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.
some thoughts on FICO
FICO’s mortgage credit-score monopoly sits at the center of a GSE-dominated U.S.
“Is Ralph Lauren Still Relevant?”
Ralph Lauren’s 2017 CEO change put Patrice Louvet in charge of reversing nine quarters of same-store sales declines and restoring the…
Marvell Technology (NASDAQ: MRVL) Stock Rating: HOLD After Q2 FY1/27 Earnings
Marvell’s Q2 revenue rose 37% to $2.74 billion, with data centers contributing 79%, while FY1/27 guidance targets roughly $12 billion in…
53 Quality Stock Pitches (5th-11th October) 🖨️
Dassault Aviation leads a 53-pitch roundup with a €45 billion order book against €7.4 billion of sales and a 26.6% Thales stake.
DB · long Deutsche Bank AG
Deutsche Bank trades at 1.0x tangible book, with projected ROTCE above 13% and a favorable setup ahead of earnings.
Figma (NYSE: FIG) Stock Rating: Accumulate After Q2 FY12/26 Earnings
Figma’s Q2 revenue rose 48% to $370.1 million as AI credit adoption lifted retention to 136%; FY2026 revenue guidance increased to $1.463…
The Tragedy of 3D XPoint (AKA Intel Optane AKA Micron QuantX)
3D XPoint, sold as Intel Optane and Micron QuantX, failed against NAND economics despite DRAM-like latency and may regain value for…
Expert Call | HBF Architecture, Applications and Technical Milestones
HBF is being positioned as a high-capacity inference-memory tier alongside HBM, with SanDisk, SK Hynix, Kioxia and Samsung pursuing…
A temporary glitch?
Coupang’s November 2025 cybersecurity breach tests whether a selloff is temporary despite its 28% Korean e-commerce share, 14 million-plus…
Expert Call | HDDs - Supply, LTAs, Toshiba Expansion
Toshiba’s planned fiscal 2027 HDD capacity doubling tests supply, hyperscaler LTAs and AI data-center storage demand against Seagate and…
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Blogs 15
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- Cestrian Capital Research
- Choice Equities Capital Management
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- Crossroads Capital | Research-driven, Value-centric
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- The Technology Letter
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Seeking Alpha 52 of 245
Albert Anthony
Andres Veurink
Bay Area Ideas
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Capital Connoisseur
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Khaveen Investments
Kurt Christensen
LL Insights
Long Player
Marc Gerstein
Melissa Tucker
Mike Zaccardi, CFA, CMT
Miletus Research
Myriam Alvarez
Petri Dish Reports
Philip Wang
Prakhar Agarwal, CFA
PV Research
Quantryon Capital
Robert J. Lake
Ron Ferrie
Sam Mancini
Sharon McArd
SiliconBytes Insights
Simple Investment Ideas
Sorrento Research
Stephen Ayers
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The Alpha Analyst
The Asian Investor
The Bullionaire- The Curious Analyst
The J Thesis
The Supercycle Investor
The Undercovered Dozen
Tim Travis
Value Capital Research
Vishal Jadaun
X accounts we follow
Every account on this site, hand-picked.
