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

@calvinblissett Oct 22 2 clicks

Calvin Blissett on X

Quoted that stuck out to me from $SLM earnings call Still in peak season, stronger than normal volume continue into 4Q We believe the customers charging off today have an enhanced ability to repay compared with customers in history Length of deposits up to 37 months from 24. What mean and why good Loan sales in this environment would be below minimum acceptable threshold Not executing planned October loan sale. Sacrificing the short term for the long term. (5% NIM on retaining loans)

@partners_road Oct 22 1 click

RiverRoadPartners on X

@RHouseResearch I agreed with her rating on $CRWV and was short a lot of stock. I don’t like many of the other neocloud models and have been short a lot of those as well, and while I respect her work/analysis, I’ve taken the opposite view on some of the names she’s liked.

@DOMOCAPITAL Oct 22 1 click

DOMO Capital Management, LLC on X

Must be a result of moving the entire $LULU position at $91 into $DECK ... https://t.co/l8MQqKQkgs

@cfrischer1 Oct 22

Charles Frischer on X

@Denton234 I strongly believe that $NN will end up generating significant capital gains for shareholders, but I will feel better once we have the NPRM. I also have confidence in CEO and the Board. The ride might be bumpy, but the destination should be worth it in the end. Millionaire acres.

@irbezek Oct 22

Ian Bezek on X

@SnorlaxCapital @InvestsCletus @WaterworldCapi1 My largest position in housing is in $TGLS which is unique in that it is a Colombian manufacturer that sells to Florida. Was double punched this year by overvalued Col Peso and tariffs, both should reverse in 27. Still growing top-line nicely despite dour macro. https://t.co/0IP6bW3W7U

@BarbarianCap Oct 22

Barbarian Capital on X

Exclusive | Optimum Communications Prepares for Bankruptcy to Implement Deal $OPTU https://t.co/wfoCFtGGCP

@BarbarianCap Oct 22 1 click

Barbarian Capital on X

Moderna’s Stock Plummets After Cancer-Vaccine Data Shared on Social Media $MRNA https://t.co/AM3j4IgqVS

@BarbarianCap Oct 22

Barbarian Capital on X

Deckers Cuts Sales Outlook Amid Slower Hoka, Ugg Growth $DECK https://t.co/WG9AfDYZ5F

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 33 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 67 clicks

UHS · long

Universal Health Svcs INC

Universal Health Services is a profitable hospital operator whose $146 share price over-discounts an earnings-collapse scenario.

UHS $11B

Value Investors Club Jun 14 5 clicks

“The tip of the iceberg.”

Stevanato's 8% organic Q2 growth and 21% adjusted EBITDA growth came with a modest FY 2026 guidance lift after the Balda divestiture.

STVN $5.3B

Best Anchor Stocks Aug 4

Single Stock Spotlight #12: X Marks the Spot

Xerox is pitched as a cash-generating managed-decline value play, with debt, activist interest and short interest setting up a potential…

XRX $365M

Hidden Rock Capital's Newsletter Aug 4

A Venezuela Lottery Ticket for 41 Cents

Lionheart Holdings’ 41-cent CUBWW warrants hinge on a SPAC merger valuing KEO Energy’s Venezuelan PetroUrdaneta stake at $1 billion, versus…

CUB $286M

Triple S Special Situations Investing Aug 3 9 clicks

[scuttleslops] BLDR, RYAN, APG, GFL, FND

Builders FirstSource reported Q2 2026 sales down 9% to $3.9 billion as weak housing demand and aggressive competitor pricing cut EBITDA…

BLDR $5.8B

scuttleblurb Aug 3 8 clicks

BAT: Two Steps Forward, Many Steps Back

British American Tobacco’s H1 growth came largely from U.S. modern oral products and inventory benefits, while weakening regulation, rising…

BTI $130B

Librarian Capital's Research Library Aug 3

WD #352: Situational Awareness, Warsh, ICE/MKTX, Overvalued EM Currencies

ICE's purchase of MarketAxess spotlights takeout risk for value stocks, while the Situational Awareness blow-up, Kevin Warsh's FOMC presser…

ICE $91BMKTX $5.8B

Ian’s Insider Corner Aug 2

Earnings Week in the Graveyard

Empire State Realty Trust cut Observatory NOI guidance to $55 million from $87 to $92 million after Q2 NOI fell roughly 50%, reducing Core…

ESRT $1.3BKANP $55M

Orphan REITs Aug 2

Floor & Decor 2Q'26: Tentative Green Shoots

Floor & Decor held 2026 guidance after a 2Q beat, with comps improving through June; tariff refunds lifted margins and may fund pricing…

FND $4.8B

MBI Deep Dives Aug 2 4 clicks

Interview with Roderick van Zuylen

Roderick van Zuylen discusses Night Watch’s value strategy, catalyst-driven screening and positions in Asian equities including Dream…

FUTU $14B

Asian Century Stocks Aug 2

Thursday, October 22, 2026

Calvin Blissett on X

RiverRoadPartners on X

DOMO Capital Management, LLC on X

Charles Frischer on X

Ian Bezek on X

Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

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