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

Thursday, November 12, 2026

Back to the front page

From X

@aleabitoreddit

Serenity on X

I disagree, Jensen Huang is practically irreplaceable from $NVDA. And it's like if you took out Elon from $TSLA, the valuation and confidence in the company would collapse. The foresight to bet on CUDA before AI took off, build the Neocloud ecosystem... The move to secure critical supply chain capacity years ahead of demand, and sell rack-scale systems (with CPUs, networking, etc). Turn the ASIC threat into another opportunity by investing in $MRVL, MediaTek, to compete against $AVGO. Bringing them all into Nvidia's NVLink ecosystem... Is absolutely insane foresight. Jensen practically architected both the financial and industrial ecosystem surrounding the current AI trade. Jensen took Nvidia from a startup to a $5T+ company, and the fact he managed to keep growing that with projected FY2028 70% constrained forward growth... at these levels. Is equally as absurd. I normally don't post negative things about companies... but even if you don't see material revenue or roadmap changes in the next 2 years. Ousting the face of the AI trade and a technology visionary might spell disaster for Nvidia long term.

Investor Letters

All letters

DoorDash’s FBA Moment

DoorDash’s $17 billion Instacart deal targets DashMart warehouse scale, where 99%+ order accuracy and faster delivery address the limits of…

DASH $78BKR $41B
MBI Deep Dives 2 clicks

Sea Ltd Earnings Update: Q3 2026

Sea Ltd reported Q3 2026 revenue of $8.6 billion, up 43.4% year over year, while net income rose 34.0%.

SE $45B
SixSigmaCapital: Navigating the Financial Markets 5 clicks

Meta Earnings, Muse and the Frontier, Musebook

Meta’s earnings hinge on whether investors back Zuckerberg’s Muse vision and the compute spending required to build it.

META $1.6T
Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 1 click

Anthropic Deep Dive

Anthropic’s $80.7 billion first-half loss was mostly fair-value marks, while $16.3 billion revenue and compute economics showed a $974…

AMZN $2.9T
CV's Substack 7 clicks

My Last GFL Update - Hopefully

GFL’s take-private structure hinges on BC Partners rolling 60% of its stake to preserve debt portability under the 40% permitted-holder…

GFL $18B
310 Value’s Newsletter 5 clicks

Publications we follow

Every publication on this site, hand-picked.

130 publications

Newsletters 110

YouTube 4

Blogs 15

Seeking Alpha 83 of 286

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

91 accounts
Nominate an account

Investor letters we follow

375 firms

Sectors

Ordered by how often our editor reaches for them.