Vicor Update, Part Three
Vicor’s $66.6 million in AI power-delivery royalties generated about $50 million of operating profit, eclipsing its module business as revenue reached $197.1 million.
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Odd Diligence on X
$BNC crypto side was rugged wen equity rug https://t.co/38ZNEfzTCJ https://t.co/DgGTja8pKb
SG on X
$ODD up over 25% premarket on not-horrible results. Sometimes the best opportunities are in moves from bad to ok, rather than good to great. https://t.co/qPmo56jCl8
John_Hempton on X
@Benthom41722354 $NWBO needs no introduction. Such a bozo operation. Never heard of $AABB
Lee Roach on X
Once again an awful day to be a 200-IQ $BUR holder
A Capital on X
$VRRM *
BDC on X
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PAA Research on X
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Investor Letters
All letters- Cedar Creek Partners 2026 Third Quarter MMY $186MEXCE $1.2B
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- Davenport Asset Management Q3 2026 ACM $7.6BAMT $86B
- Distillate Capital 2026 Q3 TOL $12B
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