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Sunday, November 8, 2026

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Vicor Update, Part Four

Vicor’s Federal Circuit hearing put Foxconn’s disputed patent license under pressure, reinforcing its AI server royalty model and licensing leverage.

VICR $6.8B
CV's Substack 1 click

From X

@aleabitoreddit 2 clicks

Serenity on X

Clearly a macro related drop after CPI numbers came out today and further US rate hike anticipation. Since $KOSPI, $SPY, and Nikkei ended up plummeting. There's too many potential second/third order effects that's hard to map due if $CRWV goes down or frontier labs struggle (given contractual obligations). Rate hikes understandably amplifies a lot of those fears. But I do think everything getting sold off together presents opportunities. If $LITE has take/pay contracts + sold out until 2029 for lasers and is being financed by hyperscalers for 2031 demand. The demand visibility + financing (with counterparties like $MSFT or $AMZN) are too solid that I wouldn't bunch companies in the optical sector together (that already have cash on hand via ATMs or private placement). With a neocloud that requires billions in future toxic financing in high rate environments. I think markets will eventually distinguish nuances from actual profitability, financing, and long term demand sustainability rather than just treating everything as one "bubble".
@aleabitoreddit 2 clicks

Serenity on X

It's interesting to see Elon interacting with finance X accounts out of the blue. Then amplifying $CRWV financing concerns, Chinese memory flooding, to AI investors being gamblers recently. With $SPCX and $TSLA, I do think Elon is a visionary but from how it looks from the outside... Amplifying concerns about competitors does make their financing more difficult as a self-fulfilling prophecy. And multiple posts about Chinese memory flooding after calling Samsung/SK Hynix pricing extortion does harm these supplier valuations... The economic incentives of doing so probably benefits Tesla/SpaceX more in the long run, even if everything goes down together. There's merit to a lot of things (I've been voicing Coreweave concerns about debt interest + rate hikes for the longest time...). But much like high end memory flooding to nuances of "No crying in a Casino" when the $AVGO CEO comments were regarding OpenAI ARR datapoints... were missed. You can throw rocks at others when a glass house is propped up by passive index flows
@StableBread

Fajasy on X

Archimedes Tech SPAC Partners II $ATII, the SPAC taking atomic-scale coatings maker Forge Nano public, amended the $100M lead commitment in its PIPE on October 13, three days before the October 16 merger vote. Alyeska, the Chicago hedge fund behind that $100M, will now take 7,031,175 of its 10M shares as pre-funded warrants, up from the 3M planned as of September 24. Those warrants cost $0.0001/share to exercise and never expire, but they don't vote until exercised, and Alyeska can cap its ownership at 4.9%, 9.9%, or 19.9% of the shares. ATII and its sponsor, with the consent of BTIG (the bank that ran ATII's IPO), also waived the transfer restrictions on the 3M founder shares the sponsor hands Alyeska for free at close. Counting the founder share transfer, Alyeska's effective cost is $7.69/share, and the S-4 (the merger filing) says so directly. So the $100M still lands at close, but the fund providing it got more flexible terms the day before ATII holders had to decide whether to redeem.

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Floor & Decor 3Q26: Business Update

Floor & Decor’s 3Q26 sales rose 3% while comparable sales fell 1.4%; it cut 2027 openings to 10-15 as high mortgage rates pressure…

FND $5B
Speedwell Memos 1 click
MTMTY · short

Metlen Energy & Metals PLC

Metlen Energy & Metals faces a 40% short case centered on its overpriced aluminium, alumina and Greek power businesses.

MTMTY $6.8B
Value Investors Club

Post Q3 EVC Update

EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.

EVC $832M
Nat Stewart - Stock Picking Newsletter 24 clicks

Entravision Q3 Update

Entravision’s Q3 ad-tech revenue reached $177.2 million, up 133% year over year, while total revenue rose 88% to $226.3 million and diluted…

EVC $832M
The Value Road 4 clicks

Axon 3Q26 Business Update

Axon cut full-year guidance after delayed federal Dedrone contracts slowed 3Q revenue growth to 28%, while software and services grew 43%.

AXON $31B
Speedwell Memos 4 clicks

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