Friday, November 13, 2026

The Spy Who Shagged The Market

Nvidia’s leadership scandal puts its AI-market role under scrutiny, with comparisons to AIG’s pre-GFC liquidity influence.

AIG $43B

WHAT ARE WE DOING? “Contrarians At The Gate” 52m ago 1 click

47m ago NBIS $35B

A No-Spin, No-Snark Take On Nebius Group (NASDAQ: NBIS)

Cestrian Capital Research 1 click

2h ago OXY $58B

OXY’s Q3: 5 Reasons It’s Ripe for a Takeover

Open Insights 2 clicks

From X

@StockJabber 23m ago

Edwin Dorsey on X

@blondesnmoney $DKNG $SERV

@AsifSuria 47m ago

Asif Suria on X

I wanted to think about it for a bit before responding and time go away from me this week. I think NBCU makes a lot of sense as an acquisition for Netflix $NFLX given its size and the optionality it provides the company. However beyond the tax part, getting this deal through antitrust will not be easy and integration will be even harder given all the moving parts to an organization of NBCU's size and Netflix's current culture as a tech company. $LION is much easier tuck-in acquisition on both those fronts.

@AsifSuria 2h ago

Asif Suria on X

Interesting if real! $HUBS is one of the few software companies that did not rebound from the summer SaaSpocalpse related selloff.

@calvinblissett 3h ago

Calvin Blissett on X

I’d bet $KSPI finds a way to surf this wave. @m_lomtadze @fergusond747 @Kaspi_kz

@aleabitoreddit 4h ago

Serenity on X

My personal opinion is that Kress leadership is negative for $NVDA centric ecosystems and its financing. Companies like $COHR that supply everyone, with long term visibility are more isolated. As for some of the commentary: Kress reportedly “challenged some of Huang’s proposed investments in customers, including deals involving Lambda (Neocloud)” Jensen later called her “A deer in the headlights”. And said she was “A reporting CFO”, not someone who is able to make strategic decisions… In regards to decisions made where Nvidia could build a moat against hyperscaler diversification. Reports have also said CSP executives have now considered $AMD and $GOOGL TPUs following Jensen’s departure. But didn’t do so earlier in fears of retaliation from Jensen Huang.

@DeepSailCapital 4h ago

Deep Sail Capital on X

At these valuations, AI management teams seeing no slowdown in demand are likely eyeing competitors as acquisition targets. I wouldn’t be surprised to see a wave of AI-related acquisitions, like $MOD and $LITE

@leevalueroach 4h ago

Lee Roach on X

At $23.50 now. Buying $LFTO while the piggies were panicking about a small decrease in revenues was generational buying opportunity.

@DeepSailCapital 5h ago

Deep Sail Capital on X

Oh boy those $MOD leap calls about print already!!!!

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…

RBLX $37B

TSOH Investment Research 3h ago 2 clicks

Klaviyo: Reduced Risk, Better-Than-Expected Growth And Gross Margin (Rating Upgrade)

Klaviyo's deeper Shopify partnership, international and enterprise growth, and 75% Q3 non-GAAP gross margin support a Buy upgrade and $34…

KVYO $6B

Research and Value 4h ago

Infineon Technologies (OTC: IFNNY) Stock Rating: Initiating Coverage At Accumulate After Q4 FY9/26 Earnings

Infineon’s AI data-center power-chip revenue more than doubled to €1.7bn, supporting fiscal 2027 guidance for about €20bn in revenue and…

IFNNY $75B

Cestrian Capital Research 5h ago 2 clicks

Research & Analysis: CoreWeave (NASDAQ: CRWV)

CoreWeave targets 2 GW of active compute capacity, backed by high GPU rental rates, fast paybacks and a growing backlog despite a…

CRWV $31B

Monte Independent Investment Research 7h ago 4 clicks

Sprouts Farmers Market: I Should Have Waited For The Discount

Sprouts Farmers Market is rated a buy at $50 after a 40% decline, contingent on maintaining store economics as same-store sales and margins…

