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 $32B

Vik's Newsletter 16h ago 5 clicks

18h ago NVDA $5.1T

Field Trip: AI Has to Be Seen to Be Believed

Aurelion Research 14 clicks

20h ago LRCX $326B

Lam Research Q1 FY6/27 Earnings Review

Cestrian Capital Research 4 clicks

From X

@RagingVentures 14h ago 4 clicks

Raging Capital Ventures on X

@starsofrhun I’m short $AAPL too

@partners_road 14h ago

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 15h ago 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

@aleabitoreddit 15h ago 6 clicks

Serenity on X

$NVDA Jensen Huang: Surplus of memory supply is unlikely by 2029. The CNBC question referenced a Korean newspaper opinion on $KOSPI / Samsung / SK Hynix that predicted "new supply will leave the memory sector a red ocean in 2029." "One of the things that's really great about memory is that you can always use more of it", Jensen said, citing LPDDR usage in DCs. And responded "I don't think so" in terms of possibilities of oversupply in 2029. Just my personal opinion, Nvidia probably has the most visibility in the entire industry. Especially around supply procurement and emerging capacity, given they're the ones leading all the architectural shifts. On durability, you have Samsung already allocated majority of capacity into 2031 from SED and hyperscalers like $GOOGL are already reportedly securing memory LTAs into 2035 from KeyBanc. Yet there's endless "it's all over" sentiment on memory now. I'd probably trust Jensen's opinion here.

@BarbarianCap 15h ago 1 click

Barbarian Capital on X

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

@BarbarianCap 15h ago

Barbarian Capital on X

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

@KEDM_COM 17h ago

KEDM.com on X

Inside buying at Amrize $AMRZ continues while the stock makes new lows. This US aggregates-and-cement spin from Holcim saw revenues accelerate in H1, but not enough to offset pricing pressure from low cement prices and high energy costs. The market argues for a multiple closer to peers MLM and VMC, but maybe the cement and construction exposure deserves a bit of a discount?

@SouthernValue95 19h ago

SouthernValue on X

$WDC guiding Dec quarter EPS ~20% above consensus, visibility with top7 customers through 2030-2031, accelerating EB growth via higher capacity drives at lower cost, and visibility to ~4-5qtr of rising $/EB. Growing >60 w/ 80% incremental margins. Unlevered, buying back gobs of stock. This is a $330 stock AH and could earn $50-60 in CY28. Might earn its mkt cap back in next 4-5yrs. And yet, stock is -5% AH.

Meta 3Q’26: Healthy Core, But Investors Spooked by Potential Funding Ambitions

Meta’s ad revenue grew 26% to $63.1 billion, but negative free cash flow and $135-145 billion of capex raise concerns over AI funding and a…

META $1.8T

MBI Deep Dives 24h ago 3 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 27h ago 2 clicks

Tesla Q3 FY12/26 Earnings Analysis

Tesla’s Q3 revenue was flat at $28.0 billion, while operating income fell 56% as R&D spending on AI rose 69%; SpaceX merger discussions are…

TSLA $1.5T

Cestrian Capital Research 27h ago 6 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 28h ago 6 clicks

Meta Earnings Update: Q3 2026

Meta’s Q3 revenue rose 26% to $64.6 billion, but $34.9 billion in AI infrastructure spending drove free cash flow negative as it created…

META $1.8T

SixSigmaCapital: Navigating the Financial Markets 28h ago 3 clicks

Meta: 3Q26 Business Update

Meta’s Family of Apps revenue grew 26% as Muse reached 10 million users, testing AI-agent commerce while Amazon restricts access and…

META $1.8T

Speedwell Memos 29h ago 4 clicks

META Q3 FY12/26 - Hold - Earnings Review

Meta reported Q3 revenue of $64.6 billion, up 26%, while $34.9 billion of capex drove negative free cash flow and a $9.89 billion legal…

META $1.8T

Cestrian Capital Research 29h ago 2 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 29h ago 37 clicks

Diageo: Gen Z Is Drinking Again, And They Want Cocktails

DEO $52B

PropNotes 30h ago 6 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 34h ago 6 clicks

THC · long

Tenet Healthcare CORP

Tenet Healthcare generates roughly two-thirds of profits from hospitals and one-third from ambulatory surgery centers.

THC $22B

Value Investors Club Jun 29

The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap

Steve Eisman says AI companies are reviving Enron-era off-balance-sheet and circular financing, alongside concerns around Oracle and Blue…

META $1.8TORCL $399B

Steve Eisman Sep 25 4 clicks

Intuit: Still in Free Fall After Investor Day

Intuit shares have fallen 60.2% year over year as customer acquisition slows, while management says AI is not the cause and expects growth…

INTU $90B

Librarian Capital's Research Library Sep 25

Reddit: DCF Valuation

Reddit’s DCF values shares at $225, driven by international ARPU expansion from $2.2 to $8.3 by 2035 and 38% operating margins.

RDDT $29B

Hated Moats Sep 25 4 clicks

The Agents Revolt

Meta’s Muse reached 2.8 million downloads in two weeks, using AI agents to automate insurance shopping and erode customer inertia that…

META $1.8T

Net Interest Sep 25 3 clicks

Energy Transfer: Strong Momentum Drives Upside

Energy Transfer's volume growth and data center demand support EBITDA above guidance, potential Q3 upgrades and distribution growth.

ET $67B

White Star Research Sep 25

The Chinese AI Infrastructure Boom: Introducing the SemiAnalysis China Datacenter Model

China’s datacenter fleet exceeds 24GW across 1,000 facilities, while Alibaba, Tencent and Baidu doubled capex to $20 billion in 2Q26 amid…

BABA $254BTCEHY $449B

SemiAnalysis Sep 25

Domino's Pizza Group: Why I'm Sticking With Domino's UK Over Its U.S. Parent

Domino's Pizza Group trades at 11.68 times earnings with a 5.54% dividend yield, while half-year results point to an early UK turnaround.

DPZ $10B

Philipp Brohl Sep 25

TSOH Weekly Roundup (09/25/2026)

TSOH Weekly Roundup covers Ralph Lauren’s $1 billion distribution pullback, Peloton’s $2,195 foldable treadmill and $800 million…

RL $23BDIS $193B

TSOH Investment Research Sep 25 3 clicks

IonQ: Nvidia QPU Catalyst Isn't Enough

IonQ's Q2 2026 revenue rose 287% to $80.1 million, but durability hinges on its $485 million RPO and enterprise adoption for production AI…

IONQ $13B

Deep Value Investing Sep 25

Thursday, October 22, 2026

Raging Capital Ventures on X

RiverRoadPartners on X

DOMO Capital Management, LLC on X

Serenity on X

Barbarian Capital on X

Barbarian Capital on X

KEDM.com on X

SouthernValue on X

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