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Friday, November 13, 2026

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From X

@aleabitoreddit

Serenity on X

It's been overwhelmingly negative recently, but here's some perspective on how supply-constrained demand from $LITE to $MU looks amid possible AI capex slowdowns. As one Korean executive on memory puts it: "Thirty people are already lined up at a restaurant that is full, and five of them leaving does not create a table." The amount of tables might expand, but supply shortages and price hikes in bottlenecks can persist through capex slowdowns or capacity buildout. From AI implications in medicine, physics, materials, robotics, cybersecurity, engineering, energy, to AI itself over the next 5-10 years... We've only reached the precipice of the next technological paradigm shift. The world is going to need a lot more compute.
@AsifSuria

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.

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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…

RBLX $37B
TSOH Investment Research 3 clicks
VSEC · long

Vse CORP

VSE Corp trades at $185, with a stated $246 fair value and 2027 estimated EV/EBITDA of 15x.

VSEC $5.2B
Value Investors Club 2 clicks

Wix: More Pain (Ticker: WIX)

Wix cut 2026 bookings guidance by $50 million and revenue by $25 million after layoffs and weaker agency-partner demand, deepening scrutiny…

WIX $2.8B
Emerging Moats Research

Precision AI

Adobe’s licensed vector data, corporate workflow integration and compliance framework could give it an edge in precision AI as frontier…

ADBE $93B
Bearstone

Intuit deep dive

Intuit’s investment case turns on whether AI strengthens or weakens QuickBooks and TurboTax moats across SMB accounting, payroll, payments…

INTU $91B
Global Outperformers

What I've Been Reading

Yesway, Dollar General and Expedia feature in a research roundup spanning convenience retail, discount stores and AI-driven travel search.

DG $30BEXPE $31B
Stock Thoughts

Everyone Bought the Shovels

Element Solutions sells consumable chipmaking chemistry, with a $75 target from $44 based on an AI-driven semiconductor-materials rerating.

ESI $8.3B
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