Tuesday, October 20, 2026

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.

VICR $9.7B

CV's Substack Oct 20 28 clicks

Oct 20 MANE $5.3B

From Fat to Follicles - Is Hair Loss the Next Blockbuster?

Cestrian Capital Research 41 clicks

Oct 20 HEI $42B

Heico Corporation

D Invests 13 clicks

From X

@IdeaBrunchEmail Mar 5

Idea Brunch on X

This interview with PL Capital is another masterclass in bank investing Thank you to John and Rich for the great interview! Some tickers mentioned include $BANC, $EFSC, $FRME, $HBNC, and $FNB https://t.co/2jvXCkxUs9

@IdeaBrunchEmail Feb 19

Idea Brunch on X

Check out our new Idea Brunch with Jeff Cherkin @_Tourlite Tickers mentioned include $PRM, $APG, and $MCE https://t.co/AVbzfEuoRp

@gatorcapital Jan 2

Derek Pilecki on X

CD rates in the local paper $SCHW $OZK What are the highest rates you’ve seen? https://t.co/bwmZ9gbPXJ

@IdeaBrunchEmail Dec 4

Idea Brunch on X

Idea Brunch with Chris Hammond of @JaguarCapMgmt A masterclass in healthcare investing. Tickers mentioned: $DRIO, $ADMA, and $QDEL https://t.co/l1BHGMZkRG

@CapitalVoss Nov 30

Voss Capital on X

Voss's Q3 letter is out. We take a look at some macro fears that failed to materialize this year, comment on historically cheap small cap valuations, and provide brief updates on our top 4 longs ( $GFF $IMXI $EXTR $BXC) and one new core idea ( $CROX). https://t.co/qG5Mo94ORB

@IdeaBrunchEmail Nov 20

Idea Brunch on X

Here's our newest interview with @GeoffreyBSeiler! Tickers mentioned: $TRUP, $COTY, $ET https://t.co/n29EeO04UE

@gatorcapital Oct 3

Derek Pilecki on X

$BCS bought back 3.9% of shares in Q3 at an average of 54% of tangible book value("TBV"). Accounted for 22% of volume (excluding ADR volume). Repurchasing shares at a discount to TBV increases TBV from 296 to 301 ex-other Q3 items like earnings and reserves.

@gatorcapital Aug 18

Derek Pilecki on X

I sent out my quarterly letter this morning. I wrote about banks stocks and $AX. If you would like a copy, please DM me your email address.

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Update - Accumulate, Record Backlog, Zones And Stop Inside

Northrop Grumman posted 7% Q3 sales growth to $11.1 billion, lifted profit guidance and reached a record $109.6 billion backlog, led by…

NOC $73B

Cestrian Capital Research Oct 20 4 clicks

Monte Investments Market Brief Vol. CXXXII

CoreWeave and neocloud peers face financing pressure, but sold-out GPU capacity and rising H100 and B200 rental rates support continued AI…

CRWV $34BMYRG $4B

Monte Independent Investment Research Oct 20 8 clicks

Urban Outfitters: Nuuly Is More Valuable Than Its Margins Suggest

Urban Outfitters' Nuuly subscription service grew sales 28.6% and reached a 10.1% operating margin, with management targeting $700 million…

URBN $7.5B

IWA Research Oct 20 4 clicks

Group 1 Automotive: The Debt Stress Test

Group 1 Automotive’s $1.25 billion Atlanta borrowing lifts net corporate debt to about $4.4 billion; a 2009-style downturn leaves it near…

GPI $2.7B

Cannibal Stocks Oct 20 12 clicks

Ambarella: The Biggest AI Growth Opportunity Is Still Ahead

AMBA $2.9B

Investor Overview Oct 20 8 clicks

Copper Fox Metals: Research Flash

Copper Fox’s C$9.1 million Schaft Creek program advances metallurgical, tailings, water and road studies toward a pre-feasibility study,…

TECK $29B

Atrium Research - Equity Research Oct 19 6 clicks

WD #360: New Trade, Recent Market Action, Brazil/Inter Update

Atlassian is sold after a 130% gain, while iShares MSCI Indonesia ETF is added following the market plunge; the update also assesses the…

