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 LRCX $326B

Lam Research Q1 FY6/27 Earnings Review

Cestrian Capital Research 4 clicks

Oct 22 RIG $7.2B

Trade Alert - Long RIG

HFI Research 7 clicks

From X

@AsifSuria Oct 13

Asif Suria on X

The CEO was also buying shares last month but we prefer buying by directors and that is why Tor Olav Troim's purchases were more interesting. From our Insider Weekends article about $BORR: https://t.co/RQlcc0qJqa

@DOMOCAPITAL Oct 13 2 clicks

DOMO Capital Management, LLC on X

I'm not publicly telling people that $FNMA and $FMCC are safe investments and then telling them I sold after the fact. I'm not charging people for ideas like the above. Any prospective client can request my audited performance and it'll be provided with the interaction memorialized for request and review by auditors.

@AsifSuria Oct 13 5 clicks

Asif Suria on X

Another large insider purchase by a director of Borr Drilling $BORR filed today (yesterday was a holiday for the SEC and so no Form 4 filings). This is his largest single day insider purchase coming in at $11.84 million. We had been watching him buy consistently for several weeks and decided to dive into the company in an Insider Weekends article last Sunday. As we did our research, we realized that he was the founder of the company. A couple of screenshots from that article in the next tweet.

@junkbondinvest Oct 13

junkbondinvestor on X

Six Flags / $FUN's bonds getting absolutely rocked following the recent accident Long end unsecureds now yielding 12%+ https://t.co/XTKgwhN92S

@DOMOCAPITAL Oct 13

DOMO Capital Management, LLC on X

Wow - @ryancohen was right. These are not the actions of a value investor. This is hardcore trading. Is there any recommendation @michaeljburry has actually held for longer than a month (or that has actually increased in value) since this newsletter has started??? $GME would have counted in both categories if he had actually held.... Just brutal performance since inception. Maybe this is why he has refused to publicly release his funds performance? I think Burry is the only "big name" investor where the public has no clue what the actual performance of the fund was since inception. Crazy lack of transparency.

@AsifSuria Oct 13

Asif Suria on X

@TSOH_Investing Part of that was providing exit liquidity to Blackstone $BX But yes, as is often the case, the buybacks were ill-timed and a use of precious capital.

@HaydenCapital Oct 13 1 click

Fred Liu on X

On Shopee VIP. Once customers sign up, they stop comparison shopping + avg spend increases 5x (granted, there's bias, as power users sign up first). VIP members already make up >25% of GMV - think it's a good ROI on capital, by locking up their customer base / reducing churn, and in turn increasing customer LTV. h/t @farrer36am. $SE https://t.co/CHf0V47EjJ

@TheBenSchmark Oct 13

JabroniCoin.USD on X

Bernstein today on accelerating localization at all levels in China including SCM, driving total localization and growth for WFE $ACMR https://t.co/kliKnVYQdy

CoreWeave: Why Patient Investors Should Hold Through Volatility

CoreWeave targets 8 GW of active power by 2030, expands into India and builds its AI cloud ecosystem through Google Cloud and partner…

CRWV $34B

Jack Elias Oct 22 6 clicks

MYR Group q3’26 Earnings Preview

MYR Group’s Q3 2026 preview cites data-center and power transmission demand, with long-term service agreements supporting margin growth and…

MYRG $4B

Monte Independent Investment Research Oct 22 5 clicks

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 9 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 31 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 4 clicks

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

WDC $132BPENG $3.2B

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 $96B

Trade Ideas Flow Oct 22 2 clicks

[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 Oct 22 7 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 65 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 $2.7BLAD $6.6B

Cannibal Stocks Oct 22 6 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 $6.5B

Latticework by MOI Global Oct 22 41 clicks

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

DEO $52B

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

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 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 $35B

Value Investors Club Jul 24 1 click

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 $783M

Modern Value Investing Oct 21 8 clicks

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

BULL $3.3B

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 $2B

The Oak Bloke Oct 21 27 clicks

Thursday, October 22, 2026

Asif Suria on X

DOMO Capital Management, LLC on X

Asif Suria on X

junkbondinvestor on X

DOMO Capital Management, LLC on X

Asif Suria on X

Fred Liu on X

JabroniCoin.USD on X

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