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Tuesday, October 20, 2026

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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 25 clicks

From X

@calvinblissett

Calvin Blissett on X

$CCLD crazy important earnings. Questions and things to monitor: new AI products, cybersecurity any and all information (loss of sales momentum, loss of current clients, still covered by insurance, lawsuits), why no acquisitions, are they still focused on acquisitions or spending more time developing AI products, is the person leading the AI strategy fit to lead it? At what point are buybacks considered despite the phenomenal ROI from acquisition.
@gnoble79

George Noble on X

Attention $OPEN army. I could not have been any more explicit and persistent in urging you to sell your $OPEN at 8 one year ago. You did not listen. Instead I was met with profane invective. They say revenge is a dish best served cold. It is indeed. The ridicule was loud. The analysis was weak. The result was decisive. Some arguments are best settled by the scoreboard. The media is complicit for promoting this garbage. The Noble Update has generated a long/short spread of 63% from selecting longs and shorts over the last year. I Check it out. You want performance? We got this. @natbrunell @philrosenn @APompliano @ericjackson @rabois @MebFaber @dayetweets @MarkNeuman18 @nejatian @piovincenzo_ @MollySOShea @shaneparrish @JonErlichman @Mindset4Money_X @cvpayne @SaraEisen @carlquintanilla @michaelsantoli @jonathanrstern
@KEDM_COM

KEDM.com on X

A small but interesting one. Bombe AM disclosed a small stake in Mobile Infrastructure $BEEP and is thinking about taking BEEP private. The Chairman and CEO, Manuel Chavez, and the CEO, Stephanie Hogue, are Bombe partners. No price has been offered yet, as Bombe wants due diligence on property performance, capital needs, and capital structure before setting a premium (not our words). BEEP owns and operates parking lots. Shares have been under pressure as earnings don't cover interest expenses. The thing is now trading at roughly 0.5x book, and it looks like their parking lots are being aggressively amortized on the books.

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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 7 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 6 clicks
CHGG · long

Chegg Inc

Chegg is framed as a binary long with 500% upside against 20% downside.

CHGG $78M
Value Investors Club 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 $19B
Speedwell Memos 66 clicks

LXS.DE: a 2028 sale it can force

Lanxess can force Advent to buy at least half its Envalior stake in April 2028, potentially raising about €745 million to reduce net debt.

LPTH $525M
Trade Ideas Flow 21 clicks

Build-A-Bear: A Narrower Path

Build-A-Bear's push into prestuffed toys and broader retail distribution tests brand stretchability, but recent results warrant caution.

BBW $303M
TSOH Investment Research 17 clicks

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