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 NVDA $5.1T

Field Trip: AI Has to Be Seen to Be Believed

Aurelion Research 15 clicks

Oct 22 LRCX $326B

Lam Research Q1 FY6/27 Earnings Review

Cestrian Capital Research 4 clicks

From X

@RagingVentures Oct 22 4 clicks

Raging Capital Ventures on X

@starsofrhun I’m short $AAPL too

@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

@aleabitoreddit Oct 22 9 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 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

@KEDM_COM Oct 22

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 Oct 22

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 Oct 22 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 Oct 22 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 Oct 22 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 Oct 22 7 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 Oct 22 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 Oct 22 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 Oct 22 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 $17B

Jimmy's Journal Oct 22 66 clicks

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

DEO $52B

PropNotes Oct 22 7 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 Oct 22 6 clicks

APG · long

Api Group CORP

APi Group’s mix of specialty contracting segments complicates a conventional contractor valuation.

APG $17B

Value Investors Club Apr 28 10 clicks

Netflix: What's Coming Next

Netflix’s $16.2 billion operating income follows its DVD-to-streaming and global pivots, but short-form video, YouTube and FAST services…

NFLX $511B

TSOH Investment Research Jul 23

Philip Morris: Q2 2026 Results (Quick Note)

Philip Morris reported strong Q2 2026 trading, while U.S. ZYN growth barely increased. Shares rose 3.3% to a record high.

PM $314B

Librarian Capital's Research Library Jul 22

Danaher 2Q'26: Yet Another "Meh" Quarter

Danaher posted 3.0% core revenue growth in 2Q’26, with LTM adjusted EBITA flat at $7.1 billion since 2Q’24 despite a mid-20s earnings…

DHR $162B

MBI Deep Dives Jul 22 2 clicks

Lasers for CPO/NPO: Part 2 – Lumentum’s Technology and Moat

Lumentum’s UHP laser platform for CPO/NPO uses cavity-length and grating design to suppress linewidth broadening, with reliability and…

LITE $69B

Vik's Newsletter Jul 22

[$UBER] Uber Technologies

Uber targets Nuro-powered robotaxis in the Bay Area by H2 2026 and NVIDIA-powered fleets across 28 cities by 2028, testing whether…

UBER $139B

Lewistown Capital Jul 22

Apocalypse Now or Generational Buying Opportunity?

ServiceNow, SAP and Veeva are framed as AI-resistant SaaS bargains after a sector selloff, with ServiceNow positioned to gain from AI-agent…

NOW $161BVEEV $52B

Hidden Rock Capital's Newsletter Jul 21

Updated Deep Dive on Google ($GOOG)

Google’s delayed Gemini 3.5 Pro raises questions about its AI position, Search and GCP growth as its $4.3 trillion valuation leaves little…

GOOGL $3.9T

Rebound Capital Jul 21

Google Is a Secular Short

Alphabet rents scarce AI compute to rivals while DeepMind faces internal capacity constraints, weakening Google’s AI position and long-term…

GOOGL $3.9T

Key Context by Tae Kim Jul 21

Thoughts on Markets, July 2026

Meta’s planned cloud business and Moonshot AI’s Kimi K3 revived doubts over AI compute scarcity, driving chip stocks lower and exposing S&P…

META $1.8T

Aurelion Research Jul 20

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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