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 33h ago 28 clicks

36h ago MANE $5.3B

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

Cestrian Capital Research 40 clicks

42h ago HEI $42B

Heico Corporation

D Invests 13 clicks

From X

@TheBenSchmark Sep 21

JabroniCoin.USD on X

I personally would slightly prefer if the $CENX Oklahoma smelter gets delayed or even cancelled, as it means more capital return, especially at today’s prices Can’t wait to see run-rate EBITDA in Q4 https://t.co/KTvGLbVKhp https://t.co/CD1XFwm9Eu

@red_dog_capital Sep 21

Red Dog Capital on X

Saw a post that "non-AI" stocks have nearly -1 corr to the market. What are some examples of good companies getting left behind by capital flows? Maybe $OTIS at 15x '17 P/E with ~80% of EBIT coming from elevator maintenance? Any other good ones with a 10 year time horizon?

@kab604 Sep 21 1 click

kab60 on X

@JerryCap 1) ASML, Hyperscalers (GOOGL, AMZN?) 2) $FOUR, $GPN, $BKNG? 3) $CSU

@DeepSailCapital Sep 21

Deep Sail Capital on X

$AXTI - Another chance to short it.

@UCompounders Sep 21

Undiscovered Compounders on X

Copart’s $1.9B Bet on ACV Auctions: a Deep Dive $CPRT $ACVA https://t.co/Z3ICni26v1

@UCompounders Sep 21 1 click

Undiscovered Compounders on X

Copart $CPRT just acquired $ACVA for $1.9B. The filings came out on the 17th, and I've spent 12 hours a day analyzing everything since. I read so much my eye drops stopped cutting it, had to switch back to vitamin A for the dry eyes. As usual, the reality is way more complicated than anything I've seen on social media so far. I break it all down, and what it means for my Copart thesis. Have fun. (Link in bio/below.)

@TheBenSchmark Sep 21

JabroniCoin.USD on X

Bernstein on CXMT: “We believe a new fab of max capacity at 100k wpm is being built in Shanghai now, & is due to begin production early next year. There is no mention of this fab in any company filings” Models capex rising 70% YoY through ‘28 to $35B CXMT capex is $ACMR revenue https://t.co/rQXi6eh7PX

@TheBenSchmark Sep 21

JabroniCoin.USD on X

$ACMR seems to be the simplest way to play the inevitable CXMT/YMTC ramp https://t.co/NlvTBGCZSr

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 42h ago 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 $4.4B

Monte Independent Investment Research 45h ago 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 46h ago 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 $2.9B

Cannibal Stocks 47h ago 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 $31B

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 14 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 66 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 $18B

Latticework by MOI Global Oct 19 34 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 $6.3BIOVA $6.7B

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 $34B

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 10 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 25 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

JabroniCoin.USD on X

Red Dog Capital on X

kab60 on X

Deep Sail Capital on X

Undiscovered Compounders on X

Undiscovered Compounders on X

JabroniCoin.USD on X

JabroniCoin.USD on X

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 54 of 245

X accounts we follow

Investor letters we follow

Sectors