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 2h ago 1 click

5h ago AIG $43B

The Spy Who Shagged The Market

WHAT ARE WE DOING? “Contrarians At The Gate” 3 clicks

3h ago NBIS $35B

Is Nebius Fucked?

Daniel Romero 5 clicks

From X

@TheBenSchmark 6m ago

JabroniCoin.USD on X

@OnodaCapital Please don’t summon the $TE folks

@StableBread 18m ago

Fajasy on X

@WarrenGRuffet Yes. $BRUN leases most of its GPUs from lessors, the companies that buy the GPUs and lease them to $BRUN, then rents the GPUs out to AI startups. The advances and monthly payments are what $BRUN pays those lessors.

@leevalueroach 1h 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 2h 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 2h 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 3h 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 3h 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 3h ago

SG on X

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

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 3 clicks

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

Arcos Dorados' Q3 comparable sales rose 15.5% on higher traffic, checks and market share; shares trade at 8.8 times forward earnings amid…

ARCO $1.5B

Kenio Fontes 4h 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 5h ago 3 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 5h ago 3 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 7h ago 3 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 8h ago 3 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 11h 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 11h 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 13h 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 14h ago

BV · long

BrightView Holdings

BrightView Holdings' 2.5-year turnaround has returned organic growth, with 30-50% stock upside tied to market confidence in the inflection.

BV $935M

Value Investors Club Jul 6 3 clicks

An ATM that starts to spit out cash

Andrada Mining’s Uis ore sorter targets higher tin grades and lower unit costs after FY26 operating cash flow reached £4.7 million, but…

ATMTF $167M

The Oak Bloke Sep 2 7 clicks

EVC Update

EVC reported a solid second quarter and outlook.

EVC $870M

Nat Stewart - Stock Picking Newsletter Sep 1 17 clicks

$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

GoPro sold itself at 9:20 AM to get ahead of a meme stock

GoPro rushed out its Starman Optical merger after Markiplier-driven buying sent GPRO up roughly 90% premarket, offering shareholders $1.14…

GPRO $148M

Yet Another Value Blog Sep 1 4 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

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