Thursday, November 12, 2026

Quanta Services (PWR): Backlog Up 63% While Shares Fall 30%

Quanta Services' backlog rose 63% year over year to $64 billion as shares fell 30%, with AI and power-infrastructure demand driving revenue and free-cash-flow growth.

PWR $92B

Monte Independent Investment Research 9m ago

12m ago NVDA $4.2T

Jensen Huang Resigns. Who Should Replace Him to Keep Nvidia Successful?

Key Context by Tae Kim

2h ago TPL $19B

Top Rebound Stocks for Nov’26

Rebound Capital 1 click

From X

@convequity 6m ago

Convequity on X

@SgtPepperCap so far bottleneck and pricing lever is shifting from chips to energy -> $SPCX trying to redo the deal at spot pricing. So yes custom ASIC could help but it depends on energy & DC hosting supply too.

@gnoble79 13m ago

George Noble on X

Odd choice by the board too because she will be spending a lot of time w the attorneys, no real time to be CEO. She will have to be terminated too, along with the others involved in both the Megaspeed related stuff, as well as the financial/disclosure related issues. She was the one communicating all the misleading stuff re sales to Asia/China as well, and she was CFO when they changed their geographical rev recognition re this issue. There are going to be so many more shoes to drop on this thing it is not even funny. SELL is not a four letter word. $NVDA

@DeepSailCapital 15m ago

Deep Sail Capital on X

$NVDA is gonna go positive and the rest of the market is negative, isn’t it? Makes sense.

@majgeoinvesting 56m ago

Maj Soueidan on X

@TheBigBerbowski Yeah - let’s not waste our headspace on $NVDA drama and let’s spend all our time on moving forward with finding great ideas :) …

@SowingAlphaSeed 58m ago

Farmer on X

@RedsGaurav Yeah, saw that. Would be interesting. And $SPCX probably flies to some stupid(er) valuation if it happens.

@SowingAlphaSeed 1h ago

Farmer on X

@RedsGaurav My guess would be that VCs are currently all salivating, begging to throw money at his next venture. And I'd guess long-term this will harm $NVDA materially, but the stock will probably be a good buy at that point.

@SowingAlphaSeed 1h ago

Farmer on X

I would guess $NVDA won't bottom until Jensen announces what he's doing next which could be months away.

@InvestSpecial 1h ago

Dalius - Special Sits on X

So many things could have popped the AI bubble. But apparently the story was much simpler. Parallel exports, Chinese spies and infidelity. Jokes aside, I still can't believe Jensen is gone. Would be tough for $NVDA

ASML ($ASML) Deep Dive

ASML monopolizes EUV lithography, a critical tool for leading-edge chips, with production capacity stretched through 2028 and customer…

ASML $591B

Jimmy's Journal 2h ago 2 clicks

Medtronic Kept Growing When All Eyes Were On AI, Time To Give This Growth Justice

Medtronic’s Affera, PulseSelect and Symplicity Spyral platforms expand cardiac and hypertension procedures, while Hugo and Stealth AXiS…

MDT $130B

Crosslight Partners 8h ago

The Don Goes Down: What Jensen’s Fall Means

NVIDIA faces a leadership transition as DOJ probes alleged GPU bundling and customer restrictions, with CFO Colette Kress floated as…

NVDA $4.2T

Cassandra Unchained 10h ago 5 clicks

ON THE TAPE with Guy Adami

Guy Adami discusses Nvidia, Anthropic's IPO prospects, energy, gold and the AI trade.

NVDA $4.2T

WHAT ARE WE DOING? “Contrarians At The Gate” 21h ago 5 clicks

Undercovered Dozen: Coherent, Bank Of America, MaxLinear And More

Coherent, Applied Optoelectronics and MaxLinear are pitched on AI optical-networking demand and earnings growth, alongside Bank of America,…

COHR $42B

The Undercovered Dozen 11h ago 5 clicks

Nvidia’s Huang is out, will Kress continue whacky financial moves?

Nvidia says Jensen Huang has resigned as CEO, with CFO Colette Kress named interim chief executive.

NVDA $4.2T

The Technology Letter 16h ago

An Interview With Roblox CEO David Baszucki About Aggregating Play

Roblox CEO David Baszucki says AI can make game creation accessible to anyone, expanding Roblox’s role in discovery, cross-platform play…

RBLX $38B

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 16h ago 2 clicks

Expert Call | Lumentum & Marvell Deal

Marvell’s all-stock acquisition of Lumentum targets optical supply, DSP synergies and AI data-center demand, while adding fab integration,…

MRVL $152BLITE $59B

P Equity Research 20h ago 3 clicks

Post-Memory Sell-Off, Hewlett Packard Enterprise Is More Compelling Than Dell

Hewlett Packard Enterprise offers lower valuation and better memory-price downside protection than Dell, backed by higher-margin…

HPE $67BDELL $238B

Benjamin C. Barry 21h ago 1 click

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 23h ago 3 clicks

TransDigm is still in it for the money

TransDigm’s sole-source aerospace parts generate roughly 70% aftermarket margins, with 90% of revenue tied to owned IP and 80% from…

TDG $70B

scuttleblurb Sep 10 2 clicks

First Impression of Muse

Meta’s Muse personal agent connects multiple Gmail accounts, automates recurring tasks and offers free usage capped at 100 million weekly…

META $1.6T

MBI Deep Dives Sep 9 4 clicks

ServiceNow: A Gem Beating The SaaSpocalypse Narrative

ServiceNow expects AI to rise from 9.5% to 30% of revenue by 2030, supporting $30–32 billion in subscription revenue and margins above 80%.

NOW $107B

Louis Gerard Sep 9 2 clicks

Quick Value #330 - Deckers Outdoor (DECK)

Deckers Outdoor has fallen about 60% from its late-2024 peak and trades at 11x earnings as HOKA growth slows.

DECK $12B

Value Don't Lie Sep 9 5 clicks

[scuttleslops] UNP-NSC merger, HEI, NVDA, AVGO, DG, DLTR

Union Pacific’s $85 billion Norfolk Southern merger pitch centers on a coast-to-coast rail network that cuts interchange delays and wins…

UNP $180BNSC $74B

scuttleblurb Sep 9 3 clicks

Dell Technologies (NYSE: DELL) Stock Rating: Do Nothing After Q2 FY1/27 Earnings

Dell’s Q2 revenue rose 57.7% to $47.0 billion and RPO tripled to $132 billion, but its stock trades at 32 times unlevered pretax free cash…

DELL $238B

Cestrian Capital Research Sep 9 2 clicks

Dyne Therapeutics Remains A Buy Even As Novartis Trial Failure Hits DM1 Class

Dyne Therapeutics fell 16% after Novartis’ HARBOR failure raised doubts that RNA-targeting biomarker gains translate into functional…

NVS $303B

Petri Dish Reports Sep 9 1 click

FTAI · long

Ftai Aviation LTD

FTAI Aviation, valued near $23 billion at roughly $226 per share, is presented as a long investment.

FTAI $20B

Value Investors Club Jun 11

Brown-Forman: 99 Problems, But Weight-Loss Drugs Ain’t One

Brown-Forman faces declining organic EBIT and uneven ready-to-drink sales, while U.S.

BF-A $14B

Librarian Capital's Research Library Sep 8

Disney: Fairly Valued, Market-Like Returns

Disney grew revenue 7% as buybacks and margins support earnings, but premium valuation, debt, rates, competition and legal risk point to…

DIS $207B

The J Thesis Sep 8

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Thursday, November 12, 2026

Convequity on X

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