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 $5.2T

Field Trip: AI Has to Be Seen to Be Believed

Aurelion Research 16 clicks

Oct 22 LRCX $301B

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

@calvinblissett Oct 22 2 clicks

Calvin Blissett on X

Quoted that stuck out to me from $SLM earnings call Still in peak season, stronger than normal volume continue into 4Q We believe the customers charging off today have an enhanced ability to repay compared with customers in history Length of deposits up to 37 months from 24. What mean and why good Loan sales in this environment would be below minimum acceptable threshold Not executing planned October loan sale. Sacrificing the short term for the long term. (5% NIM on retaining loans)

@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

@cfrischer1 Oct 22

Charles Frischer on X

@Denton234 I strongly believe that $NN will end up generating significant capital gains for shareholders, but I will feel better once we have the NPRM. I also have confidence in CEO and the Board. The ride might be bumpy, but the destination should be worth it in the end. Millionaire acres.

@irbezek Oct 22

Ian Bezek on X

@SnorlaxCapital @InvestsCletus @WaterworldCapi1 My largest position in housing is in $TGLS which is unique in that it is a Colombian manufacturer that sells to Florida. Was double punched this year by overvalued Col Peso and tariffs, both should reverse in 27. Still growing top-line nicely despite dour macro. https://t.co/0IP6bW3W7U

@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

Barbarian Capital on X

Exclusive | Optimum Communications Prepares for Bankruptcy to Implement Deal $OPTU https://t.co/wfoCFtGGCP

Trade Alert - Long RIG

HFI Portfolio bought 94,214 shares of Transocean, RIG, for $570,000 at $6.05 per share.

RIG $7.2B

HFI Research Oct 22 10 clicks

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 $1.6T

MBI Deep Dives Oct 22 4 clicks

CoreWeave: Why Patient Investors Should Hold Through Volatility

CoreWeave targets 8 GW of active power by 2030, expands into India and builds its AI cloud ecosystem through Google Cloud and partner…

CRWV $34B

Jack Elias Oct 22 6 clicks

MYR Group q3’26 Earnings Preview

MYR Group’s Q3 2026 preview cites data-center and power transmission demand, with long-term service agreements supporting margin growth and…

MYRG $4.2B

Monte Independent Investment Research Oct 22 6 clicks

Mosaic: Cash from Potash Now, a Recovery in Phosphates Later

Mosaic’s potash business generated $930 million after capital spending and closure cash in 2025, while phosphate operations consumed $207…

MOS $5.8B

Latticework by MOI Global Oct 22 13 clicks

Mosaic, Part One: The Story

Mosaic’s history traces the 2004 Cargill-IMC merger and the phosphate and potash mines that shaped NYSE: MOS.

MOS $5.8B

Latticework by MOI Global Oct 22 34 clicks

Mosaic, Part Two: The Deep Dive

Mosaic, NYSE: MOS, is the subject of a second audio program for professional investors analyzing fertilizer producers.

MOS $5.8B

Latticework by MOI Global Oct 22 5 clicks

Undercovered Dozen: Western Digital, Penguin Solutions, Millrose Properties And More

Western Digital, Penguin Solutions and Millrose Properties lead a roundup of 12 lesser-followed stocks featured from Oct. 10 to Oct. 16.

WDC $143BPENG $3.6B

The Undercovered Dozen Oct 22 17 clicks

Unicycive (UNCY):

Unicycive’s oxylanthanum carbonate NDA earned a March 25, 2027 PDUFA date after two manufacturing-related rejections, with no FDA clinical…

UNCY $98M

Triple S Special Situations Investing Oct 22 4 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 $92B

Trade Ideas Flow Oct 22 2 clicks

STRL · short

Sterling Infrastructure INC

Sterling Infrastructure short pairs STRL against EME and FIX, arguing data-center sitework contractors lack the margin upside available to…

STRL $12B

Value Investors Club May 28

A non-consensus thesis: the forthcoming demise of Bristol Myers Squibb.

Bristol Myers Squibb’s bear case centers on patent-cliff revenue losses, debt, and failed drug investment after $28.3 billion of 2019–23…

BMY $126B

John Hempton's Newsletter May 26 7 clicks

Adobe Deep Dive

Adobe trades at 14x earnings after a 65% decline, with AI, Canva and Figma threatening subscriptions, customer acquisition and…

ADBE $99B

Speedwell Memos May 26 2 clicks

Seaport Entertainment (SEG): Four Catalysts Begin in August 2026

Seaport Entertainment targets positive property-level EBITDA as announced leases and programming add $31 million, while an August 2026…

SEG $291M

Hidden Gems Investing May 26

The $130M Company That Rules What Others Refuse To Touch...(MRDN)

Meridian Holdings (MRDN) operates online betting and casino platforms in 25 countries, arguing its long-standing licenses create a…

MRDN $129M

Phynvesting May 25

NVIDIA: The AI Factory Is Still Undervalued

NVIDIA reported $81.6 billion revenue, $75 billion data-center sales and $49 billion free cash flow, then weighs custom chips, hyperscalers…

NVDA $5.2T

Modern Value Investing May 25

TIC Solutions Update: New performance framework and a path to $26+ per share.

TIC targets $3 billion of 2029 revenue, 18% adjusted EBITDA margin and 85% free cash flow conversion, requiring roughly $400 million of…

TIC $2.2B

Kairos Research May 22

The REIT Wall Street Couldn't Touch. Yet.

NewLake Capital Partners’ rent roll gained federal legality and stronger lease guarantees while Cannabist restructuring left rent…

NLCP $283M

Orphan REITs May 21

The Chains Buffett Forged

Warren Buffett's discipline built Berkshire's 22.2% book-value compounding but excluded high-growth winners such as Amazon, Netflix, Google…

BRK.A $1.2T

Bearstone May 20

Nvidia should buyback stock

Nvidia enters earnings with a case for stock buybacks.

NVDA $5.2T

Fabricated Knowledge May 19

Thursday, October 22, 2026

Raging Capital Ventures on X

Calvin Blissett on X

RiverRoadPartners on X

DOMO Capital Management, LLC on X

Charles Frischer on X

Ian Bezek on X

Serenity on X

Barbarian Capital on X

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