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.
Friday, November 13, 2026
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From X
Mr Neutral Man aka "Howard Marks of REITs” on X
@TimelessArie Ticker is $INVH for those curious
Mr Neutral Man aka "Howard Marks of REITs” on X
More $CUBE news Sold 80% to Heitman in a JV valued $197mm at a roughly mid 5% cap rate and used proceeds to buy back better assets like those in NYC in that 6.3% to 6.5% cap rate range Improves quality and sell non-core at lower cap rate than higher quality assets Retains management and builds annuity mgt fee stream
Barbarian Capital on X
Roblox Narrows Loss as User, Engagement Metrics Fall The video-game company said average daily users were down 9% to 138 million, and engagement hours fell 15% to 34 billion. $RBLX
David Orr on X
$PURR
Investor Letters
All letters- Minotaur Capital October 2026 CROX $7.2BHUT $7.3B
- 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 $30B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.7BSN $31B
- FCL Capital October 2026 ANPDF $28BCNSWF $52B
- Protean Funds October 2026 AAK $4.7BLFABF $13B
- City Different Investments 3Q 2026 FLEX $29B
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…
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…
Research and Value 
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…
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…
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…
Louis Liu, Esq 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…
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…
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.
Ignacio Planas Gonzalez 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…
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.
Trading Post November 12, 2026: Enough is Enough, NVIDIA, SMH vs SOXX, Earnings Quality
NVIDIA faces DOJ antitrust probes alongside inquiries into Megaspeed and Super Micro, after charges over $2.5 billion of GPUs allegedly…
Floor & Decor 3Q’26: Déjà Vu, But Priced For A Lost Decade
Floor & Decor cut its 2026 outlook again, with EBITDA guidance falling to $535-550 million and 2027 openings slowing to 10-15 as housing…
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…
AutoNation (AN): The CEO Takes a Driving Test
AutoNation’s new CEO Mike Manley brings Jeep and Fiat Chrysler experience after the dealer chain cycled through three leaders in 30 months.
Quanta Services (PWR): Backlog Up 63% While Shares Fall 30%
Quanta Services' backlog rose 63% year over year to $64 billion as shares fell 30%, with AI and power-infrastructure demand driving revenue…
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…
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 4 clicks
MONOY · long Monotaro CO LTD
MonotaRO, traded as MONOY in the U.S. and 3064 in Japan, is a Japanese MRO distributor recommended as a long.
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 9 clicksPublications we follow
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Sectors
Ordered by how often our editor reaches for them.
