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

19h ago NVDA $5.1T

Field Trip: AI Has to Be Seen to Be Believed

Aurelion Research 14 clicks

21h 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 15h 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 18h 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 28h 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 28h 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 30h ago 37 clicks

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

DEO $52B

PropNotes 31h 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

EUXTF · long

Euronext NV

Euronext has evolved from a regional cash-equities exchange into a pan-European market-infrastructure platform after a decade of technology…

EUXTF $20B

Value Investors Club Jun 29

Single Stock Spotlight #15: Rocket Companies (RKT)

Rocket Companies combines Redfin, Rocket Mortgage and Mr. Cooper into an end-to-end homeownership platform, adding mortgage servicing fees…

RKT $31B

Hidden Rock Capital's Newsletter Sep 25 4 clicks

Eckert & Ziegler: The Pick-and-Shovel Supplier of the Radiopharma Boom – Finally at a Fair Price

Eckert & Ziegler trades near €12, about 14 times expected earnings, as its isotope supply business expands with radiopharma demand despite…

NVS $293B

Substack von Philipp Sep 25 1 click

Buffett's Succession Plan Shows What Makes Berkshire Hathaway Unique

Berkshire Hathaway's succession elevates Greg Abel to CEO and Howard Buffett to chairman, reinforcing its acquisition, buyback and…

BRK.A $1.2T

Jim Sloan Sep 25 4 clicks

Ciena & Fabrinet: The Road Ahead for Optics

Ciena and Fabrinet benefit as AI clusters require high-speed optics within and between data centers, through networking systems and…

FN $13BCIEN $51B

Aurelion Research Sep 24 3 clicks

Oracle: Hyperscaler or Neocloud? A Look into Q1 FY2027

Oracle’s Q1 FY2027 AI infrastructure push relies on leasing, debt, customer prepayments and OpenAI’s Stargate project, resembling a…

ORCL $399B

Kakashii's Materials Sep 24 3 clicks

Capital Cycle IQ & the Forensic Files of the Big 5 Hyperscalers

Microsoft, Amazon, Alphabet, Meta and Oracle have $3 trillion of commitments and are driving net investment to 2.07% of GDP, reviving…

MSFT $3.9TAMZN $2.8T

Cassandra Unchained Sep 24 4 clicks

Formula 1: Liberty Media’s Drive for Success

Liberty Media bought Formula 1 for $4.4 billion in 2017 and monetizes its exclusive commercial rights through racing, media and sponsorship.

FWONK $23B

Open Insights Sep 24 4 clicks

Long Opportunities In Semiconductor Capital Equipment Part I - ASML, AMAT, LRCX

ASML $616BAMAT $301B

Cestrian Capital Research Sep 24 2 clicks

Atlassian: A $140 Billion Market Growing At 14% Annually Creates A Massive Opportunity

Atlassian targets a $140 billion market growing 14% annually, with Rovo reaching 5 million monthly active users and assisted actions rising…

TEAM $56B

Muhammad Cheema Sep 24 1 click

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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