Sunday, November 8, 2026

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 19h ago 2 clicks

21h ago IREN $9.2B

IREN Is Down 71%. Should You Buy the Dip?

Daniel Romero 2 clicks

26h ago OUST $2.4B

Ouster Q3 FY12/26 Earnings Review (OUST) - Stock Rating: Accumulate

Cestrian Capital Research 6 clicks

From X

@majgeoinvesting Aug 15

Maj Soueidan on X

Here’s another example of why investing is hard. You got the social and financial media telling you that AI is a bubble and that the level CAPEX can’t last. Then you got companies like $STRL and $TPC with great visibility… and now $CECO with visibility out to 2030.🤷

@DOMOCAPITAL Aug 14

DOMO Capital Management, LLC on X

Looks like a nationwide bankruptcy... Huge for $PBI presort business...

@irbezek Aug 14 2 clicks

Ian Bezek on X

@WaterworldCapi1 $jets Bad industry, oil might go up again, consumer spending may roll over, and the new "capacity discipline" is more lucky accident than strategic. Somebody, probably $aal will start dumping capacity on routes again and margins back to zero

@irbezek Aug 14 3 clicks

Ian Bezek on X

@lasse108 @ReturnsJourney $intr

@leevalueroach Aug 14

Lee Roach on X

Not bad earnings at $MCCK. Gold book took a mark to market loss. But core business is kicking at. Revenues up 8.9%. Gross margins expanding. Customer deposits and deferred revenue up 33%. Back out all the cash and gold and this is trading at a dirt cheap multiple.

@blondesnmoney Aug 14 1 click

Cluseau Investments on X

Blackjack 21 hits 36% YTD, 29% above financials. Performance would've been a bit better actually, but I paper handed $WSBF, $HRTG, and $SNEX. Next week, will be adding a small cap financials name to the list, first new member of the Blackjack 21 in months. Below book, repurchasing shares, extremely niche, it'll be a fun one.

@stockgutter Aug 14 1 click

SG on X

Must read imo on $OPEN. Scott raises some great points about the potential if things go right. I have no position rn, and have a more pessimistic view than Scott on the value of Eric Jackson's involvement (my view: he certainly kickstarted but unfortunately showed his true colors stalking a random celebrity for no reason. He is a liability now).

@majgeoinvesting Aug 14

Maj Soueidan on X

I’ve always felt that shares outstanding in microcaps tells you about the soul of Mgmt. So I instantly connected with @bmb21 when he made a similar comment pitching $AMNF at @MSmicrocaps summer virtual: “Share count tells you how Mgmt. feels about the sanctity of the shares.”

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 26h ago 1 click

Floor & Decor 3Q26 Business Update: Profitability Grows Despite Weak Sales

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

FND $5B

Speedwell Research 27h ago 1 click

Park Hotels & Resorts: Progress On Renovation Strategy In Q3, While Occupancy Grows

Park Hotels & Resorts grew Q3 occupancy and RevPAR as renovations supported group and leisure demand, while leverage, Hawaii exposure and…

PK $3.1B

Albert Anthony 31h ago 3 clicks

Blackbaud CEO: We will prove AI is a ‘tailwind’

Blackbaud CEO says AI will be a tailwind for the nonprofit software and services provider.

BLKB $2.4B

The Technology Letter 42h ago 1 click

Perimeter Group: 3Q26 Business Recap

Perimeter Group posted 24% revenue growth to $390 million as fire-safety contracts and acquisitions lifted results, while it brings PDI…

PRM $4.8B

Speedwell Memos 45h ago 2 clicks

Perimeter Group 3Q26: A Decentralized Mini-Conglomerate

Perimeter Group's third-quarter revenue rose 24% to $390 million as fire safety recovered and Specialty Products grew 84%, while…

PRM $4.8B

Speedwell Research 45h ago 4 clicks

Earnings Review: AMD, MELI, TIC, XPEL, ZTS

AMD’s data-center revenue rose 97%, while MercadoLibre, TIC Solutions, XPEL and Zoetis also report quarterly results.

TIC $2.3B

Rebound Capital Nov 7 2 clicks

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 Nov 6 24 clicks

Oil & Gas M&A Boom Continues with Another Billion-Dollar Oil Buyout

Ovintiv’s C$1.26 billion purchase of Logan Energy at roughly 2x proved reserve value points to further consolidation among Canadian oil…

LOECF $726M

Bison Insights Nov 6 3 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 Nov 6 4 clicks

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 Aug 10

(Idea) Transocean - Near-Term Results Obscure A Brighter Future

Transocean’s 25.6% selloff reflects oil-market shorting and weak Q3 headlines, while debt reduction after the Valaris acquisition could…

RIG $5.8B

HFI Research Nov 6 5 clicks

Alpha Metallurgical Resources (AMR): Q3 2026 Earnings

Alpha Metallurgical posted a third consecutive quarterly loss as High Vol A coal margins fell to $14 a ton, while director Kenneth Courtis…

AMR $1.9BHCC $4.3B

Cannibal Stocks Nov 6 3 clicks

A clear solution to the “problem”

Shift4’s Q3 met guidance, but organic growth is decelerating, management credibility is weakening and leverage reduction remains too slow.

FOUR $3.4B

Best Anchor Stocks Nov 6 2 clicks

GREAT DEC-TECTIVE WORK

Diversified Energy reported $255.6 million of “true” nine-month free cash flow, while its $1.8 billion Birch acquisition would shift…

DEC $900M

The Oak Bloke Nov 6 3 clicks

Undercovered Dozen: NNN REIT, Weyerhaeuser, Vicor, And More

Vicor earns a Strong Buy after record Q3 results and AI gains, while QXO falls to Hold over capital structure and execution risk.

NNN $8.1BVICR $6.8B

The Undercovered Dozen Nov 6 2 clicks

TransMedics Group Inc Earnings Update: Q3 2026

TransMedics reported record Q3 2026 revenue exceeding $200 million, driven by its organ transplant technology business.

TMDX $3.1B

SixSigmaCapital: Navigating the Financial Markets Nov 5 5 clicks

JFrog soars, Innodata’s robotics, Quantum duopoly

JFrog jumped 35% to $100.44 after another beat-and-raise quarter, joining the TL20 Special Situations group.

FROG $9.4B

The Technology Letter Nov 5 3 clicks

Wolfspeed: Still Bullish After A Post-Earnings Wipeout

Wolfspeed's negative Q1 margins and revenue decline have not changed the bullish case for silicon-carbide power devices in data centers.

WOLF $1.2B

Vince Martin Nov 5 7 clicks

Problems at Twist Bioscience (TWST)

Twist Bioscience’s $200 rebound followed an Anthropic-linked short squeeze, yet its DNA and protein services face broad competition while…

TWST $8B

Hunterbrook Nov 5 4 clicks

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Sunday, November 8, 2026

Maj Soueidan on X

DOMO Capital Management, LLC on X

Ian Bezek on X

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