Friday, November 13, 2026

The AI Debate is No Longer Boom vs Bust: Why It’s Time to Go Back to Stock Picking | The Weekly Wrap

AI investing is shifting from boom-or-bust bets to stock picking as data center moratoriums and company results separate winners from losers.

CRWV $31BCHTR $24B

Steve Eisman 49m ago

4h ago AIG $43B

The Spy Who Shagged The Market

WHAT ARE WE DOING? “Contrarians At The Gate” 2 clicks

2h ago NBIS $35B

Is Nebius Fucked?

Daniel Romero 5 clicks

From X

@leevalueroach 29m ago

Lee Roach on X

At Target doing my weekly rounds of seeing how much demand Pokemon has. There is a line of grown ass men waiting for them to restock the shelves so they can buy cards. Target even put up a mini blockade so they can restock before they open flood gates. GameStop $GME is a sleeping giant.

@Fierce__beast 49m ago

Fierce_beast on X

you can see what's generally implied in stocks, i usually see ranges of like 0-10% perpetual growth implied in stocks for like 20 years. $SKYW is one that is looking like even less than 0% implied growth for 20 years but $HTFL still looks like it's closer to >7% $skyw seems a little too low, $htfl seems around right

@gnoble79 1h ago

George Noble on X

@natbrunell You should have me on your show. I was right on $OPEN and am tight on AI. Stop wasting your time with shysters like @APompliano and @ericjackson

@aleabitoreddit 2h ago

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.

@catechwilliams 2h ago

catechwilliams on X

$LWLG Pre-revenue telecom technology lab project that is already available from competitors. Just delayed commercialization (again). Hoping for 2028 delivery. Even if achieved, won’t be able to remain solvent to get there given the accelerating cash burn. Next stop: $0 per share.

@stockgutter 2h ago

SG on X

Investors love $CHA plans for a $1.95 special dividend. I'm still long but its pretty extended here.

@ACapitalLP 3h ago

A Capital on X

What am I missing with $FUL (H.B. Fuller)? Ancora is involved, the stock is down ~17% YTD while $AVY is up ~3% and $RPM is flat. Trading at ~7x EBITDA despite improving margins and a potential BAS divestiture that could accelerate deleveraging. I understand the AMS acquisition and leverage overhang, but at what point does the valuation disconnect become too wide to ignore?

@AsifSuria 3h ago

Asif Suria on X

Another director joined him in buying Alphatec $ATEC this week.

BGIN: a $34mm tax bill and $31mm of cash

BGIN holds $31.4 million of cash against $34.1 million in taxes payable as first-half revenue fell 85% and self-mining costs exceeded coin…

BGIN $432M

Guardian Research 3h ago 2 clicks

Arcos Dorados Q3: Same Golden Arches, A Fraction Of The Price

ARCO $1.5B

Kenio Fontes 3h ago

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

Nebius spent $7.3bn in Q3 capital expenditure against $981m of revenue, including $325m in nonrecurring partnership sales, and guides to…

NBIS $35B

Cestrian Capital Research 4h ago 2 clicks

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

Occidental Petroleum reached its $10 billion debt target early and targets $6.4 billion to $6.5 billion of 2027 free cash flow at $65 WTI,…

OXY $58B

Open Insights 4h ago 2 clicks

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…

TRIP $855MRBLX $37B

TSOH Investment Research 6h ago 2 clicks

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 7h 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 10h ago 5 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 10h 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 12h ago 3 clicks

Kimbell Royalty Partners: A Selective Income Buy With A Variable Distribution And Limited Dependence On Peak Oil Prices

Kimbell Royalty Partners targets an 11% normalized yield through third-party drilling royalties, with distributions sensitive to oil and…

KRP $2.3B

Atlas Diary 13h ago

THC · long

Tenet Healthcare CORP

Tenet Healthcare generates roughly two-thirds of profits from hospitals and one-third from ambulatory surgery centers.

THC $23B

Value Investors Club Jun 29

$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital

Limbach's EBITDA fell 30% as organic revenue declined, but 1 Main Capital calls the weakness temporary and views CYMCOR as its first…

LMB $679M

Yet Another Value Podcast Sep 1 9 clicks

Lumen Technologies - Accumulate $6-$8.30; STP<$6; PT >$12 - Q2 FY12/26 & Outlook

Lumen is shedding consumer lines for data-center services; $9.2 billion of deferred revenue, up 72%, supports its enterprise order book…

LUMN $4.3B

Cestrian Capital Research Sep 1

MDA Space: Houston, We Have a New Position

MDA Space is added to the Aurelion Index after hiring engineers, signing large contracts and expanding facilities; the thesis cites…

MDA $5B

Aurelion Research Sep 1 5 clicks

Who Really Runs Tidewater (TDW)?

Tidewater CEO Quintin Kneen’s 2024 stock trades and board activity follow GulfMark’s bankruptcy, Tidewater’s merger and TDW’s 485%…

TDW $3.9B

Cannibal Stocks Sep 1

Cleveland-Cliffs: 2027 Could Be A Very Big Year

Cleveland-Cliffs' 2027 upside depends on contract resets and Stelco earnings, while management directs free cash flow to deleveraging…

CLF $7.5B

The Bullionaire Sep 1 1 click

Monte Investments Market Brief Vol. CXXVI

Synopsys reported 8% EDA growth and 11% Design IP growth in Q3 2026, betting Multiphysics Fusion and Intel 14A adoption will lift revenue…

SNPS $89B

Monte Independent Investment Research Sep 1

Mohnish Pabrai and Frontline, Part 1: A Wonderful Business to Avoid

Frontline’s 73% 2002 plunge drew Mohnish Pabrai to oil-tanker shipping, but volatile charter rates made the seemingly cheap business one to…

FRO $10B

The Owner's Memo Sep 1

Black Hills: A 439 MW Utility With A Three GW Data Center Pipeline

Black Hills has 600 MW of Microsoft and Meta data-center load in its plan, with a 2.5 GW prospective pipeline led by a 1.8 GW hyperscale…

BKH $6.7B

SiliconBytes Insights Sep 1

WD #356: Software/AI, Estee Lauder, Various Brazilian Stocks

LLM adoption is rising but may not generate returns sufficient to justify current AI investment; the aggressive portfolio exits Estee…

EL $40B

Ian’s Insider Corner Aug 31 1 click

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