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Wednesday, November 11, 2026

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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

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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 2 clicks
FFXXF · long

Helios Fairfax Partners CORP

Helios Fairfax Partners owns a 50% stake in the general partner of Helios Investment Partners, a pan-African private equity firm.

FFXXF $205M
Value Investors Club 1 click

Canterra Minerals: Research Note

Canterra Minerals increased Lundberg indicated tonnage 55% to 26.1Mt, with 226.2Kt of contained copper equivalent, supporting a Buchans…

EQX $13B
Atrium Research - Equity Research 1 click

Kenorland Minerals: Research Flash

Franco-Nevada bought 10.0 million Kenorland shares, a 12.4% stake, for C$22.2 million in a secondary transaction that issued no new shares.

FNV $47B
Atrium Research - Equity Research 2 clicks

Is EDA Dead?

Synopsys and OpenAI will share revenue from GPT-Synopsys, an AI chip-design model built on Synopsys’ licensed EDA tools rather than…

SNPS $86B
Chipstrat

Solid Power Still Has Promise

Solid Power reported a $0.11 Q2 loss and $419.3 million of cash, with its electrolyte pilot line and BMW and SK On validation central to…

SLDP $454M
Quad 7 Capital 2 clicks

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