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 $31B

Vik's Newsletter Oct 22 5 clicks

Oct 22 LRCX $296B

Lam Research Q1 FY6/27 Earnings Review

Cestrian Capital Research 4 clicks

Oct 22 RIG $7.4B

Trade Alert - Long RIG

HFI Research 10 clicks

From X

@ChrisCamillo Sep 3 2 clicks

Chris Camillo on X

@SkillJoy_00 how many GTA VI launch month, quarter, yr 1 units and what eventual online ARPU do you think the market is currently pricing in to $TTWO ? And how does your analysis differ from those expectations?

@DeepSailCapital Sep 3 1 click

Deep Sail Capital on X

Anti Software trade. Short $OKTA and $TWLO. Both are up 80-120% this year. If software trends down they both will get crushed 30%.

@DeepSailCapital Sep 3

Deep Sail Capital on X

$CRDO It’s pretty rare you find such a high moat business with massive growth that has been managed so well to keep extending their growth pathways. Three years ago they were just copper, now much more. The optics position: Credo isn’t just an AEC (copper) story anymore — they now own the full AI interconnect stack: • Optical DSPs (record Q1 revenue, 50G/100G-per-lane shipping now, 1.6T ramping later this FY) • ZeroFlap Optics • Silicon Photonics PICs (first revenue post-DustPhotonics deal) Management’s guiding >$600m in optical revenue for FY27 alone, with each of DSP/ZeroFlap/SiPho individually clearing $100m As AI clusters scale and speeds push past 800G toward 1.6T, connectivity becomes the bottleneck, everyone knows this. Credo sits at nearly every layer of that bottleneck, it’s been really thoughtful about product expansion so far. Management deserves more credit.

@DOMOCAPITAL Sep 3

DOMO Capital Management, LLC on X

$CPB is completely uninvestible for as long as Marc Lautenbach remains on the Board of Directors. Have been telling people this for over a year now... Just look at $PBI performance over his career and then from the moment he "left" the CEO position... https://t.co/Px6gacUNjZ

@valuedontlie Sep 3

Colin King on X

Another consumer staples dividend cut... $CPB reducing dividend by 36% (CAG cut theirs in half) https://t.co/VVVvo0Gh8k

@evantindell Sep 3

Evan Tindell on X

Dang I missed this one -- Nielsen CEO $NIQ almost bottom ticked it at $9 https://t.co/Zh7pIvOHua

@Adam_Wyden Sep 3

Adam D. Wyden on X

Looks like Benchmark / StoneX agrees with our analysis. Not $VVV. Our SOTP on 2027 numbers gets us to nearly 40.00. Too cheap. $DRVN https://t.co/cA9wdjgNE1

@SowingAlphaSeed Sep 3 1 click

Farmer on X

@GrumpierBTDay @FrontRangeHQ @maxwellhouse99 Have you tried "$CRCL min_faves:1 -filter:mentions -filter:hashtags" ?

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 $4.2B

Monte Independent Investment Research Oct 22 6 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 $5.8B

Latticework by MOI Global Oct 22 13 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 $5.8B

Latticework by MOI Global Oct 22 34 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 $5.8B

Latticework by MOI Global Oct 22 5 clicks

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.

WDC $137BPENG $3.6B

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 $104M

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 $92B

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 $150B

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 $16B

Jimmy's Journal Oct 22 68 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 $10BACI $6B

Latticework by MOI Global Oct 22 42 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 $3.1BLAD $6.4B

Cannibal Stocks Oct 22 6 clicks

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…

DEO $51B

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 $15B

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 $45B

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 $104M

Value Investors Club Jul 24

Moon River Moly: Research Note

Moon River Moly’s updated Davidson PEA lifts after-tax NPV to $1.24 billion as flotation raises tungsten output 350% and cuts molybdenum…

MRIVF $22M

Atrium Research - Equity Research Oct 21 4 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 Oct 21 6 clicks

BMBL 2026-10-21

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 $788M

Modern Value Investing Oct 21 8 clicks

Thursday, October 22, 2026

Chris Camillo on X

Deep Sail Capital on X

Deep Sail Capital on X

DOMO Capital Management, LLC on X

Colin King on X

Evan Tindell on X

Adam D. Wyden on X

Farmer on X

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 67 of 262

X accounts we follow

Investor letters we follow

Sectors