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Friday, November 13, 2026

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TSOH Weekly Roundup (11/13/2026)

Tripadvisor’s CEO and CFO will depart after weak Q3 results, while Roblox’s CEO discusses AI and Berkshire repurchases $9.6 billion of stock.

RBLX $37B
TSOH Investment Research

From X

@convequity

Convequity on X

$TSEM Tower Semiconductor's edge is joining chips that move data with light to the electronic chips that drive them, and it has added capacity more successfully than we expected. Next-generation optical links need those two chips to exchange more data inside a shrinking space. In our view that difficult integration, not simply rising demand for fiber or transceivers, is the source of Tower's growing advantage. Hybrid bonding joins the chips through densely packed electrical connections so large amounts of data move between them in a compact package. We regard Tower's capabilities here as effectively unmatched among Western suppliers. The added capacity lets Tower fill more orders itself, leaving less business for competitors. Customers have less reason to switch to a supplier whose technology they consider weaker when Tower can meet their needs. Our conviction rests on Tower's technology. Deeper dive available at Convequity.
@ParadisLabs 1 click

Paradis on X

A lot of green in AI land today from $NBIS +11.2% to $CRDO +10.8%. Over the past few weeks, financing has been the main pressure point but it seems like we've made some solid progress this week. - $META raised $97.5B, with $60B of that coming through an ATM starting in January. - $SPCX signed a $40B deal for GPU equipment. - $AVGO set up a $63B SPV to fund custom chips for Anthropic, who also eased some fears with their S-1. Feels like the rapid de-grossing over the last few weeks has mostly run its course, however according to JPM, volumes still remain light. Interestingly, GS say that there's evidence today of "increased offense being played across the AI complex". While this is still minimal, it's a notable uptick vs. the past few weeks where risk was near zero. I wonder whether the market decides to pay attention to the upcoming hurdles, or whether it keeps riding the wall of worry higher. I personally still land on some short-term choppiness when you consider how bruised investors have gotten since July + hurdles in the next few days (hyperscaler earnings, FOMC, midterms).

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QXO Inc Earnings Update: Q3 2026

QXO's Q3 sales rose 79% to $4.9 billion after TopBuild and Kodiak acquisitions, while acquisition debt lifted interest expense to $163…

QXO $13B
SixSigmaCapital: Navigating the Financial Markets 2 clicks

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…

TPL $19B
Rebound Capital 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 $75BKR $41B
MBI Deep Dives 3 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 $46B
SixSigmaCapital: Navigating the Financial Markets 7 clicks

Research update

S&P Global research will assess Platts, Kensho and ratings growth; Benefit Systems’ 72% YTD rally changed its valuation, while Netflix and…

ICE $99B
Global Outperformers 3 clicks

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