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.
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.
Went to my local GameStop $GME today. The manager said they have more pre-orders to Zelda: Ocarina of Time than they do for GTA 6. The pre-orders are so much they are going to have a midnight release which they haven't had in years. He also said they going to start rolling out card tournaments inside of the store.
Buffett trying to make sure they don't turn off those AOL servers. $BSP $BRK.B https://t.co/dCxyARdRhP
Spoke with an expert about $LEN the other day He told me that Lennar focuses so much on entry level homes that it's got a "here goes the neighborhood" effect Other builders won't build in the same MPC/area This could potentially cut them off from sites in the future
Berkshire now has a $1.3B position in Bending Spoons. Stock is up 38% (to $52) on news that Berkshire bought $330M via private placement at $33/share $BSP https://t.co/oGfvtwcdED
August write-up on Cal Maine $CALM now available to freebie accounts on VIC... Good overview of the situation... at ~$60-65/sh it looks like an asymmetric bet with a 4-6 quarter time horizon https://t.co/60U009ZX53
Mosaic’s potash business generated $930 million after capital spending and closure cash in 2025, while phosphate operations consumed $207…
Mosaic’s history traces the 2004 Cargill-IMC merger and the phosphate and potash mines that shaped NYSE: MOS.
Mosaic, NYSE: MOS, is the subject of a second audio program for professional investors analyzing fertilizer producers.
Unicycive’s oxylanthanum carbonate NDA earned a March 25, 2027 PDUFA date after two manufacturing-related rejections, with no FDA clinical…
PJM's 6,831 MW capacity shortfall is driving nuclear uprates, with Google contracting 890 MW from 11 operating reactors.
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 and Lithia Motors divide two longtime value investors: David Abrams switched to Lithia in 2018, while Greg Alexander…
Atour Lifestyle combines an asset-light Chinese hotel franchise network with Atour Planet sleep-product sales, using guest rooms as product…
Weyerhaeuser’s $23.07 sum-of-the-parts valuation rests on discounted timberlands, while its 4.3% dividend needs stronger free cash flow and…
Solstice, Albertsons, Brockhaus and GM anchor a 34-case survey of activism, buybacks, M&A and strategic reviews, led by Starboard’s…
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…
UNCY · long Unicycive Therapeutics fell nearly 50% after a second FDA Complete Response Letter tied to a third-party manufacturer for its primary…
Moon River Moly’s updated Davidson PEA lifts after-tax NPV to $1.24 billion as flotation raises tungsten output 350% and cuts molybdenum…
Strategy spent $1.84 billion repurchasing STRC below $100, bringing it near par and potentially reopening a preferred-share issuance…
Bumble agreed to a $6.05-per-share cash sale to Ithaca Holdings, 136% above its October 2 share price.
Gloo faces related-party deals, insider-heavy IPO ownership, acquisition losses and $84.5 million of CEO-backed puts as it burns cash and…
CoreWeave is compared with Amazon's early public years, when investors expected bankruptcy amid losses and dependence on outside capital.
Bending Spoons has spent about $10 billion on software acquisitions, including pending Miro, while Q2 organic growth was 3% and all…
Every publication on this site, hand-picked.
Every account on this site, hand-picked.
Ordered by how often our editor reaches for them.