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.
George Noble on X
Why would I care what you think? You are a financially illiterate $OPEN bag holder and I managed the #1 fund in the country. @shafeia https://t.co/3AOqjxpRMP https://t.co/xmO8QvUgG2
Barbarian Capital on X
Flutter to cut more than 1,000 jobs after UK gambling tax raid $FLUT https://t.co/QljmjPzYSN
Investor Letters
All letters- Upslope Capital Management 2026-Q3 ICE $89BTCGGY $3.1B
- Artisan Partners Q3 2026 BIRK $5.4BCOCO $3.4B
- Blue Tower Asset Management third quarter 2026 ENVA $4.5BSKHY $701B
- The London Company 3Q2026 CCC $4.5BDECK $12B
- Polen Capital 5Perspectives Growth Opportunities 3Q 2026 AGX $4.9BBE $67B
- White Brook Capital Third Quarter 2026 GOOGL $4.2TMETA $1.8T
- Davenport Asset Management Q3 2026 ACM $7.6BACN $138B
- 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 6 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…
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…
IWA Research 3 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…
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
BAX · long Baxter International INC
Baxter International sells IV solutions, infusion pumps and other essential medical products to hospitals, clinics and home-care providers.
Research & Analysis: Legence Corp. (NASDAQ: LGN)
Legence trades at 10.4x EV/aEBITDA with a $5.7 billion backlog, as AI data center installations drive growth and expand its maintenance…
GoDaddy: The AI Transition Is Messy, But I'm Still Buying
GoDaddy’s Airo bookings run-rate rose from $10 million to $50 million in one quarter, but legacy Applications & Commerce declines still…
Fernanda Galvez Jalil 2 clicks
What If Pabrai Had Just Sat on His Ass? Every Idea He Ever Bought, Held Forever.
Mohnish Pabrai’s 69 quarterly filings are rebuilt into a never-sell portfolio, including Horsehead, Berkshire, Alphabet, Ferrari and…
Cava Group: Buying The (Feta) Dip? (Ticker: CAVA)
Cava’s $3 million AUVs, 25.1% restaurant margins and sector-leading same-store sales support its expansion case as awareness rose from 40%…
Boyz in the Hood
Robinhood’s AI agents, 24/7 equity trading and 10:1 crypto perpetual futures encourage higher retail trading velocity, leverage and…
Lowe's: Patience Can Be Rewarded With Environment Unlikely To Worsen (Upgrade)
Lowe’s trades at 15x earnings after a 23% decline, with weak housing and high rates pressuring growth while inventory discipline supports…
Seeking Profits 
Expert Call | Memory Research — DRAM/NAND Supply Contraction and Price Increases, HBM Capacity Crowding-Out, LTA Upgrades, and Supplier Customer-Tiering Strategies
DRAM and NAND supply cuts, HBM capacity expansion and revamped LTAs are reshaping memory pricing, customer allocation and Chinese cloud…
The Uranium Cycle Is Turning Up: In Conversation with YCA & Cameco
Yellow Cake and Cameco say U.S. utilities have contracted only 40% of 2030 uranium needs, setting up a new contracting cycle as…
This Week in Special Situations: Constellation Brands, GEO Group, Under Armour, CITIC Resources
Special-situations survey profiles 26 activist, capital-return, M&A and strategic-alternative catalysts, led by buybacks at Under Armour,…
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Fierce_beast
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JabroniCoin.USD
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junkbondinvestor
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Kuppy
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marginofdanger
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Sectors
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