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 2 clicks

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 67 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

Portfolio Update October 2025

DInvests portfolio gained 6.8% in October, buying Roper Technologies and B&M while adding to Kraft Heinz and Greggs and exiting…

ROP $43BKHC $28B

D Invests Nov 2

An Overlooked European Microcap With a Strategic Review Catalyst

Data Modul AG's strategic review could lead Arrow Electronics to sell its 69% stake in the German industrial-display maker after a cyclical…

ARW $11B

Easy Value Oct 28

Two Types of Bank Investments; Thoughts on Asset Sensitivity; FCNCA's Value

Community banks trading at 50-70% of book value can benefit from buybacks and consolidation, with recent targets MSVB and PMHG receiving…

FCNCA $25B

Base Hit Investing Oct 28

Earnings Recap So Far (And Ideas)

Memory stocks are ripping while Intel lacks a near-term catalyst in an earnings-season idea roundup.

INTC $491B

Fabricated Knowledge Oct 28

Will Eatherton: How Cisco Plans to Compete in the AI Datacenter

Cisco targets AI data-center networking with GPU interconnects, modular high-radix systems and its NVIDIA partnership after exceeding its…

CSCO $423BNVDA $5.1T

Fabricated Knowledge Oct 27

[PQ] VZ: New CEO Announced

Verizon appointed its independent lead director as CEO.

VZ $181B

Nongaap Investing Oct 26 1 click

[P] ESTC: Elastic Vesting Goals

Elastic’s vesting goals reveal what management is incentivizing.

ESTC $10B

Nongaap Investing Oct 24 1 click

Biographies: Standing on the shoulders of Giants - Week 2 picks

Phil Knight, John D. Rockefeller and North Korean defectors anchor three recommended biographies of ambition, capitalism and survival.

NKE $56B

The Curious Compounder Oct 22

Shaping Dollar Tree into its new era.

Dollar Tree targets 12%-15% annual EPS growth through 2028 as it shifts to multi-price merchandise, refreshes stores and uses data-driven…

DLTR $25B

D Invests Oct 22

Sector Story: Flavours & Fragrances Part I - An Introduction

Flavour and fragrance suppliers control 67% of a $40 billion market, earning recurring, protected margins through deep FMCG R&D ties.

IFF $24BDSFIY $30B

Sector Stories Oct 15

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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