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.
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.
Pumped about this Well upgrade of $REAL. We've been long and strong this one since a buck. Don't need to rethink my thesis until it's over $10. Quad 2 will likely take it there...It's got the hot hand right now.
After years things are finally happening at shitco $UDFI. Just before the AGM in which NexPoint would have kicked out the incumbent trustees the company announces a deal with $RC to be bought for ~$5.89/share. https://t.co/BUoDsMmbJN
Idea Brunch with @Putzandshorts of ARR Investments Christian is one of the most impressive and untraditional investors we interviewed and share a great pitch on $EH https://t.co/5saQRvxrtU
Rich Howe hosted me on his new podcast. We talked about some of the spin-offs I've invested in: $VRTS, $JXN, & $VOYA. https://t.co/6jbvrdaj0a
My quarterly investor letter went out a few weeks ago. I wrote a brief investment thesis on $CBNA, a recent IPO. It is a small bank with an excellent, low-cost deposit franchise trading just above tangible book. DM me your email address to receive a copy of the letter.
@Ron284Ron From obscure micro-cap to S&P 500 constituent. Impressive run, and for me the first time to see this happen. $TPL #noposition #sadly
Yes, $HELE just paid $225mm and levered up to buy a nail polish company. 11x EBITDA, when HELE trades at 7x. But don't worry, this will work out just great!
@StockJabber Thank you. As a read on $PLUS Q3 is tracking in October, $CSCO just reported -23% sales in networking (products account for ~50% of $PLUS revenue) for the Oct quarter-end. Further confirmation that PLUS Q3 is going to be ugly and no turnaround in sight.
CareCloud may attract a private-equity buyer after its Q3 call, with acquiring enough shares the main obstacle to a take-private deal.
Northrop Grumman posted 7% Q3 sales growth to $11.1 billion, lifted profit guidance and reached a record $109.6 billion backlog, led by…
AGI Inc trades at 5.6x earnings after a 35% post-IPO decline, despite roughly 30% ROE and resilient INSS payroll-loan growth.
Hain Celestial sold its North American snacks business for $115 million as declining sales and EBITDA left $558 million of secured debt…
CoreWeave and neocloud peers face financing pressure, but sold-out GPU capacity and rising H100 and B200 rental rates support continued AI…
Urban Outfitters' Nuuly subscription service grew sales 28.6% and reached a 10.1% operating margin, with management targeting $700 million…
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…
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…
Copper Fox’s C$9.1 million Schaft Creek program advances metallurgical, tailings, water and road studies toward a pre-feasibility study,…
Atlassian is sold after a 130% gain, while iShares MSCI Indonesia ETF is added following the market plunge; the update also assesses the…
CHGG · long Chegg is framed as a binary long with 500% upside against 20% downside.
Northrop Grumman reports Q3 2026 on October 20 with a $105 billion backlog, up 16% year over year, and trades at 23 times trailing…
Nebius reported Q2 revenue growth of 454% and $3 billion ARR, targeting 5GW of AI capacity by 2030 after a Palantir partnership.
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…
Lanxess can force Advent to buy at least half its Envalior stake in April 2028, potentially raising about €745 million to reduce net debt.
Eagle Point Credit's NAV is down 25% YTD and shares nearly 50%, while its expense ratio climbed to 9.21% despite a 25% yield.
Build-A-Bear's push into prestuffed toys and broader retail distribution tests brand stretchability, but recent results warrant caution.
Lennar’s land-bank costs pressure homebuilding margins, while Flowers Foods weighs a Tastykake sale after falling branded-bread share,…
LendingTree derives roughly two-thirds of revenue from insurance and trades near 4 times expected adjusted earnings despite record revenue,…
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