Deep dives on the stocks for the long run. By @CKCapitalxx + @VantixResearch
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 27 | Founded | 5 months ago | Last Issue | 11 days ago |
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cvresearch.substack.comLatest Issues
Vicor Update, Part Three
Vicor ($VICR): The Floor
In the three months ending September 30, Vicor earned more than twice as much operating profit from companies using its patents as from everything it built in its own factory.
Nscale Deep Dive
Nscale ($NSCL): The Backlog Is Real. The Equity Is Not.
Introduction
Semtech Analyst Day Review
Semtech ($SMTC): The Upside They Left Out of the Number
The guide went up, the stock went down
Modine Deep Dive
Modine ($MOD): The Chiller Was Supposed to Die. It Became the Bottleneck.
Introduction
Vicor Update, Part Two
Vicor ($VICR): No Two Without Three
If you missed part one, start there. It covers why AI processors are limited by current rather than watts, and why Vicor solved that problem decades ago without ever figuring out how to sell it. This pie...
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Run by VantixResearch and CKCapitalxx. Everyone runs the same take on the same names. We build from the ground up, map every layer, and work out who actually captures the value. Additionally, weekly news write-ups Sunday and Friday.
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