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 Oct 20 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

@UCompounders Sep 28

Undiscovered Compounders on X

Tantalus Systems is a $180M micro-cap compounder riding the grid upgrade megatrend. $GRID.TO, $TGMPF It trades 32% below its high and just printed its best revenue quarter. Its new device, which no competitor sells, already brings in most new customers. Full deep dive below.

@finphysnerd Sep 28 1 click

Myles on X

$META is going to destroy the enterprise software industry. https://t.co/8EICIEJIJZ

@junkbondinvest Sep 28 1 click

junkbondinvestor on X

Which bond would you rather own at current levels? $SPCX 6.65% 2056s at ~85 / 7.9% / 238bps or $ORCL 6.7% 2056s at ~84 / 8.2% / 263bps

@stockgutter Sep 28

SG on X

$JRSH new 3-year high https://t.co/S93jw34aJ3

@leevalueroach Sep 28

Lee Roach on X

Gray Media $GTN just lifted their political revenue guidance for Q3. The prior political guide was $165-185 million of political revenue. The current guide is $188-195 million of political revenue. Market sleeping on how big midterms will be for media companies. $EVC should do well here.

@LaughingH20Cap Sep 28

Laughing Water Capital on X

@chipperPat i am guilty here. I once thought $LFCR could be worth much more. I was wrong. Sort of. If you look at the CVR u can see the max bull case is very much alive. The problem is that w/ a weak balance sheet timing is critical & everything moved slower than anticipated by the bulls.

@finphysnerd Sep 28 2 clicks

Myles on X

I'm not a big chart guy but this feels like something. $RSPD https://t.co/V4jLm7iMmQ

@stockgutter Sep 28

SG on X

$NTWK teases 52-wk highs on the back of a mostly good earnings report. This stock has been dead money for a dozen years. The monthly chart is pretty intriguing to me, especially if it closes the month >5. Taking a starter position. https://t.co/wACT0JKp6W

Carecloud News

CareCloud may attract a private-equity buyer after its Q3 call, with acquiring enough shares the main obstacle to a take-private deal.

CCLD $79M

Calvin Blissett Oct 20 10 clicks

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

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.

AGBK $1.1B

Multiplo Invest Oct 20 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…

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

CHGG · long

Chegg Inc

Chegg is framed as a binary long with 500% upside against 20% downside.

CHGG $78M

Value Investors Club Jul 22 15 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

Nebius: The Pullback Strengthens The Case For An AI Infrastructure Champion

Nebius reported Q2 revenue growth of 454% and $3 billion ARR, targeting 5GW of AI capacity by 2030 after a Palantir partnership.

NBIS $46B

Salix Research Oct 19 16 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

Tuesday, October 20, 2026

Undiscovered Compounders on X

Myles on X

junkbondinvestor on X

SG on X

Lee Roach on X

Laughing Water Capital on X

Myles on X

SG on X

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