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 16h ago 21 clicks

19h ago NVO $172B

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

Cestrian Capital Research 32 clicks

23h ago RTX $259B

RTX Corporation (NYSE: RTX) Q3 FY12/26 Earnings Update - Accumulate, Record $340bn Backlog, Zones And Stop Inside

Cestrian Capital Research 8 clicks

From X

@BrokenMoats Oct 14 6 clicks

Broken Moats on X

$BSP really have to question Gregg as the right to choice to lead Berkshire with this BSP investment. While it's meaningless in size to Berkshire, it's what it says about the investment process under Gregg and how they are underwriting managers. This does not strike me as a Buffet investment on any level. Something to watch as he continues to deploy capital....not sure how you get comfortable with an acquisition roll up of intangible assets, especially against the unknown of ai disruption. They should go back and study the intangible asset roll ups from the prior decade in the pharma space

@negligible_cap Oct 14 1 click

Negligible Capital on X

That outta help - $CRWV https://t.co/6eLabLzAH4

@AsifSuria Oct 14 1 click

Asif Suria on X

Bending Spoons now up 45% on this news. If you are thinking this can't possibly be real, then the source document is an exhibit filed with $BSP's 6-K today: https://t.co/9b6y1XLIb6

@leevalueroach Oct 14 2 clicks

Lee Roach on X

Went to my local GameStop $GME today. The manager said they have more pre-orders to Zelda: Ocarina of Time than they do for GTA 6. The pre-orders are so much they are going to have a midnight release which they haven't had in years. He also said they going to start rolling out card tournaments inside of the store.

@hkuppy Oct 14 1 click

Kuppy on X

Been tough this year when you refuse to mindlessly speculate on the AI Mania… Those trade schools ($LINC and $UTI) have really hurt. However, I have added real size the whole way down, and they’re now one of our largest exposures. This was offset by solid performance in refiners ($MPC and $VLO) which I have now harvested. The rest of the book was mostly a wash…

@AsifSuria Oct 14

Asif Suria on X

Buffett trying to make sure they don't turn off those AOL servers. $BSP $BRK.B https://t.co/dCxyARdRhP

@Mr_Neutral_Man Oct 14 6 clicks

Mr Neutral Man aka "Howard Marks of REITs” on X

Spoke with an expert about $LEN the other day He told me that Lennar focuses so much on entry level homes that it's got a "here goes the neighborhood" effect Other builders won't build in the same MPC/area This could potentially cut them off from sites in the future

@pitdesi Oct 14

Sheel Mohnot on X

Berkshire now has a $1.3B position in Bending Spoons. Stock is up 38% (to $52) on news that Berkshire bought $330M via private placement at $33/share $BSP https://t.co/oGfvtwcdED

Heico Corporation

HEICO sells FAA-approved aircraft replacement parts at 30% to 50% discounts to OEMs, gaining customers as restrictive aftermarket contracts…

HEI $43B

D Invests 25h ago 8 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 25h ago 3 clicks

Disney: Century-Old Franchises at 14x Forward Earnings

Disney trades at 14x FY27 consensus EPS of $7.50 as parks, merchandise and streaming rebuild its franchise flywheel.

DIS $193B

Latticework by MOI Global 26h ago 8 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 $34B

Monte Independent Investment Research 28h ago 7 clicks

Goldman Sachs: Undervalued Growth With A Buy Rating

Goldman Sachs carries a $1,116 price target, based on $82.69 estimated 2027 EPS and growing recurring revenue from investment banking,…

GS $257B

The Curious Analyst 30h ago 3 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 39h ago 5 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 39h ago 14 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 44h ago 12 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 45h ago 64 clicks

The Agentic AI Roadmap for SaaS

SaaS companies including Salesforce, ServiceNow, CrowdStrike, Synopsys and Veeva are ranked by agentic AI progress, from pilots to…

CRM $197BCRWD $233B

Jimmy's Journal Oct 19 26 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 43h ago 4 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

Exelon: Shelter From The Storm And Nice Yield As Utilities Catch A Bid

EXC $45B

Michael Fitzsimmons Oct 19 4 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 $63B

Open Insights Oct 19 14 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 6 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 22 clicks

Wells Fargo Earnings Aren't Inspiring Enough, But A 7% Income Opportunity Is

Wells Fargo’s Q3 EPS beat and $12.5 billion net interest income failed to move shares, while WFC.PZ preferreds yield 7.10%.

WFC $254B

Jeremy LaKosh Oct 18 7 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 13 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 $13B

The Technology Letter Oct 17 24 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 $52BLITE $75B

P Equity Research Oct 17 14 clicks

Tuesday, October 20, 2026

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Negligible Capital on X

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