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Friday, November 13, 2026

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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” 2 clicks

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.

Investor Letters

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G · long

Genpact LTD

Genpact operates workflows AI is designed to automate and can deploy AI across its existing operations.

G $7.2B
Value Investors Club 1 click

Unpolished Thoughts on Stocks #1

Genius Sports aims to turn official sports data into AI-driven, real-time advertising, with media and ads already about 40% of revenue.

GENI $1.7B
Sylence Capital 2 clicks

Lululemon: The 15-Minute Thesis

Lululemon’s North American sales, margins and legging demand are falling as Alo and Vuori gain share, leaving its brand moat and depressed…

LULU $12B
Hated Moats 3 clicks

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