TEAM $56B

Ian’s Insider Corner Oct 19 14 clicks

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Preview - Accumulate Rating, Zones And Stop Inside

Northrop Grumman reports Q3 2026 on October 20 with a $105 billion backlog, up 16% year over year, and trades at 23 times trailing…

NOC $73B

Cestrian Capital Research Oct 19 4 clicks

Nebius: The Pullback Strengthens The Case For An AI Infrastructure Champion

Nebius reported Q2 revenue growth of 454% and $3 billion ARR, targeting 5GW of AI capacity by 2030 after a Palantir partnership.

NBIS $46B

Salix Research Oct 19 16 clicks

AppLovin Deep Dive

AppLovin rebuilt its ad model with AXON 2.0, lifting LTM revenue to about $7 billion and margins to 77% as Unity competition threatens ad…

APP $92BU $18B

Speedwell Memos Oct 19 69 clicks

The Monday Morning Briefing: Meta, Tesla, Netflix, P&G on Deck

Lennar’s land-bank costs pressure homebuilding margins, while Flowers Foods weighs a Tastykake sale after falling branded-bread share,…

LEN $20B

Latticework by MOI Global Oct 19 36 clicks

Our Q3 2026 Update: Our Companies (OXY, RIG, VAL)

Occidental Petroleum’s debt should fall further after Q3 oil prices averaged $85 per barrel WTI and $91 Brent.

OXY $63BRIG $6.5B

Open Insights Oct 19 15 clicks

Undercovered Dozen: Hess Midstream, Iovance Biotherapeutics, Netlist, And More

Hess Midstream, Iovance Biotherapeutics, Netlist and nine other lesser-covered stocks make this week’s Undercovered Dozen.

HESM $6.2BIOVA $6.6B

The Undercovered Dozen Oct 18 16 clicks

Zscaler CEO and CFO: We have the opportunity of a lifetime

Zscaler CEO Jay Chaudhry and CFO Kevin Rubin discuss the cybersecurity company’s growth prospects and valuation.

ZS $38B

The Technology Letter Oct 18 7 clicks

What Lies Beneath: The Developer Building a Data Center on a Former Army Dump Laced With Munitions and Carcinogens

Digital Realty paid $120 million for Atlanta-area parcels including a former Army dump with buried carcinogens and military ordnance.

DLR $60B

Hunterbrook Oct 18 23 clicks

Cerebras Systems: Beaten To A Pulp On Irrational Fears (Rating Upgrade)

Cerebras, a wafer-scale AI chipmaker, is forecast to nearly 10x sales by 2028 as capacity expands, while its shares have fallen on capacity…

CBRS $28B

Stone Fox Capital Oct 18 11 clicks

Semtech Analyst Day Review

Semtech raised Q3 guidance and targets $3.2 billion of fiscal 2030 revenue, excluding upside from its AI data-center optical and copper…

SMTC $13B

CV's Substack Oct 17 14 clicks

DigitalOcean CEO: ‘We are not going to be extraordinarily leveraged like some others’

DigitalOcean’s CEO says the cloud company will not take on extraordinary leverage to fund its AI push.

DOCN $12B

The Technology Letter Oct 17 27 clicks

Expert Call | Q3 2026 Optical Components Market Dynamics, Vendor Market Share, & 2027 Growth Outlook

Optical-component vendor call covers 800G and 1.6T demand, AI cluster optical density, market share, pricing and 2027 growth for Coherent,…

COHR $46BLITE $75B

P Equity Research Oct 17 14 clicks

PayPal: Market's Extreme Mispricing Is Starting To Unwind

PayPal’s 10.3x forward earnings multiple and more than $6 billion in free cash flow frame a turnaround driven by cost cuts, Venmo and BNPL…

PYPL $48B

JR Research Oct 17 12 clicks

Tuesday, October 20, 2026

Idea Brunch on X

Idea Brunch on X

Derek Pilecki on X

Idea Brunch on X

Voss Capital on X

Idea Brunch on X

Derek Pilecki on X

Derek Pilecki on X

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