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Monday, November 9, 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

Serenity on X

Everyone’s a long term investor for 2027, 2028, or 2029 onward Until their portfolio experiences volatility months in. I still think: - $RKLB could end up the next $SPCX - $NBIS has the potential to be the next hyperscaler - $SIVE has moonshot potential to be the next $LITE - 1-3x P/E memory companies and $AXTI substrate bottlenecks are more durable than markets think And that it’s stupid to sell single digit fwd P/E AI companies or promising longs. And rotate that into 5% growth towel resellers at 47x P/E. Or 180x cyber companies, just because they’re going up. I’ve seen $AMD go from the $3 valley of doom to $400 as people thought it could be the next $INTC / $NVDA. And been through the Bitcoin $1000 -> $18,000 -> $3000 -> $100,000 cycle. Not advice on how to position or trade, but anyone on extreme leverage during those times got wiped out. While the underlying assets sharply recovered later. I do think AI, Space, and Physical AI are the future. So, I’m remaining long, and using this time to maximize exposure to the winners

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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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