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 59m ago 2 clicks

1h ago NVDA $4.2T

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

Key Context by Tae Kim 3 clicks

3h ago TPL $19B

Top Rebound Stocks for Nov’26

Rebound Capital 1 click

From X

@majgeoinvesting 28m ago 1 click

Maj Soueidan on X

Hilarious when you see an analyst massively reducing a price target on this whole $NVDA Jensen scandal . Like, how do you model that? Is it based on revenue per years on scandal? comical. Don’t waste your time with this bullshit.

@junkbondinvest 44m ago

junkbondinvestor on X

In Tim Apple, We Trust $NVDA

@convequity 57m 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 1h 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 1h 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 2h 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 2h ago

Farmer on X

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

@SowingAlphaSeed 2h 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.

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 3h 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 9h 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 11h 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” 22h 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 12h 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 1 click

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 21h 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 2 clicks

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

Selling Where They Ain’t

Dollar General’s Q2 FY26 comparable sales rose 3.5%, beating Walmart U.S.

DG $30BWMT $1T

TSOH Investment Research Sep 3 1 click

LULU · long

Lululemon Athletica INC

Lululemon Athletica, a high-end women’s sportswear retailer, is presented as a long investment.

LULU $12B

Value Investors Club Jun 5

Chevron Stock Is A Bargain Amid Venezuela Deal

Chevron committed $7 billion to expand Venezuelan output as record U.S. production and elevated oil prices lifted Q2 earnings.

CVX $416B

Bay Area Ideas Sep 2 3 clicks

(Public) US Crude Oil Production Is Showing A Lot Of Weakness

US crude oil output fell from an adjusted 14.317 million b/d in April to roughly 13.5 million b/d in May and June, signaling a shale…

XOM $680B

HFI Research Sep 2

AVGO US - Do Nothing Pending The Close On Thursday 3 September - Q3 FY10/26 Earnings Review.

Broadcom reported $29.6 billion Q3 revenue, up 86%, with AI semiconductor sales up 221% to $16.7 billion, and guided Q4 revenue to $34.8…

AVGO $1.6T

Cestrian Capital Research Sep 2 1 click

Meta Vs. Meta's 7.1% Bond Yield: Reality Check For Asset Allocators

Meta Platforms’ 7.1% long bonds set a high return hurdle for equity as user growth nears saturation and the stock trades at 6.5 times sales.

META $1.6T

Tariq Dennison Sep 2 2 clicks

Notes from a Dasher Shift, and the Drone Delivery Future

DoorDash’s delivery economics rely on customer tips and flexible labor, while rising courier costs make autonomous delivery central to…

DASH $78B

MBI Deep Dives Sep 2 5 clicks

Top 8 Rebound Stocks for Sep’26

Genuine Parts Company is one of eight potential rebound stocks on RC’s September 2026 watchlist.

GPC $17B

Rebound Capital Sep 2 2 clicks

Amazon $AMZN: The Company That Became Impossible to Ignore — and Finally Possible to Model

Amazon reported $200.6 billion in quarterly revenue and $27.5 billion in operating income as AWS grew 36.7% and advertising 26%, making its…

AMZN $2.9T

Substack von Philipp Sep 2 2 clicks

Reddit: Rapid Earnings Growth With Room For An AI Expansion

Reddit's advertising automation, proprietary data and Reddit Max are driving rapid revenue growth and margin expansion, while AI licensing…

RDDT $20B

Krzysztof Bogdanski Sep 2 4 clicks

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Thursday, November 12, 2026

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