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.
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.
Spoke with an expert about $LEN the other day He told me that Lennar focuses so much on entry level homes that it's got a "here goes the neighborhood" effect Other builders won't build in the same MPC/area This could potentially cut them off from sites in the future
Berkshire now has a $1.3B position in Bending Spoons. Stock is up 38% (to $52) on news that Berkshire bought $330M via private placement at $33/share $BSP https://t.co/oGfvtwcdED
August write-up on Cal Maine $CALM now available to freebie accounts on VIC... Good overview of the situation... at ~$60-65/sh it looks like an asymmetric bet with a 4-6 quarter time horizon https://t.co/60U009ZX53
D.A. Davidson analyst Gil Luria (has a $100 price target and a neutral rating on $CRWV ) says “the equity value is going to be zero” on a podcast released today A bit conflicting there Gil https://t.co/aKJmqVZlZ5
D.A. Davidson analyst Gil Luria (has a $100 price target and a neutral rating on $CRWV ) says “the equity value is going to be zero” on a podcast released today A bit conflicting there Gil https://t.co/ZLEqfmpE8i
Happy 5-year anniversary to those who celebrate. $UPST https://t.co/zK4vPVEjjZ https://t.co/Xog81EWEvl
Short squeezes with high alerts this morning: $GLND and $TGL. We might be getting back into a bit of a short squeeze environment soon. https://t.co/7Pl147oY0i
CoreWeave targets 8 GW of active power by 2030, expands into India and builds its AI cloud ecosystem through Google Cloud and partner…
MYR Group’s Q3 2026 preview cites data-center and power transmission demand, with long-term service agreements supporting margin growth and…
Mosaic’s potash business generated $930 million after capital spending and closure cash in 2025, while phosphate operations consumed $207…
Mosaic’s history traces the 2004 Cargill-IMC merger and the phosphate and potash mines that shaped NYSE: MOS.
Mosaic, NYSE: MOS, is the subject of a second audio program for professional investors analyzing fertilizer producers.
Unicycive’s oxylanthanum carbonate NDA earned a March 25, 2027 PDUFA date after two manufacturing-related rejections, with no FDA clinical…
PJM's 6,831 MW capacity shortfall is driving nuclear uprates, with Google contracting 890 MW from 11 operating reactors.
Intuitive Surgical built a razor-razorblade model around da Vinci robots, with procedure growth driving recurring instrument revenue and…
Rollins, North America’s largest pest-control provider, gets 75–80% of revenue from recurring contracts but has fallen about 45% year to…
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 and Lithia Motors divide two longtime value investors: David Abrams switched to Lithia in 2018, while Greg Alexander…
Atour Lifestyle combines an asset-light Chinese hotel franchise network with Atour Planet sleep-product sales, using guest rooms as product…
Weyerhaeuser’s $23.07 sum-of-the-parts valuation rests on discounted timberlands, while its 4.3% dividend needs stronger free cash flow and…
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 fell nearly 50% after a second FDA Complete Response Letter tied to a third-party manufacturer for its primary…
Moon River Moly’s updated Davidson PEA lifts after-tax NPV to $1.24 billion as flotation raises tungsten output 350% and cuts molybdenum…
Strategy spent $1.84 billion repurchasing STRC below $100, bringing it near par and potentially reopening a preferred-share issuance…
Bumble agreed to a $6.05-per-share cash sale to Ithaca Holdings, 136% above its October 2 share price.
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