Big Short: Fidelity & Guaranty
F&G’s main insurer held $66.5 billion of assets against $1.38 billion of statutory capital, while private credit, reinsurance dependence and annuity withdrawals threaten its equity,…
Thursday, November 12, 2026
Back to the front page 
From X
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.
junkbondinvestor on X
In Tim Apple, We Trust $NVDA
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.
Deep Sail Capital on X
$NVDA is gonna go positive and the rest of the market is negative, isn’t it? Makes sense.
Fierce_beast on X
what's going on with $life?
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 :) …
Farmer on X
@RedsGaurav Yeah, saw that. Would be interesting. And $SPCX probably flies to some stupid(er) valuation if it happens.
Investor Letters
All letters- 103 Advisory Group October 2026 AMZN $2.9TGOOGL $3.6T
- Minotaur Capital October 2026 META $1.6TAVGO $1.6T
- Bell Asset Management October 2026 CRH $64BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 PNI $2.7B
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $31BNOW $107B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.7BSN $32B
- Rathbones October 2026 SBGSF $158BSIEGY $236B
- FCL Capital October 2026 ANPDF $28BASML $591B
Jensen Huang Resigns. Who Should Replace Him to Keep Nvidia Successful?
A hypothetical Nvidia succession scenario names Colette Kress interim CEO and favors Arm's Rene Haas or Nvidia's Ian Buck as permanent…
Petrobras: Record Earnings, Shrinking Dividends, And The Lula IV Problem
Petrobras posted record 3Q26 production and earnings, but higher investment needs are shrinking dividends as a possible Lula IV government…
Bernard Zambonin 
Top Rebound Stocks for Nov’26
Texas Pacific Land's 50% selloff reflects faded data-center expectations, while its Permian royalty business generated $498 million of 2025…
ASML ($ASML) Deep Dive
ASML monopolizes EUV lithography, a critical tool for leading-edge chips, with production capacity stretched through 2028 and customer…
Peloton: Beyond The Bike
Peloton’s connected-fitness subscribers fell 9% year over year to 2.475 million, with another high-single-digit holiday decline forecast as…
DHT Holdings: Over A 20% Dividend In A Single Quarter
DHT Holdings earned $1.68 per share in Q3 and projects Q4 EPS of $4.25, supporting a single-quarter dividend above 20% at projected spot…
Melissa Tucker 1 click
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…
ON THE TAPE with Guy Adami
Guy Adami discusses Nvidia, Anthropic's IPO prospects, energy, gold and the AI trade.
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,…
The Undercovered Dozen 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.
MA · long Mastercard
Mastercard trades near $495, about 18% below its $602 52-week high, framing a favorable long risk-reward case.
[Emergency Lunch-Hour Market Memo] Coherent admits their CPO/NPO Laser is garbage + Cerebras delusional bonus roast
Coherent’s CPO/NPO laser misses 1 MHz effective-linewidth requirements, Irrational Analysis argues.
ECOC 2026: Important Product Announcements Around Optical Scale-Up
Teradyne, ams OSRAM, Lumentum and Coherent introduced microLED, VCSEL and DWDM products targeting optical interconnects for AI data-center…
Pfizer: The 10-Year Is At 5%, And I'm Still Buying This 6%+ Yield
Pfizer offers a 6.22% yield at 9.3 times 2026 consensus EPS, backed by cost cuts and 5% operational growth in its non-COVID portfolio.
Steven Fiorillo 1 click
Quick Value #331 - Corteva / Vylor Spin-Off
Corteva will spin off its Pioneer seed business, Vylor, on October 1, leaving crop protection RemainCo that could trade at 6.5-8.5x 2026…
Intel: Buy The SK hynix Optionality, But Foundry Still Has To Prove It
Intel's $16.1 billion Q2 revenue rose 25%, while potential SK hynix foundry collaboration could lift U.S.
Sharon McArd 2 clicks
[CoStar] Homes are different
CoStar spent more than $1 billion building Homes.com to challenge Zillow, betting seller-agent leads, proprietary listing content and…
“Going Through Some Pain”
Dick’s Sporting Goods’ $2.4 billion Foot Locker acquisition nearly quadruples its store count and adds international exposure, risking a…
The Monday Morning Briefing
Latticework’s weekly briefing spotlights discounted European assets including Barco, Bolloré, Brookfield and D’Ieteren, with catalysts…
Genuine Parts: NAPA Self-Help, Motion Recovery, And The 2027 Separation Support Upside
Genuine Parts targets NAPA network improvements, Motion’s industrial recovery and a 2027 Automotive-Industrial separation to lift sales,…
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Sectors
Ordered by how often our editor reaches for them.
