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 $138BAMT $86B
- Distillate Capital 2026 Q3 AMZN $2.7TGOOGL $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 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…
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 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,…
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.
AMADF · long Amadeus It Group SA
Amadeus IT Group turns long after shares fell more than 20% since a November short call.
Vicor Update, Part Two
Vicor uses ITC exclusion-order cases to license power-module patents, with published royalty multipliers rising from 1.0x before filing to…
Rubrik (NYSE: RBRK) Stock Rating: DISTRIBUTE After Q2 FY1/27 Earnings
Rubrik posted 38% Q2 revenue growth to $427.3 million, but Cloud ARR growth slowed to 39% and its enterprise value reached 15.7 times…
Expert Call | Nebius
Nebius’s 1 GW annual active-capacity target from 2027 is realistic, according to a former product manager, with greenfield data centers…
The Final Phase of This Bull Market Will Be Massive | Charles Lemonides
Charles Lemonides argues the 18-year bull market has not reached its late-stage liftoff, pairing value-oriented semiconductor longs with…
Dell's Tailwinds
Dell booked $131.7B of AI server orders in four quarters and held a $95B backlog as enterprise AI demand accelerates.
A Month with Muse
Meta’s Muse automated website fixes and design changes for a solo publisher, illustrating how $20-per-month AI agents can reduce…
An Interview with Microsoft’s Scott Guthrie on Azure’s New AI Chip, ‘Insatiable’ AI Demand and Today’s AI Model Price War
Microsoft plans multi-gigawatt Azure Maia 300 deployments starting next year, targeting 40% more tokens per megawatt than leading GPU…
Q3 2026 Jenga IP Quarterly Letter
Jenga Global Master Fund returned 8.10% in Q3 2026, added Adobe and Mexican airports, and later initiated S&P Global.
LQDA: finer powder, higher doses
Liquidia’s Yutrepia sales reached $170.4 million in Q2 2026, while a patent ruling threatens its PH-ILD label but leaves PAH sales and a…
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