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

@LaughingH20Cap Sep 24

Laughing Water Capital on X

@darkstarsats 6/x $NN) thus, as you agreed, mid-band is more valuable if it has low-band to support it. Thus, the FCC is incentivized to support $NN, which we know they are doing b/c they issued a draft NPRM, which is admittedly stuck in OIRA review. For now.

@LaughingH20Cap Sep 24

Laughing Water Capital on X

@darkstarsats 5/x $NN) This is what customers actually care about. You can get around this by building more towers and hanging more radios and using midband for control, but that is less efficient and more expensive.

@LaughingH20Cap Sep 24

Laughing Water Capital on X

@darkstarsats 4/x $NN) Low band carries the control signal that a tells a phone what to do. When to transmit data. When to switch towers etc. B/c low band travels farther than mid band, low band is needed to stitch together the network and make sure calls are not dropped / garbled etc.

@LaughingH20Cap Sep 24

Laughing Water Capital on X

@darkstarsats 3/x $NN) so while you are calling $NN's 15 MHz of low a "small slice" in reality it is not much smaller than what $T bought, and it could be multiples of what they have AVAILABLE

@LaughingH20Cap Sep 24

Laughing Water Capital on X

@darkstarsats 2/x $NN) This why $T bought 20 mhz of low band from $ECHO. $VZ and $TMUS have more subs than $T and about the same amount of low band. Logically, $VZ and $TMUS must also be dealing with low band congestion.

@LaughingH20Cap Sep 24

Laughing Water Capital on X

@darkstarsats 1/x $NN) you note that carriers "control" ~50 mhz of low-band each. respectfully, "control" is clearly not the relevant variable. how much they have AVAILALBLE is what matters. $T commented that they were capacity constrained on low band.

@Fierce__beast Sep 24

Fierce_beast on X

Shorting low P/Es sometimes works: $SSTK and $GETY https://t.co/aRCDW2nrC2

@leevalueroach Sep 24

Lee Roach on X

GameStop $GME just extended all stores hour to open earlier and close later. Wall Street suits are drooling all over their fat bellies and don’t understand foot traffic is through the roof. https://t.co/P0WXv5QKT3

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 11 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

Unicycive (UNCY):

Unicycive’s oxylanthanum carbonate NDA earned a March 25, 2027 PDUFA date after two manufacturing-related rejections, with no FDA clinical…

UNCY $108M

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

[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

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

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

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

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

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 $108M

Value Investors Club Jul 24

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 Oct 21 6 clicks

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

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 $291M

Guardian Research Oct 21 4 clicks

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

BULL $3.3B

PropNotes Oct 21 3 clicks

Thursday, October 22, 2026

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