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 47h ago 28 clicks

Oct 20 NVO $172B

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

Cestrian Capital Research 41 clicks

Oct 20 MSFT $4T

Is Microsoft Over-Earning on OpenAI?

MBI Deep Dives 21 clicks

From X

@TheBenSchmark Sep 18 1 click

JabroniCoin.USD on X

$ACMR https://t.co/ooo2FrPWFw

@ChrisCamillo Sep 18 1 click

Chris Camillo on X

@grok @Liquidn8w @JonahLupton @DumbMoneyTV my biggest position is $AMZN by a wide margin

@AsifSuria Sep 18

Asif Suria on X

Thank you for the shoutout Matt! Glad I could be of help at the start of your journey here on X. You are generous with your work and I can see why you reached the 10K milestone so quickly. We love all our podcast guests but you and @ProfPaulNary were such a joy to have on. I still share that episode where we discussed Under Armour $UA with folks.

@AsifSuria Sep 18

Asif Suria on X

Yes these Celsius $CELH purchases certainly stood out when we were looking at insider buys this week. They were also buying at similar prices in May. Although those Nov 2025 purchases by the same director that was buying this week (Hal Kravitz) and by their COO were not timed well. Kravitz was previously a Coca Cola executive and has been on Celsius' board for over 10 years. We usually like to see opportunistic insider purchases by independent directors with long tenure on the board.

@negligible_cap Sep 18 3 clicks

Negligible Capital on X

*WESTINGHOUSE SAID TO SEEK OVER $50 BILLION VALUATION IN US IPO $CCJ owns 49% of Westinghouse. $BEP owns the rest Nuclear has totally fallen off the radar this year. Shitco’s like OKLO and SMR flew the theme too close to the sun and rightfully tanked. Maybe Westinghouse IPO brings the nuclear / uranium trade back

@negligible_cap Sep 18 1 click

Negligible Capital on X

*WESTINGHOUSE SAID TO SEEK OVER $50 BILLION VALUATION IN US IPO $CCJ owns 49% of Westinghouse Nuclear has totally fallen off the radar this year. Shitco’s like OKLO and SMR flew the theme too close to the sun and rightfully tanked. Maybe Westinghouse IPO brings the nuclear / uranium trade back

@orrdavid Sep 18 2 clicks

David Orr on X

I see this a lot in the investing business. For example, the young fiery aggressive fund managers of the 1990s, who called out dishonest bad management, are now behaving like the companies they used to vicisouly attack. Stuff like $GLRE or $HHH.

@DOMOCAPITAL Sep 18

DOMO Capital Management, LLC on X

@Mr_Derivatives Simple - $FNMA and $FMCC down 55%+ YTD

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

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,…

TECK $31B

Atrium Research - Equity Research Oct 19 6 clicks

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.

META $1.8TAAPL $5T

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Oct 19 11 clicks

WD #360: New Trade, Recent Market Action, Brazil/Inter Update

Atlassian is sold after a 130% gain, while iShares MSCI Indonesia ETF is added following the market plunge; the update also assesses the…

TEAM $56B

Ian’s Insider Corner Oct 19 14 clicks

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Preview - Accumulate Rating, Zones And Stop Inside

Northrop Grumman reports Q3 2026 on October 20 with a $105 billion backlog, up 16% year over year, and trades at 23 times trailing…

NOC $73B

Cestrian Capital Research Oct 19 4 clicks

AppLovin Deep Dive

AppLovin rebuilt its ad model with AXON 2.0, lifting LTM revenue to about $7 billion and margins to 77% as Unity competition threatens ad…

APP $92BU $18B

Speedwell Memos Oct 19 68 clicks

Meta’s GEM, Part 2: Finding the Scaling Law

Meta’s GEM trains smaller ad-ranking models across its platforms, with Kunlun showing performance scaling predictably as compute rises.

META $1.8T

MBI Deep Dives Oct 19 10 clicks

The Agentic AI Roadmap for SaaS

SaaS companies including Salesforce, ServiceNow, CrowdStrike, Synopsys and Veeva are ranked by agentic AI progress, from pilots to…

CRM $199BCRWD $233B

Jimmy's Journal Oct 19 27 clicks

The Monday Morning Briefing: Meta, Tesla, Netflix, P&G on Deck

Lennar’s land-bank costs pressure homebuilding margins, while Flowers Foods weighs a Tastykake sale after falling branded-bread share,…

LEN $18B

Latticework by MOI Global Oct 19 35 clicks

Exelon: Shelter From The Storm And Nice Yield As Utilities Catch A Bid

EXC $45B

Michael Fitzsimmons Oct 19 4 clicks

Our Q3 2026 Update: Our Companies (OXY, RIG, VAL)

Occidental Petroleum’s debt should fall further after Q3 oil prices averaged $85 per barrel WTI and $91 Brent.

OXY $63BRIG $6.5B

Open Insights Oct 19 15 clicks

Tuesday, October 20, 2026

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Chris Camillo on X

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Asif Suria on X

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DOMO Capital Management, LLC on X

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