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 $10B

CV's Substack 21h ago 26 clicks

24h ago MANE $4.8B

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

Cestrian Capital Research 35 clicks

30h ago HEI $43B

Heico Corporation

D Invests 13 clicks

From X

@finphysnerd 17h ago 1 click

Myles on X

The $SNAP pump is on. https://t.co/SnH7Vs6qKb

@finphysnerd 18h ago

Myles on X

@LukeWolgram You don't own $XPEL anymore? I do feel like you were trading it a bit emotionally, which I think is a bad idea with any stock.

@junkbondinvest 18h ago 1 click

junkbondinvestor on X

Optimum (aka Altice USA), in the last year or so: > Sued its lenders for antitrust violations (great way to piss off just about everybody) > Moved Optimum East and its Lightpath stake into a new sub that doesn’t secure the debt (classic drop-down) > Issued $500mm of pref, $200mm of it Drahi swapping his own common (nice) > Got countersued for fraudulent transfers (saw that one coming) Now they’re nearing a deal to give the lenders the keys. Turns out, it was all just negotiation leverage. $OPTU $ATUS $CSCHLD

@RagingVentures 19h ago 5 clicks

Raging Capital Ventures on X

Bought a bunch of $SKIN into this 20-1 reverse split: the company now has only 6.5 mm shares outstanding. $SKIN has some debt and equipment sales are struggling with high interest rates, but their high margin consumable revenues are stable and the business is starting to generate meaningful cash: pre-tax cash flow could soon approach $4-5 per share. New mgmt is also promising a product upgrade cycle in 2028, which could serve as a catalyst. Have traded the name well in the past; we shall see.

@RagingVentures 19h ago 3 clicks

Raging Capital Ventures on X

$NFLX should use its lofty market cap to buy/merge with $CMCSA’s NBC Universal while it still can. Build the new “Disney” by buying a leading studio; a major broadcast network with football, Olympics and Premier League; and the second largest theme park operator.

@gnoble79 19h ago 4 clicks

George Noble on X

Why would I care what you think? You are a financially illiterate $OPEN bag holder and I managed the #1 fund in the country. @shafeia https://t.co/3AOqjxpRMP https://t.co/xmO8QvUgG2

@aleabitoreddit 19h ago

Serenity on X

Yes I still have $AAOI and personally think the $6.6b valuation doesn’t price in next year’s inflection happening Q2 next year onward. I personally modeling somewhere around ~$1.9B quarterly revenue Q4 2027, ~40% gross margins. With another bump in blended gross margins as ELSFP comes online Q1 2028.

@BarbarianCap 20h ago 2 clicks

Barbarian Capital on X

Flutter to cut more than 1,000 jobs after UK gambling tax raid $FLUT https://t.co/QljmjPzYSN

Carecloud News

CareCloud may attract a private-equity buyer after its Q3 call, with acquiring enough shares the main obstacle to a take-private deal.

CCLD $79M

Calvin Blissett 22h ago 9 clicks

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 30h 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 33h 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 34h 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 35h ago 12 clicks

LCNB: Solid Q3 2026 With A 4.7% Yield

LCNB’s Q3 2026 net interest income rose 8.6% year over year as the bank beat revenue and EPS estimates, while trading at a 27% discount to…

LCNB $268M

Sorrento Research 37h ago 2 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 44h ago 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 44h ago 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

SFIX · long

Stitch Fix INC

Stitch Fix’s 2017 IPO rested on overly ambitious long-term growth expectations and an unrealistic definition of its addressable market.

SFIX $371M

Value Investors Club Jun 30 1 click

Summit Therapeutics: The High Stakes Of Translating China Clinical Data To The U.S.

Summit Therapeutics needs HARMONi-3 and Western-subgroup data to validate China-based ivonescimab results, while $690.7 million in Q2 cash…

SMMT $12B

Stephen Ayers Sep 3 8 clicks

Short Thoughts - Cassandra in Flames?

Tailored Brands’ bankruptcy erased an asset-backed small-cap thesis, while lululemon has become the portfolio’s largest and most…

LULU $11B

Cassandra Unchained Sep 3

Build a Bear Workshop

Build-A-Bear Workshop, the toy retailer.

BBW $303M

Bearstone Sep 3

Portfolio Update August 2026

Portfolio update: Honeywell Aerospace was added after a 20% post-earnings drop, while vertical software remains over 35% of holdings amid…

HONA $53BZTS $33B

D Invests Sep 3

Synopsys q3’26 Earnings Update

Synopsys reported 8% EDA and 11% Design IP growth in Q3 2026, with Multiphysics Fusion expected to add revenue from fiscal 2027.

SNPS $90B

Monte Independent Investment Research Sep 3

Mosaic: Potash Is Holding Up, But Phosphate Economics Keep Me On The Sidelines

Mosaic’s potash business remains profitable, but negative phosphate margins, elevated sulfur and ammonia costs, and negative free cash flow…

MOS $5.7B

DCF Value Investor Sep 3 3 clicks

Sleep Well Portfolio (Aug 2026) - Recovery continues, Cyber Security roared back.

Sleep Well Portfolio’s August gains were led by Veeva, CrowdStrike and cybersecurity, while Cellebrite and WiseTech reported early AI…

VEEV $52BCLBT $2.9B

Sleep Well Investments Sep 3

Expand Energy: Short-Term Protection From Hedges, Long-Term Upside

Expand Energy’s hedge book and Twin Eagle acquisition support free cash flow through weak gas prices, while LNG export growth could lift…

EXE $21B

Elliott Gue Sep 3 4 clicks

This Week in Special Situations: Abercrombie, PagSeguro, Vodafone

Special-situations survey profiles 31 activist, buyback, M&A and strategic-review cases, including Abercrombie, PagSeguro and Vodafone.

ANF $6.4BPAGS $3.1B

Latticework by MOI Global Sep 3

Tuesday, October 20, 2026

Myles on X

Myles on X

junkbondinvestor on X

Raging Capital Ventures on X

Raging Capital Ventures on X

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Barbarian Capital on X

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