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💥PETITION💥
A Capital
absreturnchaser
Adam D. Wyden
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AltayCap
Asif Suria
Bank Reg Blog
Barbarian Capital
BDC
Bill Ackman
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Broken Moats
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Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
David Orr
Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Fajasy
Farmer
Fierce_beast
Fred Liu
Gavin Baker
George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Kevin Mak
Kuppy
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
Mikro Kap David
Mr Neutral Man aka "Howard Marks of REITs”
Multiples Capital
Myles
Nat Stewart
Negligible Capital
Odd Diligence
Odd Lot Arbitrageur
PAA Research
Paradis
Pernas Research
Porter Collins
Prepared Remarks
Psyop Capital
Raging Capital Ventures
Red Dog Capital- RiverRoadPartners
Rusholme Capital
Sahil Khetpal
Serenity
SG
Sheel Mohnot
SouthernValue
Steve Eisman
The Friendly Bear
Tim Eriksen
Timyan Bank Alert
Todd Wenning
ToffCap
Trevor Scott
Undiscovered Compounders
Voss Capital
Yaron Naymark
Investor letters we follow
- 1 Main Capital
- 1851 Capital
- Advisory Research
- Aegis Value Fund
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
- Alpine Capital Research
- Alpinum Investment Management AG
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- Andvari Associates
- Angel Oak Capital Advisors
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- Artisan Partners
- Askeladden Capital
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- Auxier Asset Management
- Azvalor Asset Management
- Baird Equity Asset Management
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- Biglari Holdings
- Bireme Capital
- BlackRock
- Blue Tower Asset Management
- Brasada Capital
- Bretton Fund
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- Bristlemoon Capital
- Broadleaf Partners
- Broyhill Asset Management
- ByteTree
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- Cantor Fitzgerald Asset Management
- Cedar Creek Partners
- Cedar Grove Capital Management
- Chautauqua Capital Management
- Chilton Capital Management
- Choice Equities
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- Crossroads Capital, LLC
- Curreen Capital
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- Davis Opportunity Fund
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- Diranko Capital
- Distillate Capital
- Dodge & Cox Stock Fund
- DoubleLine
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- FPA Crescent Fund
- Fairlight Capital
- Fairtree Asset Management
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- Fiduciary Management
- Fiera Capital
- Financial Synergies Wealth Advisors
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- Forager Funds Management
- Frank Capital Partners
- Fred Alger Management, LLC
- Gabelli Funds
- Giverny Capital
- GoodHaven Capital Management
- Grandeur Peak Global Advisors
- GreenWood Investors
- Greenhaven Road Capital
- GreensKeeper Asset Management
- Greenwood Gearhart
- Grey Owl Capital Management
- Guinness Global Investors
- Halvio Capital
- Harding Loevner
- Harry Qelm Baabsman
- Hayden Capital
- Heartland Advisors
- Highwood Value Partners
- Hinde Group
- Hoisington Investment Management
- Hood River Capital Management
- Horizon Kinetics
- Hosking Partners
- Infuse Asset Management
- Intrepid Capital
- Invenomic Capital Management
- JM Finn
- Janus Henderson Investors
- Jemekk Capital Management
- Kathmandu Capital
- Kaydan Wealth Management
- Kennedy Capital Management
- Kernow Asset Management
- Kingdom Capital Advisors
- LVS Advisory
- Langdon Equity Partners
- Lansing Street Advisors
- Latitude Investment Management
- Laughing Water Capital
- Leonard Rickey Investment Advisors
- Lindsell Train Limited
- Long Cast Advisers
- Lyrical Asset Management
- Mar Vista Investment Partners
- Maran Capital Management
- Markel Group
- Marram Investment Management
- Massif Capital
- Matrix Asset Advisors
- Matthews Asia
- McIntyre Partnerships
- Merion Road Capital
- Miller Value Partners
- Moon Capital Management
- Muhlenkamp & Company
- Myrmikan Capital, LLC
- Nelnet
- Next Century Growth Investors
- Night Watch Investment Management
- Nightview Capital
- Nixon Capital
- North Sky Capital
- O'Keefe Stevens Advisory
- Oakmark Funds
- Oldfield Partners
- Ophir Asset Management
- Optimist Fund
- Orange Investment Advisors
- Palm Harbour Capital
- Palm Valley Capital
- Patient Capital Management
- Peapack Private
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Pershing Square Holdings
- Pittenger & Anderson
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Protean Funds
- QuantStreet Capital
- Quercus Fund
- RF Capital Management
- RGA Investment Advisors
- Regency Wealth Management
- Rewey Asset Management
- Right Tail Capital
- RiverPark Funds
- Riverwater Partners
- Robinson Capital Management
- Rowan Street Capital
- Royce Investment Partners
- Saga Partners
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- Sequoia Fund
- Shelton Capital Management
- Smead Capital Management
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- Stone Sentinel Capital
- Stonehearth Capital Management
- Summers Value Partners
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- TIFF Investment Management
- The London Company
- Third Avenue Management
- Troy Asset Management
- Tweedy, Browne
- Upslope Capital Management
- Vision Capital Fund
- Vltava Fund
- Vulcan Value Partners
- Warden Capital
- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- White Brook Capital
- White Falcon Capital Management
Sectors
Ordered by how often our editor reaches for them.