SFM $4.7B

Louis Liu, Esq 7h ago 1 click

Industry Primer: Alternative Asset Managers

Alternative asset managers earn durable fees on committed capital, but 2026 losses followed retail-credit redemptions, lender-fraud…

BN $93B

Latticework by MOI Global 9h ago 3 clicks

Remitly Global: Scaling The Wall Of Worry (Ticker: RELY)

Remitly’s Q3 keeps its remittance growth thesis intact as spending cards, memberships and credit products target $1 billion in annual…

RELY $4.9B

Emerging Moats Research 11h ago 3 clicks

Bloom Energy: Voters Want Data Centers Off Their Bill, Buy

Bloom Energy’s fuel cells offer data centers grid independence as Q3 operating income rose 518% on 138% revenue growth.

BE $60B

Ignacio Planas Gonzalez 15h ago 2 clicks

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 16h ago 2 clicks

Cerebras surges, Applied and Cisco are doing fine but stocks are muted

Nvidia CEO Colette Kress signals a pullback from the financial schemes pursued under Jensen Huang.

CBRS $24B

The Technology Letter 19h ago 1 click

MOH · long

Molina Healthcare INC

Molina Healthcare is presented as a long investment in the widely disliked U.S. health-insurance industry.

MOH $11B

Value Investors Club Jun 22 4 clicks

Vicor Deep Dive

Vicor’s 48-volt power modules cut current and resistive losses for high-power AI processors by converting voltage at the chip.

VICR $7.6B

CV's Substack Sep 9

C.H. Robinson: The $604 Million Verdict Looks Bigger Than The Economic Risk

C.H. Robinson’s $604 million verdict is largely insulated by insurance and fault allocation, with the bigger test coming at its 2027…

CHRW $16B

High Alpha Professor Sep 9

Quick Value #330 - Deckers Outdoor (DECK)

Deckers Outdoor has fallen about 60% from its late-2024 peak and trades at 11x earnings as HOKA growth slows.

DECK $11B

Value Don't Lie Sep 9 5 clicks

[scuttleslops] UNP-NSC merger, HEI, NVDA, AVGO, DG, DLTR

Union Pacific’s $85 billion Norfolk Southern merger pitch centers on a coast-to-coast rail network that cuts interchange delays and wins…

NSC $75B

scuttleblurb Sep 9 3 clicks

Dyne Therapeutics Remains A Buy Even As Novartis Trial Failure Hits DM1 Class

Dyne Therapeutics fell 16% after Novartis’ HARBOR failure raised doubts that RNA-targeting biomarker gains translate into functional…

DYN $3.2B

Petri Dish Reports Sep 9 1 click

Brown-Forman: 99 Problems, But Weight-Loss Drugs Ain’t One

Brown-Forman faces declining organic EBIT and uneven ready-to-drink sales, while U.S.

BF-A $14B

Librarian Capital's Research Library Sep 8

Lululemon: Deep Dive Analysis

Lululemon’s Q2 revenue fell 4% and Americas comparable sales 12%, as markdowns, tariffs and activewear rivals pressure its premium apparel…

LULU $12B

Hated Moats Sep 8 7 clicks

Mohnish Pabrai and Frontline, Part 2: Time Charters Are for Weaklings

Frontline’s 70% spot-charter exposure drove 2002 losses and a 73% stock plunge, creating the risky tanker bet Mohnish Pabrai assessed.

FRO $10B

The Owner's Memo Sep 8

SoFi Technologies: Growth Is Doing The Heavy Lifting, And I Am Buying The Setup

SoFi targets $4.75–$4.85 billion of 2026 adjusted net revenue as lending, loan-platform fees and cross-selling scale its financial-services…

SOFI $21B

The Curious Analyst Sep 8

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Friday, November 13, 2026

Edwin Dorsey on X

Asif Suria on X

Asif Suria on X

Calvin Blissett on X

Serenity on X

Deep Sail Capital on X

Lee Roach on X

Deep Sail Capital on X

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