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.
Tuesday, October 20, 2026
Back to today 
From X
Myles on X
The $SNAP pump is on. https://t.co/SnH7Vs6qKb
SouthernValue on X
@firstadopter $GOOG bull now Tae?
Raging Capital Ventures on X
$NFLX’s multiple is likely going to compress either way
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.
Barbarian Capital on X
Flutter to cut more than 1,000 jobs after UK gambling tax raid $FLUT https://t.co/QljmjPzYSN
Barbarian Capital on X
SpaceX and Tesla boards are exploring potential merger $TSLA $SPCX https://t.co/01FMIJL4lQ
Barbarian Capital on X
Kroger Targets Earnings Growth, Operations Overhaul in New Three-Year Plan $KR https://t.co/1B9bCbrm3a
Investor Letters
All letters- Upslope Capital Management 2026-Q3 ICE $89B
- Artisan Partners Q3 2026 GWRE $14BLSCC $15B
- Blue Tower Asset Management third quarter 2026 SKHY $701BSSNLF $1410T
- The London Company 3Q2026 DECK $12BENTG $21B
- Polen Capital 5Perspectives Growth Opportunities 3Q 2026 BE $67BCRWD $233B
- White Brook Capital Third Quarter 2026 GOOGL $4.2TMETA $1.8T
- Davenport Asset Management Q3 2026 ACN $146BAMT $86B
- Distillate Capital 2026 Q3 AMZN $2.8TGOOGL $4.2T
RTX Corporation (NYSE: RTX) Q3 FY12/26 Earnings Update - Accumulate, Record $340bn Backlog, Zones And Stop Inside
RTX reported 11% sales growth to $25.0 billion, raised 2026 guidance and reached a record $340 billion backlog, while free cash flow fell…
Heico Corporation
HEICO sells FAA-approved aircraft replacement parts at 30% to 50% discounts to OEMs, gaining customers as restrictive aftermarket contracts…
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…
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.
[scuttleslops] AMZN, MTCH, SPOT, Open vs. closed models
Amazon’s fulfillment network and customer-review base limit autonomous AI shopping agents, whose referrals generate under 0.5% of major…
Taiwan Semiconductor: The Margin Peak That Isn't
TSMC says 2nm ramp costs and overseas fabs are temporarily pressuring gross margin as AI demand keeps semiconductor supply tight.
Gil Rotstein 10 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…
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,…
The Curious Analyst 4 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,…
Muse Spark Open, Meta + Apple, Thin and Thick
Meta and Apple are partnering to run Meta’s open-source Muse Spark model locally on Apple devices.
Making sense of Sandisk’s long-term financial model
Sandisk’s FY28-FY30 model relies on long-term NAND agreements holding near-80% gross-margin floors despite pricing 26-28% below current…
CMCSA 2026-08-28 After A Decade Of Underperformance, Comcast Is Finally Ready To Rebound
Comcast's mobile growth, Verizon roaming agreement, NBCUniversal content and theme parks are positioned to offset broadband competition…
Max Greve 1 click
QXO Inc.
QXO is building a North American construction-products distributor through Beacon, Kodiak and TopBuild, targeting $18.1 billion of combined…
Working Longs & Shorts, What A Way To Make A Living
Nvidia’s earnings report follows Danny’s pre-results long NVDA call and prompts a review of his “Bullmonia.
UK Primer: The Equity Revival
UK equities trade at decades-wide discounts to developed-market peers as improving sentiment, capital reform and foreign M&A support a…
Nvidia Climbing the Wall of Worries
Nvidia guided FY2028 revenue toward $700 billion, roughly 70% growth, while supply constraints and neocloud demand face concerns over…
Broadcom ($AVGO): No Moat
Broadcom faces Google TPU competition from Marvell, AMD and MediaTek as investors question its AI financing exposure and custom-chip moat.
MT 2026-08-27 ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company
ArcelorMittal’s regional steel franchises, integrated mining and India expansion are lifting EBITDA per ton and supporting per-share…
Capital Connoisseur 1 click
RGLD · long Royal Gold INC
Royal Gold, a $19 billion precious-metals royalty and streaming company, benefits from mine production without operating mines directly.
Nvidia Blows Away Wall Street's 2027 Forecasts. What You Need to Know.
Nvidia reported $96.2 billion in quarterly revenue and forecast roughly 70% fiscal 2028 growth, constrained by component supply despite…
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