Daily Alpha · Substack

Vicor's Q3 revenue rose 78.5% year over year to $197.1 million as operating margin reached 36.6%

Vicor reported $197.1 million of revenue, up 37.5% quarter over quarter, with operating profit rising to $72.1 million from $34.9 million and royalties rising to $66.6 million from $30.4 million.

About $100 million of early Q4 bookings and a roughly $187 million Q4 baseline suggest growth is not purely one-time royalties.

Watch Customer concentration and manufacturing execution.

QTR's Fringe Finance uses CoreWeave to illustrate a falling knife

The post names CoreWeave as perhaps the best current illustration of the Wall Street warning against catching a falling knife.

Citrini Research published a post on using Claude to create a new drug

Citrini Research published a post on what happened when it tried to use Claude to create a new drug.