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?
Myles on X
@LukeWolgram You don't own $XPEL anymore? I do feel like you were trading it a bit emotionally, which I think is a bad idea with any stock.
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
Investor Letters
All letters- Upslope Capital Management 2026-Q3 ICE $89BTCGGY $3.1B
- Cedar Creek Partners 2026 Third Quarter EXCE $1.2B
- Artisan Partners Q3 2026 BIRK $5.4BCOCO $3.4B
- Blue Tower Asset Management third quarter 2026 ENVA $4.5BSKHY $686B
- 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 FUBO $914MGOOGL $4.2T
- Davenport Asset Management Q3 2026 ACM $7.7BACN $146B
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.
AGI Inc: The Bargain Is Even More Attractive
AGI Inc trades at 5.6x earnings after a 35% post-IPO decline, despite roughly 30% ROE and resilient INSS payroll-loan growth.
Multiplo Invest 12 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…
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 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…
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 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…
RGLD · long Royal Gold INC
Royal Gold, a $19 billion precious-metals royalty and streaming company, benefits from mine production without operating mines directly.
Apocalypse Now or Generational Buying Opportunity?
ServiceNow, SAP and Veeva are framed as AI-resistant SaaS bargains after a sector selloff, with ServiceNow positioned to gain from AI-agent…
Updated Deep Dive on Google ($GOOG)
Google’s delayed Gemini 3.5 Pro raises questions about its AI position, Search and GCP growth as its $4.3 trillion valuation leaves little…
Google Is a Secular Short
Alphabet rents scarce AI compute to rivals while DeepMind faces internal capacity constraints, weakening Google’s AI position and long-term…
$PRKS: SeaWorld, an 8% cash yield, and a possible 80% short squeeze | Hawkins Entrekin
United Parks trades at 8x EBITDA with an 8%+ unlevered cash yield, aggressive buybacks and roughly 80% effective short interest, while…
Thoughts on Markets, July 2026
Meta’s planned cloud business and Moonshot AI’s Kimi K3 revived doubts over AI compute scarcity, driving chip stocks lower and exposing S&P…
Boston Scientific Has to Keep Buying the Future
Boston Scientific built its interventional-medicine portfolio through acquisitions, but early-2000s growth became heavily dependent on the…
On Holdings: Maintaining Pace
On Holdings expects roughly CHF 3.5 billion in FY26 revenue as running shoes drive growth, while APAC exceeds 20% of sales and apparel…
The Black Patch Tobacco Wars
The Black Patch Tobacco Wars show how American Tobacco’s buying power drove Kentucky and Tennessee farmers to organize against below-cost…
Practical Semiconductor Optical Amplifiers (SOA)
Semiconductor optical amplifiers offer compact, low-cost gain for LiDAR, long-haul links and ultra-high-power co-packaged optics, trading…
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Fierce_beast
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junkbondinvestor
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Kuppy
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marginofdanger
mavix
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- 1 Main Capital
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Sectors
Ordered by how often our editor reaches for them.
