New Ask Claude or ChatGPT about any stock, using Bullpen. Bullpen in Claude or ChatGPT. 7 days free
Bullpen.News From Edwin Dorsey
Get Daily Recap Feedback

Wednesday, November 11, 2026

Back to the front page

Cat-Scratch Fervo

Fervo Energy raised $2 billion in its May IPO, then fell nearly 70% below issue price after a Morpheus short report, despite targeting 1 GW of geothermal power by 2030.

FRVO $2.3B
Doomberg 2 clicks

From X

@aleabitoreddit

Serenity on X

You heard 10x demand for compute > supply from $CRWV today. Hearing from $TSM today on Nikkei Forum: "The demand on our leading node [most advanced] silicon is insatiable" Customers "want to get [their] hands around any compute capability they can have. It's truly an insatiable environment." Q: Whether AI demand was slowing? A: "we did not see any sign of slowdown" Q: How demand compared with TSMC’s ability to supply A: "the demand actually is still far above our capability today to supply." TSMC identified power and substrates as bottlenecks customers were encountering. On the mid-to-high-50s annualized growth estimate for AI accelerator revenue from 2024 to 2029. Wei said "it probably will be higher." Describing things as "insatiable" from a traditionally conservative company... doesn't quite look like any collapse in AI demand.
@aleabitoreddit

Serenity on X

$CRWV ER and read through for $NBIS and other Neoclouds: “We have 10x as much qualified demand as available capacity”. - interest in 2028 capacity already amounts to several times what CoreWeave has available - CoreWeave raised prices by 25% in July, +10% later in Q3, and more to come in Q4 - Ampere and Hopper rental pricing rose 30–50% quarter over quarter (older GPUs) - better financing conditions (higher prepayments, lower interest 7–7.5% for new loans) - positive adjusted net income in the first half of 2028. So we’re seeing higher pricing esp. for older GPUs…better financing mechanics, and extreme demand imbalance where you have 10x demand > supply. Same issues are there for this company in specific with interest rates, but I’d argue other Neoclouds are in a better spot. But it’s wild to witness AI infrastructure names crash while demand keeps growing

Investor Letters

All letters

Research update

S&P Global research will assess Platts, Kensho and ratings growth; Benefit Systems’ 72% YTD rally changed its valuation, while Netflix and…

ICE $96B
Global Outperformers 3 clicks

The AutoNation Story

AutoNation shed rentals and megastores, focused on dealerships, and retired 91.1% of its shares through buybacks after its 1990s roll-up…

AN $5.9B
Cannibal Stocks 3 clicks
EUXTF · long

Euronext NV

Euronext has evolved from a regional cash-equities exchange into a pan-European market-infrastructure platform after a decade of technology…

EUXTF $21B
Value Investors Club

Research Roundup Vol. LII

Dell’s AI-server demand and Microchip’s data-center components lead updates on Cirrus Logic and STMicroelectronics, alongside a weekly…

CRUS $5.7BSTM $41B
Monte Independent Investment Research 1 click

Publications we follow

Every publication on this site, hand-picked.

130 publications

Newsletters 110

YouTube 4

Blogs 15

Seeking Alpha 82 of 282

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

91 accounts
Nominate an account

Investor letters we follow

369 firms

Sectors

Ordered by how often our editor reaches for them.