankAlert Jul 22 1 click

Timyan Bank Alert on X

$NRIM- Northrim BanCorp, Inc. Signs Definitive Agreement to Acquire $PBCO Financial Corporation https://t.co/XtscRHtpqE

@BrokenMoats Jul 22

Broken Moats on X

$ROL ugly quarter, hate when the call is the following day (same with $MEDP) but as much as Ive beat it up on valuation over the past few years it finally starts to enter the interesting zone under $35. demographic trends to TX and the SE favor increased pest control over time, recurring service, start pushing 15-18x in the low 30s Research considerations - would be curious to see how increased PE movement into the space in different markets continues to impact density and lead generation and pricing as well as m&a opportunities before pulling the trigger here. Not a luxury but an essential service in my neck of the woods.

@eriksen_tim Jul 22 2 clicks

Tim Eriksen on X

@ValueHunter7 @youngermunger7 @dirtcheapstocks $MFBP

@ActAccordingly Jul 22

PAA Research on X

I don't want to extrapolate from a single earnings report, but if you own a software stock than didn't trade materially higher as the $IGV bounced 25-30% from mid-April to early June, you might be in trouble. I guess there were signs with $PEGA...

@TimyanBankAlert Jul 22 1 click

Timyan Bank Alert on X

M&F Bancorp, Inc. Announces First Quarter 2026 Results and Merger w/ Optus. It couldn’t happen to a nicer guy than James Sills. And a great steward of the bank as well. $MFBP https://t.co/Mp66Lwl0KJ

@TheBenSchmark Jul 22 1 click

JabroniCoin.USD on X

Umm is SpaceX the high-margin customer of $SMCI that’s boosting their order book > $60 Bn? Short interest seems high https://t.co/BMrEvmCbQj

@DOMOCAPITAL Jul 22

DOMO Capital Management, LLC on X

#E15 👀 "Current reporting indicates a compromise could be reached between the House-passed version of the E15 bill and the Fischer-Capito bill introduced in the Senate in February 2025 by Sens. Deb Fischer, R-Neb., and Shelley Moore Capito, R - W. Va." $ALTO $GPRE

@ActAccordingly Jul 22

PAA Research on X

$CB with some pretty chilling, but not entirely commentary on pricing on commercial property lines as the market continues to soften: Pricing on new biz or renewals (-12%) Pricing on the biz they chose not to renew or rejected (-40%) YOY! Otherwise, $CB was brutally honest about the softening across the marketplace in casualty lines and E&S in general. With MGA's flooding the market, this isn't a dynamic that changes overnight. Probably not a great market environment for our friends at $KNSL. Do bulls understand what they own?

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

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 $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

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

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

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 $274M

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 $34B

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 $30B

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 $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

Thursday, October 22, 2026

Timyan Bank Alert on X

Broken Moats on X

Tim Eriksen on X

PAA Research on X

Timyan Bank Alert on X

JabroniCoin.USD on X

DOMO Capital Management, LLC on X

PAA Research on X

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