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.
Sunday, November 8, 2026
Back to the front page 
From X
SG on X
@DeItaone from the low base rate, this would significantly expand $DJT revenue
Odd Diligence on X
oklolol $oklo
Brian McGough on X
This is the beginning of the end for $ONON. It's clinging to its Gross Margin by a thread. First Sales crack, then Margins follow. 24x EBITDA? How about 12x EPS!
Lee Roach on X
Here is my update on $EVC after Q2 earnings. Just sent out to all subs. Happy to hear any thoughts.
SG on X
$RILY gapping up this morning on favorable earnings report from $BW. BRC Holdings owns 27.6m shares of Babcock and Wilcox.
BDC on X
@BillAckman @MikeBenzCyber Maybe it’s time for $mrna to you know reflect its fair value of $0.
Mikro Kap David on X
For reference, this is what an impressive quarter from $EVC looked like just a year ago. Covered my thoughts on Q2 2026 in the paid chat. Heading to sleep now.
Ian Bezek on X
@SowingAlphaSeed I had $U long $APP short on for a while. Still long Unity, but shouldn't have covered Applovin, would have been right on both ends.
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8BSN $31B
- Forager Funds Management October 2026 TUA $525M
- Rathbones October 2026 SBGSF $143BSIEGY $233B
- FCL Capital October 2026 ANPDF $28BBKNG $122B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
- Franklin Templeton — Franklin Growth Opportunities Fund third quarter 2026 NTRA $53B
- Nomura Asset Management — Large Cap Growth Fund 3Q26 VEEV $49BVMC $38B
- Bison Interests third quarter 2026 OILSF $949M
Expert Call | EMIB-T Packaging, Glass Core Roadmap & 2027 ABF Substrate Supply Outlook
Intel’s EMIB-T, glass-core roadmap and 2027 ABF substrate supply outlook are the focus of an expert call.
Ouster Q3 FY12/26 Earnings Review (OUST) - Stock Rating: Accumulate
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Floor & Decor 3Q26 Business Update: Profitability Grows Despite Weak Sales
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Kimberly-Clark: Short-Term Worries Create A Buying Opportunity (Rating Upgrade)
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Blackbaud CEO: We will prove AI is a ‘tailwind’
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Procore CFO Rachel Pyles discusses accelerating growth and economies of scale after an upbeat third-quarter report.
Diageo: First Quarter on Dave’s Plan Wasn’t Too Drastic
Diageo’s first quarter under CEO Dave Lewis showed modest price changes and regional growth outside North America, supporting a turnaround…
Tower Semiconductor Update, Part Two
Tower Semiconductor reported $526 million in quarterly revenue and extended photonics contracts through 2029, while its low-loss silicon…
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…
MTMTY · short Metlen Energy & Metals PLC
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McDonald's: The Earnings Bounce Is Pricing In A Turnaround That Hasn't Happened Yet
McDonald’s U.S. comparable sales fell 0.2% as traffic declined, while a $280 share price assumes a turnaround despite weak free-cash-flow…
Lee Bailey 
Perimeter Group 3Q26: A Decentralized Mini-Conglomerate
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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.
Marvell Technology: Against Sentiment Again - Rerating From Sell To Buy
Marvell Technology’s Google custom-silicon win and upgraded long-term guidance lift its fair value to $187.35 standalone, or $199.48…
Zbigniew Budzinski, CFA 
Post Q3 EVC Update
EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.
The Midterms Have Changed the AI Narrative: S&P Down 4.4%, Nasdaq Down 5.5% | The Weekly Wrap
Steve Eisman links a Democratic midterm sweep and CoreWeave concerns to an AI narrative shift as the S&P 500 fell 4.4% and Nasdaq 5.5%.
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…
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…
(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…
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