Thursday, November 12, 2026

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 interim CEO.

NVDA $4.2T

Cassandra Unchained 6h ago 3 clicks

17h ago NVDA $4.2T

ON THE TAPE with Guy Adami

WHAT ARE WE DOING? “Contrarians At The Gate” 4 clicks

16h ago MRVL $148B

Expert Call | Lumentum & Marvell Deal

P Equity Research 2 clicks

From X

@aleabitoreddit 1h ago

Serenity on X

Okay, let’s gauge individual investor and public sentiment independently. Should Jensen Huang remain CEO of $NVDA?

@aleabitoreddit 3h ago

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.

@aleabitoreddit 3h ago

Serenity on X

"Chinese AI firms rush to secure $NVDA chip capacity as spy scandal stirs fear of US curbs" Wow, Jensen really took one for the team just to generate more GPU and Neocloud demand

@StableBread 5h ago

Fajasy on X

@aleabitoreddit Ye, WT was 60.2% of $AMBA revenue in Q2, down from 71.3% a year ago. Tho for Ambarella it's mostly fulfillment, Wang said virtually all revenue still comes from their own direct sales teams. Macnica's 7-year deal is the first channel actually built to find new customers.

@John_Hempton 7h ago 1 click

John_Hempton on X

How is it that the $NVDA board did not fire Jensen when he had an affair with a Chinese spy, but is firing Jensen when an affair with an employee is exposed? Are we to believe that a consensual affair within a company is a worse crime than bonking a foreign spy - and having her direct product to China in violation of sanctions? I realise both are dangerous - but it seems to be that the order is wrong here...

@pennycheck 7h ago

⚽️📡 on X

@DeepSailCapital $CBRS @CulperResearch becoming the most famous guy in the mkt and his most recent report on cbrs is alarming trading at insane multiple with tons of unlocks and single coustomer risk as well

@DeepSailCapital 8h ago

Deep Sail Capital on X

Scale across means linking data centers that are physically apart, so it requires switches and architecture that are extremely reliable and consistent. This becomes more important as training runs get bigger and inference spread out across distributed data centers. $ANET win in this market

@DeepSailCapital 8h ago

Deep Sail Capital on X

I guess the question is, is Jensen $NVDA, or not. Nobody can tell you what the founder premium is worth until the market is forced to price the company without him. Are they so far ahead of everyone else that him being there no longer matters?

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 $64BDELL $238B

Benjamin C. Barry 16h 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 18h ago 2 clicks

Lumen Technologies (NASDAQ: LUMN) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings

Lumen was upgraded to Accumulate after Q3 revenue fell 12% to $2.7 billion, while strategic business revenue rose 10% and reached 55% of…

LUMN $4.9B

Cestrian Capital Research 19h ago 1 click

My largest position is now a healthcare stock with 195% upside to my target

An unnamed healthcare company became the portfolio’s largest position at 8%, with a $130 target implying 195% upside despite broken…

CVS $115B

Guardian Research 20h ago 5 clicks

Broadcom: A Great TPU Business With A New Kind Of Credit Risk Attached

Broadcom’s AI chip growth depends on Google, Anthropic, OpenAI and Meta deployments, while customer financing and up to $72 billion in…

AVGO $1.6T

Tim Travis 20h ago 3 clicks

[scuttleslops] FICO, PAYC, ABNB, TREX, Anthropic

FICO is licensing mortgage scores directly to resellers, seeking pricing control as VantageScore competition and regulatory scrutiny…

FICO $16BPAYC $11B

scuttleblurb 22h ago 4 clicks

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…

FRVO $3.8B

Doomberg 25h ago 4 clicks

Adobe: A Cash-Secured Put Turns AI Fear Into A Lower Entry Price

Adobe's compressed 10x non-GAAP EPS multiple reflects AI monetization and ARR-growth concerns; cash-secured puts at $210 or $200 target a…

ADBE $92B

Tim Travis 28h ago 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 33h ago 6 clicks

CoreWeave (NASDAQ: CRWV) Stock Rating: Do Nothing After Q3 FY12/26 Earnings

CoreWeave reported 168% revenue growth to $3.66 billion, but $20.4 billion of trailing free cash outflow and $42.7 billion in net debt keep…

CRWV $34B

Cestrian Capital Research 33h ago 3 clicks

CLF · long

Cleveland-cliffs INC

Cleveland-Cliffs is pitched as a long on underappreciated earnings power, with more than 90% return potential over six to nine months.

CLF $7.5B

Value Investors Club Jul 25

Group 1 Automotive: The Debt Stress Test

Group 1 Automotive’s $1.25 billion Atlanta borrowing lifts net corporate debt to about $4.4 billion; a 2009-style downturn leaves it near…

GPI $3.2B

Cannibal Stocks Oct 20 12 clicks

Goldman Sachs: Undervalued Growth With A Buy Rating

Goldman Sachs carries a $1,116 price target, based on $82.69 estimated 2027 EPS and growing recurring revenue from investment banking,…

GS $263B

The Curious Analyst Oct 20 4 clicks

Copper Fox Metals: Research Flash

Copper Fox’s C$9.1 million Schaft Creek program advances metallurgical, tailings, water and road studies toward a pre-feasibility study,…

TECK $31B

Atrium Research - Equity Research Oct 19 6 clicks

Muse Spark Open, Meta + Apple, Thin and Thick

Meta and Apple are partnering to run Meta’s open-source Muse Spark model locally on Apple devices.

META $1.6TAAPL $5.2T

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Oct 19 11 clicks

WD #360: New Trade, Recent Market Action, Brazil/Inter Update

Atlassian is sold after a 130% gain, while iShares MSCI Indonesia ETF is added following the market plunge; the update also assesses the…

TEAM $38B

Ian’s Insider Corner Oct 19 14 clicks

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Preview - Accumulate Rating, Zones And Stop Inside

Northrop Grumman reports Q3 2026 on October 20 with a $105 billion backlog, up 16% year over year, and trades at 23 times trailing…

NOC $78B

Cestrian Capital Research Oct 19 4 clicks

Nebius: The Pullback Strengthens The Case For An AI Infrastructure Champion

Nebius reported Q2 revenue growth of 454% and $3 billion ARR, targeting 5GW of AI capacity by 2030 after a Palantir partnership.

NBIS $36B

Salix Research Oct 19 16 clicks

AppLovin Deep Dive

AppLovin rebuilt its ad model with AXON 2.0, lifting LTM revenue to about $7 billion and margins to 77% as Unity competition threatens ad…

APP $134BU $22B

Speedwell Memos Oct 19 71 clicks

Meta’s GEM, Part 2: Finding the Scaling Law

Meta’s GEM trains smaller ad-ranking models across its platforms, with Kunlun showing performance scaling predictably as compute rises.

META $1.6T

MBI Deep Dives Oct 19 10 clicks

Publications we follow

Every publication on this site, hand-picked.

130 publications

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.

Thursday, November 12, 2026

Serenity on X

Serenity on X

Serenity on X

Fajasy on X

John_Hempton on X

⚽️📡 on X

Deep Sail Capital on X

Deep Sail Capital on X

Investor Letters

Publications we follow

Newsletters 110

YouTube 4

Blogs 15

Seeking Alpha 83 of 286

X accounts we follow

Investor letters we follow

Sectors