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Friday, November 13, 2026

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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 million and adjusted EPS fell.

QXO $14B
SixSigmaCapital: Navigating the Financial Markets 2 clicks

From X

@convequity

Convequity on X

More details are emerging about Alice Huang and her connection to Jensen Huang $NVDA: - Born around 1977 in Xiangtan, Hunan Province, China. - Attended primary and secondary schools affiliated with a state-owned machinery factory. Her classmates remember her as an assertive, big-sister figure who was always cultivating connections with people of higher status. - She then reportedly attended Xiangtan Health School, a secondary vocational school equivalent to high school, and later allegedly obtained a bachelor's degree from Hunan Normal University through continuing education. - Her father worked at the same state-owned machinery factory. Some accounts say he later became a successful businessman. - Her career has spanned media, finance, private equity and AI infrastructure. - She had two brief stints at Hunan Province TV and China's national broadcaster, CCTV, working as an outside contract journalist rather than a permanent employee. Former colleagues described her as ambitious, hardworking and sharp. - She then earned a Master of Arts in Media Management from Hong Kong Baptist University. - After that, she worked in HSBC's private banking division in Hong Kong and then at CITIC Securities in fund sales. Her husband, Kang Wei, founded Shanghai Hexi Investment Management, which invested in gaming, cloud computing and semiconductors. - She joined Hexi in 2015, holding roles including executive director, partner and fund manager. Hexi had investment ties to Phicomm, which became embroiled in a major fundraising-fraud Ponzicase. Phicomm founder Gu Guoping was sentenced to life in prison. Separately, Hexi and Kang were fined over securities disclosure and trading violations. - In 2023, she pivoted to AI computing infrastructure in Singapore, becoming managing director of Megaspeed International, an NVIDIA Cloud Partner. Later accounts describe her continuing to run the business after formally stepping down. - Megaspeed operated data centers in Malaysia and leased computing capacity to Alibaba $BABA. Overall, this looks like the career of an ambitious socialite who turns relationships and access to influential circles into business opportunities. Very unlikely to be a spy for the Chinese gov who has ceased to use honey trap and using people tied to criminal record for years.
@RagingVentures 1 click

Raging Capital Ventures on X

It is hard to game where $NVDA shares go short term, but I think it is already clear that there is too much capacity in the GPU/TPU business. Major players include: $NVDA, $AMD, $GOOG, $AMZN (selling TPUs via cloud tokens), $MRVL, and $AVGO. The sector’s fierce price competition is already evident in the form of loans, loan guarantees, direct investments, and juicy equity warrant packages. $AMD effectively gave up as much as 15%+ of its company to convince $META and OpenAI to use their products. Gun to my head, I think you could be short a basket of $AMD, $AVGO, $MRVL, and $NVDA and do very well over the next 2-3 years as the cycle matures.

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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…

TPL $19B
Rebound Capital 2 clicks

DoorDash’s FBA Moment

DoorDash’s $17 billion Instacart deal targets DashMart warehouse scale, where 99%+ order accuracy and faster delivery address the limits of…

DASH $78BKR $41B
MBI Deep Dives 3 clicks

Monte Investments Market Brief Vol. CXXXV

Quanta Services’ backlog rose 63% year over year to $64 billion as shares fell 30%, while AI power and data-center construction demand…

PWR $92B
Monte Independent Investment Research 2 clicks

No title

SpaceX’s $24 billion Starbase power plant, Microsoft’s Oracle capacity cuts, Riot’s $72 billion AI lease and Quanta’s sell-off frame…

PWR $92BORCL $400B
Monte Independent Investment Research 3 clicks

Insider activity October 2026

Asian insider buying reached $2.9 billion in October, the highest since 2018, with South Korea and Thailand leading.

BKRKY $23B
Asian Century Stocks 2 clicks

Quick Value #337 - Dana Inc (DAN)

Dana is combining with Eaton’s Mobility unit via a 1Q27 Reverse Morris Trust after selling a division, delevering and accelerating buybacks.

ETN $140B
Value Don't Lie 4 clicks

Roblox: Capture This Moment

Roblox’s Q3 FY26 DAUs fell year over year for the first time, while bookings declined 12% to $1.7 billion.

RBLX $38B
TSOH Investment Research 2 clicks

DoorDash and Google

DoorDash and Google.

DASH $78B
Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 8 clicks

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