Thursday, November 12, 2026

Looking Back at Another Successful Thesis

DoubleU Games raised its all-cash tender offer for DoubleDown Interactive minority holders to $16.25 per ADS from $11.25 after net cash made the earlier bid untenable.

DDI $779M

The Value Road 24m ago

9m ago PWR $92B

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

Monte Independent Investment Research

12m ago NVDA $4.2T

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

Key Context by Tae Kim

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.

@leevalueroach 20m ago

Lee Roach on X

DoubleU Games told $DDI’s special committee that $16.25 was the most its Korean valuation firm could support. That firm’s report is now public. Its range runs to $17.72. The committee had asked for $17.00. Tender expires Dec 10.

@Fierce__beast 30m ago

Fierce_beast on X

what's going on with $life?

@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.

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Bernard Zambonin 1h ago

Top Rebound Stocks for Nov’26

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TSOH Investment Research 4h ago 3 clicks

DHT Holdings: Over A 20% Dividend In A Single Quarter

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DHT $3.5B

Melissa Tucker 5h ago

The Don Goes Down: What Jensen’s Fall Means

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NVDA $4.2T

Cassandra Unchained 10h ago 5 clicks

GFL Environmental: After The Rejected Offer, The Stock Is Attractive

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GFL $16B

EuroEquity Research 10h ago 1 click

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

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

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RBLX $38B

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

POST · long

Post Holdings INC

Post Holdings remains a large position after the stock's recent decline.

POST $3.6B

Value Investors Club Jul 10

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NKE $57B

Latticework by MOI Global Oct 2 5 clicks

[scuttleslops] Cloudflare wants bots to pay; OpenAI’s ad ambitions; Memory chip competition; Muse is a proactive assistant; the Wintel of cars and robots; Atlassian as a coordinating layer

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NET $113B

scuttleblurb Oct 2 1 click

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NKE $57B

Latticework by MOI Global Oct 2 3 clicks

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Latticework by MOI Global Oct 2 3 clicks

ServiceNow: Still A 'Strong Buy' As AI Revenues Gain Traction

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NOW $107B

Jetstream Research Oct 2 1 click

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Rocket Lab reported Q2 revenue up 62% to $234.1 million and backlog up 137% to $2.36 billion, while operating losses and cash burn…

RKLB $45BIRDM $5B

Cestrian Capital Research Oct 2

Research & Analysis | AAR Corp. (NYSE: AIR): MRO Holdings Reshapes the Margin Profile

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AIR $4.6B

Monte Independent Investment Research Oct 2 4 clicks

The Trade Desk (NASDAQ: TTD) Stock Rating: Do Nothing After Q2 FY12/26 Earnings

The Trade Desk's Q2 revenue grew 3% to $715 million as Q3 guidance called for a year-over-year decline; TTD has fallen over 90% from its…

TTD $7.6B

Cestrian Capital Research Oct 2 3 clicks

Belden Inc.: The Ruckus Debt Looks Scarier Than The Math

Belden targets net leverage of 2.9x by 2027 from 3.9x, using RUCKUS's 65%+ gross margins and free cash flow to reduce debt.

BDC $4.1B

Lee Bailey Oct 2

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Thursday, November 12, 2026

Convequity on X

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Lee Roach on X

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Farmer on X

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