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 $9.7B

CV's Substack 41h ago 28 clicks

45h ago NVO $172B

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

Cestrian Capital Research 40 clicks

Oct 20 MSFT $4T

Is Microsoft Over-Earning on OpenAI?

MBI Deep Dives 21 clicks

From X

@finphysnerd 37h ago 1 click

Myles on X

The $SNAP pump is on. https://t.co/SnH7Vs6qKb

@SouthernValue95 37h ago 1 click

SouthernValue on X

@firstadopter $GOOG bull now Tae?

@SouthernValue95 38h ago 6 clicks

SouthernValue on X

Market is concerned that AI is approaching peak supply/demand imbalance, therefore putting low multiples on many AI chip and supply chain stocks, fearing peak earnings. Vs. @elonmusk has decided to sell $SPCX compute entirely in the spot market because he thinks the compute shortage will persist for many years, and prices for compute will go even higher over time. One of these are wrong. If Elon is wrong, his business will be the first place that every customer goes to cut in an overbuild, since he is selling the most expensive compute with the shortest terms.

@RagingVentures 39h ago 1 click

Raging Capital Ventures on X

$NFLX’s multiple is likely going to compress either way

@RagingVentures 39h ago 4 clicks

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.

@aleabitoreddit 40h ago

Serenity on X

Yes I still have $AAOI and personally think the $6.6b valuation doesn’t price in next year’s inflection happening Q2 next year onward. I personally modeling somewhere around ~$1.9B quarterly revenue Q4 2027, ~40% gross margins. With another bump in blended gross margins as ELSFP comes online Q1 2028.

@BarbarianCap 40h ago 2 clicks

Barbarian Capital on X

Flutter to cut more than 1,000 jobs after UK gambling tax raid $FLUT https://t.co/QljmjPzYSN

@BarbarianCap 40h ago

Barbarian Capital on X

SpaceX and Tesla boards are exploring potential merger $TSLA $SPCX https://t.co/01FMIJL4lQ

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…

RTX $259B

Cestrian Capital Research Oct 20 9 clicks

Heico Corporation

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

HEI $42B

D Invests Oct 20 13 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 Oct 20 4 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 Oct 20 10 clicks

[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…

AMZN $2.8T

scuttleblurb Oct 20 11 clicks

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.

TSM $2.2T

Gil Rotstein Oct 20 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…

CRWV $34BMYRG $4.4B

Monte Independent Investment Research Oct 20 8 clicks

Urban Outfitters: Nuuly Is More Valuable Than Its Margins Suggest

Urban Outfitters' Nuuly subscription service grew sales 28.6% and reached a 10.1% operating margin, with management targeting $700 million…

URBN $7.5B

IWA Research Oct 20 4 clicks

Group 1 Automotive: The Debt Stress Test

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…

GPI $2.9B

Cannibal Stocks Oct 20 12 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 Oct 20 4 clicks

Will Eatherton: How Cisco Plans to Compete in the AI Datacenter

Cisco targets AI data-center networking with GPU interconnects, modular high-radix systems and its NVIDIA partnership after exceeding its…

CSCO $423BNVDA $5.3T

Fabricated Knowledge Oct 27

[PQ] GRND: Margin Calls & Acquisitions

Grindr received a non-binding $18-per-share acquisition offer.

GRND $2.4B

Nongaap Investing Oct 27

[PQ] VZ: New CEO Announced

Verizon appointed its independent lead director as CEO.

VZ $184B

Nongaap Investing Oct 26 1 click

Buzzi (BZU.IM): Make Italy Great Again

Buzzi SpA, an €8.9 billion Italian cement producer, is presented as the world’s best-managed cement company.

BZZUF $7.8B

Kerrisdale Capital Oct 24

[P] ESTC: Elastic Vesting Goals

Elastic’s vesting goals reveal what management is incentivizing.

ESTC $10B

Nongaap Investing Oct 24 1 click

Biographies: Standing on the shoulders of Giants - Week 2 picks

Phil Knight, John D. Rockefeller and North Korean defectors anchor three recommended biographies of ambition, capitalism and survival.

NKE $55B

The Curious Compounder Oct 22

Shaping Dollar Tree into its new era.

Dollar Tree targets 12%-15% annual EPS growth through 2028 as it shifts to multi-price merchandise, refreshes stores and uses data-driven…

DLTR $23B

D Invests Oct 22

Sector Story: Flavours & Fragrances Part I - An Introduction

Flavour and fragrance suppliers control 67% of a $40 billion market, earning recurring, protected margins through deep FMCG R&D ties.

IFF $23BDSFIY $30B

Sector Stories Oct 15

Why I bought FTAI Aviation

FTAI Aviation’s engine exchange model, owned fleet and Chromalloy PMA partnership target lower-cost CFM56 and V2500 maintenance while…

FTAI $17B

Kairos Research Oct 15 1 click

Biographies: Investment Lessons from the Greats

Biographies offer investors pattern recognition, resilience and lessons in decision-making under pressure, with Sam Walton’s customer focus…

WMT $946B

The Curious Compounder Oct 15

Tuesday, October 20, 2026

Myles on X

SouthernValue on X

SouthernValue on X

Raging Capital Ventures on X

Raging Capital Ventures on X

Serenity on X

Barbarian Capital on X

Barbarian Capital on X

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