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 41h ago 5 clicks

43h ago NVDA $5.1T

Field Trip: AI Has to Be Seen to Be Believed

Aurelion Research 15 clicks

45h ago LRCX $326B

Lam Research Q1 FY6/27 Earnings Review

Cestrian Capital Research 4 clicks

From X

@RagingVentures 38h ago 4 clicks

Raging Capital Ventures on X

@starsofrhun I’m short $AAPL too

@calvinblissett 39h ago 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 39h ago 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 39h 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

@cfrischer1 39h ago

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 39h ago

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 40h ago 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 40h ago

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 46h ago 7 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 $1.8T

MBI Deep Dives Oct 22 3 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 $4B

Monte Independent Investment Research Oct 22 5 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 $5.5B

Latticework by MOI Global Oct 22 9 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 $5.5B

Latticework by MOI Global Oct 22 26 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 $5.5B

Latticework by MOI Global Oct 22 4 clicks

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

WDC $132BPENG $3.2B

The Undercovered Dozen Oct 22 14 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 $108M

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 $96B

Trade Ideas Flow Oct 22 2 clicks

PLAB · long

Photronics INC

PLAB $1.7B

Value Investors Club May 30

Sleep Well Portfolio (June 2026) - Software continues to stabilise? Latest pick up 75%

Pro Medicus is up 75% since purchase, while Intuitive Surgical joins the portfolio and SaaS holdings recover 10% to 20%.

ISRG $153B

Sleep Well Investments Jul 1

Mastercard: Forgotten But Not Gone in the AI Age

Mastercard targets mid-teens EPS growth through 2027 as Capital One debit migration ends, arguing AI strengthens rather than…

MA $545B

Librarian Capital's Research Library Jun 30

The $34 Stock Inside a $2.4 Trillion Rocket

Constellium supplies aluminum-lithium alloy 2195 for Falcon 9 tanks and aerospace programs, with qualification barriers supporting…

CSTM $3.2B

Phynvesting Jun 30

Pershing Square Challenge 2026 finalists on MSA Safety: a hidden quality compounder? $MSA

MSA Safety’s Pershing Square Challenge finalists pitch gas-detection subscriptions, mandated SCBA replacement cycles and a 2023 liability…

MSA $7.1B

Yet Another Value Blog Jun 30 2 clicks

Kraken robotics - An "undetected" defense play with a multi bagger potential

Kraken Robotics sells compact synthetic-aperture sonar and pressure-tolerant subsea batteries for mine hunting and seabed imaging, while…

KRKNF $1.1B

Glocal Investor Jun 30

Regal Rexnord: Data Centers. Robotics. AI. Oh My!

Regal Rexnord transformed from an HVAC-heavy cyclical business through two major acquisitions, building industrial power-transmission and…

RRX $10B

Kerrisdale Capital Jun 30

Why I Bought a Deep-in-the-Money META Call Instead of Shares

Meta investor bought a $350 December 2028 call for $26,901, preserving $28,123 versus 100 shares while betting AI and data-center spending…

META $1.8T

Hated Moats Jun 29

Here Is Every Cheap Stock On The OTC

A review of 2,144 OTC listings identifies more than 200 profitable companies trading cheaply on earnings or assets, beginning with…

AATC $33MACMT $16M

Easy Value Jun 29 1 click

Quick Value #320 - Somnigroup (SGI)

Somnigroup’s $2.5 billion all-stock Leggett & Platt acquisition adds vertical integration as the bedding leader targets mid-single-digit…

SGI $15B

Value Don't Lie Jun 29

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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