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 $32B

Vik's Newsletter 13h ago 4 clicks

18h ago LRCX $326B

Lam Research Q1 FY6/27 Earnings Review

Cestrian Capital Research 4 clicks

25h ago CEG $96B

Thursday Tailwinds #12: Oct 22, 2026

Trade Ideas Flow 2 clicks

From X

@ParadisLabs Oct 20 1 click

Paradis on X

For AI/Semis stocks, it feels like every earnings season becomes signficantly more important than the last. This time is the same, but for different reasons which has led to market chopiness: - Macro instability (Iran, oil, yields, inflation) - Midterms - $CRWV credit stress - AI ROI concerns via frontier lab ARR's (& pending hyperscaler earnings on top). Today: $SPCX Wed: $META, $TXN, $LRCX Thu: $BE, $WDC, $NOK Let's see if good EPS will be enough to turnaround sentiment.

@leevalueroach Oct 20

Lee Roach on X

Massive earnings beat at Hasbro $HAS. Revenue up 15.1% and Magic: The Gathering topped $600 million of quarterly revenue, all time highs. This is excellent news for GameStop $GME. Wall Street pigs sleeping on this hidden giant. https://t.co/CLPcsVJHYv

@stockgutter Oct 20 1 click

SG on X

@DeepSailCapital agree, as long as $QQQ is trading below 200-day SMA. $ARKK does much, much better when the Q'S are above the 200-day. https://t.co/3SZgz2Euto

@aleabitoreddit Oct 20

Serenity on X

Exciting, $SIVE gets their first production orders for CW DFB lasers with LiDAR. “We are pleased to see this strategic program advance from design-win to production”. With opportunity for expansion given the speculated customer $AEVA is moving into CPO/NPO optical sources for hyperscalers and leveraging existing technology. But this is great commercial validation of technology and execution so far. That’s 1 qualification converted of many more to come, especially for AI DCs from $GFS to $JBL.

@MaiusPartners Oct 20

Maius on X

@pandawatch88 In which case, somehow $baba became the winner of the AI race😅

@gnoble79 Oct 20

George Noble on X

Oh Gary, say it ain’t so! $CRWV https://t.co/pKSd4DxN1O

@MaiusPartners Oct 20 1 click

Maius on X

Here is another interesting one: $CRWV monetizes at $15 bn/GW and ends up with a negative NPV, so capital markets penalize it. $SPCX monetizes at $50 bn /GW with arguably the same client base (shorter-duration contracts). If push comes to shove, which contracts do you think said clients will terminate first?

@DeepSailCapital Oct 19 5 clicks

Deep Sail Capital on X

$ARKK vs $SPY vs $QQQ by year. https://t.co/XEaaaCTQvL

[ISRG – Intuitive Surgical] the robot is the easy part

Intuitive Surgical built a razor-razorblade model around da Vinci robots, with procedure growth driving recurring instrument revenue and…

ISRG $153B

scuttleblurb 25h ago 5 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 27h ago 33 clicks

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

DEO $52B

PropNotes 28h ago 6 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 $47B

Sleep Well Investments 31h ago 6 clicks

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 $55B

Geneva Investor 40h ago 6 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 41 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

Use of AI is boosting Snowflake’s revenue while mortal companies may take longer

Snowflake says internal AI use is lifting revenue and profit, while customers show early implementation success.

SNOW $111B

The Technology Letter Oct 20 11 clicks

Netflix Earnings, Business or Franchise, Disney’s Deal

Netflix’s earnings raise questions about whether its growth profile still merits a franchise valuation, alongside discussion of Disney’s…

DIS $193B

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Oct 20 8 clicks

From Fat to Follicles - Is Hair Loss the Next Blockbuster?

Novo Nordisk has only floated hair loss, while Veradermics’ Phase 3 oral minoxidil data lead a field of licensing and takeover candidates.

NVO $176B

Cestrian Capital Research Oct 20 41 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 $35B

Value Investors Club Jul 24

Intel: If You Want Value Instead Of Glamour, Take This Name Over Nvidia

Intel is pitched as a value alternative to Nvidia despite trailing in AI, with profitability potential outside AI leadership.

INTC $491B

Ryan Canady 45h ago 7 clicks

RTX Corporation (NYSE: RTX) Q3 FY12/26 Earnings Update - Accumulate, Record $340bn Backlog, Zones And Stop Inside

RTX reported 11% sales growth to $25.0 billion, raised 2026 guidance and reached a record $340 billion backlog, while free cash flow fell…

RTX $259B

Cestrian Capital Research Oct 20 9 clicks

Heico Corporation

HEICO sells FAA-approved aircraft replacement parts at 30% to 50% discounts to OEMs, gaining customers as restrictive aftermarket contracts…

HEI $42B

D Invests Oct 20 13 clicks

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Update - Accumulate, Record Backlog, Zones And Stop Inside

Northrop Grumman posted 7% Q3 sales growth to $11.1 billion, lifted profit guidance and reached a record $109.6 billion backlog, led by…

NOC $73B

Cestrian Capital Research Oct 20 4 clicks

Disney: Century-Old Franchises at 14x Forward Earnings

Disney trades at 14x FY27 consensus EPS of $7.50 as parks, merchandise and streaming rebuild its franchise flywheel.

DIS $193B

Latticework by MOI Global Oct 20 10 clicks

Monte Investments Market Brief Vol. CXXXII

CoreWeave and neocloud peers face financing pressure, but sold-out GPU capacity and rising H100 and B200 rental rates support continued AI…

CRWV $34B

Monte Independent Investment Research Oct 20 8 clicks

Goldman Sachs: Undervalued Growth With A Buy Rating

Goldman Sachs carries a $1,116 price target, based on $82.69 estimated 2027 EPS and growing recurring revenue from investment banking,…

GS $263B

The Curious Analyst Oct 20 4 clicks

Copper Fox Metals: Research Flash

Copper Fox’s C$9.1 million Schaft Creek program advances metallurgical, tailings, water and road studies toward a pre-feasibility study,…

TECK $29B

Atrium Research - Equity Research Oct 19 6 clicks

WD #360: New Trade, Recent Market Action, Brazil/Inter Update

Atlassian is sold after a 130% gain, while iShares MSCI Indonesia ETF is added following the market plunge; the update also assesses the…

TEAM $56B

Ian’s Insider Corner Oct 19 14 clicks

Thursday, October 22, 2026

Paradis on X

Lee Roach on X

SG on X

Serenity on X

Maius on X

George Noble on X

Maius on X

Deep Sail Capital on X

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