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.
Thursday, October 22, 2026
Back to today
From X
Odd Diligence on X
If Anthopic or OpenAI filed their S-1 one day after hours What do you think $SOXX does the next trading day?
Maj Soueidan on X
. @ChickenReaper did it again with $BDCO. He’s dialed in on this one. Great job with all the information arbitrage you found. https://t.co/n6fIYSh688
Fred Liu on X
The analogy gets better... it took medallion 3 years to successfully expand from FICC markets to equities. Required a completely different data set and tick-by-tick data. They lost money the first couple of years, but eventually became their largest market. Feels similar. $APP
Timyan Bank Alert on X
Community Corner: $HBT Financial's buying power gives it an edge in Illinois bank M&A | S&P Global Market Intelligence https://t.co/R8CBN3O7t8
Raging Capital Ventures on X
Overview of new Permian gas takeaway options $ET https://t.co/d6v7olZYwB
Timyan Bank Alert on X
Some may not have noticed that this fellow now on the $EGBN was a 3rd party rep on the $BRBS board. Activist investor prepares for round two with Maryland bank https://t.co/j264ThuQ0C
JabroniCoin.USD on X
$ACMR evolving its institutional shareholder base as its earnings power & liquidity increase: US-listed bet on China Semicap. Capital Group now top 4. Ward Ferry, 12 West, Citadel… https://t.co/7mMHvefEYe https://t.co/cY0fynu04r
JabroniCoin.USD on X
The $ENVX chart looks like a battery losing its charging capacity over time… https://t.co/kOK3rpZR17
Investor Letters
All letters- Artisan Partners Q3 2026 DANOY $46BHDLMY $29B
- The London Company 3Q2026 BLK $179BCVX $451B
- Pzena Investment Management Third Quarter 2026 005830 $8.8BBAX $13B
- Vulcan Value Partners Third Quarter 2026 FBIN $5.2BIQV $45B
- White Falcon Capital Management Q3 2026 CSGP $13BCSIQ $643M
- PenderFund Capital Management Ltd. September 2026 GRID $184MPNG $1.1B
- Upslope Capital Management 2026-Q3 ICE $93BTCGGY $3.3B
- Cedar Creek Partners 2026 Third Quarter MMY $181MEXCE $1.2B
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…
Jack Elias 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…
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…
Mosaic, Part One: The Story
Mosaic’s history traces the 2004 Cargill-IMC merger and the phosphate and potash mines that shaped NYSE: MOS.
Mosaic, Part Two: The Deep Dive
Mosaic, NYSE: MOS, is the subject of a second audio program for professional investors analyzing fertilizer producers.
Undercovered Dozen: Western Digital, Penguin Solutions, Millrose Properties And More
Western Digital, Penguin Solutions and Millrose Properties lead a roundup of 12 lesser-followed stocks featured from Oct. 10 to Oct. 16.
The Undercovered Dozen 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…
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.
[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…
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…
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…
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…
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 $4.6…
PropNotes 7 clicks
Atour Lifestyle ($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…
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…
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…
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…
Geneva Investor 6 clicksBumble is being taken private
Bumble agreed to a $6.05-per-share cash sale to Ithaca Holdings, 136% above its October 2 share price.
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…
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.
PropNotes 3 clicksPublications we follow
Every publication on this site, hand-picked.
Newsletters 109
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Seeking Alpha 66 of 262
Albert Anthony
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Khaveen Investments
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Long Player
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Petri Dish Reports
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Prakhar Agarwal, CFA- PropNotes
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The J Thesis
The Supercycle Investor- The Undercovered Dozen
Tim Travis
Uttam Dey
Value Capital Research
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Zoltan Ban
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Every account on this site, hand-picked.
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absreturnchaser
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Asif Suria
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BDC
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Broken Moats
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catechwilliams
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Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
David Orr
Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Fajasy
Farmer
Fierce_beast
Fred Liu
Gavin Baker
George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Kevin Mak
Kuppy
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
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Mr Neutral Man aka "Howard Marks of REITs”
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Myles
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Negligible Capital
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SG
Sheel Mohnot
SouthernValue
Steve Eisman
The Friendly Bear
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Undiscovered Compounders
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Investor letters we follow
- 1 Main Capital
- 1851 Capital
- Advisory Research
- Aegis Value Fund
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
- Alpine Capital Research
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- Cedar Creek Partners
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- Crossroads Capital, LLC
- Curreen Capital
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- Distillate Capital
- Dodge & Cox Stock Fund
- DoubleLine
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- FPA Crescent Fund
- Fairlight Capital
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- Forager Funds Management
- Frank Capital Partners
- Fred Alger Management, LLC
- Gabelli Funds
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- GreenWood Investors
- Greenhaven Road Capital
- GreensKeeper Asset Management
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- Hayden Capital
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- Hood River Capital Management
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- Lindsell Train Limited
- Long Cast Advisers
- Lyrical Asset Management
- Mar Vista Investment Partners
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- Markel Group
- Marram Investment Management
- Massif Capital
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- Matthews Asia
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- Merion Road Capital
- Miller Value Partners
- Moon Capital Management
- Muhlenkamp & Company
- Myrmikan Capital, LLC
- Nelnet
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- PenderFund Capital Management Ltd.
- Pershing Square Holdings
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- Polaris Capital Management
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- Vision Capital Fund
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- Vulcan Value Partners
- Warden Capital
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- Wedgewood Partners
- Weitz Investment Management
- White Brook Capital
- White Falcon Capital Management
Sectors
Ordered by how often our editor reaches for them.
