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

@finphysnerd 43h ago 1 click

Myles on X

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

@SouthernValue95 43h ago 1 click

SouthernValue on X

@firstadopter $GOOG bull now Tae?

@finphysnerd 44h ago

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.

@SouthernValue95 44h 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.

@junkbondinvest 44h ago 1 click

junkbondinvestor on X

Optimum (aka Altice USA), in the last year or so: > Sued its lenders for antitrust violations (great way to piss off just about everybody) > Moved Optimum East and its Lightpath stake into a new sub that doesn’t secure the debt (classic drop-down) > Issued $500mm of pref, $200mm of it Drahi swapping his own common (nice) > Got countersued for fraudulent transfers (saw that one coming) Now they’re nearing a deal to give the lenders the keys. Turns out, it was all just negotiation leverage. $OPTU $ATUS $CSCHLD

@RagingVentures 45h ago 1 click

Raging Capital Ventures on X

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

@RagingVentures 45h ago 8 clicks

Raging Capital Ventures on X

Bought a bunch of $SKIN into this 20-1 reverse split: the company now has only 6.5 mm shares outstanding. $SKIN has some debt and equipment sales are struggling with high interest rates, but their high margin consumable revenues are stable and the business is starting to generate meaningful cash: pre-tax cash flow could soon approach $4-5 per share. New mgmt is also promising a product upgrade cycle in 2028, which could serve as a catalyst. Have traded the name well in the past; we shall see.

@RagingVentures 45h 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.

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

[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

💥Hain Celestial: Earthly Issues💥

Hain Celestial sold its North American snacks business for $115 million as declining sales and EBITDA left $558 million of secured debt…

HAIN $20M

PETITION Oct 20 6 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

VISL · long

Vislink Technologies INC

Vislink Technologies trades near cash after turning EBITDA-positive through a defense communications pivot under DoD Trusted Investor…

VISL $9.8M

Value Investors Club May 6 1 click

A Modern Day Delta Duck Club?

Otto Energy trades below cash while winding down Gulf of Mexico oil interests, with a proposed AUD 40M tax-free capital return delayed…

OTTEF $25M

Iggy on Investing Newsletter Apr 10

Brookfield Corp. - Get a Buck for Fifty Cents

Brookfield Corp. trades at 13.2x 2025 distributable earnings and $45.97 against management’s $91.76 sum-of-the-parts Plan Value, discounted…

BN $84B

310 Value’s Newsletter Apr 10 3 clicks

Comeback Season: Evolv Eyes Positive FCF, 40% ARR Growth, and Reputational Revival in '25 ($EVLV)

Evolv ($EVLV) targets positive free cash flow and 40% ARR growth in 2025 as delayed filings, an FTC resolution, and leadership changes seek…

EVLV $801M

Multibagger Monitor Apr 7 8 clicks

FrontView REIT (NYSE: FVR)

FrontView REIT’s 35% selloff after tenant credit problems and a lock-up expiry leaves its net-lease portfolio at a 9.5% cap rate and 10.5x…

FVR $426MFCPT $2.7B

Real Assets, Real Value Apr 7

ILMN: Activism! Part Deux

Illumina appointed activist Keith Meister to its board as an SEC investigation into the Grail acquisition raises questions over 122.5…

ILMN $40BGRAL $5.9B

Nongaap Investing Apr 2

Townsquare Media ($TSQ) One Hour Analysis: High Yielding Radio Company with Differentiated Digital Strategy Provides Stability and Opportunity for Investors

Townsquare Media generates 55% of revenue from digital advertising and marketing services while refinancing its 2026 debt into a 2030 term…

TSQ $68M

Investing 501 Mar 26

[P] ILMN: Activist In, Chairman Out

Illumina adds activist Keith Meister to its board as Chairman Stephan Macmillan resigns.

ILMN $40B

Nongaap Investing Mar 26

Berkshire Hathaway’s 2025 Proxy Statement

Berkshire Hathaway’s 2025 proxy introduces an age-80 director limit, forcing Ronald Olson’s retirement while exempting Warren Buffett and…

BRK.A $1.2T

The Rational Walk Mar 15

Buffett & Munger Unscripted

Buffett & Munger Unscripted organizes three decades of Berkshire annual-meeting commentary on investing, governance and executive pay.

BRK.A $1.2T

The Rational Walk Mar 14

Tuesday, October 20, 2026

Myles on X

SouthernValue on X

Myles on X

SouthernValue on X

junkbondinvestor on X

Raging Capital Ventures on X

Raging Capital Ventures on X

Raging Capital Ventures on X

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